如何让阿里巴巴成为中国最有价值的电子商务公司

现在, 皮努多已经推出了一个美国的电子商务网站, 称之为Temu. 拉斐尔·亨利克. 图片. 雷火箭. 盖蒂图片.

分析师表示,PDD的价值观和Temu市场的增长帮助这家科技巨头领先中国的电子商务领域,

股票股票 reported stellar first-quarter results on Wednesday, sending its shares surging as much as 7.5%, and driving its market-cap past that of rival 阿里巴巴集团. PDD shares have more than doubled in value — up 109% — in the past year, according to LSEG data.

根据LSEG数据,PDD拥有中国折扣购物应用程序Pinduoduo的市场规模约为28亿美元,而阿里巴巴的1960亿美元.

"We think Temu's profitability will improve faster than previously estimated due to its introduction of the half consignment model, under which logistics costs will be borne by merchants," Morningstar said in a 周四的通知.

"我们还相信,由于消费者对其价值观的强烈看法,PDD的国内平台将能够捍卫其地位",晨星分析师切尔西·塔姆说,并补充说PDD排在首位,而JD.com和阿里巴巴分别排在第二和第三位.

戈尔德曼萨克斯公司周五将PDD的评级从"中立"提高到"购买",并指出该公司在第一季度的广告收入持续增长,以及Temu的潜力.

根据该报告,高盛分析师罗纳德·凯恩说,该升级"基于其广告技术能力,以及中国的成本竞争力高的供应商/商人/供应链,以及有利的风险回报,目前的市场上市率不意味着对Temu的估值.

凯说,市场"现在已经超过了"两个关键问题:国内竞争和美中紧张局势,这是我们3月份PDD的早期降级的原因.

Stiff competition

根据LSEG数据,PDD在去年第四季度也超过了阿里巴巴的市值,但在第一季度失去了阿里巴巴的头.

PDD on Wednesday reported that its 净收入归属普通股东 in the March quarter surged 246% to .87 billion (27.99 billion Chinese yuan) from a year earlier, beating LSEG estimate of 12.86 billion yuan by a huge margin.

Revenue from transaction services, also known as merchant fees没有 came in at .14 billion, an increase of 327% from the same period a year earlier.

"我们积极响应了消费促进政策,并推出了一系列促销活动,以满足用户在春节和其他季节活动中的购物需求",PDD在财报公告中说.

博表示:"我们对中国消费市场充满信心.

Meanwhile, 阿里巴巴的净收入 attributable to ordinary shareholders in the March quarter plunged 86% to 3.3 billion yuan from a year earlier. Alibaba owns e-commerce platforms such as AliExpress, Alibaba.com, Taobao and Tmall.

现在看看 视频在2:53时间是02:53 博表示,阿里巴巴应该应对竞争 路面标志亚洲

PDD's first major push overseas came with 2022年9月的特穆whose popularity skyrocketed shortly after在2023年播出了超级碗广告. that invited customers to shop "like a billionaire."

Bargain-hungry Americans have been flocking to Temu, as it looks to continue growing rapidly in the U.S. Temu has also 积极扩展到Australia, New Zealand, France, Italy, Germany, the Netherlands, Spain, as well as the U.K.

博法在本月早些时候的一份报告中表示,Temu,TikTok和AliExpress正在"利用其母公司和姐妹公司的经验",并补充说它认为Temu在很多公司中"相对较好".