Platform Intelligence
Kuaishou Ecommerce
Kuaishou Ecommerce ezimakethe zokuthengiselana ku-inthanethi zezifunda ezingu-1: i-China — i-GMV / isabelo / ukukhula / ukubekwa kusuka embikweni we-Top-5 we…
QAs a merchant, what do I need to care about?
Nine dimensions merchants should review before joining:
Merchant snapshot
Kufanelekile kubathengisi bezimakethe ezingaphansi bemikhiqizo yezolimo/engenabrendi/ezinto zansuku zonke: ukuthengisa ngokwethembana + i-Kuaishou Distribution (快分销) kuqala ngezindleko eziphansi, izimali zisobala kodwa ukukhula kuyehla, kuncike kubasakazi abakhulu.
Entry requirements
Ukujoyina i-Kuaishou Shop kudingeka ilayisensi yebhizinisi yenkampani/umuntu nezimfanelo zezigaba, isibambiso sikhokhwa ngokwezigaba, inqubo yenziwa ku-inthanethi; eminye imikhakha ivumela izitolo zomuntu (ngokomthombo osemthethweni); abathengisi baphesheya banemizila elinganiselwe yokuwela imingcele. Ngaphansi kwemodeli ye-Kuaishou Distribution (umfelandawonye wokusabalalisa) umthengisi angabeka ikhomishini yokukhushulwa ukuze axhumane nokusabalalisa kwabathonya, lokhu kuyindlela enkulu yokuqala ukwanda. Ulimi luyisi-Chinese ikakhulukazi.
Fee structure
Ikhomishini yensiza yobuchwepheshe ikhokhiswa ngokwezigaba (imikhakha eminingi icishe ibe ngu-1%, ngemithetho esemthethweni yokukhokhelwa ye-Kuaishou Shop) [站长之家]; ngaphansi kwemodeli ye-Kuaishou Distribution umthengisi uthwala ukwabiwa kwekhomishini yabakhuthazi + imali yensiza yenkundla (imithetho yokukhokhelwa icacisa indlela yokubala ikhomishini yabakhuthazi); izikhangiso nge-Cili Jinniu (磁力引擎) ukutshala okukhokhelwayo; inkundla yake yakhansela ukuncishiswa kwesikhashana kwemali yensiza yokukhushulwa [亿邦动力]. Amanani ngqo ngemithetho esemthethweni yokukhokhelwa.
Getting traffic
Ukusabalalisa okuqukethwe ngokusakaza bukhoma + amavidiyo amafushane, umnotho wabangane/ukuthengisa ngokwethembana kunokunamathela okuphezulu; inethiwekhi yokusabalalisa yabathonya ye-Kuaishou Distribution iqhuba ukwanda ngokusabalalisa; ukutshala okukhokhelwayo kwe-Cili Jinniu; ukubukela bukhoma kwemikhiqizo yezolimo nezifunda zemboni kunesekelo lenkundla; abasebenzisi bezimakethe ezingaphansi bathenga okuphindwayo ngamandla. Yiyona kuphela kwezinhlanu ezinkulu ememezela i-GMV ye-e-commerce ngokusemthethweni (FY2025 ~¥1.6 trillion).
Fulfilment & logistics
Kugxilwe ekuzithumeleni komthengisi (inkundla ihlola isikhathi sokuthumela nokulandelwa kwezokuthutha); imikhiqizo yezolimo ithunyelwa ngqo kusuka lapho ikhiqizwa khona; ayikho indawo yokugcina nokuletha ezakhelwe zona, kungaxhunywa izindawo zokugcina zangaphandle ezifana ne-Cainiao; izindleko zokugcwaliseka zithwalwa ngumthengisi.
Payments & settlement
I-WeChat Pay/Alipay/Kuaishou Pay, ikhokhelwa nge-yuan; imali yokuthengiswayo ikhokhelwa ngemuva kokuqinisekiswa kokuthola (ngemithetho yenkundla).
Compliance
Kudingeka ilayisensi yebhizinisi nezimfanelo zezigaba; ukudla/imikhiqizo yezolimo kudinga izilayisensi zokusebenza ezihlobene; ukulawulwa kokuthengisa ngokusakaza bukhoma kuyaqina — inkundla isihlukanise ibhizinisi le-e-commerce futhi ilungisa ukuthengisa ngezimo ezibhaliwe ukuze ibuyise ukwethenjwa; i-e-commerce yasekhaya ikhokha intela.
Key risks
(1) Ukukhula kwabasebenzisi ne-GMV kuyehlisa ijubane — ngo-2025 iyona kuphela kwezinkundla ezinhlanu zokuqukethwe okwehla nge-DAU, i-GMV ye-e-commerce ishiye ukukhula okuphezulu, ukukhula kwezikhangiso kwehlisa ijubane; (2) ukuncika kubasakazi abakhulu (nge-618 isengenakho u-Xinba), izindaba zabasebenzi (imibiko yokuhoxa kuka-Xinba/uphenyo) zishaya isisekelo sokuthengisa ngokwethembana; (3) izimakethe ezingaphansi zicindezelwa kusuka nhlangothi zombili yi-Pinduoduo/Douyin; (4) ngemuva kwemiphumela yezimali intengo yamasheya yehla ngaphezu kuka-13% ngosuku olulodwa, izikhungo eziningi zehlisa intengo eqondiwe.
Best-fit sellers
Kufanelekile kakhulu kubathengisi bezimakethe ezingaphansi bemikhiqizo yezolimo, izinto zansuku zonke ezingenabrendi, ezivela ngqo emifektri, ikakhulukazi labo abanezinsiza zabathonya be-Kuaishou noma abafuna ukwenza i-Kuaishou Distribution; akufanelekile kumabrendi amanani aphezulu nakubathengisi abagxile emadolobheni amakhulu (isakhiwo sabasebenzisi nesimo sokuqukethwe akuhambisani).
Sources
research/sections/cn_platforms.md §4.2.5; research/China_ecommerce_top5_research.md §2#5; https://www.chinaz.com/2022/0913/1445422.shtml; https://www.yilantop.com/news/20658; https://zhengguannews.cn/zghnews/377712.html; https://m.jiemian.com/article/14746330.html; https://www.donews.com/article/detail/7430/90709.html
QI-Kuaishou Ecommerce ifinyelela ku-Top 5 ezifundeni ziphi, futhi ibekwe kanjani?
I-Kuaishou Ecommerce ivela ohlwini lwe-Top-5 lwezifunda ezingu-1: i-China.
Nweba: ithebula ledatha eligcwele ngesifunda (i-GMV / imali engenayo / isabelo / ukukhula / ukubekwa)
| Isifunda | # | I-GMV / imali engenayo | Isabelo | Ukukhula | Ukubekwa |
|---|---|---|---|---|---|
| i-China | 5 | ~¥1.6T (2025, esemthethweni + abezindaba) | #5 | Imali ye-FY2025 ¥142.8B (+12.5%); inzuzo ephelele elungisiwe ¥20.6B (irekhodi) | I-Livestream ecommerce + izimakethe ezisezingeni eliphansi ('trust ecommerce'); imikhiqizo yezolimo / ilebula elimhlophe; Uhlelo lokusabalalisa lwe-Kuaishou |
QUkubekwa komncintiswano kuhluka kanjani ngesifunda?
- i-China(#5):I-Livestream ecommerce + izimakethe ezisezingeni eliphansi ('trust ecommerce'); imikhiqizo yezolimo / ilebula elimhlophe; Uhlelo lokusabalalisa lwe-Kuaishou
QLobu bufakazi buvelaphi?
Inombolo ngayinye ithathwe embikweni we-Top-5 nasekuHlolweni kwemithombo yaleso sifunda. Akukho ukuguqulwa kwezifunda noma izilinganiso ezintsha: