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Sengchai

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- SengchaiSengchai
  ·2021-05-13
  goooooooooodddddddd
  SMIC's first-quarter revenue was $1.1 billion, exceeding market expectations.
  5月13日，中芯国际第一季度营收11亿美元，市场预估10.7亿美元；净利润1.589亿美元，市场预期1.04亿美元。中芯国际预计二季度收入环比成长17%到19%，毛利率预期在25%到27%之间。今年上
  SMIC's first-quarter revenue was $1.1 billion, exceeding market expectations.
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- SengchaiSengchai
  ·2021-05-13
  goooooloodddd
  Payment license renewed; Alipay: Thanks to the central bank for its trust and recognition.
  有效期延长至2026年5月。
  Payment license renewed; Alipay: Thanks to the central bank for its trust and recognition.
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- SengchaiSengchai
  ·2021-05-12
  my my my my
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- SengchaiSengchai
  ·2021-05-11
  Laoooaloaoaoaoaoaoaoa
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- SengchaiSengchai
  ·2021-05-08
  nvvvvvvdddddaaaa
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- SengchaiSengchai
  ·2021-05-06
  Hhhhhh
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- SengchaiSengchai
  ·2021-05-06
  Addiiioidasss
  Adidas tenders to sell Reebok brand, Anta and Li Ning may bid
  据悉，阿迪达斯招标出售锐步品牌，安踏和李宁可能竞标。（路透）相关阅读：阿迪达斯决定正式启动剥离锐步的程序，锐步的业务也将从2021年第一季度起停止。欧洲当地时间2月16日，阿迪达斯集团宣布，已完成对锐
  Adidas tenders to sell Reebok brand, Anta and Li Ning may bid
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- SengchaiSengchai
  ·2021-05-06
  Lololol
  Sorry, this post has been deleted
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- SengchaiSengchai
  ·2021-04-30
  gooooood
  What are the key factors for Chinese service providers to compete with Shopify?
  遥望海外，淘宝、拼多多的卖家是幸运的。或者说，这是这一代中国电商卖家的幸运。相比之下，出海市场火爆，却也因卖家不能掌握自己的命运，随时面临竹篮打水一场空的危险。 Shopify和它代表着的独立站市场
  What are the key factors for Chinese service providers to compete with Shopify?
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- SengchaiSengchai
  ·2021-04-30
  $ETFMG Travel Tech ETF(AWAY)$wueueuuuu
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18:55","market":"sh","language":"zh","title":"SMIC's first-quarter revenue was $1.1 billion, exceeding market expectations.","url":"https://stock-news.laohu8.com/highlight/detail?id=1137801657","media":"老虎资讯综合","summary":"5月13日，中芯国际第一季度营收11亿美元，市场预估10.7亿美元；净利润1.589亿美元，市场预期1.04亿美元。中芯国际预计二季度收入环比成长17%到19%，毛利率预期在25%到27%之间。今年上","content":"<p>On May 13, SMIC's first-quarter revenue was $1.1 billion, compared to market expectations of $1.07 billion; Net income was $158.9 million, compared to market expectations of $104 million.</p><p>SMIC expects its revenue to grow by 17% to 19% quarter-on-quarter in the second quarter, with a gross profit margin expected to be between 25% and 27%. Revenue for the first half of this year is expected to be approximately $2.4 billion.</p><p>SMIC: Monthly production capacity increased from 520,750 8-inch equivalent wafers in the fourth quarter of 2020 to 540,750 8-inch equivalent wafers in the first quarter of 2021, mainly due to the expansion of 200mm wafer fab capacity this quarter.</p><p>SMIC Co-CEOs Dr. Zhao Haijun and Dr. Liang Mengsong: The company's first-half performance is expected to exceed original expectations, with first-quarter revenue stabilizing at US$1 billion. Faced with difficulties, the company has overcome them precisely and is doing better and better. Mature processes will remain at full capacity by the end of this year, with new capacity mainly formed in the second half of the year; After a trough, advanced process revenue grew quarter-on-quarter in the first quarter, with NTO steadily being introduced.</p><p><img src=\"https://static.tigerbbs.com/88f9336c8519120d53682d8d1be79b0a\" tg-width=\"1117\" tg-height=\"662\"><img src=\"https://static.tigerbbs.com/1a48ebfdeab8931b91f860e646d88b7e\" tg-width=\"732\" tg-height=\"696\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SMIC's first-quarter revenue was $1.1 billion, exceeding market expectations.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSMIC's first-quarter revenue was $1.1 billion, exceeding market expectations.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-05-13 18:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On May 13, SMIC's first-quarter revenue was $1.1 billion, compared to market expectations of $1.07 billion; Net income was $158.9 million, compared to market expectations of $104 million.</p><p>SMIC expects its revenue to grow by 17% to 19% quarter-on-quarter in the second quarter, with a gross profit margin expected to be between 25% and 27%. Revenue for the first half of this year is expected to be approximately $2.4 billion.</p><p>SMIC: Monthly production capacity increased from 520,750 8-inch equivalent wafers in the fourth quarter of 2020 to 540,750 8-inch equivalent wafers in the first quarter of 2021, mainly due to the expansion of 200mm wafer fab capacity this quarter.</p><p>SMIC Co-CEOs Dr. Zhao Haijun and Dr. Liang Mengsong: The company's first-half performance is expected to exceed original expectations, with first-quarter revenue stabilizing at US$1 billion. Faced with difficulties, the company has overcome them precisely and is doing better and better. Mature processes will remain at full capacity by the end of this year, with new capacity mainly formed in the second half of the year; After a trough, advanced process revenue grew quarter-on-quarter in the first quarter, with NTO steadily being introduced.</p><p><img src=\"https://static.tigerbbs.com/88f9336c8519120d53682d8d1be79b0a\" tg-width=\"1117\" tg-height=\"662\"><img src=\"https://static.tigerbbs.com/1a48ebfdeab8931b91f860e646d88b7e\" tg-width=\"732\" tg-height=\"696\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1ecaf7b843618667282559909e22a1fb","relate_stocks":{"00981":"中芯国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137801657","content_text":"5月13日，中芯国际第一季度营收11亿美元，市场预估10.7亿美元；净利润1.589亿美元，市场预期1.04亿美元。中芯国际预计二季度收入环比成长17%到19%，毛利率预期在25%到27%之间。今年上半年营收预计约24亿美元。中芯国际：月产能由2020年第四季的520,750片8吋约当晶圆增加至2021年第一季的540,750片8吋约当晶圆，主要由于本季度200mm晶圆厂产能扩充所致。中芯国际联合首席执行官赵海军博士和梁孟松博士：上半年公司业绩预计超出原先预期，一季度收入站稳十亿美元。面对困难，公司精准攻坚克难，越做越好。成熟制程到今年年底产能将持续满载，新增产能主要在下半年形成；先进制程一季度营收经过波谷后环比成长，NTO稳步导入。","news_type":1,"symbols_score_info":{"00981":0.9}},"isVote":1,"tweetType":1,"viewCount":2540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191700176,"gmtCreate":1620904503095,"gmtModify":1704350185894,"author":{"id":"3573484610154351","authorId":"3573484610154351","name":"Sengchai","avatar":"https://static.tigerbbs.com/66783983d4a11a6ca90ad5b0eb8ccc1d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573484610154351","idStr":"3573484610154351"},"themes":[],"title":"","htmlText":"goooooloodddd","listText":"goooooloodddd","text":"goooooloodddd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191700176","repostId":"1147151373","repostType":4,"repost":{"id":"1147151373","kind":"news","pubTimestamp":1620903461,"share":"https://ttm.financial/m/news/1147151373?lang=en_US&edition=fundamental","pubTime":"2021-05-13 18:57","market":"us","language":"zh","title":"Payment license renewed; Alipay: Thanks to the central bank for its trust and recognition.","url":"https://stock-news.laohu8.com/highlight/detail?id=1147151373","media":"新浪科技","summary":"有效期延长至2026年5月。","content":"<p>On the evening of May 13, the People's Bank of China announced the renewal of the \"Payment Business Licenses\" held by 24 payment institutions. The renewal applications for Alipay's payment licenses were approved, and the validity period was extended to May 2026.</p><p>Alipay responded by expressing its gratitude for the central bank's trust and recognition. Under the guidance of the People's Bank of China, Alipay will continue to maintain compliance and stable operation, provide users with convenient and secure smart living services, and uphold integrity, innovation, openness and win-win cooperation, working with a wide range of financial institutions and service providers to firmly serve the real economy.</p><p>It is reported that in May 2011, Alipay obtained one of the first batch of \"Payment Business Licenses\" issued by the People's Bank of China, with a validity period of 5 years; In May 2016, the People's Bank of China approved the first renewal of Alipay's payment license, extending its validity period for another five years to 2021. This is the second successful renewal of Alipay's payment license. (Wen Meng)</p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Payment license renewed; Alipay: Thanks to the central bank for its trust and recognition.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPayment license renewed; Alipay: Thanks to the central bank for its trust and recognition.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2021-05-13 18:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On the evening of May 13, the People's Bank of China announced the renewal of the \"Payment Business Licenses\" held by 24 payment institutions. The renewal applications for Alipay's payment licenses were approved, and the validity period was extended to May 2026.</p><p>Alipay responded by expressing its gratitude for the central bank's trust and recognition. Under the guidance of the People's Bank of China, Alipay will continue to maintain compliance and stable operation, provide users with convenient and secure smart living services, and uphold integrity, innovation, openness and win-win cooperation, working with a wide range of financial institutions and service providers to firmly serve the real economy.</p><p>It is reported that in May 2011, Alipay obtained one of the first batch of \"Payment Business Licenses\" issued by the People's Bank of China, with a validity period of 5 years; In May 2016, the People's Bank of China approved the first renewal of Alipay's payment license, extending its validity period for another five years to 2021. This is the second successful renewal of Alipay's payment license. (Wen Meng)</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/2021-05-13/doc-ikmxzfmm2261795.shtml\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70885e150d43ce185d2485a1ee02e1f8","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/tech/2021-05-13/doc-ikmxzfmm2261795.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147151373","content_text":"5月13日晚间消息，央行今日公布了24家支付机构所持《支付业务许可证》获得续展的通知，支付宝支付牌照的续展申请获得通过，有效期延长至2026年5月。\n支付宝方面回应表示，感谢央行的信任和认可。支付宝将在央行的指导下，继续保持合规、稳健运营，为用户提供便捷安全的智能生活服务，并守正创新、开放共赢，与广大金融机构、服务机构一起，坚定服务好实体经济。\n据悉，2011年5月，支付宝获得央行发布的中国第一批《支付业务许可证》，有效期5年；2016年5月，支付宝支付牌照的第一次续展获得央行批准通过，有效期再延5年至2021年。这次是支付宝支付牌照的第二次成功续展。（文猛）","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193668965,"gmtCreate":1620784766457,"gmtModify":1704348337989,"author":{"id":"3573484610154351","authorId":"3573484610154351","name":"Sengchai","avatar":"https://static.tigerbbs.com/66783983d4a11a6ca90ad5b0eb8ccc1d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573484610154351","idStr":"3573484610154351"},"themes":[],"title":"","htmlText":"my my my my","listText":"my my my my","text":"my my my my","images":[{"img":"https://static.tigerbbs.com/44f3af6ce637e98e3d44aba3664b19d9","width":"1125","height":"2523"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193668965","isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":199966471,"gmtCreate":1620664038193,"gmtModify":1704346438109,"author":{"id":"3573484610154351","authorId":"3573484610154351","name":"Sengchai","avatar":"https://static.tigerbbs.com/66783983d4a11a6ca90ad5b0eb8ccc1d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573484610154351","idStr":"3573484610154351"},"themes":[],"title":"","htmlText":"Laoooaloaoaoaoaoaoaoa","listText":"Laoooaloaoaoaoaoaoaoa","text":"Laoooaloaoaoaoaoaoaoa","images":[{"img":"https://static.tigerbbs.com/637f9e5ea4e566f4f56ea79ff4baa0d0","width":"1125","height":"1814"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199966471","isVote":1,"tweetType":1,"viewCount":2594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":104487989,"gmtCreate":1620403708441,"gmtModify":1704343307664,"author":{"id":"3573484610154351","authorId":"3573484610154351","name":"Sengchai","avatar":"https://static.tigerbbs.com/66783983d4a11a6ca90ad5b0eb8ccc1d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573484610154351","idStr":"3573484610154351"},"themes":[],"title":"","htmlText":"nvvvvvvdddddaaaa","listText":"nvvvvvvdddddaaaa","text":"nvvvvvvdddddaaaa","images":[{"img":"https://static.tigerbbs.com/1838ded1ff69c599652d5c77e6d54191","width":"1125","height":"2428"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/104487989","isVote":1,"tweetType":1,"viewCount":2266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":105265188,"gmtCreate":1620307680144,"gmtModify":1704341680519,"author":{"id":"3573484610154351","authorId":"3573484610154351","name":"Sengchai","avatar":"https://static.tigerbbs.com/66783983d4a11a6ca90ad5b0eb8ccc1d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573484610154351","idStr":"3573484610154351"},"themes":[],"title":"","htmlText":"Hhhhhh","listText":"Hhhhhh","text":"Hhhhhh","images":[{"img":"https://static.tigerbbs.com/aaf6c5ad130d447d115d7f1233ed1926","width":"1125","height":"2523"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/105265188","isVote":1,"tweetType":1,"viewCount":2201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":102429410,"gmtCreate":1620232945330,"gmtModify":1704340597087,"author":{"id":"3573484610154351","authorId":"3573484610154351","name":"Sengchai","avatar":"https://static.tigerbbs.com/66783983d4a11a6ca90ad5b0eb8ccc1d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573484610154351","idStr":"3573484610154351"},"themes":[],"title":"","htmlText":"Addiiioidasss","listText":"Addiiioidasss","text":"Addiiioidasss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102429410","repostId":"1183706349","repostType":4,"repost":{"id":"1183706349","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620230268,"share":"https://ttm.financial/m/news/1183706349?lang=en_US&edition=fundamental","pubTime":"2021-05-05 23:57","market":"hk","language":"zh","title":"Adidas tenders to sell Reebok brand, Anta and Li Ning may bid","url":"https://stock-news.laohu8.com/highlight/detail?id=1183706349","media":"老虎资讯综合","summary":"据悉，阿迪达斯招标出售锐步品牌，安踏和李宁可能竞标。（路透）相关阅读：阿迪达斯决定正式启动剥离锐步的程序，锐步的业务也将从2021年第一季度起停止。欧洲当地时间2月16日，阿迪达斯集团宣布，已完成对锐","content":"<p>It is understood that Adidas is bidding to sell the Reebok brand, and Anta and Li Ning may compete. (Reuters)</p><p><b>Related reading:</b></p><p>Adidas has decided to formally initiate the process of divesting Reebok.</p><p>Reebok's operations will also cease in the first quarter of 2021.</p><p>On February 16, local time in Europe, Adidas Group announced that it had completed a \"strategic selection assessment\" of the Reebok brand and officially initiated the asset divestiture process for the Reebok brand. In the future, the company plans to focus on further enhancing the Adidas brand's market position in the global sporting goods industry. Starting from the first quarter of 2021, Reebok will include discontinued operations in the company's financial statements. Adidas stated that market volatility caused by the pandemic resulted in higher bad debt limits, increased inventory, and losses to its self-operated stores and the Reebok trademark.</p><p>Reuters quoted a source as saying that Reebok is currently valued at more than 1 billion euros. German media had previously stated that this valuation exceeded 2 billion yuan. Adidas CEO Kasper Rorsted once said it was one of the most expensive mistakes the group had ever made. \"After careful consideration, we believe that Adidas and Reebok, as two independent brands, will be able to better realize their respective growth potential.\"</p><p>According to statistics from foreign media outlet Business Insider, the revenue contributed by the Reebok brand to the Adidas Group has been gradually declining since the acquisition. In 2007, a quarter of Adidas's total retail sales came from Reebok, but by the second quarter of 2020, Reebok only accounted for 6.4% of Adidas's total sales. In the more than ten years since its acquisition, Reebok's situation has deteriorated steadily.</p><p>Some industry insiders believe that Adidas headquarters' senior management failed to clearly distinguish between the respective target markets of the Adidas and Reebok brands. Whenever they encounter ambiguities and intersections, they always choose Adidas, which has led to Reebok having to give up more and more business over the years.</p><p>In 2014, Reebok changed its LOGO and began to focus on the fitness market. From the outside perspective, Reebok's decision to take a different approach is intended to avoid direct competition with Adidas. However, this fitness market is not easy to navigate. Under Armour has already risen and gained popularity in the United States, but even in emerging markets like China, Reebok has not become the first choice for its target customers. That same year, news first ran that Reebok would be acquired, but Adidas denied it.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Adidas tenders to sell Reebok brand, Anta and Li Ning may bid</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAdidas tenders to sell Reebok brand, Anta and Li Ning may bid\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-05-05 23:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>It is understood that Adidas is bidding to sell the Reebok brand, and Anta and Li Ning may compete. (Reuters)</p><p><b>Related reading:</b></p><p>Adidas has decided to formally initiate the process of divesting Reebok.</p><p>Reebok's operations will also cease in the first quarter of 2021.</p><p>On February 16, local time in Europe, Adidas Group announced that it had completed a \"strategic selection assessment\" of the Reebok brand and officially initiated the asset divestiture process for the Reebok brand. In the future, the company plans to focus on further enhancing the Adidas brand's market position in the global sporting goods industry. Starting from the first quarter of 2021, Reebok will include discontinued operations in the company's financial statements. Adidas stated that market volatility caused by the pandemic resulted in higher bad debt limits, increased inventory, and losses to its self-operated stores and the Reebok trademark.</p><p>Reuters quoted a source as saying that Reebok is currently valued at more than 1 billion euros. German media had previously stated that this valuation exceeded 2 billion yuan. Adidas CEO Kasper Rorsted once said it was one of the most expensive mistakes the group had ever made. \"After careful consideration, we believe that Adidas and Reebok, as two independent brands, will be able to better realize their respective growth potential.\"</p><p>According to statistics from foreign media outlet Business Insider, the revenue contributed by the Reebok brand to the Adidas Group has been gradually declining since the acquisition. In 2007, a quarter of Adidas's total retail sales came from Reebok, but by the second quarter of 2020, Reebok only accounted for 6.4% of Adidas's total sales. In the more than ten years since its acquisition, Reebok's situation has deteriorated steadily.</p><p>Some industry insiders believe that Adidas headquarters' senior management failed to clearly distinguish between the respective target markets of the Adidas and Reebok brands. Whenever they encounter ambiguities and intersections, they always choose Adidas, which has led to Reebok having to give up more and more business over the years.</p><p>In 2014, Reebok changed its LOGO and began to focus on the fitness market. From the outside perspective, Reebok's decision to take a different approach is intended to avoid direct competition with Adidas. However, this fitness market is not easy to navigate. Under Armour has already risen and gained popularity in the United States, but even in emerging markets like China, Reebok has not become the first choice for its target customers. That same year, news first ran that Reebok would be acquired, but Adidas denied it.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ecba9241aeabcbc06eb7a7cffc628cfe","relate_stocks":{"02331":"李宁","02020":"安踏体育","ADDYY":"阿迪达斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183706349","content_text":"据悉，阿迪达斯招标出售锐步品牌，安踏和李宁可能竞标。（路透）相关阅读：阿迪达斯决定正式启动剥离锐步的程序，锐步的业务也将从2021年第一季度起停止。欧洲当地时间2月16日，阿迪达斯集团宣布，已完成对锐步品牌的“战略选择评估”，正式启动对锐步品牌的资产剥离程序，未来公司计划集中精力进一步提升阿迪达斯品牌在全球体育用品行业的市场地位。自2021年第一季度起，锐步在公司的财务报表中将列入终止经营项目。阿迪达斯公司表示，疫情带来的市场波动导致了公司较高的坏账限额、库存增加、自营门店和锐步商标的损失。路透社援引的一位消息人士称，目前对锐步的评估价值超过10亿欧元。而德国媒体此前曾表示，这一估价数额超过20亿元。阿迪达斯首席执行官罗思德 (Kasper Rorsted) 曾表示，这是集团犯过的最昂贵的错误之一。“经过深思熟虑，我们认为阿迪达斯和锐步作为两个独立的品牌将能够更好地发挥各自的增长潜力。”据外媒Business Insider统计，自收购以来锐步品牌向阿迪达斯集团贡献的营收正在逐步下降，在2007年阿迪达斯零售总额的四分之一来自锐步，但到了2020年第二季度，锐步仅占阿迪达斯总销售额的6.4%。被收购后的十多年，锐步的境遇可谓每况愈下。有业内人士认为，阿迪达斯总部的高层未能清楚地区分阿迪达斯与锐步两个品牌各自的目标市场。一旦遇到模糊和交叉地带，他们总是选择阿迪达斯，这也导致多年来，锐步不得不放弃越来越多的业务。2014年，锐步更换LOGO，开始主打健身市场。在外界看来，锐步另辟蹊径，是为了避免与阿迪达斯直接对抗。但这条健身赛道并不好走，美国本土已经有Under Armour崛起且风头强劲，即使在中国这样的新兴市场，锐步也并未成为目标客户的首选。也是这一年，最早传出了锐步将被收购的消息，但被阿迪达斯否认。","news_type":1,"symbols_score_info":{"02331":0.9,"ADDYY":0.9,"02020":0.9}},"isVote":1,"tweetType":1,"viewCount":2160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102429140,"gmtCreate":1620232925680,"gmtModify":1704340596278,"author":{"id":"3573484610154351","authorId":"3573484610154351","name":"Sengchai","avatar":"https://static.tigerbbs.com/66783983d4a11a6ca90ad5b0eb8ccc1d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573484610154351","idStr":"3573484610154351"},"themes":[],"title":"","htmlText":"Lololol","listText":"Lololol","text":"Lololol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102429140","repostId":"2133152381","repostType":4,"isVote":1,"tweetType":1,"viewCount":2237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103636156,"gmtCreate":1619774817375,"gmtModify":1704272182426,"author":{"id":"3573484610154351","authorId":"3573484610154351","name":"Sengchai","avatar":"https://static.tigerbbs.com/66783983d4a11a6ca90ad5b0eb8ccc1d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573484610154351","idStr":"3573484610154351"},"themes":[],"title":"","htmlText":"gooooood","listText":"gooooood","text":"gooooood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103636156","repostId":"2131255136","repostType":4,"repost":{"id":"2131255136","kind":"highlight","pubTimestamp":1619773817,"share":"https://ttm.financial/m/news/2131255136?lang=en_US&edition=fundamental","pubTime":"2021-04-30 17:10","market":"us","language":"zh","title":"What are the key factors for Chinese service providers to compete with Shopify?","url":"https://stock-news.laohu8.com/highlight/detail?id=2131255136","media":"亿邦动力","summary":"遥望海外，淘宝、拼多多的卖家是幸运的。或者说，这是这一代中国电商卖家的幸运。\n相比之下，出海市场火爆，却也因卖家不能掌握自己的命运，随时面临竹篮打水一场空的危险。\nShopify和它代表着的独立站市场","content":"<p>Looking overseas, Taobao,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The seller was lucky. Or rather, this is the good fortune of this generation of Chinese e-commerce sellers.</p><p>In contrast, the overseas market is booming, but sellers are also at risk of losing everything because they cannot control their own destiny.</p><p>Shopify and the independent website market it represents are still growing rapidly.</p><p>Shopify, an independent website building and SaaS service provider, recently released its Q1 2021 financial report, showing revenue of $989 million, a year-on-year increase of 110% (of which subscription solutions revenue was $320.7 million, a year-on-year increase of 71%; business solutions revenue was $668 million, a year-on-year increase of 137%). Adjusted gross profit was $565.1 million, a year-over-year increase of 114%; Shopify's global merchant gross merchandise volume (GMV) reached $37.3 billion, a year-over-year increase of 114%.</p><p>Correspondingly,<b>Shopify may be facing being \"wrapped\" by overseas third-party systems in the Chinese seller market.</b>Follow dogmatic operating rules, and the possibility of being shut down at any time.</p><p>\"Seeing others making money overseas makes me feel excited, but I also know the situation is dangerous and dare not act rashly.\" A leading domestic dashcam category champion lamented the uncertainty of the overseas market.</p><p>At least domestically, there can be a certain mechanism for equal dialogue with platforms. Although the vast majority of sellers and brands seem somewhat powerless in front of the platform, they are more hesitant to go global across borders.</p><p>Without clear rules, a lack of smooth communication mechanisms, and a lack of localized operational capabilities... whether...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>In this era, we are still in the stage of independent<b>Chinese sellers going global are well aware that they have never taken the initiative.</b></p><p>\"Some of Shopify China's leading brand merchants have already switched to local Chinese service providers,\" a cross-border e-commerce seller revealed to Ebrun.<b>\"On the one hand, local companies are aggressively attacking the Chinese market; on the other hand, Shopify's investment in the Chinese market is relatively limited.\"</b></p><p>The seller stated that Shopify has a small team in China, and even fewer people responsible for merchant training and customer service. “Currently, Shopify basically only serves premium small and medium-sized customers, providing some initial training for merchants, and doesn’t provide refined and customized services. In contrast, some local service providers have even established dedicated customer service teams to provide one-on-one service to brand clients,” he said.</p><p>“It’s clear that these Chinese service providers are specifically targeting Shopify,” said Jackson, who provides cross-border e-commerce outsourcing services. “For most sellers, when choosing an independent website building SaaS service provider, Shopify is probably the first thing that comes to mind, since brand awareness is undeniable. But realistically speaking, local partners who understand them better and provide more personalized services are also good choices.”</p><p>According to the \"2021 China DTC Enterprises Going Global Development Report\" released by Ebang Think Tank, among independent website tools, 45% of enterprises choose Shopify, while the proportion of other service providers ranges from 1% to 9%.<img src=\"https://static.tigerbbs.com/f504fdfcced972dec083a1a85bf4fa91\" tg-width=\"947\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p>“Since Q3 of last year, Shopify’s market share in the Chinese seller market may have changed somewhat. I know Shopify merchants who have relocated in the last six months,” Jackson pointed out.</p><p><b>1. Aftereffects of \"indiscriminate station closure\"</b></p><p>Song Changxing is a seller who switched from Shopify to another local service provider.</p><p>According to him, he started running an independent cross-border e-commerce website in 2019, which is a small to medium-sized online boutique grocery store with the ability to integrate all categories of products. Because he encountered several \"indiscriminate site closures\" at Shopify last year, he decided to shift his focus.</p><p>“Shopify has strict risk control measures to crack down on non-compliant sellers. However, some sites are unjustly blocked, and legitimate products that were doing very well are suddenly blocked, wasting a lot of traffic fees. Since then, we have been making new attempts in the website building platform sector,” Song Changxing said.</p><p>\"So far, the website building platform we're partnering with is pretty good, and it's easy to communicate.\" In his view, Shopify is definitely far ahead of other service providers in terms of technology, but whether the service providers can understand sellers' pain points and provide targeted assistance is also an important factor to consider.</p><p>\"From this perspective, domestic website building SaaS service providers do indeed have a tendency to 'poach Shopify,' after all, they communicate more smoothly with Chinese sellers, which is a local advantage,\" Song Changxing summarized.</p><p>Jackson, who works on behalf of several overseas brands, pointed out that from his own experience, Shopify has indeed not invested much in the Chinese seller market (the marketing team is estimated to be no more than 10 people). Alternatively, the Chinese market may not be worth mentioning for Shopify at this stage.</p><p>This statement is not without basis. According to data from Store leads, as of December 2020, North America accounted for 62% of Shopify's global paid merchants, Europe accounted for 21%, Asia accounted for 7%, and Oceania accounted for 6%. In Asia, the percentage of Shopify paying merchants, from highest to lowest, is as follows: India (21%), China (a total of 19, including 7% in mainland China, 11% in Hong Kong, and 1% in Taiwan), Singapore (13%), the Philippines (12%), Indonesia (10%), Japan (9%), Thailand (8%), Malaysia (5%), and Vietnam (2%).</p><p>“This gives local service providers a lot of opportunities,” Jackson said. “And,<b>Some leading local service providers are no longer just focusing on the Chinese market.</b>。”</p><p>It is understood that independent website SaaS service providers, including Shoplazza, Shopline, and Ueeshop, have already developed a certain number of overseas merchants.</p><p>Among them, Shopline has accelerated its internationalization, having been...<a href=\"https://laohu8.com/S/YY\">YY Inc.</a>Before acquiring a controlling stake and vigorously expanding into the Chinese mainland market, the company had already developed in Hong Kong, Taiwan, and Southeast Asia for several years, and is currently actively expanding into markets in Europe, America, and some countries and regions in Asia.</p><p><b>\"Shopline has already established multiple locations overseas, and the next step is to penetrate Shopify's backyard.\"</b>An insider revealed this.</p><p>Shoplazza and Ueeshop have also opened their arms to overseas merchants. Meanwhile, new domestic e-commerce SaaS service providers such as Youzan and Weimob, which have entered the cross-border export market, have also extended their reach to overseas merchants to varying degrees. For example, Youzan has expanded into local merchants in both the Japanese and North American markets.</p><p><b>II. Overseas Opportunities for Chinese SaaS Service Providers</b></p><p>\"For most companies, growth comes from two categories: the 'existing' market and the 'incremental' market. Specifically for independent SaaS service providers, existing market mainly refers to the merchant's retention rate; incremental market can be divided into two types:\"<b>First, we will extend other merchant solutions beyond SaaS; second, we will expand into new merchants.</b>。” An investment professional spoke to Ebrun.</p><p>In terms of incremental growth, providing merchant solutions generally includes payment products, financial products, logistics products, etc. Expanding new merchants is divided into three stages: First, encourage more platform sellers who have not yet created independent websites to do so; Second, they \"steal customers\" from competitors; Third, we will expand into overseas markets and develop overseas businesses.</p><p>According to a statistic, in the global e-commerce platform SaaS market, Shopify accounts for approximately 23.2% of the total number of merchants, while WooCommerce accounts for approximately 28.4%. WooCommerce provides simple website building tools, while Shopify is positioned as an e-commerce infrastructure provider with services covering website building, logistics, payments, financing, etc., indicating huge potential business opportunities.</p><p>This also provides a reference for the development strategies of independent website SaaS service providers in China. For example, Shopline's self-developed payment product, Shopline Payments, can provide merchants with global credit card acquiring and cross-border settlement services.</p><p>Expanding into new merchants is undoubtedly something that all website building and SaaS service providers value.</p><p>“There will definitely be strong players who go abroad to develop overseas customers,” Jackson said. “It might be quicker to start in markets where Shopify is relatively weak, such as some Asian countries/regions, but there is still a lot of room for growth in the European and American markets.”<img src=\"https://static.tigerbbs.com/bba414c74a06d9ab9da699d740654750\" tg-width=\"990\" tg-height=\"547\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ebe247e54005663bb6d1ee2e9cd3b7ec\" tg-width=\"990\" tg-height=\"566\" referrerpolicy=\"no-referrer\">Data shows that the current e-commerce penetration rate in the European and American markets is generally below 20%, significantly lagging behind the domestic market. At the same time, the competitive landscape (relatively fragmented) and industrial environment (weak e-commerce infrastructure, high basic expense ratios such as payment and logistics) of the European and American e-commerce markets are also significantly different from those of the domestic market, which has driven the rise of Shopify.</p><p>“Many merchants in Europe and America tend to sell online through their own channels, and consumers are also accustomed to shopping on various small but high-quality independent brand websites. No matter how strong large vendors like Shopify and WooCommerce are, their penetration is far from sufficient. For example, Shopify only has about 300,000 to 400,000 paid merchants in Europe,” Jackson pointed out.</p><p>In addition, according to an insider at Ueeshop, \"At present, the overseas merchants we serve are mainly located in Europe and America. Typically, their teams have Chinese employees and resources, so they hope to have Chinese services and a Chinese backend.\"</p><p><b>Third, we will no longer \"directly compete on technology\".</b></p><p>\"If we're talking about powerful features, Shopify is definitely the one,\" an independent website seller told Ebrun Power frankly, but in reality, most sellers don't use that many features.</p><p>According to this seller, there is no such thing as the best choice when choosing a SaaS service provider, only the choice that best suits you. From his perspective, the main focus was on website building needs, with criteria including conversion rate, loading speed, and key functions.</p><p>\"Once traffic is attracted, the conversion rate depends on the in-store experience; for an online store's webpage, every second slower loading speed means a higher bounce rate; while on-site features (such as bundling) are of great help in increasing sales,\" he said.</p><p>In other words, the key to Chinese service providers' competition with Shopify may not be a direct competition in technology, but rather their ability to differentiate themselves around the actual needs of their target merchant group.</p><p>“<b>China's cross-border export e-commerce boasts the richest operating scenarios and the most abundant supply of goods; succeeding in the Chinese cross-border seller market is essentially about internationalization.</b>Qiao Guanyuan, General Manager of Shopline China, believes. Whether or not to expand into overseas merchant markets depends on each company's development stage and capability boundaries.</p><p>An insider at Ueeshop pointed out that Ueeshop currently focuses on serving Chinese merchants. Once it has basically achieved this goal and gained a certain market share in the domestic market, it will go global.</p><p>“The revenue model for SaaS services requires heavy investment, and it’s not easy to succeed,” a cross-border e-commerce industry insider pointed out. “In addition, unlike B2B products, B2B SaaS requires a lot of localization and service capabilities, which may be the biggest challenge for Chinese service providers going global.”</p><p>“For example, Shopify made a lot of investment in the Japanese market last year, but local Japanese service providers are also very strong, such as Makeshop,” the person said. “Localization costs are too high, making it difficult for ‘foreign monks’ to do business.”</p><p>For example, in the Southeast Asian market, service providers need to face the fact that although e-commerce in the region is developing rapidly, its supporting services such as payment and logistics are not perfect. The e-commerce market is dominated by platforms because they mostly invest heavily in infrastructure construction and can provide local services, but independent sellers do not have this advantage. For independent website building SaaS service providers, it will be difficult to overcome this problem in the short term through merchant solutions.</p><p>\"If we focus on overseas markets in the future, we may have a new version of the product specifically for overseas merchants,\" an insider at Ueeshop also said, discussing solving the localization problem.</p><p>In addition, the pandemic has led to a decrease in the paying capacity of small and medium-sized businesses, which is also something that SaaS service providers need to consider when expanding into overseas markets.</p><p>“Although global e-commerce has experienced historic growth in the past year, with a large number of merchants moving online, greatly benefiting companies like Shopify, it’s hard to say how strong their payment capabilities are. For example, many small and medium-sized merchants may only need the simplest website building requirements, using some cheap or even free products, and their loyalty won’t be high,” said Jackson, who works as a cross-border e-commerce operator.</p>","source":"ybdlw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What are the key factors for Chinese service providers to compete with Shopify?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat are the key factors for Chinese service providers to compete with Shopify?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">亿邦动力</strong><span class=\"h-time small\">2021-04-30 17:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Looking overseas, Taobao,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The seller was lucky. Or rather, this is the good fortune of this generation of Chinese e-commerce sellers.</p><p>In contrast, the overseas market is booming, but sellers are also at risk of losing everything because they cannot control their own destiny.</p><p>Shopify and the independent website market it represents are still growing rapidly.</p><p>Shopify, an independent website building and SaaS service provider, recently released its Q1 2021 financial report, showing revenue of $989 million, a year-on-year increase of 110% (of which subscription solutions revenue was $320.7 million, a year-on-year increase of 71%; business solutions revenue was $668 million, a year-on-year increase of 137%). Adjusted gross profit was $565.1 million, a year-over-year increase of 114%; Shopify's global merchant gross merchandise volume (GMV) reached $37.3 billion, a year-over-year increase of 114%.</p><p>Correspondingly,<b>Shopify may be facing being \"wrapped\" by overseas third-party systems in the Chinese seller market.</b>Follow dogmatic operating rules, and the possibility of being shut down at any time.</p><p>\"Seeing others making money overseas makes me feel excited, but I also know the situation is dangerous and dare not act rashly.\" A leading domestic dashcam category champion lamented the uncertainty of the overseas market.</p><p>At least domestically, there can be a certain mechanism for equal dialogue with platforms. Although the vast majority of sellers and brands seem somewhat powerless in front of the platform, they are more hesitant to go global across borders.</p><p>Without clear rules, a lack of smooth communication mechanisms, and a lack of localized operational capabilities... whether...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>In this era, we are still in the stage of independent<b>Chinese sellers going global are well aware that they have never taken the initiative.</b></p><p>\"Some of Shopify China's leading brand merchants have already switched to local Chinese service providers,\" a cross-border e-commerce seller revealed to Ebrun.<b>\"On the one hand, local companies are aggressively attacking the Chinese market; on the other hand, Shopify's investment in the Chinese market is relatively limited.\"</b></p><p>The seller stated that Shopify has a small team in China, and even fewer people responsible for merchant training and customer service. “Currently, Shopify basically only serves premium small and medium-sized customers, providing some initial training for merchants, and doesn’t provide refined and customized services. In contrast, some local service providers have even established dedicated customer service teams to provide one-on-one service to brand clients,” he said.</p><p>“It’s clear that these Chinese service providers are specifically targeting Shopify,” said Jackson, who provides cross-border e-commerce outsourcing services. “For most sellers, when choosing an independent website building SaaS service provider, Shopify is probably the first thing that comes to mind, since brand awareness is undeniable. But realistically speaking, local partners who understand them better and provide more personalized services are also good choices.”</p><p>According to the \"2021 China DTC Enterprises Going Global Development Report\" released by Ebang Think Tank, among independent website tools, 45% of enterprises choose Shopify, while the proportion of other service providers ranges from 1% to 9%.<img src=\"https://static.tigerbbs.com/f504fdfcced972dec083a1a85bf4fa91\" tg-width=\"947\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p>“Since Q3 of last year, Shopify’s market share in the Chinese seller market may have changed somewhat. I know Shopify merchants who have relocated in the last six months,” Jackson pointed out.</p><p><b>1. Aftereffects of \"indiscriminate station closure\"</b></p><p>Song Changxing is a seller who switched from Shopify to another local service provider.</p><p>According to him, he started running an independent cross-border e-commerce website in 2019, which is a small to medium-sized online boutique grocery store with the ability to integrate all categories of products. Because he encountered several \"indiscriminate site closures\" at Shopify last year, he decided to shift his focus.</p><p>“Shopify has strict risk control measures to crack down on non-compliant sellers. However, some sites are unjustly blocked, and legitimate products that were doing very well are suddenly blocked, wasting a lot of traffic fees. Since then, we have been making new attempts in the website building platform sector,” Song Changxing said.</p><p>\"So far, the website building platform we're partnering with is pretty good, and it's easy to communicate.\" In his view, Shopify is definitely far ahead of other service providers in terms of technology, but whether the service providers can understand sellers' pain points and provide targeted assistance is also an important factor to consider.</p><p>\"From this perspective, domestic website building SaaS service providers do indeed have a tendency to 'poach Shopify,' after all, they communicate more smoothly with Chinese sellers, which is a local advantage,\" Song Changxing summarized.</p><p>Jackson, who works on behalf of several overseas brands, pointed out that from his own experience, Shopify has indeed not invested much in the Chinese seller market (the marketing team is estimated to be no more than 10 people). Alternatively, the Chinese market may not be worth mentioning for Shopify at this stage.</p><p>This statement is not without basis. According to data from Store leads, as of December 2020, North America accounted for 62% of Shopify's global paid merchants, Europe accounted for 21%, Asia accounted for 7%, and Oceania accounted for 6%. In Asia, the percentage of Shopify paying merchants, from highest to lowest, is as follows: India (21%), China (a total of 19, including 7% in mainland China, 11% in Hong Kong, and 1% in Taiwan), Singapore (13%), the Philippines (12%), Indonesia (10%), Japan (9%), Thailand (8%), Malaysia (5%), and Vietnam (2%).</p><p>“This gives local service providers a lot of opportunities,” Jackson said. “And,<b>Some leading local service providers are no longer just focusing on the Chinese market.</b>。”</p><p>It is understood that independent website SaaS service providers, including Shoplazza, Shopline, and Ueeshop, have already developed a certain number of overseas merchants.</p><p>Among them, Shopline has accelerated its internationalization, having been...<a href=\"https://laohu8.com/S/YY\">YY Inc.</a>Before acquiring a controlling stake and vigorously expanding into the Chinese mainland market, the company had already developed in Hong Kong, Taiwan, and Southeast Asia for several years, and is currently actively expanding into markets in Europe, America, and some countries and regions in Asia.</p><p><b>\"Shopline has already established multiple locations overseas, and the next step is to penetrate Shopify's backyard.\"</b>An insider revealed this.</p><p>Shoplazza and Ueeshop have also opened their arms to overseas merchants. Meanwhile, new domestic e-commerce SaaS service providers such as Youzan and Weimob, which have entered the cross-border export market, have also extended their reach to overseas merchants to varying degrees. For example, Youzan has expanded into local merchants in both the Japanese and North American markets.</p><p><b>II. Overseas Opportunities for Chinese SaaS Service Providers</b></p><p>\"For most companies, growth comes from two categories: the 'existing' market and the 'incremental' market. Specifically for independent SaaS service providers, existing market mainly refers to the merchant's retention rate; incremental market can be divided into two types:\"<b>First, we will extend other merchant solutions beyond SaaS; second, we will expand into new merchants.</b>。” An investment professional spoke to Ebrun.</p><p>In terms of incremental growth, providing merchant solutions generally includes payment products, financial products, logistics products, etc. Expanding new merchants is divided into three stages: First, encourage more platform sellers who have not yet created independent websites to do so; Second, they \"steal customers\" from competitors; Third, we will expand into overseas markets and develop overseas businesses.</p><p>According to a statistic, in the global e-commerce platform SaaS market, Shopify accounts for approximately 23.2% of the total number of merchants, while WooCommerce accounts for approximately 28.4%. WooCommerce provides simple website building tools, while Shopify is positioned as an e-commerce infrastructure provider with services covering website building, logistics, payments, financing, etc., indicating huge potential business opportunities.</p><p>This also provides a reference for the development strategies of independent website SaaS service providers in China. For example, Shopline's self-developed payment product, Shopline Payments, can provide merchants with global credit card acquiring and cross-border settlement services.</p><p>Expanding into new merchants is undoubtedly something that all website building and SaaS service providers value.</p><p>“There will definitely be strong players who go abroad to develop overseas customers,” Jackson said. “It might be quicker to start in markets where Shopify is relatively weak, such as some Asian countries/regions, but there is still a lot of room for growth in the European and American markets.”<img src=\"https://static.tigerbbs.com/bba414c74a06d9ab9da699d740654750\" tg-width=\"990\" tg-height=\"547\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ebe247e54005663bb6d1ee2e9cd3b7ec\" tg-width=\"990\" tg-height=\"566\" referrerpolicy=\"no-referrer\">Data shows that the current e-commerce penetration rate in the European and American markets is generally below 20%, significantly lagging behind the domestic market. At the same time, the competitive landscape (relatively fragmented) and industrial environment (weak e-commerce infrastructure, high basic expense ratios such as payment and logistics) of the European and American e-commerce markets are also significantly different from those of the domestic market, which has driven the rise of Shopify.</p><p>“Many merchants in Europe and America tend to sell online through their own channels, and consumers are also accustomed to shopping on various small but high-quality independent brand websites. No matter how strong large vendors like Shopify and WooCommerce are, their penetration is far from sufficient. For example, Shopify only has about 300,000 to 400,000 paid merchants in Europe,” Jackson pointed out.</p><p>In addition, according to an insider at Ueeshop, \"At present, the overseas merchants we serve are mainly located in Europe and America. Typically, their teams have Chinese employees and resources, so they hope to have Chinese services and a Chinese backend.\"</p><p><b>Third, we will no longer \"directly compete on technology\".</b></p><p>\"If we're talking about powerful features, Shopify is definitely the one,\" an independent website seller told Ebrun Power frankly, but in reality, most sellers don't use that many features.</p><p>According to this seller, there is no such thing as the best choice when choosing a SaaS service provider, only the choice that best suits you. From his perspective, the main focus was on website building needs, with criteria including conversion rate, loading speed, and key functions.</p><p>\"Once traffic is attracted, the conversion rate depends on the in-store experience; for an online store's webpage, every second slower loading speed means a higher bounce rate; while on-site features (such as bundling) are of great help in increasing sales,\" he said.</p><p>In other words, the key to Chinese service providers' competition with Shopify may not be a direct competition in technology, but rather their ability to differentiate themselves around the actual needs of their target merchant group.</p><p>“<b>China's cross-border export e-commerce boasts the richest operating scenarios and the most abundant supply of goods; succeeding in the Chinese cross-border seller market is essentially about internationalization.</b>Qiao Guanyuan, General Manager of Shopline China, believes. Whether or not to expand into overseas merchant markets depends on each company's development stage and capability boundaries.</p><p>An insider at Ueeshop pointed out that Ueeshop currently focuses on serving Chinese merchants. Once it has basically achieved this goal and gained a certain market share in the domestic market, it will go global.</p><p>“The revenue model for SaaS services requires heavy investment, and it’s not easy to succeed,” a cross-border e-commerce industry insider pointed out. “In addition, unlike B2B products, B2B SaaS requires a lot of localization and service capabilities, which may be the biggest challenge for Chinese service providers going global.”</p><p>“For example, Shopify made a lot of investment in the Japanese market last year, but local Japanese service providers are also very strong, such as Makeshop,” the person said. “Localization costs are too high, making it difficult for ‘foreign monks’ to do business.”</p><p>For example, in the Southeast Asian market, service providers need to face the fact that although e-commerce in the region is developing rapidly, its supporting services such as payment and logistics are not perfect. The e-commerce market is dominated by platforms because they mostly invest heavily in infrastructure construction and can provide local services, but independent sellers do not have this advantage. For independent website building SaaS service providers, it will be difficult to overcome this problem in the short term through merchant solutions.</p><p>\"If we focus on overseas markets in the future, we may have a new version of the product specifically for overseas merchants,\" an insider at Ueeshop also said, discussing solving the localization problem.</p><p>In addition, the pandemic has led to a decrease in the paying capacity of small and medium-sized businesses, which is also something that SaaS service providers need to consider when expanding into overseas markets.</p><p>“Although global e-commerce has experienced historic growth in the past year, with a large number of merchants moving online, greatly benefiting companies like Shopify, it’s hard to say how strong their payment capabilities are. For example, many small and medium-sized merchants may only need the simplest website building requirements, using some cheap or even free products, and their loyalty won’t be high,” said Jackson, who works as a cross-border e-commerce operator.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/465827.html\">亿邦动力</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2fedb1c57c9b78404a0b13c4c1bc3c5e","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"http://www.zhitongcaijing.com/content/detail/465827.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2131255136","content_text":"遥望海外，淘宝、拼多多的卖家是幸运的。或者说，这是这一代中国电商卖家的幸运。\n相比之下，出海市场火爆，却也因卖家不能掌握自己的命运，随时面临竹篮打水一场空的危险。\nShopify和它代表着的独立站市场还在高速增长。\n日前，独立站建站SaaS服务商Shopify发布的2021年第一季度财报显示，公司营收9.89亿美元，同比增长110%（其中订阅解决方案营收为3.207亿美元，同比增长71%；商业解决方案营收为6.68亿美元，同比增长137%）；调整后毛利润为5.651亿美元，同比增长114%；Shopify全球商家的商品交易总额（GMV）为373亿美元，同比增长114%。\n相应的，Shopify在中国卖家市场可能正面临着被海外第三方系统“包裹”，遵循教条的运营规则，以及随时都有可能被关站的可能。\n“看着别人在海外赚钱，内心汹涌澎湃，但也知道形势凶险，不敢轻举妄动。”一名国内行车记录仪数一数二的类目冠军，面对出海市场的不确定性，望洋兴叹。\n至少在国内，可以拥有一定的与平台平等对话的机制。虽然绝大多数卖家和品牌商，在平台面前都显得有些力不从心，但他们对跨境出海更加犹豫。\n没有明确的规则，缺少顺畅的沟通机制，本土化运营能力的匮乏……无论是亚马逊时代，还是独立站阶段，中国出海卖家深谙，他们从未掌握主动权。\n“有一些Shopify中国的头部品牌商家已经转投中国本土服务商了。”一位跨境电商卖家向亿邦动力透露，“一方面本土企业攻得很猛，另一方面Shopify对中国市场的投入力度相对有限。”\n该卖家称，Shopify在中国的团队人数不多，负责商家培训和客服的更是有限。“目前Shopify基本上只做精品的中小客户，对商家进行一些起步培训，不太会精细化定制化的去服务商家。而反观本土服务商，有的企业甚至建立了专门的客服团队，一对一服务品牌客户。”他说。\n“很明显，这些中国服务商就是冲着Shopify去的。”做跨境电商代运营服务的Jackson也谈道，“对于大部分卖家来说，选独立站建站SaaS服务商，最先想到的多半是Shopify，毕竟品牌知名度在那儿摆着。但从实际出发，那些更懂他们、服务更个性化的本土合作伙伴也是不错的选择。”\n根据亿邦智库发布的《2021中国DTC企业出海发展报告》，在独立站工具中，45%的企业选择Shopify，其他服务商的占比从1%~9%不等。\n“去年Q3之后，Shopify在中国卖家市场的占比可能会有一些变化，我身边就有Shopify商家是最近半年转移阵地的。”Jackson指出。\n一、“无差别封站”后遗症\n宋昌兴就是一位从Shopify转而使用另一家本土服务商的卖家。\n据他介绍，自己从2019年开始做跨境电商独立站，是一个具备全品类商品整合能力的中小型线上精品杂货铺。由于去年在Shopify遇到过几次“无差别封站”的情况，他决定转移阵地。\n“Shopify为了整顿不合规的卖家，风控很严。但有的站封得很冤，跑得很好的正规产品突然就被封掉了，浪费很多的流量费。从那时起，我们就在建站平台这块做新的尝试了。”宋昌兴谈道。\n“目前来看，我们现在合作的建站平台还不错，也好沟通。”在他看来，Shopify在技术上肯定是甩其他一些服务商一大截，但服务商能不能理解卖家的痛点，并针对性地提供帮助，也是重要的考量因素。\n“从这一点来看，国内建站SaaS服务商的确有‘挖Shopify墙角之势’，毕竟他们跟中国卖家的沟通更顺畅，这是本土优势。”宋昌兴总结道。\n为多个出海品牌做代运营的Jackson则指出，从自己的切身体会来看，Shopify对中国卖家市场的投入的确不大（市场团队估计不超过10个人）；或者，可能现阶段中国市场对于Shopify来说不值一提。\n这话不无依据。根据Store leads网站的数据，截至2020年12月，Shopify全球付费商家中，北美占比62%，欧洲占比21%，亚洲占比7%，大洋洲占比6%。而在亚洲，Shopify付费商家数占比从高到低依次为印度（21%）、中国（总计19，其中中国大陆7%、我国香港地区11%、我国台湾地区1%）、新加坡（13%）、菲律宾（12%）、印尼（10%）、日本（9%）、泰国（8%）、马来西亚（5%）、越南（2%）。\n“这就给了本土服务商大把的机会。”Jackson谈道，“而且，有一些走在前面的本土服务商已不止做中国市场了。”\n据了解，目前，包括店匠Shoplazza、Shopline、Ueeshop等在内的独立站SaaS服务商均已发展了一定的海外商家。\n其中，Shopline国际化步伐最快，在2020年年初被欢聚集团控股、大力拓展中国大陆市场前，就已在中国香港、中国台湾以及东南亚地区有数年发展历史，而当下也正积极开拓欧美及亚洲的一些国家、地区市场。\n“Shopline已在海外布了多个点，下一步就是打入Shopify后院。”有知情人士透露。\n店匠Shoplazza、Ueeshop也向海外商家敞开了怀抱。而有赞、微盟等新加入跨境出口市场的内贸电商SaaS服务商，也或多或少把触角伸向了海外商家。比如，有赞在日本和北美市场均有针对本土商家的拓展。\n二、中国SaaS服务商的出海机会\n“对大部分企业而言，增长都来自‘存量’市场和‘增量’市场两类。具体到独立站SaaS服务商，存量主要是指商家的留存率；增量则分为两种：一是在SaaS之外延伸其他商家解决方案，二是拓展新商家。”一位投资圈人士向亿邦动力谈道。\n从增量这部分来看，提供商家解决方案一般包括支付产品、金融产品、物流产品等；拓展新商家则分为三个阶段：一是鼓励更多还没有做独立站的平台卖家做独立站；二是从竞争对手“抢客”；三是走向海外市场发展海外商家。\n根据一份统计，目前在全球电商平台SaaS市场，按商户数量计算，Shopify占比约为23.2%，WooCommerce约为28.4%。其中，WooCommerce提供简单建站工具，而Shopify定位于电商基础设施提供商，服务内容涵盖建站、物流、支付、融资等，潜在业务空间巨大。\n这为中国的独立站SaaS服务商也提供了发展思路的参考。比如，Shopline自研支付产品SHOPLINE Payments，可为商家提供全球信用卡收单和跨境结算服务。\n而拓展新商家这部分增量，必定是所有建站SaaS服务商都看重的。\n“有实力的玩家，走出国门发展海外客户，肯定都会有。”Jackson说，“从Shopify相对较弱的国家市场去下手可能会比较快，比如亚洲某些国家/地区，但欧美市场也还有很大空间。”数据显示，目前欧美市场电商渗透率基本在20%以下，显著落后于国内市场。同时，欧美电商市场竞争格局（相对分散）、产业环境（电商基础设施薄弱，支付、物流等基础费用率较高）也与国内市场存在显著差异，由此才推动了Shopify的崛起。\n“欧美大量商户是倾向于通过自有渠道实现线上销售的，而且消费者也习惯于在各种小而美的品牌独立站购物。Shopify、WooCommerce这样的大厂商再强，也渗透得远远不够，比如Shopify的欧洲付费商家数量大概才在三四十万左右。”Jackson指出。\n此外，据Ueeshop内部人士称：“现阶段所服务的海外商家主要分布在欧美，比较典型的是他们团队当中有中国员工、中国资源，所以希望有中国服务、中文后台等。”\n三、不再“硬拼技术”\n“要说功能强大，肯定还是Shopify。”一位独立站卖家向亿邦动力直言，但其实大部分卖家用不了那么多功能。\n在这位卖家看来，选择SaaS服务商没有所谓的最好选择，只有最适合自己的选择。从他自身而言，主要是建站需求，考量标准包括转化率、加载速度、关键功能。\n“把流量吸引来之后，转化好不好得看店内的体验；在线商店的网页，打开速度每慢一秒就意味着更高的跳出率；而站内功能（如搭售）则对于提高销售额有较大帮助。”他表示。\n也就是说，中国服务商们与Shopify竞争的关键，或许不是硬拼技术，而是能否围绕目标商家群体的实际需求展开差异化发展。\n“中国跨境出口电商有着最丰富的运营场景和最丰富的货源，做好中国跨境卖家市场其实就是国际化。”Shopline中国区总经理乔冠元认为。是否要开拓海外商家市场则需要看各家的发展阶段和能力边界。\nUeeshop内部人士则指出，对Ueeshop来说，目前以服务中国商家为主，当基本实现这一目标、在国内市场有一定的占有率了，就会走出国门。\n“SaaS服务的收入模型需要重投入，要玩儿大不容易。”一位跨境电商圈人士指出，“另外，与to C产品不同，to B SaaS非常考验本地化运营和服务能力，这可能是中国服务商走出国门的最大难题。”\n“比如，去年Shopify在日本市场有不少投入，但日本本土的服务商也很强势，比如Makeshop。”上述人士说，“本地化成本太高，'外来和尚'不好做。”\n再比如东南亚市场，服务商们需要面对的是，虽然当地电商发展速度很快，但它在支付、物流等电商配套服务上都不完善。该电商市场以平台为主，因为平台多是在基础设施建设上投入巨大，可以提供本土服务，但独立站卖家则没有这一优势。而对于独立站建站SaaS服务商来说，短期内也很难从商家解决方案上去克服这一问题。\n“未来要重点做海外市场的话，我们可能会有专门针对海外商家的新版本产品。”Ueeshop内部人士也谈及解决本地化的问题。\n此外，疫情导致中小商家付费能力下降，也是SaaS服务商们拓展海外市场需要考虑的事。\n“虽然过去一年全球电商迎来历史性的发展，大量商家转至线上，使得Shopify们大大受益，但付费能力有多强不好说。比如，很多中小商家可能就是最简单的建站需求，用一些便宜甚至免费的产品就够了，忠诚度也不会高。”做跨境电商代运营的Jackson说道。","news_type":1,"symbols_score_info":{"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":2699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103930761,"gmtCreate":1619742168053,"gmtModify":1704271621533,"author":{"id":"3573484610154351","authorId":"3573484610154351","name":"Sengchai","avatar":"https://static.tigerbbs.com/66783983d4a11a6ca90ad5b0eb8ccc1d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573484610154351","idStr":"3573484610154351"},"themes":[],"title":"","htmlText":"<a 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