Taobao/Tmall

Nine dimensions merchants should review before joining:

Merchant snapshot

Ya dace da alamu da matsakaici-manyan masu kasuwanci: kusan biliyan 1 na masu siyayya na shekara, tushe na duk nau'ikan, zirga-zirga suna da yawa amma talla + kuɗin sabis suna ƙara kuɗaɗe, gasar ƙanana da matsakaici masu siyarwa tana ƙaruwa.

Entry requirements

Tmall na buƙatar cancantar kamfani: lasisin kasuwanci, izinin alama/trademark, biyan jingina da kuɗin fasaha na shekara; Taobao mutum/mai sana'a na iya buɗe shago da ƙarancin kuɗi (biyan jingina, bisa nau'in), tsarin shiga yana kan layi, tsarin duba nau'in. Masu mallaka na ƙasashen waje suna buƙatar shiga ta kamfanin cikin gida/wakili ko hanyar Tmall Global. Ƙofar farawa: jingina + kuɗin shekara na Tmall suna da yawa, Taobao kusan babu ƙofa, amma tun daga Satumba 2024 kuɗin sabis na software na asali ya sanya duk masu kasuwanci su ɗauki nauyin ƙayyadaddun kuɗi.

Fee structure

Samun kuɗi yafi dogaro da CMR (kuɗin shiga na sarrafa abokin ciniki: tallan masu kasuwanci + kashi); tun daga 1 ga Satumba 2024 ana karɓar 0.6% na kuɗin da aka karɓa na gaske a matsayin kuɗin sabis na software na asali, an taɓa sanya iyaka na ¥60 a kowane ciniki (daga baya saboda jayayya hukuma ta mayar da martani da ƙarin rangwame, yana rufe duk nau'ikan, bisa sabon sanarwar hukuma) [Ebangdongli/DoNews]; akwai kuma jingina, kuɗin shekara na Tmall (bisa nau'in kuma akwai tsarin mayarwa), tallan Alimama (Zhituiche/Yinlimofang/Wanxiangtai) da inshorar jigila da sauransu. Kashi na nau'ikan bisa bisa da jadawalin kuɗaɗen hukuma.

Getting traffic

Zirga-zirgar halitta yafi dogaro da bincike + shawarwari (Guess You Like), membobin 88VIP masu ƙimar gaske suna ba da gudummawar sake siyayya mai yawa; tsarin talla shine Alimama (Zhituiche, Yinlimofang, Wanxiangtai), a 2025 ya ƙara AI ɗin jagorar siyayya da Taobao Flash Sale (e-commerce na nan take). DAU na Double 11'25 508 miliyan shine na farko a e-commerce na gaba ɗaya, amma rabon zirga-zirga yana karkata zuwa alamu da saka talla na biyan kuɗi, zirga-zirgar halitta na ƙanana da matsakaici masu kasuwanci tana fuskantar matsin lamba (wasu masu kasuwanci sun ga umarnin yau da kullun na Double 11 ya faɗi daga 200 zuwa 20).

Fulfilment & logistics

Mai kasuwanci ne yake aikawa da kansa (Cibiyar sadarwar Cainiao tana ba da haɗin gwiwar tambarin aikawa/ɗaukar kaya, dandali na duba saurin aikawa); wuraren kamar Tmall Supermarket suna amfani da ɗakin ajiya da isarwa na Cainiao, gaba ɗaya ƙasar ana isar da kaya cikin kwanaki 3; Taobao Flash Sale na e-commerce na nan take yana dogaro da samarwa na gida don isar da awa 1.

Payments & settlement

Alipay ce ke jagoranta, sulhu da Yuan; bayan abokin ciniki ya tabbatar da karɓar kaya ana sulhunta bisa tsawon asusu na dandali (ainihin tsawon lokaci bisa ƙa'idodin hukuma); yana goyon bayan kayan aikin biyan kuɗi na kiredit kamar Huabei (biyan kashi-kashi).

Compliance

Ana buƙatar lasisin kasuwanci, cancantar nau'in da izinin alama; e-commerce na cikin gida yana biyan VAT/harajin ribar kamfani; samfura na buƙatar cika ƙa'idodin GB da duban ƙwaya na dandali; muhimman ƙa'idodin dandali sun haɗa da sauƙaƙa ƙa'idar mayar da kuɗi kawai (daidaitawar 2024), ƙa'idodin ayyukan talla da farashi; ƙa'idar hana cin gashin kai na tattalin arzikin dandali ita ce canjin manufofi na dogon lokaci. Ketare iyaka: Tmall Global yana fuskantar alamu na ƙasashen waje da ke shigowa China, Taobao Outbound (jigilar duniya kyauta na manyan tufafi) yana fuskantar abokan ciniki na ƙasashen waje.

Key risks

(1) Ƙara yawan samun kuɗi (0.6% kuɗin sabis na software na asali + gasar talla) yana matsa ribar ƙanana da matsakaici masu kasuwanci, ana kiransa rikici na uku na ƙanana da matsakaici masu kasuwanci na Taotian; (2) zirga-zirga tana tattara zuwa manyan masu watsa shirye-shirye/saka talla na biyan kuɗi, zirga-zirgar ƙanana da matsakaici masu kasuwanci na Double 11 ta faɗi kamar dutse (umarnin yau da kullun 200→20); (3) ƙaruwa tana da rauni — Q4 FY25 CMR kawai +3%, GMV ana karkatar da shi ta Douyin/Pinduoduo (kashi na GMV na raye-rayen Douyin ~28% ya fi na raye-rayen Taobao <20%); (4) daidaitawar manufofin dandali suna yawaita (mayar da kuɗi kawai, yaƙin farashi na maimaitawa).

Best-fit sellers

Ya fi dacewa da masu kasuwanci na alama da ƙaƙƙarfan nau'ikan Taobao/Tmall kamar tufafi/kayan kyau/kayan gida, da kuma matsakaici-manyan masu siyarwa masu cikakkiyar ƙungiyar sarrafa e-commerce; bai dace da marasa alama, masu ƙarancin farashi na white-label kawai (babban matsin kuɗi) da sabbin masu siyarwa marasa kasafin kuɗi (babban ƙofar gasar talla) ba.

Sources

research/sections/cn_platforms.md §4.2.1; research/China_ecommerce_top5_research.md §2#1; https://www.yilantop.com/news/42501; https://www.ebrun.com/businessnews/20240924/559755.shtml; https://www.donews.com/article/detail/7780/75868.html

Taobao/Tmall ya bayyana a jerin Top-5 na yankuna 1: China.

• Sin（#1）：Mafi ƙarfi a cikin tufafi, kyakkyawa, da gida; 88VIP; ƙaddamar da Taobao Flash Sale a cikin 2025

Kowane adadi an ɗauke shi daga rahoton Top-5 da binciken majiyoyi na waccan yanki. Babu canji tsakanin yankuna ko sabbin kimar: