#Laogao E-commerce Newsletter# [E-commerce Morning News on April 14]

Morning information:

1. Taobao’s DAU surpassed Pinduoduo in March;

2. Douyin e-commerce launches the "e-commerce MCN organizational level system";

3. In 2022, the average monthly consumer number of Kuaishou's maternal and infant users exceeded 11 million, and the year-on-year increase was 33.3%;

4. Amazon filed civil lawsuits against five service providers suspected of "brushing orders and scattering letters";

5. Amazon CEO Jassi released the 2022 shareholder letter;

...

Lao Gao provides everyone with the latest and most valuable Internet and e-commerce information every day.

E-commerce newsletter

1. Taobao DAU surpassed Pinduoduo in March

According to the report on April 14, according to data from the tripartite data service provider Questmobile, an average of 377.9 million people used their mobile phones to browse Taobao every day in March this year, 26.3 million more than those who used Pinduoduo. This is the first time since February 2022 that Taobao has surpassed Pinduoduo's average monthly active users. Pinduoduo's DAU fell by 9% month-on-month in March, which led to a rebound in Taobao. The latter's DAU increased slightly by 2.4% month-on-month in that month. (Late Finance)

2. JD Logistics Architecture Adjustment: Debang is not within the scope

According to reports on April 13, a person close to JD.com confirmed that JD.com has recently launched a round of organizational adjustments. Specifically, the headquarters will implement the business unit system and focus on core businesses such as supply chain, express delivery and express transportation to establish a front office business department. It is also understood that Debang Logistics, which JD Logistics has just acquired, is not within the scope of this adjustment. JD Logistics' revenue in 2022 reached 137.4 billion yuan, a year-on-year increase of 31.2%. As of the end of 2022, including Debang, JD Logistics has 390,000 employees, of which more than 370,000 front-line employees and 290,000 own delivery personnel. (Securities Times e-company)

3. Douyin e-commerce launches the "E-commerce MCN Institutional Level System"

On April 13, the TikTok e-commerce MCN institutional hierarchy system was officially launched. The MCN organization level is updated on the 3rd of each month, and comprehensive calculations are performed based on the promotion data of the organization in the previous natural month. The MCN organization level is determined by a comprehensive assessment of business strength, growth strength, service strength and additional points. Institutions can obtain additional points through additional points. (Douyin e-commerce marketing observation)

4. In 2022, Kuaishou's average monthly consumer number of maternal and infant users exceeded 11 million and increased by 33.3% year-on-year

On April 14, Kuaishou Magnetic Engine recently released the "2023 Kuaishou Maternal and Child Industry Data Report", and short video live broadcast platforms are becoming a new incremental market for the maternal and child industry. The report shows that the number of Kuaishou's maternal and infant commodity consumption has maintained rapid growth, both in 2022 and in the first two months of 2023. In terms of per capita GMV and unit price, Kuaishou users' consumption power overall is showing an increase in trend, achieving double growth. The report shows that the number of users paying attention to maternal and infant videos on Kuaishou has grown steadily, with an average daily number of users in 2022 exceeding 160 million, an increase of 17.0% year-on-year. Judging from the monthly average of 2021 and 2022, the average daily user scale in July and August each year is the peak. (Kuaishou Magnetic Engine Business Insight)

Internet news

5. ByteDance starts a new round of option repurchase. Employee repurchase price is US$155 per share.

On April 14, ByteDance recently issued an internal email announcing the launch of a new round of option repurchase. According to the email, the option repurchase price of the current employee is US$155 per share before tax, the same as the last time; the option price of the current employee is US$124 per share before tax, and the participation conditions are the first option vesting date before April 1, 2022, and the resignation date is before October 1, 2022. (Interface News)

6. SF Express Hong Kong launches “Medical Distribution” service

On April 13, SF Express Hong Kong launched the "medical special distribution" service, with local delivery services in Hong Kong, helping medical institutions quickly deliver medical supplies to patients. It is understood that the "medical special distribution" service supports door-to-door delivery. As long as the express delivery is delivered to SF Express staff before the designated time, it can be delivered to customers on the same day. All express delivery of medical supplies sent through special medical dispensing services will be monitored by a dedicated person and processed independently. During the delivery period, exclusive load containers with regular disinfection will be used to ensure the health and safety of customers and employees. (SF Express)

7. The official fee for the DingTalk meeting is available in standard version, professional version and exclusive version.

On April 13, DingTalk Conference announced the official launch of the charging strategy. It is reported that DingTalk has launched three versions for users to choose from: standard version, professional version and exclusive version. Specifically, DingTalk Standard Edition provides limited functions free meeting services to meet the basic meeting needs of more organizations and users. Starting from April 1, 2023, the newly purchased or renewed DingTalk Professional Edition will enjoy 5 100-party unlimited high-definition meetings and 10 100-party unlimited high-definition meetings. (36Kr)

Cross-border newsletter

8. Amazon CEO Jassie releases the 2022 annual shareholder letter

Amazon CEO Andy Jassy released the 2022 shareholder letter today, which is also the second shareholder letter released since Jassy became CEO. In the shareholder letter, Jassie mentioned the last investment area of ​​Amazon: the current hot large language model (LLM) and generative artificial intelligence (AI). Jassie said Amazon is investing heavily in this regard. This will be the core of Amazon’s innovation in every area of ​​its business over the next few decades. In addition, Jassie said that in 2022, Amazon's AWS cloud service's annual revenue has reached US$85 billion. He said the business is still in its early stages of popularity, but it is also at a critical moment. Focusing on customer needs is crucial in the long run. (Yien.com)

9. Amazon filed a civil lawsuit against five service providers suspected of "brushing orders and scattering letters"

Recently, Amazon filed a civil lawsuit against five service providers and related individuals suspected of providing "order brushing and credit speculation" in China. The illegal acts of the service providers sued this time include: inflated product sales for sellers in the form of false transactions or manipulating Amazon buyer accounts, inducing consumers to submit false positive reviews on Amazon, and maliciously increasing product search results rankings. In 2022, Amazon filed lawsuits against many service providers suspected of "swiping orders and hypes", social network groups and other bad actors around the world, including lawsuits filed by AppSally, Rebatest, Agencia Reviews, Fivestar Marketing, Matronex, Extreme Rebate, etc., which illegally manipulate comments in the United States and Europe, as well as lawsuits filed against more than 10,000 Facebook groups. By bringing bad actors to justice, sellers and consumers are protected from infringement of improper behaviors such as false comments and safeguarding the legitimate rights and interests of honest sellers. The civil lawsuit filed in China against the "order brushing and credit speculation" service provider is the latest development in Amazon's continued pursuit of bad actors and creating a trustworthy shopping experience for global consumers. These initiatives also help create a fair and honest business environment for Amazon sellers and promote the healthy development of the industry. (ENECNEWS)

10. Amazon Announces Amazon Bedrock and Amazon Titan Models

On April 13, Amazon announced the launch of Bedrock generative artificial intelligence services, as well as its own large language model Titan, to use basic models to build and expand generative artificial intelligence applications. Developers can also use other companies' generative AI models, including AI21 Labs, Anthropic, and Stability AI. Bedrock is currently in a limited preview phase. Amazon says one of the most important features of Bedrock is that it is very easy to customize the model. (Interface News)