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卡卡洛特里
06-28
你是你心中独一无
哈哈哈哈哈我真的好喜欢这个节目的哦我们都已经看到了这个节目了不是说什么时候才
你是你心中独一无
卡卡洛特里
06-28
你是一种什么样的体验。我在这里看了一下我想要看看这个节目的感觉真的是太棒了🌟🌟🌟
卡卡洛特里
2022-10-25
$海底捞(06862)$
?我也想
卡卡洛特里
2022-07-25
在一起就算没有时间
不要因为我知道自己是不需要努力挣扎而不是自己想的事情的饭吃东西不要因为我知道自己是不需要努力挣扎而不是自己想的事情的饭吃东西不要因为我知道自己是不需要努力挣扎而不是自己想的事情的饭吃东西不要因为我知道自己是不需要努力挣扎而不是自己想的事情的饭吃东西
在一起就算没有时间
卡卡洛特里
2022-07-04
2022.07.04 复盘笔记 by 卡卡洛特里
@徐杨说财经
,
@___i____6643
@徐杨说财经
tba
@Allen moft
i
@阿里巴巴集团
@徐杨说财经
l[真香] [真香] [开心]
$中国生物制药(01177)$
aw
$中远海控(01919)$
li
$中国石油(601857)$
2022.07.04 复盘笔记 by 卡卡洛特里
卡卡洛特里
2022-07-04
[笑哭]
@豹变
TV
@豹变
. [白眼] [捂脸] [流泪] [白眼] Pam r。 [真香] [笑哭] [害羞] [财迷] [龇牙] [龇牙] [愤怒]
@豹变
卡卡洛特里
2022-07-04
@gggg
@豹变
[开心] [可爱] [难过] [生气] [捂脸] [开心] [惊讶] [愤怒] [喷血] [害羞] [微笑] [害羞] [愤怒] [呆住] [捂脸] [白眼] [龇牙] lt[愤怒] [无语] [鬼脸] [微笑] [龇牙] [鬼脸] [难过] [鬼脸] [愤怒] [贱笑] [微笑] [生气] [无语] [白眼] [害羞] [呆住] [难过] [害羞] [傲娇] [财迷] [害羞] [可爱]
@阿里巴巴集团
i
@豹变
it[财迷] [捂脸] [生气] wl[流泪] [龇牙] [白眼] [呆住] //
@偷一波鸡
:GG
特斯拉柏林工厂建设被德国法院叫停(德国新闻社)
卡卡洛特里
2022-07-04
$商汤-W(00020)$
t
卡卡洛特里
2022-07-04
2022.07.04 复盘笔 by NBC记 by 卡卡洛特里
@Allen moft
W can[可爱] [傲娇] [傲娇]
@阿文顽股
Ad V V 模拟 2022-07-04 成本 现价 浮动收益 小米集团-W(01810) 17.627 13.840 -21.49%
$中国石油(601857)$
W[害羞] by TV V V 模拟 2022-07-04 成本 现价 浮动收益 小米集团-W(01810) 17.627 13.840 -21.49%
$趣头条(QTT)$
ha
@gggg
$中远海控(01919)$
can 模拟 2022-07-04 成本 现价 浮动收益 苹果(AAPL) 172.08 139.02 -19.21%
2022.07.04 复盘笔 by NBC记 by 卡卡洛特里
卡卡洛特里
2022-07-04
vfuchu
@悠乐发财经
[白眼] [微笑] [白眼] [愤怒] [生气]
卡卡洛特里
2022-07-04
2022.07.04 复盘笔记 by 卡卡洛特里
t
$0.5倍做空波动率指数短期期货ETF(SVXY)$
@爱发红包的虎妞
,。t[贱笑] [得意]
$贝壳(BEKE)$
ibai
2022.07.04 复盘笔记 by 卡卡洛特里
卡卡洛特里
2022-04-29
$英特尔(INTC)$
是故试图了解
卡卡洛特里
2022-04-29
呵呵,哈哈哈哈哈哈
卡卡洛特里
2022-04-28
我在这里等你回来我们一起去吧
卡卡洛特里
2022-04-28
我在这里等你回来我们一起去
卡卡洛特里
2022-04-28
我在这里等着你来看看我的微博
卡卡洛特里
2022-04-28
我在这里等着你来看看我的微博
卡卡洛特里
2022-04-28
我在这里等着你来看看我的微博视频
卡卡洛特里
2022-04-28
我在这里等着你来看看我的微博
卡卡洛特里
2022-04-28
我在这里等着你来看看我的
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[开心] <a href=\"https://laohu8.com/S/01177\">$中国生物制药(01177)$</a>aw<a href=\"https://laohu8.com/S/01919\">$中远海控(01919)$</a>li<a href=\"https://laohu8.com/S/601857\">$中国石油(601857)$</a>","text":"@徐杨说财经,@___i____6643@徐杨说财经tba@Allen mofti@阿里巴巴集团@徐杨说财经l[真香] [真香] [开心] 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[白眼] [捂脸] [流泪] [白眼] Pam r。 [真香] [笑哭] [害羞] [财迷] [龇牙] [龇牙] [愤怒] <a href=\"https://laohu8.com/U/4099613893856400\">@豹变</a>","listText":"[笑哭] <a href=\"https://laohu8.com/U/4099613893856400\">@豹变</a>TV<a href=\"https://laohu8.com/U/4099613893856400\">@豹变</a>. [白眼] [捂脸] [流泪] [白眼] Pam r。 [真香] [笑哭] [害羞] [财迷] [龇牙] [龇牙] [愤怒] <a href=\"https://laohu8.com/U/4099613893856400\">@豹变</a>","text":"[笑哭] @豹变TV@豹变. 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[愤怒] [贱笑] [微笑] [生气] [无语] [白眼] [害羞] [呆住] [难过] [害羞] [傲娇] [财迷] [害羞] [可爱] <a href=\"https://laohu8.com/U/3570687182203069\">@阿里巴巴集团</a>i<a href=\"https://laohu8.com/U/4099613893856400\">@豹变</a> it[财迷] [捂脸] [生气] wl[流泪] [龇牙] [白眼] [呆住] //<a href=\"https://laohu8.com/U/37385962976084\">@偷一波鸡</a>:GG","listText":"<a href=\"https://laohu8.com/U/28131542486739\">@gggg</a><a href=\"https://laohu8.com/U/4099613893856400\">@豹变</a>[开心] [可爱] [难过] [生气] [捂脸] [开心] [惊讶] [愤怒] [喷血] [害羞] [微笑] [害羞] [愤怒] [呆住] [捂脸] [白眼] [龇牙] lt[愤怒] [无语] [鬼脸] [微笑] [龇牙] [鬼脸] [难过] [鬼脸] [愤怒] [贱笑] [微笑] [生气] [无语] [白眼] [害羞] [呆住] [难过] [害羞] [傲娇] [财迷] [害羞] [可爱] <a href=\"https://laohu8.com/U/3570687182203069\">@阿里巴巴集团</a>i<a href=\"https://laohu8.com/U/4099613893856400\">@豹变</a> it[财迷] [捂脸] [生气] wl[流泪] [龇牙] [白眼] [呆住] //<a href=\"https://laohu8.com/U/37385962976084\">@偷一波鸡</a>:GG","text":"@gggg@豹变[开心] [可爱] [难过] [生气] [捂脸] [开心] [惊讶] [愤怒] [喷血] [害羞] [微笑] [害羞] [愤怒] [呆住] [捂脸] [白眼] [龇牙] lt[愤怒] [无语] [鬼脸] [微笑] [龇牙] [鬼脸] [难过] [鬼脸] [愤怒] [贱笑] [微笑] 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19:39","market":"us","language":"zh","title":"双11增速不再惊喜,但阿里不动声色","url":"https://stock-news.laohu8.com/highlight/detail?id=2182509586","media":"美股研究社","summary":"虽然今年的双11依旧热闹,但少了战报的刷屏,似乎还让人不太习惯。\n“卡点”式的GMV报告不再是主角。虽然还有重点数据的披露,但新的因素成为了电商的主要声音,比如这次天猫单独发布了中小品牌的销售增长情况","content":"<p>虽然今年的双11依旧热闹,但少了战报的刷屏,似乎还让人不太习惯。</p>\n<p>“卡点”式的GMV报告不再是主角。虽然还有重点数据的披露,但新的因素成为了电商的主要声音,比如这次天猫单独发布了中小品牌的销售增长情况。</p>\n<p>这一次双11变化背后,外界该如何看待平台变化背后的深意?</p>\n<p><b>GMV数字背后</b></p>\n<p>今年电商平台双11,告别了GMV大屏,告别了实时成交额数据。直到12日凌晨,天猫才宣布,截至11月12日零点,2021年天猫双11最终交易额定格在5403亿元,同比增长8.45%。</p>\n<p>这并不是一个令人惊喜的数字。但有意思的是,阿里这次在公布双11相关情况时表现得十分坦然。虽然外界对于淡化GMV数字早有预期,但今年电商平台对于GMV默契的淡化,尤其是阿里坦然的态度,还是引发行业的关注。外界关注的问题有两方面:</p>\n<p><b>·</b>今年双11的GMV增速对阿里而言重要程度如何,以至于它不为数据动声色?</p>\n<p><b>·</b>今年双11的GMV增速放缓,外界该如何客观看待?</p>\n<p>要解答这两个问题,就需要研判这次双11的GMV增速是否会影响外界对于阿里基本面的判断。这需要从两个方面来看。</p>\n<p>一方面,2020年双11的成交额已经高达4982亿,如此大的体量下,今年能获得增长尚属不易;就算增长,分母太大,增长率也很难再体现实际增长情况。</p>\n<p>更重要的是,2020年的第一季度和第二季度,由于疫情导致消费者大多居家、复工复产进度有限等因素,消费市场转冷。但到了第三乃至第四季度,疫情影响减弱,被压抑了半年的消费市场迅速回暖,造就了上半年秋意萧瑟、下半年春暖花开的两重天态势。</p>\n<p>这种情况早已反映在了国家统计局的数据中。国家统计局的宏观经济数据表明,自Q2开始,网上实物消费的增长就跌到了个位数——”异军突起“的2020年双11,让今年Q2后各种数据的“同比增长”变得反常起来。</p>\n<p>因此,去年同期的社会零售增长情况是一个异常的个例。今年双11的GMV增速虽说是放缓,但刨去异常反弹的高基数影响后,今年双11的亮点依旧不少。比如诸多品牌跳跃式发展,78个去年双11成交额千万级的品牌,今年突破了1亿元大关。</p>\n<p>仅以GMV来评判今年双11,已经不再合适。当外界跳出数据的桎梏,审视市场大势时,隐藏在双11背后的一些关于消费的基础规则,已经显露出不可忽视的一角。</p>\n<p><b>购物节的发展史,也是消费市场变革史</b></p>\n<p>市场或是平台,不论何种角色,他们曾经都对双十一战报和GMV的热切关注,无非源于“增长能解决大多数问题”的认知。但消费市场经过这么多年的萌发、冲撞、再融合暴露出的规则是,消费既不可能无限增长,也不可能反映乃至解决所有问题,更不是平台应该倾力追求的唯一目标。</p>\n<p>尤其是快速发展的电商业在近年来不断迈入新的阶段,各个阶段有着不同的挑战,仅以数字论英雄,已经很难再跟上电商的发展进度。</p>\n<p>双11并不是只有数字。透过双11的发展史,我们发现,双11一路走来,恰恰反映了国内消费市场变迁的活动:</p>\n<p>·2009年,双11的GMV实现“0”的突破,27个品牌参与背后,是电商野蛮发展期开启的前奏;</p>\n<p>·2012年,GMV突破100亿,淘宝商城更名天猫,看到移动电商潜力的商家和品牌开始批量进场,国内主流消费者开始快速接受新业态;</p>\n<p>·2014年,GMV首破500亿,移动互联网爆发式发展,电商伴随着早一年成立的菜鸟物流走进千家万户,消费市场发生了深刻变革;</p>\n<p>·2016年,双11单日GMV突破1000亿,它逐渐成为消费者习以为常的潮流,即使是下沉市场也能享受到优惠红利;</p>\n<p>·2018年,首破2000亿,2020年,4982亿,2021年,5403亿。</p>\n<p>如今,凡是电商消费者,有谁不识双11?</p>\n<p>越是深入普通人的生活,双11反而越显平实,因为双11已经成为其生活的一部分。而在商家端,堪称天量的GMV水平背后,更是商家和品牌的不断尝试,当他们持续聚焦消费者不断迸发的新需求时,国内零售业也在这些年的双11中不断得到进化。</p>\n<p>然而,增量时代不可能一直持续下去。时间走到今天,时代的齿轮再次运转,大量线索共同指向了电商增量时代的结束:</p>\n<p>·商务部披露的网络零售市场规模增长率方面,2018年是23.9%,2019年是16.5%,2020年是10.9%,电商市场大盘可能逐步见顶;</p>\n<p>·国家统计局的数据指出,2021年前3个季度,我国社会消费品零售线上化率在30%左右波动,电商渗透率趋于稳定,线上消费短期看到极限;</p>\n<p>·1亿60岁以上银发人群在线上购物的渗透率达到了40%,购物软件纷纷推出“适老版”或者长辈模式,虽然还有细分需求,但消费者侧很难再有新鲜血液;</p>\n<p>这也将电商零售推向了新的十字路口。消费者的数量是有限的,需求是有限的,消费能力是有天花板的。这是早晚会到来的一天,与其强求,不如接受,阿里的态度正是如此——淡化GMV,坦然面对,并尝试寻求新阶段的发展方向。</p>\n<p>毕竟,强行拉数据,只会带来不良影响。</p>\n<p>如果用户侧总量不变,GMV要大幅拉升,那将走进消费主义的死胡同,这有可能引发超前消费等社会性问题。在这种时刻,平台们如果继续推崇唯GMV论,会最终从商家端传导至消费者端,不但会失去经营的初心,走向唯“财”是举的歧路,而且还会使为商家和消费者服务的平台异化,破坏行业生态。</p>\n<p>平台必须承担起更大的社会责任。作为从电商刀耕火种时代走来的玩家,阿里经历过更多变化,也在不断拥抱变化。在这样的历史新阶段,寻求商业与社会价值的共生点,不仅对于商业社会,乃至全社会都有着重要意义。</p>\n<p><b>阿里求质增长,拥抱商家走向下一程</b></p>\n<p>回到开头的一个细节,11月12日凌晨,天猫公布了部分销售数据,特地提及了”698个去年双11成交额超过百万的中小品牌,今年销售额突破了千万“。今年共有29万商家参加天猫双11,新商家和中小商家比例占65%,有史以来最高,有7万商家是首次参加双11。从中,我们品到了一些不一样的意味。</p>\n<p>众所周知,双11不仅仅是大品牌的狂欢,更是中小品牌突破重围,寻求跨越式发展的机会。但一些现实性问题,成了中小商家的拦路虎。一方面,面对行业内的成熟玩家,普通商家缺乏相应的资源,另一方面,他们对平台打法的理解不深,诸如在增加复购、经营私域等重要问题上,他们缺乏方法论。这不仅体现在双11这一个大考时间节点,也是长期经营中,商家普遍面临的痛点。</p>\n<p>阿里若想寻求高质量发展,优化平台生态,就需要感知这些细微的需求。恰逢双11,这是一次绝佳的锻炼机会。当阿里重点放在回归经营本质时,很多动作就变得顺理成章。</p>\n<p>此前阿里在财报中就透露,2022财年的工作重点是为商家”降本增效“。今年以来,阿里为此做了非常多的幕后工作:生意参谋标准版免费,天猫新增入驻试运营期,淘宝在多地设立实体商家运营中心,对面向商家的万象服务大厅进行了系列改造等等。这些措施让更多的商家解决了经营问题,为平台健康生态的构建提供了力量。</p>\n<p>这或许就是今年阿里双11的重中之重:一个健康的生态系统,就应该让大树和小草都能活得滋润。曾经求量,如今求质,商家们发展好了,阿里的立身之本也就更加坚实。</p>\n<p>这也可以理解,为什么当GMV增速放缓,阿里态度依旧坦然——这家聚焦长期的公司,已经不再将发展重心放在了求量上,增长率多少,自然也不再重要。</p>\n<p>回望2009年,天猫双11首次亮相取得5200万成交额时,阿里就已经明确,对待电商这个未来趋势,需要长期投入。</p>\n<p>这才有了后来双11的一次次进步。长期投入,体现了阿里的战略定力。无论双11的GMV增速走势如何,电商天花板这一说法有多不讨喜,电商行业又走进了怎样的新常态,阿里始终看到更前一步的落脚点,并为之做好准备。</p>\n<p>关于商业的需求会消失吗?当然不会。那么,始终面向未来做长期规划的阿里,手里有技术、策略、生态这些”粮“,心里自然不慌,也不需要慌。阿里践行高质量的可持续发展,必然为商家、为消费者、为平台自身创造更长远的价值。</p>\n<p><b>结语</b></p>\n<p>阿里泰然处之,不是说双11不再重要,而是在于GMV数字早已不再能说明双11的真正价值。当行业进入新常态,拥抱新常态,寻求稳健增长之下的高质量增长,才是解题之法。</p>","source":"tencent","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\">\n双11增速不再惊喜,但阿里不动声色\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 19:39 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111121400287c53e76b&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>虽然今年的双11依旧热闹,但少了战报的刷屏,似乎还让人不太习惯。\n“卡点”式的GMV报告不再是主角。虽然还有重点数据的披露,但新的因素成为了电商的主要声音,比如这次天猫单独发布了中小品牌的销售增长情况。\n这一次双11变化背后,外界该如何看待平台变化背后的深意?\nGMV数字背后\n今年电商平台双11,告别了GMV大屏,告别了实时成交额数据。直到12日凌晨,天猫才宣布,截至11月12日零点,2021年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111121400287c53e76b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7204a2029d9e0bbd0cfca057bd4457e","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111121400287c53e76b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2182509586","content_text":"虽然今年的双11依旧热闹,但少了战报的刷屏,似乎还让人不太习惯。\n“卡点”式的GMV报告不再是主角。虽然还有重点数据的披露,但新的因素成为了电商的主要声音,比如这次天猫单独发布了中小品牌的销售增长情况。\n这一次双11变化背后,外界该如何看待平台变化背后的深意?\nGMV数字背后\n今年电商平台双11,告别了GMV大屏,告别了实时成交额数据。直到12日凌晨,天猫才宣布,截至11月12日零点,2021年天猫双11最终交易额定格在5403亿元,同比增长8.45%。\n这并不是一个令人惊喜的数字。但有意思的是,阿里这次在公布双11相关情况时表现得十分坦然。虽然外界对于淡化GMV数字早有预期,但今年电商平台对于GMV默契的淡化,尤其是阿里坦然的态度,还是引发行业的关注。外界关注的问题有两方面:\n·今年双11的GMV增速对阿里而言重要程度如何,以至于它不为数据动声色?\n·今年双11的GMV增速放缓,外界该如何客观看待?\n要解答这两个问题,就需要研判这次双11的GMV增速是否会影响外界对于阿里基本面的判断。这需要从两个方面来看。\n一方面,2020年双11的成交额已经高达4982亿,如此大的体量下,今年能获得增长尚属不易;就算增长,分母太大,增长率也很难再体现实际增长情况。\n更重要的是,2020年的第一季度和第二季度,由于疫情导致消费者大多居家、复工复产进度有限等因素,消费市场转冷。但到了第三乃至第四季度,疫情影响减弱,被压抑了半年的消费市场迅速回暖,造就了上半年秋意萧瑟、下半年春暖花开的两重天态势。\n这种情况早已反映在了国家统计局的数据中。国家统计局的宏观经济数据表明,自Q2开始,网上实物消费的增长就跌到了个位数——”异军突起“的2020年双11,让今年Q2后各种数据的“同比增长”变得反常起来。\n因此,去年同期的社会零售增长情况是一个异常的个例。今年双11的GMV增速虽说是放缓,但刨去异常反弹的高基数影响后,今年双11的亮点依旧不少。比如诸多品牌跳跃式发展,78个去年双11成交额千万级的品牌,今年突破了1亿元大关。\n仅以GMV来评判今年双11,已经不再合适。当外界跳出数据的桎梏,审视市场大势时,隐藏在双11背后的一些关于消费的基础规则,已经显露出不可忽视的一角。\n购物节的发展史,也是消费市场变革史\n市场或是平台,不论何种角色,他们曾经都对双十一战报和GMV的热切关注,无非源于“增长能解决大多数问题”的认知。但消费市场经过这么多年的萌发、冲撞、再融合暴露出的规则是,消费既不可能无限增长,也不可能反映乃至解决所有问题,更不是平台应该倾力追求的唯一目标。\n尤其是快速发展的电商业在近年来不断迈入新的阶段,各个阶段有着不同的挑战,仅以数字论英雄,已经很难再跟上电商的发展进度。\n双11并不是只有数字。透过双11的发展史,我们发现,双11一路走来,恰恰反映了国内消费市场变迁的活动:\n·2009年,双11的GMV实现“0”的突破,27个品牌参与背后,是电商野蛮发展期开启的前奏;\n·2012年,GMV突破100亿,淘宝商城更名天猫,看到移动电商潜力的商家和品牌开始批量进场,国内主流消费者开始快速接受新业态;\n·2014年,GMV首破500亿,移动互联网爆发式发展,电商伴随着早一年成立的菜鸟物流走进千家万户,消费市场发生了深刻变革;\n·2016年,双11单日GMV突破1000亿,它逐渐成为消费者习以为常的潮流,即使是下沉市场也能享受到优惠红利;\n·2018年,首破2000亿,2020年,4982亿,2021年,5403亿。\n如今,凡是电商消费者,有谁不识双11?\n越是深入普通人的生活,双11反而越显平实,因为双11已经成为其生活的一部分。而在商家端,堪称天量的GMV水平背后,更是商家和品牌的不断尝试,当他们持续聚焦消费者不断迸发的新需求时,国内零售业也在这些年的双11中不断得到进化。\n然而,增量时代不可能一直持续下去。时间走到今天,时代的齿轮再次运转,大量线索共同指向了电商增量时代的结束:\n·商务部披露的网络零售市场规模增长率方面,2018年是23.9%,2019年是16.5%,2020年是10.9%,电商市场大盘可能逐步见顶;\n·国家统计局的数据指出,2021年前3个季度,我国社会消费品零售线上化率在30%左右波动,电商渗透率趋于稳定,线上消费短期看到极限;\n·1亿60岁以上银发人群在线上购物的渗透率达到了40%,购物软件纷纷推出“适老版”或者长辈模式,虽然还有细分需求,但消费者侧很难再有新鲜血液;\n这也将电商零售推向了新的十字路口。消费者的数量是有限的,需求是有限的,消费能力是有天花板的。这是早晚会到来的一天,与其强求,不如接受,阿里的态度正是如此——淡化GMV,坦然面对,并尝试寻求新阶段的发展方向。\n毕竟,强行拉数据,只会带来不良影响。\n如果用户侧总量不变,GMV要大幅拉升,那将走进消费主义的死胡同,这有可能引发超前消费等社会性问题。在这种时刻,平台们如果继续推崇唯GMV论,会最终从商家端传导至消费者端,不但会失去经营的初心,走向唯“财”是举的歧路,而且还会使为商家和消费者服务的平台异化,破坏行业生态。\n平台必须承担起更大的社会责任。作为从电商刀耕火种时代走来的玩家,阿里经历过更多变化,也在不断拥抱变化。在这样的历史新阶段,寻求商业与社会价值的共生点,不仅对于商业社会,乃至全社会都有着重要意义。\n阿里求质增长,拥抱商家走向下一程\n回到开头的一个细节,11月12日凌晨,天猫公布了部分销售数据,特地提及了”698个去年双11成交额超过百万的中小品牌,今年销售额突破了千万“。今年共有29万商家参加天猫双11,新商家和中小商家比例占65%,有史以来最高,有7万商家是首次参加双11。从中,我们品到了一些不一样的意味。\n众所周知,双11不仅仅是大品牌的狂欢,更是中小品牌突破重围,寻求跨越式发展的机会。但一些现实性问题,成了中小商家的拦路虎。一方面,面对行业内的成熟玩家,普通商家缺乏相应的资源,另一方面,他们对平台打法的理解不深,诸如在增加复购、经营私域等重要问题上,他们缺乏方法论。这不仅体现在双11这一个大考时间节点,也是长期经营中,商家普遍面临的痛点。\n阿里若想寻求高质量发展,优化平台生态,就需要感知这些细微的需求。恰逢双11,这是一次绝佳的锻炼机会。当阿里重点放在回归经营本质时,很多动作就变得顺理成章。\n此前阿里在财报中就透露,2022财年的工作重点是为商家”降本增效“。今年以来,阿里为此做了非常多的幕后工作:生意参谋标准版免费,天猫新增入驻试运营期,淘宝在多地设立实体商家运营中心,对面向商家的万象服务大厅进行了系列改造等等。这些措施让更多的商家解决了经营问题,为平台健康生态的构建提供了力量。\n这或许就是今年阿里双11的重中之重:一个健康的生态系统,就应该让大树和小草都能活得滋润。曾经求量,如今求质,商家们发展好了,阿里的立身之本也就更加坚实。\n这也可以理解,为什么当GMV增速放缓,阿里态度依旧坦然——这家聚焦长期的公司,已经不再将发展重心放在了求量上,增长率多少,自然也不再重要。\n回望2009年,天猫双11首次亮相取得5200万成交额时,阿里就已经明确,对待电商这个未来趋势,需要长期投入。\n这才有了后来双11的一次次进步。长期投入,体现了阿里的战略定力。无论双11的GMV增速走势如何,电商天花板这一说法有多不讨喜,电商行业又走进了怎样的新常态,阿里始终看到更前一步的落脚点,并为之做好准备。\n关于商业的需求会消失吗?当然不会。那么,始终面向未来做长期规划的阿里,手里有技术、策略、生态这些”粮“,心里自然不慌,也不需要慌。阿里践行高质量的可持续发展,必然为商家、为消费者、为平台自身创造更长远的价值。\n结语\n阿里泰然处之,不是说双11不再重要,而是在于GMV数字早已不再能说明双11的真正价值。当行业进入新常态,拥抱新常态,寻求稳健增长之下的高质量增长,才是解题之法。","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616084699,"gmtCreate":1651237840035,"gmtModify":1651237840035,"author":{"id":"3560490462682652","authorId":"3560490462682652","name":"卡卡洛特里","avatar":"https://static.tigerbbs.com/3c576de05eb0f0c223afca637aa5ba22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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