星宿小小仙
2024-11-25
不可能的,只要食品安全“有法不依,执法不严”的事实广泛存在,就不会有什么大的起色,毕竟科技+狠活可以产品价格击穿,让劣币横行无忌,良币自然没有生存空间。
阿里电商整合的12点思考:“胡服骑射”,反击“劣币”
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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","LU1046421795.USD":"富达环球科技A-ACC","BK4588":"碎股","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4502":"阿里概念","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4504":"桥水持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4548":"巴美列捷福持仓","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) 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金宁\n\n1、公元前307年正月初五,赵武灵王决定“胡服骑射”。这可以说是战国版的“海外增量价值”,与“中原”成熟的组织形态一整合,赵国一跃在原本“低质内卷”的七国争雄中抢下先发优势。\n2、欲破内卷,终须引入增量价值。战国争雄如是,电商大战亦不例外。\n3、双11之后阿里布下新阵:整合淘宝天猫集团、阿里国际数字商业集团以及1688、闲鱼等电商业务,成立新的电商事业群。由蒋凡负责,向吴泳铭汇报。\n\n4、这是个新事。同时拥有国内与海外电商业务的各玩家,尚无如此规模资源整合的先例。但从历史上来说,太阳底下没有新事,2331年前的“胡服骑射”,就是中原农耕文明整合资源,突破车战步兵“战力天花板”的起手局。\n5、而为了在电商行业打一场良性竞争的大仗,阿里调动海外市场的增量价值、优化国内全供给要素的匹配,合力突破弥漫已久的“低质低价恶性内卷”给电商行业虚设的“玻璃天花板”。\n6、屠龙刀和倚天剑的双剑合璧当然能发挥更大的效力。过去一年阿里国内和海外电商的合作尝试已经证明了这一点:淘宝出海包邮计划从几个月前的服饰试点,快速扩张到全品类。加之投入10亿把中国香港纳入淘宝包邮区,在马来和新加坡推出英文版淘宝界面。到双十一开卖3天,7万参与全球包邮的商家,翻倍增长。\n\n7、翻倍增长,这让“苦内卷久矣”的商家,看到了增量市场的方向。更重要的是,这个市场将在此次阿里电商整合后,被以一种极高效的方式,“送”到商家眼前。\n8、毕竟整合之后,全球供应链一盘棋、商家经营一盘棋、平台运营一盘棋。海外积累的出海履约基建、市场运营获得国内优势供应链的极大支撑,国内商家则将快速进入巨大海外市场。\n9、这一切,是以吴泳铭过去一年对阿里电商大刀阔斧改革为基础的。\n10、阿里电商已经进行了近一年的价值转向:给商家解绑“仅退款”、上线退货宝,这是对内的规则和效率优化,在电商行业做了真正以“价值竞争”为核心的选择;对外,在行业中率先开启支付、物流互联互通,以用户体验为导向提供服务。\n11、这是对“劣币”的反击。电商行业已经受够了“劣币驱逐良币”的戏码。\n12、但稳固战局之后,要突破天花板的最后一块拼图,就是集合海外电商,用增量把电商彻底拉出“内卷”的黑洞。这是坚定的选择,更恰逢其时。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1291,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":142,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/374818539139248"}
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