How to grasp the trend of live streaming e-commerce when JD enters short videos?
因醉鞭名马幌
发表于 2024-4-10 15:19:48
228
0
0
"Short video" has become the "sweet cake" in the eyes of many large factories in the past two years. Some regard it as a cash cow, such as Kwai and byte; Some see it as a "turning weapon", such as Tencent, Taobao, and even JD.com, which has always been steady and high-end, have heard news of "1 billion cash support to expand into the short video field" today.
Is short video so popular now? What investment opportunities will this bring to China Concept Internet ETF (513220)?
On the one hand, short videos make the "sense of boundary" between Internet enterprises disappear.
In the past, Internet companies fought with each other within their own industries at most. They were respectful of cross industry "friends", such as Alibaba, Pinduoduo and JD. com, but there was almost no friction with Kwai.
However, short video became popular, and short video platform enterprises such as Kwai and Tiktok directly crossed the "moat" and entered the e-commerce field, resulting in a large loss of customers on Taobao, JD and other platforms, which naturally made the latter unable to sit still.
On the other hand, short video traffic does make money.
In the era of self media, whoever controls traffic has the right to speak. Therefore, in the field of short videos, it is like a huge cake coated with cream, and anyone who watches it wants to take a bite.
Data shows that as of the end of 2023, the number of domestic short video users has reached 1.012 billion, accounting for 94.8% of the total number of internet users; In terms of performance, in 2023, Tencent Video's e-commerce GMV reached 100 billion yuan, which is only the first year Tencent has been striving to catch up; From January to October 2023, Tiktok E-commerce will complete GMV of nearly 1 trillion yuan
Finally, let's take a look at the future growth of the short video market.
The current short video market is still in the incremental market stage and is far from reaching the stage of "internal competition". According to analysts from the China Academy of Commerce, by the end of 2024, the size of China's short video market is expected to reach 420 billion yuan, and the user base is expected to increase to 1.148 billion yuan.
Data source: China Academy of Commerce Industry Research
In a word, the short video field may become the "battleground" of major Internet enterprises in the future due to its huge increase and considerable income. However, some enterprises may take advantage of the "short video wind" to open a new upward channel for their performance when the market is not saturated.
As for who will ultimately laugh among them, it may be too early to draw a conclusion, but if you don't want to miss out on this wave of dividends, you may consider the China Concept Internet ETF (513220). Because almost all of the companies mentioned above are holdings of the index, whoever wins will have meat to eat.
Moreover, the industry is still in an upward trend, and through index layout, one can also enjoy the dividends of industry growth. Therefore, it is worth trying to use this index to accompany the growth of enterprises and the industry.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- JD Investment establishes a new company with sales of new energy vehicles
- The third quarter performance forecast is here! Institutions claim that exchanging old for new will drive JD Group's revenue growth and recovery, and profits will be steadily released
- Starting from tomorrow, the CSI A500 over-the-counter fund will be available for sale. The online section of JD Finance has opened for appointment
- JD insiders respond to the hearing of the "tiger price" case: low-priced names are generally prepared to respond in the industry
- Bank of America raises JD's target stock price to HKD 173
- Can direct comparison between Hema and Meituan JD Seven Fresh tell a new story about pre positioned warehouses?
- Double 11 transcript: JD's live streaming orders for procurement and sales increased by 3.8 times year-on-year
- Double digit growth! JD.com releases
- One picture to understand | JD's third quarter report is about to be released! What are the highlights?
- Most popular Chinese concept stocks rose on Friday, while JD.com rose nearly 5%
-
11月21日、2024世界インターネット大会烏鎮サミットで、創業者、CEOの周源氏が大会デジタル教育フォーラムとインターネット企業家フォーラムでそれぞれ講演、発言したことを知っている。周源氏によると、デジタル教 ...
- 不正经的工程师
- 昨天 16:36
- 支持
- 反对
- 回复
- 收藏
-
スターバックスが中国事業の株式売却の可能性を検討していることが明らかになった。 11月21日、外国メディアによると、スターバックスは中国事業の株式売却を検討している。関係者によると、スターバックスは中国事 ...
- 献世八宝掌
- 前天 16:29
- 支持
- 反对
- 回复
- 收藏
-
【意法半導体CEO:中国市場は非常に重要で華虹と協力を展開】北京時間11月21日、意法半導体(STM.N)は投資家活動の現場で、同社が中国ウェハー代工場の華虹公司(688347.SH)と協力していると発表した。伊仏半導体 ...
- 黄俊琼
- 前天 14:29
- 支持
- 反对
- 回复
- 收藏
-
【ナスダック中国金龍指数は1%下落した。人気の中概株の多くは下落した】現地時間11月21日、ナスダック中国金龍指数は1%下落し、人気の中概株の多くは下落し、必死に10%超下落し、愛奇芸は7%超下落し、百度は6%近く ...
- 比尔992
- 昨天 11:57
- 支持
- 反对
- 回复
- 收藏