#Laogao E-commerce Newsletter# [E-commerce Morning News on August 31]

早间资讯：辛巴发长文爆料刘畊宏夫妇卖假货；东方甄选三个月带货20亿：未来策略保持多平台发展；亚马逊谷歌炮轰微软影响市场公平竞争；苏宁易购上半年营收372.09亿元 EBITDA持续转正；周鸿祎：元宇宙的未来是产业元宇宙...

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E-commerce newsletter

1. Oriental Selection sells 2 billion in three months: Future strategy to maintain multi-platform development

According to August 31, Yin Qiang, executive director and CFO of New Oriental Online, said that the GMV of Oriental Selection in the past three months should be around 2 billion yuan, and the profit margin is much higher than that of pure live streaming and selling goods or MCN companies. The company is still mainly based on Douyin, but the overall strategy in the future will still be multi-platform, multi-channel and multi-product. (Yibang Power)

2. Douyin e-commerce super brand day and China Post announced the "Security Products China" plan

On August 30, Douyin e-commerce super brand day x China Post jointly announced that it has officially launched the "Pastry and Goods China" super brand traceability plan. According to reports, both parties will go to all parts of the country to support brands with advantages such as origin, and restore the entire process of the birth of good products. The person in charge of Douyin E-commerce Super Brand Day said: "Take China Post Road, explore authentic brands, and meet good things that understand you. The "Mail and Goods China" Super Traceability Plan will deeply link China Post Logistics & E-commerce for long-term cooperation, and at the same time integrate the platform's high-quality content and pan-centralized resources and other global interest e-commerce advantages to help merchants tell good brand stories in Douyin e-commerce and let consumers see the other side of the brand." (Yibang Power)

3. Suning.com's revenue in the first half of the year was 37.209 billion yuan EBITDA continued to turn positive

On August 30, Suning.com Group Co., Ltd. released its 2022 semi-annual report. The report shows that Suning.com's operating income in the first half of the year reached 37.209 billion yuan, a year-on-year decrease of 60.25%; the net loss attributable to shareholders of listed companies was 2.74 billion yuan, a year-on-year narrowing of 20.60%; the company's total assets at the end of this report period were 165.939 billion yuan, and the net assets attributable to shareholders of listed companies were 29.97 billion yuan. Without considering the influence of non-operating cash flow-related factors, the company's EBITDA in the first half of the year was 859 million yuan, of which EBITDA in the first quarter was 260 million yuan and EBITDA in the second quarter was 599 million yuan. After achieving the first positive EBITDA turnover in November 2021, quarterly EBITDA has achieved continuous quarterly growth. (Shenzhen Stock Exchange)

4、辛巴发长文爆料刘畊宏夫妇卖假货

8月31日消息，直播带货 “一哥”辛巴日前在某直播平台发长文，再次详细讲述了之前引起争议的卖假燕窝事件。他透露，很多网红明星都曾卖过同款燕窝，其中还包括现在正当红的刘畊宏。他也为给消费者带来了不好的消费体验而再次道歉。据悉，此前辛巴曾因为售卖假燕窝一事备受外界非议，辛巴向消费者承诺退一赔三，进行了赔付。（晨报文艺）

Internet news

5. Zhou Hongyi: The future of the metaverse is the industrial metaverse

According to August 30, on August 27, Zhou Hongyi, founder and chairman of 360 Group, delivered a keynote speech at the 3rd Shanghai Innovation and Entrepreneurship Youth 50 Forum, sharing his thoughts on innovation and entrepreneurship. Zhou Hongyi said that in the process of industrial digitalization, there is still huge entrepreneurial space in the enterprise-level service market. In Zhou Hongyi's view, the focus of the first half of the Internet was on digital industrialization, and the first generation of Internet entrepreneurs developed many national-level applications and provided services to consumers. Zhou Hongyi believes that the metaverse is the product of digital development to an advanced stage, and its essence is digital twins. (Digital twin city)

6. Yunda's revenue in the first half of the year increased by 25.36% year-on-year

According to August 30, Yunda Co., Ltd. released its 2022 semi-annual report. During the reporting period, the company achieved operating income of 22.826 billion yuan, a year-on-year increase of 25.36%, of which: express delivery service revenue was 21.614 billion yuan, a year-on-year increase of 24.59%. The net profit attributable to shareholders of listed companies was RMB 546 million, an increase of 22.41% year-on-year, of which the net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was RMB 533 million, an increase of 36.43% year-on-year. In terms of express delivery operations: During the reporting period, the company completed 8.541 billion express delivery business, an increase of 3.39% year-on-year, and the company's express delivery market share has reached 16.68%. (E-commerce News)

7. Shentong Express's net profit in the first half of the year was 189 million yuan and turned losses into profits year-on-year

In the first half of 2022, Shentong's independent outlets reached more than 4,700, a year-on-year increase of 6.0%; the national municipal-level regional network coverage rate reached 100%, the district-level regional network coverage rate reached 99.4%, and the entire network service site and stores reached more than 40,000. (E-commerce News)

8. SF Holdings' net profit in the first half of the year was 2.51 billion yuan, up 231% year-on-year



According to August 30, SF Holdings released its 2022 semi-annual report. According to classification, SF Express time express business achieved tax-exclusive operating income of 49.26 billion yuan, economic express business achieved tax-exclusive operating income of 11.81 billion yuan, express business achieved tax-exclusive operating income of 13.15 billion yuan, cold transportation and pharmaceutical business achieved tax-exclusive operating income of 4.07 billion yuan, same-city express business achieved tax-exclusive operating income of 2.87 billion yuan, and supply chain and international business achieved tax-exclusive operating income of 46.53 billion yuan. (E-commerce News)

9. Most popular Chinese stocks closed lower on Tuesday

According to August 31, most popular Chinese stocks closed lower on Tuesday. Among them, Ctrip and Baidu fell by more than 6%, Manbang and Bilibili fell by more than 3%, Alibaba fell by more than 2%, Dingdong Maicai and Dajian Cloud Store fell by more than 14%, Yunji fell by more than 8%, Dada Group fell by more than 7%, Huazhu Hotel Group, Quhuo, Best Group, etc. fell by more than 6%. At the same time, Mogujie rose by more than 5%, Yixian E-commerce rose by more than 3%, and New Oriental, Pinduoduo and others rose slightly. (Global Market Report)

Cross-border information

10. Amazon and Google bombard Microsoft to influence fair competition in the market

August 31, Amazon and Google criticized cloud computing rival Microsoft on Tuesday local time, accusing Microsoft of the latest software business adjustments that will hinder customers from moving to cloud computing competition platforms and affect fair competition in the market. On Monday local time, Microsoft announced a series of adjustments including software licensing policies. The new policy will take effect on October 1. Microsoft claimed that the new policy will help players in the cloud computing market better competition. However, the software licensing policy adjustment announced by Microsoft excludes four companies, including Amazon, Google, Alibaba and Microsoft. (Sina Technology)