#Super topic # Rational discussion, will Amazon follow JD
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In the domestic e-commerce market, Pinduoduo's market value surpassed that of JD last year. In October this year, Pinduoduo's market value was nearly three times that of JD. 1. I still remember that JD was really nourishing in the past few years. Although the price of the platform is high, the platform has high prices, which can offset these expenses. The platform and e-commerce companies have worked together to build a huge logistics system.However, as Pinduoduo continues to nibble at home, the traffic volume of the current JD platform has plummeted, and many businesses that rely entirely on JD are like ants on the hot pot.
2. Those of us who work in Amazon have also had a drink of soup with Amazon's crazy expansion in recent years. In the largest sense, we have expanded our territory with Amazon, just like JD e-commerce.However, now temu's offensive is extremely fierce, resulting in an increase in the number and duration of platform activities, and a higher and higher discount for sellers, which undoubtedly does not reveal that I want a low price. The status quo isLike Amazon, JD is eager to reduce prices, but the huge cost logistics/team/staff salaries make it difficult to reduce prices. It feels that the strategy of surrounding cities from rural areas will be repeated in the United States.Similarly, will our sellers who rely entirely on the Amazon platform rise and fall like those e-commerce companies that rely solely on JD.
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My dear Davari-We are working as a migrant worker in this class. We go through the street to buy a straight head that will damage our intestines and stomach.
TEMU and Amazon, Pinduoduo and JD have different competitive environments. First, logistics The rise of the low price of Pinduoduo depends to a large extent on the low domestic transportation costs, the perfect delivery network, and the cheap terminal delivery system created by rookies.In this regard, JD Logistics is totally unable to compete in cost, and can only rely on service quality for differentiated competition. TEMU is faced with the mature logistics system established by Amazon for many years, and TEMU still needs to cooperate with the local logistics in the United States to do terminal delivery, but the best terminal delivery is Amazon, regardless of timeliness, cost and packet loss rate. Second, the political environment American capitalists can really influence policies. Is it possible for you, a Chinese foreign company, to destroy Amazon?Amazon gave TEMU a dumping investigation before the United States backhanded.
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