Platform Intelligence
Yahoo! Shopping / LINE Yahoo
Yahoo! Shopping / LINE Yahoo ezimakethe zokuthengiselana ku-inthanethi zezifunda ezingu-1: i-Japan — i-GMV / isabelo / ukukhula / ukubekwa kusuka embikweni w…
QAs a merchant, what do I need to care about?
Nine dimensions merchants should review before joining:
Merchant snapshot
Indawo yesithathu ye-e-commerce yaseJaphan, ithrafikhi yecosystem ye-Yahoo+LINE+PayPay, ifashini iqinile; kusukela ngo-2025.9 kuye kwaba nokukhokhiswa, kufanelekile kumabrendi aseJaphan afuna ukuthola amakhasimende amasha nge-PayPay.
Entry requirements
Ukuvula isitolo kudinga inkampani yaseJaphan (noma ngokusebenzisa i-agent yaseJaphan/umlingani wendawo), kuthunyelwe imininingwane yenkampani nohlelo lwesitolo ukuze kuhlolwe; ngaphambi kuka-2025.9.1 ukuvula isitolo bekumahhala (imodeli yamahhala yeminyaka engu-13), ngemva kwalokho kuguqulwe kube imodeli ekhokhelwayo (ngokomthombo we-亿恩网: izitolo ezintsha zikhokhiswa imali yanyanga yokusebenzisa isistimu engu-¥10,000 + ikhomishini yokuthengisa engu-2.5% + imali yokuncona yesiteshi se-LINE, ngokohlelo lwemali olusemthethweni lwakamuva). I-PayPay Mall isebenza ngohlelo lwesimemo/ukuhlolwa, kugxilwe ezitolo ezinkulu ezisemthethweni zamabrendi, isithiyo siphezulu kunezitolo ezijwayelekile ze-Yahoo! Shopping.
Fee structure
Ngo-2025.9.1 kwaphela imodeli yamahhala yokuvula izitolo yeminyaka engu-13, kwaqala ukukhokhiswa (kubikwa yi-chwang/mjzj): ngokomthombo wezindaba izitolo ezintsha zikhokhisa imali yanyanga yokusebenzisa isistimu engu-¥10,000, kanye nokukhokhiswa cishe ikhomishini yokuthengisa engu-2.5% nemali yokuncona yesiteshi se-LINE, ukuthengiselana kwenkundla ngonyaka wezimali we-2025 kwakhuphuka ngo-+8% unyaka nonyaka (亿恩网, 2026.3.27); inani ngqo nalabo abathintekayo ngokohlelo lwemali olusemthethweni lwe-LY Corp. Kukhona nezikhangiso ze-Yahoo! プロモーション広告 (ukusesha/ukubonisa) ezikhokhiswa ngokucindezela, imicimbi eminingi efana nokubuyiswa kwamaphuzu e-PayPay/ukudwetshwa kwemiklomelo ivamise ukudinga izitolo zithwale imali (ukuchazwa nje).
Getting traffic
Ithrafikhi yecosystem yezinyango ezintathu: ukusesha kwe-Yahoo! JAPAN + imiyalezo yezenhlalo ye-LINE + izinzuzo zokukhokha ze-PayPay (ukubuyiswa kwamaphuzu e-PayPay, ukudwetshwa kwemiklomelo) zisebenzisana ukudonsa; kusukela ngo-April 2025 kuhlanganiswe ngokujulile ne-LINE ukuze kudonswe ithrafikhi futhi kwethulwa umsizi wokuthenga we-AI (ngokomthombo we-亿恩网). Amaphromoshini angaphakathi (スーパーセール, お買い得企画) nokuthengiswa okuhlangene komnotho we-PayPay yizinsimbi eziyinhloko zokukhula, izigaba zokuthenga ngesifiso ezifana nefashini/indlela yokuphila zisebenzisana kakhulu.
Fulfilment & logistics
Kugxilwe ekuzithumeleni komthengisi (i-Yahoo! Shopping ayinayo insiza yokugcwaliseka ephoqelekile enjenge-FBA), isikhathi sokulethwa nezindleko zokuthutha zibekwa futhi zimenyezelwe yisitolo; abathengisi be-PayPay Mall nabo baziphathela izokuthutha. Ayikho isistimu yendawo yokugcina emanyelwe yenkundla, abathengisi abawela imingcele kudingeka bakhe indawo yokugcina yaseJaphan noma basebenzisane nezokuthutha zangaphandle ukuze bahlangabezane nezikhathi nokuncintisana kwezindleko zokuthutha.
Payments & settlement
Ukukhokha kugxile ku-PayPay (ibhalansi ye-PayPay/ukukhokha ngokuskena, ukukhokha kamuva (後払い), ikhadi lesikweletu, ukuhlanganiswa kwe-LINE Pay), kuhlangene nesistimu yesikhwama se-Yahoo!; imali iyikhondi laseJaphan (yen), umjikelezo wokukhokhelwa nemali yensiza ngemithetho esemthethweni yabathengisi ye-LY (azikho izinombolo eziqondile zokukhokhelwa ezitholiwe kulolu phenyo).
Compliance
Kudingeka izimfanelo zenkampani yaseJaphan, ukuthobela i-invoyisi ye-JCT; kuthotyelwe izibopho zokumenyezela ze-特定商取引法 nemithetho ye-Yahoo! Shopping/LINE Yahoo 出店規約; i-PayPay Mall inokuhlola kwebrendi nekhwalithi okungeziwe. Ukukhokhiswa kuka-2025.9 kwahamba nokubuyekezwa kwemigomo yezivumelwano, izitolo ezindala ezivuselela kudingeka ziqinisekise kabusha amanani nezibopho.
Key risks
1) Ukuphela kwemodeli yamahhala (2025.9) kubangela ukulahlekelwa/ukulindela kwabathengisi esikhathini esifushane, umncintiswano wamanani ne-Rakuten/Amazon uyaqina; 2) i-GMV ye-e-commerce ayidalulwa ngalutho, ukubonakala ibuthakathaka ngokusobala kunezimbili ezinkulu (GAP, kunzima ukuthi umthombo wesithathu aqinisekise); 3) ukukhula kuncike ekuthengeni ithrafikhi ngamaphromoshini — i-EBITDA elungisiwe ye-Q1 FY2026 ngu-¥37.1B, -10.5% unyaka nonyaka, inzuzo icindezelwa esikhathini sokutshala izimali okukhulu; 4) i-Temu/AliExpress idonsela ithrafikhi yokusesha yabasebenzisi abazwelayo entengweni; 5) ngemuva kokukhokhiswa ukuzwela kwezindleko kwabathengisi abancane kwenyukile.
Best-fit sellers
Kufanelekile kakhulu kumabrendi/abathengisi abakhulu naphakathi asebenhlangano yaseJaphan, abafuna ukuthola amakhasimende amasha nge-ecosystem ye-PayPay nokufinyelela nge-LINE, ikakhulukazi izigaba zefashini, indlela yokuphila nokuthenga ngesifiso; ngemuva kokuphela kwenkathi yamahhala (2025.9), abathengisi abancane abafuna ukuqala ngaphandle kwezindleko abasafaneleki, kudingeka bahlole kabusha ukulingana kwamanani.
Sources
research/sections/jp_platforms.md 5.2.3; 各地区电商平台Top5深度研究报告.md 5.1; 亿恩网(ms-trainer 转载)http://www.ms-trainer.com/news-130874.html; chwang https://www.chwang.com/news/207908354581; mjzj https://mjzj.com/article/fsnqp95tupz4; marketscreener https://hk.marketscreener.com/news/ly-results-for-the-three-months-ended-june-30-2025-fy2025-1q-140120250801528167-ce7c5edadb8bf023
QI-Yahoo! Shopping / LINE Yahoo ifinyelela ku-Top 5 ezifundeni ziphi, futhi ibekwe kanjani?
I-Yahoo! Shopping / LINE Yahoo ivela ohlwini lwe-Top-5 lwezifunda ezingu-1: i-Japan.
Nweba: ithebula ledatha eligcwele ngesifunda (i-GMV / imali engenayo / isabelo / ukukhula / ukubekwa)
| Isifunda | # | I-GMV / imali engenayo | Isabelo | Ukukhula | Ukubekwa |
|---|---|---|---|---|---|
| i-Japan | 3 | Iqembu le-FY2025 lenza irekhodi (~¥2.5T); I-GMV ayidalulwanga | #3 | Imali engenayo yeqembu irekhodi (FY2025) | Sesha + ukuthenga + LINE + PayPay ecosystem; iqinile kwezemfashini / indlela yokuphila |
QUkubekwa komncintiswano kuhluka kanjani ngesifunda?
- i-Japan(#3):Sesha + ukuthenga + LINE + PayPay ecosystem; iqinile kwezemfashini / indlela yokuphila
QLobu bufakazi buvelaphi?
Inombolo ngayinye ithathwe embikweni we-Top-5 nasekuHlolweni kwemithombo yaleso sifunda. Akukho ukuguqulwa kwezifunda noma izilinganiso ezintsha: