青少年儿童的个人主页 - 老虎社区

青少年儿童

青少年儿童

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IP属地：北京

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青少年儿童

2022-03-11

$拼多多(PDD)$疯了吗

青少年儿童

2021-08-03

$Roblox Corporation(RBLX)$买入之后一直在跌……

青少年儿童

2021-07-17

百度？

抱歉，原内容已删除

青少年儿童

2021-07-08

$百度(BIDU)$这tm发生了什么？

青少年儿童

2021-03-10

$Roblox Corporation(RBLX)$不让交易？

青少年儿童

2021-03-05

$特斯拉(TSLA)$真的无语了崩的这么厉害

青少年儿童

2021-02-23

$比特币基金(GBTC)$昨天成功高点卖出…

青少年儿童

2021-02-22

$百度(BIDU)$百度可真行今天还涨

青少年儿童

2021-02-16

11点

@PeterZhu:$比特币基金(GBTC)$为啥今天没开盘交易

青少年儿童

2021-02-09

$百度(BIDU)$今晚破千亿

青少年儿童

2021-02-05

$百度(BIDU)$要千亿了

青少年儿童

2021-02-03

推迟到什么时候

在线游戏平台公司Roblox上市计划或因SEC审查而推迟

青少年儿童

2021-01-30

$比特币基金(GBTC)$跌跌不休……

青少年儿童

2021-01-26

$百度(BIDU)$直线跳水………真垃圾

青少年儿童

2021-01-25

$Roblox Corp(RBLX)$今晚上市？

青少年儿童

2021-01-21

$比特币基金(GBTC)$真坑

青少年儿童

2021-01-15

怎么打新

抱歉，原内容已删除

青少年儿童

2020-12-30

一个不小心，拼多多已发展如此之快

2021，拼多多加速蚕食阿里

青少年儿童

2020-12-23

$特斯拉(TSLA)$让我空一下啊

青少年儿童

2020-12-18

$特斯拉(TSLA)$不是说四巫日吗

去老虎APP查看更多动态

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09:47","market":"us","language":"zh","title":"2021，拼多多加速蚕食阿里","url":"https://stock-news.laohu8.com/highlight/detail?id=1177925272","media":"亿欧网","summary":"阿里从不缺少“敌人”，但从未遇到过像拼多多这样，深入自己电商腹地的“敌人”。从蚂蚁集团被暂停上市，到阿里巴巴被市场监管总局进行反垄断调查，阿里迎来了“至暗时刻”。在10月27日触及最高点319.32美","content":"<p>阿里从不缺少“敌人”，但从未遇到过像<a href=\"https://laohu8.com/S/PDD\">拼多多</a>这样，深入自己电商腹地的“敌人”。</p><p>从<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>被暂停上市，到<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>被市场监管总局进行反垄断调查，阿里迎来了“至暗时刻”。</p><p>在10月27日触及最高点319.32美元后，阿里股价开走下坡路。12月25日，阿里股价应“声”下跌，创纪录地单日下跳13.34%至222美元。</p><p><b>2个月的时间，阿里股价下跌30.48%，市值蒸发2634亿美元</b>（相当于1个<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、2个<a href=\"https://laohu8.com/S/JD\">京东</a>、2.5个小米集团、14个<a href=\"https://laohu8.com/S/00981\">中芯国际</a>）<b>，基本回到年初的水平。</b></p><p>与阿里“原地踏步”的境遇完全不同，拼多多进入了市值膨胀的快车道。</p><p>在阿里股价创纪录大跌的当天，拼多多股价大涨8.91%，形成明显反差。今年以来，<b>拼多多股价翻两番，市值1873亿美元，逼近阿里的1/3。</b></p><p>在资本市场上备受青睐的拼多多，已经与阿里展开贴身肉搏，逐渐成为阿里的头号“敌人”。</p><p><b>根基：下沉市场</b></p><p>2015年9月，在微信好友和微信群里，开始频繁出现拼团、“砍一刀”的链接，通过类似微商的社交裂变模式，在亲友之间开启迅速传播。</p><p>人们逐渐发现，在淘宝/天猫、京东之外，拼多多上的商品价格竟然如此便宜——“0元电饭煲拿回家”、“9.9元包邮”、“拼团成功立减20元”……</p><p>从心理学上来看，这种“薅羊毛”的快感，会让消费者产生一种占便宜的心理优势，相当于一种产品附加值。而这种“优势”会诱导消费者再次购买，最终陷入“真香定律”。</p><p><b>在产品质量相差不大的情况下，价格成了消费者考虑的最重要因素。</b>拼多多抓住这点，通过厂家直销，没有中间商差价；扶持商家，降低开店成本；百亿补贴，让利消费者。</p><p>拼多多最早卖<a href=\"https://laohu8.com/S/000061\">农产品</a>起家，特别是农副产品，商家基本都是一手货源、厂家直销，少了中间商差价，自然会便宜很多。商家挣钱，消费者划算，双赢的局面，是拼多多低价模式可以持续的根源。</p><p>拼多多对商家的扶持，主要体现在更低的广告收费。</p><p>阿里巴巴2021年中期财报显示，中国零售商业收入中，广告收入（推荐信息流、搜索付费点击）贡献了1405.53亿元，占比71.4%；2020年二、三季度，拼多多广告收入（在线营销服务、其他收入）239.43亿元，占总收入的90.7%。</p><p>而公开资料显示天猫+淘宝商家超过1100万，拼多多截至2019年底商家数量为510万。</p><p><b>总体结构上来看，拼多多更依赖广告收入；但若将广告费用均摊到单位商家，阿里是拼多多的2.4倍。</b></p><p>在补贴消费者方面，拼多多更是不遗余力地烧钱。</p><p>以华为畅想10Plus（幻夜黑，6GB，128GB）机型为例，华为官方商城售价1599元，淘宝1558元，京东1599元，而拼多多在全网低价1499元的基础上，还有“百亿补贴”150元，最终价格1349元。</p><p>许多从前在从淘宝/天猫、京东购物的消费者，在低价的吸引下涌入拼多多。</p><p>2020年三季度，拼多多年活跃买家7.31亿，与阿里的差距缩小到2600万。<b>如果保持当前增速，2021年拼多多年活跃买家或将超越阿里。</b></p><p>拼多多用5年多的时间，在巨头统治的电商领域，硬生生地挤出一条生路，实现了“让安徽安庆的人有厨房纸用、有好水果吃”的愿景。2020年三季度，拼多多首度实现盈利，成为阿里不可忽视的对手。</p><p>阿里也确实感受到了威胁。2020年3月26日，阿里祭出了淘宝特价版，产品定位、购物方式等与拼多多颇为相似，被业内看作是在正面“硬刚”拼多多。</p><p>阿里的电商基因再次起了作用，淘宝特价版上线3个月，MAU就接近4000万。拼多多当年用了近21个月，才达到同等用户规模。</p><p><img src=\"https://static.tigerbbs.com/1c63045d099b7a1822bcf12318d2926a\" tg-width=\"496\" tg-height=\"945\"><img src=\"https://static.tigerbbs.com/060a77e8dcbd8f8994591a96dae00857\" tg-width=\"501\" tg-height=\"953\"></p><p>左图：淘宝特价版首页截图，右图：拼多多首页截图</p><p>拼多多也在寻求“第二增长曲线”。这一次，黄峥选中的是社区团购，决定要“做大量的重投入，深度的创新，愿意扎扎实实地改造我们的传统农业，改变流通”。</p><p>这条赛道早已巨头<a href=\"https://laohu8.com/S/YJ\">云集</a>，多多买菜不能像拼多多起初做电商那样“弯道超车”，需要正面与兴盛优选（<a href=\"https://laohu8.com/S/00700\">腾讯</a>、京东）、京喜（京东）、十荟团（阿里）、美团优选（美团）、橙心优选（滴滴出行）展开厮杀。</p><p>来自监管部门的关注，让社区团购不再是一场野蛮的资本之战，而是更考验企业的创新、供应链整合能力。后入者拼多多凭借自身在农副产品的优势，或许会掌握更大主动权。</p><p><b>2021年，将是阿里、拼多多在电商、社区团购两个维度博弈的关键之年。</b></p><p><b>成长：突破边界</b></p><p>低价策略吸引了不少用户，但也让平台陷于低价，难以突破。</p><p>以“老铁文化”起家的快手，已经开始加强内容监管，引入周杰伦这样的明星资源，改变用户的既定思维。入驻快手后的周董，首场直播即收获6800万人次的观看，目前粉丝数量2957.8万。</p><p>拼多多也在尝试转型，改变用户“拼多多主要用来买农副产品和日用品”的普遍观念。</p><p>2020年7月21日，拼多多出现“万人团购<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model 3”的盛况，直接补贴2万，只需25.18万元就能把车开回家。当天，特斯拉通过官方社交媒体发布声明，否认与拼多多有合作。</p><p>虽然特斯拉这个大腿没有傍上，但拼多多借此完成了一次“出圈”营销，同时透露出引入高端品牌、提升影响力的策略。</p><p>2020年8月6日，拼多多上线“百亿补贴节”活动，补贴商品多为千元左右，涵盖<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/SNE\">索尼</a>、<a href=\"https://laohu8.com/S/000858\">五粮液</a>等国内外热销大品牌。其中，iPhone11（64G）降至3979元，首次来到4000元以下区间。</p><p>紧接着，拼多多于9月中旬上线iPhone12的预约购买界面。<b>深度捆绑苹果，拼多多正在成为果粉购买产品的重要渠道。</b></p><p>12月中旬，拼多多索性玩了票大的，盯上了豪车<a href=\"https://laohu8.com/S/RR..UK\">劳斯莱斯</a>。所售车型为<a href=\"https://laohu8.com/S/RRN.UK\">劳斯莱斯</a>幻影EWB，指导价1068万元，现金优惠122万元，活动价946万元，还是含税价格。</p><p>劳斯莱斯官方对此做出了积极回应，表示“在不伤害消费者和品牌的前提下，愿意看到电商平台和商家针对产品销售和宣传的不同尝试”。</p><p>前有特斯拉，后有劳斯莱斯，<b>拼多多的目的不是为了促成交易（当然如果能促成交易更好），而是通过高端高价商品冲击消费者对平台的固有认知，让消费者以后在购买高端品牌时，不会把拼多多首先排除在外。</b></p><p>不断引入高端品牌，是否会动摇拼多多“下沉”的根基？</p><p>答案是否定的。一来，引入高端品牌，并不会伤害原有的价格敏感型消费者，相反，可以激发他们的购买潜力；二来，阿里通过淘宝特价版“渗透”到拼多多腹地，拼多多也在主动出击，“反渗透”淘宝/天猫；三来，改善收入结构，挣大品牌的钱，肯定比挣小商户的钱更容易。</p><p>但要<b>改变消费者认知谈何容易，</b>拼多多还要在引入高端品牌这条路上，展现更多突破。</p><p><b>超越：蚕食阿里</b></p><p>2020年，拼多多有三个事件最值得关注。</p><p><b>事件一——2020年7月27日，拼多多对商家上线“多多批发”业务，</b>新增“供货管理”功能，商家可以批发供货与一件代发。</p><p><img src=\"https://static.tigerbbs.com/8b5337e045825b41f03612a8616724c2\" tg-width=\"1080\" tg-height=\"447\"></p><p>多多批发官网截图</p><p>从面向C端消费者的零售电商平台，到面向B端商家的批发供货平台，拼多多可以掌控货源，重整供应链，服务深度进一步增加，包括消费者和商家。<b>这直接威胁到国内最大的B2B业务平台，阿里巴巴1688。</b></p><p><b>如果多多批发的产品价格更有优势，势必会影响到阿里巴巴1688的商家粘性。</b>而当越来越多的商家迁移到多多批发，规模效应会愈发显著，拼多多相较于淘宝/天猫的竞争力会更强，这将直接动摇阿里电商的根基。</p><p><b>事件二——拼多多日均包裹数量超过7000万，占全国总量的1/3。</b></p><p>阿里系快递公司有三通一达和百世，占据了民营快递近75%的市场份额，具备稳健的物流与供应链保障体系，这一直是拼多多所欠缺的。</p><p>像京东一样自建物流体系，投入大、起效慢，对于在电商领域快速崛起的拼多多来说，不太现实。因为阿里，拼多多也无法与三通一达和百世进行深度合作，只能另寻他路。</p><p>名不见经传、还曾遭到阿里系快递公司“封杀”的极兔速递，在这种背景下走进了拼多多的视线。其实极兔、OPPO和拼多多背后，都有段永平的身影。极兔也因此得到OPPO的渠道和拼多多的订单，迅速成为快递界的黑马。</p><p>目前，拼多多已形成规模化订单，稳定的物流支持显得尤为重要。<b>未来，拼多多是否会与极兔有更深的股权绑定关系，形成自己的快递体系？这个问题的答案，对阿里和其物流体系同样重要。</b></p><p><b>事件三——拼多多上线多多钱包，偷袭支付宝。</b></p><p>相比在电商领域的高歌猛进，拼多多在金融领域的动作异常迟缓。<b>很难想象，GMV破万亿美元的拼多多，居然没有支付牌照，付款时用的是支付宝、微信通道。</b></p><p>早在2019年3月的财报电话会议上，黄峥就给出了拼多多不急着涉足金融的原因：“拼多多不想太早做变现，还是希望能够集中精力关注原本的战略、关注用户。”</p><p>但不到1年后，拼多多就将支付牌照收入囊中。12月10日，多多钱包正式上线，用户实名认证后，绑定银行卡，账户余额0手续费提现；<b>而支付宝、微信钱包余额提现都会收取0.1%的手续费。</b></p><p>拼多多试水支付，或将延展至金融其他细分领域，这又将影响蚂蚁集团的生意。</p><p><b>结尾</b></p><p>5年多的时间成为“电商第三极”，不但在电商领域与阿里相互“渗透”，还在B2B业务、物流、金融领域主动蚕食阿里，拼多多已经成为阿里真正的头号“敌人”。</p><p>拼多多的高速成长，也获得了资本市场的认可。<b>保持现有增速、股价继续上涨、甚至超越阿里，不少人对拼多多有更高的期待。</b></p><p>阿里成为争议焦点的时候，拼多多恰好可以重新审视自己。</p><p>2021年，阿里、拼多多的缠斗，会更加精彩。</p>","source":"yow","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2021，拼多多加速蚕食阿里\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-29 09:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/DBBKEAizU3sFYgEezw_4Yg><strong>亿欧网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里从不缺少“敌人”，但从未遇到过像拼多多这样，深入自己电商腹地的“敌人”。从蚂蚁集团被暂停上市，到阿里巴巴被市场监管总局进行反垄断调查，阿里迎来了“至暗时刻”。在10月27日触及最高点319.32美元后，阿里股价开走下坡路。12月25日，阿里股价应“声”下跌，创纪录地单日下跳13.34%至222美元。2个月的时间，阿里股价下跌30.48%，市值蒸发2634亿美元（相当于1个贵州茅台、2个京东、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/DBBKEAizU3sFYgEezw_4Yg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴","PDD":"拼多多"},"source_url":"https://mp.weixin.qq.com/s/DBBKEAizU3sFYgEezw_4Yg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177925272","content_text":"阿里从不缺少“敌人”，但从未遇到过像拼多多这样，深入自己电商腹地的“敌人”。从蚂蚁集团被暂停上市，到阿里巴巴被市场监管总局进行反垄断调查，阿里迎来了“至暗时刻”。在10月27日触及最高点319.32美元后，阿里股价开走下坡路。12月25日，阿里股价应“声”下跌，创纪录地单日下跳13.34%至222美元。2个月的时间，阿里股价下跌30.48%，市值蒸发2634亿美元（相当于1个贵州茅台、2个京东、2.5个小米集团、14个中芯国际），基本回到年初的水平。与阿里“原地踏步”的境遇完全不同，拼多多进入了市值膨胀的快车道。在阿里股价创纪录大跌的当天，拼多多股价大涨8.91%，形成明显反差。今年以来，拼多多股价翻两番，市值1873亿美元，逼近阿里的1/3。在资本市场上备受青睐的拼多多，已经与阿里展开贴身肉搏，逐渐成为阿里的头号“敌人”。根基：下沉市场2015年9月，在微信好友和微信群里，开始频繁出现拼团、“砍一刀”的链接，通过类似微商的社交裂变模式，在亲友之间开启迅速传播。人们逐渐发现，在淘宝/天猫、京东之外，拼多多上的商品价格竟然如此便宜——“0元电饭煲拿回家”、“9.9元包邮”、“拼团成功立减20元”……从心理学上来看，这种“薅羊毛”的快感，会让消费者产生一种占便宜的心理优势，相当于一种产品附加值。而这种“优势”会诱导消费者再次购买，最终陷入“真香定律”。在产品质量相差不大的情况下，价格成了消费者考虑的最重要因素。拼多多抓住这点，通过厂家直销，没有中间商差价；扶持商家，降低开店成本；百亿补贴，让利消费者。拼多多最早卖农产品起家，特别是农副产品，商家基本都是一手货源、厂家直销，少了中间商差价，自然会便宜很多。商家挣钱，消费者划算，双赢的局面，是拼多多低价模式可以持续的根源。拼多多对商家的扶持，主要体现在更低的广告收费。阿里巴巴2021年中期财报显示，中国零售商业收入中，广告收入（推荐信息流、搜索付费点击）贡献了1405.53亿元，占比71.4%；2020年二、三季度，拼多多广告收入（在线营销服务、其他收入）239.43亿元，占总收入的90.7%。而公开资料显示天猫+淘宝商家超过1100万，拼多多截至2019年底商家数量为510万。总体结构上来看，拼多多更依赖广告收入；但若将广告费用均摊到单位商家，阿里是拼多多的2.4倍。在补贴消费者方面，拼多多更是不遗余力地烧钱。以华为畅想10Plus（幻夜黑，6GB，128GB）机型为例，华为官方商城售价1599元，淘宝1558元，京东1599元，而拼多多在全网低价1499元的基础上，还有“百亿补贴”150元，最终价格1349元。许多从前在从淘宝/天猫、京东购物的消费者，在低价的吸引下涌入拼多多。2020年三季度，拼多多年活跃买家7.31亿，与阿里的差距缩小到2600万。如果保持当前增速，2021年拼多多年活跃买家或将超越阿里。拼多多用5年多的时间，在巨头统治的电商领域，硬生生地挤出一条生路，实现了“让安徽安庆的人有厨房纸用、有好水果吃”的愿景。2020年三季度，拼多多首度实现盈利，成为阿里不可忽视的对手。阿里也确实感受到了威胁。2020年3月26日，阿里祭出了淘宝特价版，产品定位、购物方式等与拼多多颇为相似，被业内看作是在正面“硬刚”拼多多。阿里的电商基因再次起了作用，淘宝特价版上线3个月，MAU就接近4000万。拼多多当年用了近21个月，才达到同等用户规模。左图：淘宝特价版首页截图，右图：拼多多首页截图拼多多也在寻求“第二增长曲线”。这一次，黄峥选中的是社区团购，决定要“做大量的重投入，深度的创新，愿意扎扎实实地改造我们的传统农业，改变流通”。这条赛道早已巨头云集，多多买菜不能像拼多多起初做电商那样“弯道超车”，需要正面与兴盛优选（腾讯、京东）、京喜（京东）、十荟团（阿里）、美团优选（美团）、橙心优选（滴滴出行）展开厮杀。来自监管部门的关注，让社区团购不再是一场野蛮的资本之战，而是更考验企业的创新、供应链整合能力。后入者拼多多凭借自身在农副产品的优势，或许会掌握更大主动权。2021年，将是阿里、拼多多在电商、社区团购两个维度博弈的关键之年。成长：突破边界低价策略吸引了不少用户，但也让平台陷于低价，难以突破。以“老铁文化”起家的快手，已经开始加强内容监管，引入周杰伦这样的明星资源，改变用户的既定思维。入驻快手后的周董，首场直播即收获6800万人次的观看，目前粉丝数量2957.8万。拼多多也在尝试转型，改变用户“拼多多主要用来买农副产品和日用品”的普遍观念。2020年7月21日，拼多多出现“万人团购特斯拉Model 3”的盛况，直接补贴2万，只需25.18万元就能把车开回家。当天，特斯拉通过官方社交媒体发布声明，否认与拼多多有合作。虽然特斯拉这个大腿没有傍上，但拼多多借此完成了一次“出圈”营销，同时透露出引入高端品牌、提升影响力的策略。2020年8月6日，拼多多上线“百亿补贴节”活动，补贴商品多为千元左右，涵盖苹果、索尼、五粮液等国内外热销大品牌。其中，iPhone11（64G）降至3979元，首次来到4000元以下区间。紧接着，拼多多于9月中旬上线iPhone12的预约购买界面。深度捆绑苹果，拼多多正在成为果粉购买产品的重要渠道。12月中旬，拼多多索性玩了票大的，盯上了豪车劳斯莱斯。所售车型为劳斯莱斯幻影EWB，指导价1068万元，现金优惠122万元，活动价946万元，还是含税价格。劳斯莱斯官方对此做出了积极回应，表示“在不伤害消费者和品牌的前提下，愿意看到电商平台和商家针对产品销售和宣传的不同尝试”。前有特斯拉，后有劳斯莱斯，拼多多的目的不是为了促成交易（当然如果能促成交易更好），而是通过高端高价商品冲击消费者对平台的固有认知，让消费者以后在购买高端品牌时，不会把拼多多首先排除在外。不断引入高端品牌，是否会动摇拼多多“下沉”的根基？答案是否定的。一来，引入高端品牌，并不会伤害原有的价格敏感型消费者，相反，可以激发他们的购买潜力；二来，阿里通过淘宝特价版“渗透”到拼多多腹地，拼多多也在主动出击，“反渗透”淘宝/天猫；三来，改善收入结构，挣大品牌的钱，肯定比挣小商户的钱更容易。但要改变消费者认知谈何容易，拼多多还要在引入高端品牌这条路上，展现更多突破。超越：蚕食阿里2020年，拼多多有三个事件最值得关注。事件一——2020年7月27日，拼多多对商家上线“多多批发”业务，新增“供货管理”功能，商家可以批发供货与一件代发。多多批发官网截图从面向C端消费者的零售电商平台，到面向B端商家的批发供货平台，拼多多可以掌控货源，重整供应链，服务深度进一步增加，包括消费者和商家。这直接威胁到国内最大的B2B业务平台，阿里巴巴1688。如果多多批发的产品价格更有优势，势必会影响到阿里巴巴1688的商家粘性。而当越来越多的商家迁移到多多批发，规模效应会愈发显著，拼多多相较于淘宝/天猫的竞争力会更强，这将直接动摇阿里电商的根基。事件二——拼多多日均包裹数量超过7000万，占全国总量的1/3。阿里系快递公司有三通一达和百世，占据了民营快递近75%的市场份额，具备稳健的物流与供应链保障体系，这一直是拼多多所欠缺的。像京东一样自建物流体系，投入大、起效慢，对于在电商领域快速崛起的拼多多来说，不太现实。因为阿里，拼多多也无法与三通一达和百世进行深度合作，只能另寻他路。名不见经传、还曾遭到阿里系快递公司“封杀”的极兔速递，在这种背景下走进了拼多多的视线。其实极兔、OPPO和拼多多背后，都有段永平的身影。极兔也因此得到OPPO的渠道和拼多多的订单，迅速成为快递界的黑马。目前，拼多多已形成规模化订单，稳定的物流支持显得尤为重要。未来，拼多多是否会与极兔有更深的股权绑定关系，形成自己的快递体系？这个问题的答案，对阿里和其物流体系同样重要。事件三——拼多多上线多多钱包，偷袭支付宝。相比在电商领域的高歌猛进，拼多多在金融领域的动作异常迟缓。很难想象，GMV破万亿美元的拼多多，居然没有支付牌照，付款时用的是支付宝、微信通道。早在2019年3月的财报电话会议上，黄峥就给出了拼多多不急着涉足金融的原因：“拼多多不想太早做变现，还是希望能够集中精力关注原本的战略、关注用户。”但不到1年后，拼多多就将支付牌照收入囊中。12月10日，多多钱包正式上线，用户实名认证后，绑定银行卡，账户余额0手续费提现；而支付宝、微信钱包余额提现都会收取0.1%的手续费。拼多多试水支付，或将延展至金融其他细分领域，这又将影响蚂蚁集团的生意。结尾5年多的时间成为“电商第三极”，不但在电商领域与阿里相互“渗透”，还在B2B业务、物流、金融领域主动蚕食阿里，拼多多已经成为阿里真正的头号“敌人”。拼多多的高速成长，也获得了资本市场的认可。保持现有增速、股价继续上涨、甚至超越阿里，不少人对拼多多有更高的期待。阿里成为争议焦点的时候，拼多多恰好可以重新审视自己。2021年，阿里、拼多多的缠斗，会更加精彩。","news_type":1},"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339926810,"gmtCreate":1608738628530,"gmtModify":1703736554296,"author":{"id":"3494301057042395","authorId":"3494301057042395","name":"青少年儿童","avatar":"https://static.tigerbbs.com/30d87cb90b69baf71c346deed1877b63","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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