超越京东，直逼阿里！中国电商界的“搅局者”，用户数量超7亿

新浪财经综合2020-12-11

超越京东，直逼阿里！中国电商界的“搅局者”，用户数量超7亿在过去几年里，各大电商巨头不断挖掘三四线城市用户，市场规模变得越来越大。同时，电商界的“搅局者”——拼多多，也借势崛起。市场格局开始发生微妙变化，猫狗大战慢慢成为历史，三足鼎立正在成为新趋势。在近日发布的胡润中国500强民企中，拼多多凭借11140万亿的价值超越京东，直逼阿里。而根据拼多多发布的第三季度财报，虽然拼多多成立只有五年，但用户...

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沙漠雨
2020-12-13
沙漠雨
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The \"showstopper\" in China's electricity business has more than 700 million users.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JD":1,"QNETCN":0.6},"content_text":"超越京东，直逼阿里！中国电商界的“搅局者”，用户数量超7亿在过去几年里，各大电商巨头不断挖掘三四线城市用户，市场规模变得越来越大。同时，电商界的“搅局者”——拼多多，也借势崛起。市场格局开始发生微妙变化，猫狗大战慢慢成为历史，三足鼎立正在成为新趋势。在近日发布的胡润中国500强民企中，拼多多凭借11140万亿的价值超越京东，直逼阿里。而根据拼多多发布的第三季度财报，虽然拼多多成立只有五年，但用户规模同样超越了京东。财报显示，在第三季度，拼多多用户继续维持高速增长，已经达到7.2亿。三亿人都在用的APP，变成半数中国人都在用的APP，用户扩张速度，即便放眼全球也是数一数二的存在。在笔者看来，拼多多能有如此高用户量，与腾讯的扶持密不可分。微信为拼多多提供巨大的流量入口，也为拼多多提供了方便的传播渠道，在此背景下，拼多多用户高速增长也是水到渠成。值得一提的是，拼多多所获得的并不是僵尸用户，不仅用户总数有增长，月活用户数也有明显提升。按此趋势，一两个季度后，拼多多很可能在月活人数上反超阿里。而除了用户增加外，拼多多还在财报中带来了另外一个好消息，那就是上市后首次实现盈利。这也让拼多多股价大幅上涨，市值反超京东2000多亿。不过，拼多多也不能高兴得太早。事实上，阿里已经做好了充分准备，防范拼多多。在今年双十一开始前，阿里推出了淘宝特价版，专门对标拼多多。而借助大额补贴优势加持，淘宝特价版活跃用户数很快突破1亿大关。另外，阿里在双十一之前也针对拼多多的物流系统进行打击，极兔快递被菜鸟驿站全面封杀。综合来看，阿里已经为拼多多设置了重重难关，拼多多的发展速度应该会有所放缓。当然，拼多多也不会任由阿里出手，乖乖挨打。新推出的多多买菜业务备受社会各界人士关注，在阿里还在围剿拼多多线上业务时，拼多多已经先人一步进入社区团购市场，这或许会成为拼多多用户新的增长点。整体来看，无论是拼多多目前口碑如何，未来发展如何，必须要承认的是，拼多多是过去五年电商市场上的最大赢家。对此，你怎么看？作者：互联网科技说来源：雪球","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":394090457,"gmtCreate":1607833315979,"gmtModify":1703849898111,"author":{"id":"3569466830444391","authorId":"3569466830444391","name":"沙漠雨","avatar":"https://static.tigerbbs.com/2b94cee2f960ad17530b86478535bae4","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394090457","repostId":2090857392,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2090857392"}