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#Laogao E-commerce Newsletter# [E-commerce Morning News on April 20]

2023-04-20

Morning information:


1. The Douyin Life Service Ecological Partner Conference will be held on April 25

2. Xiaohongshu releases a public notice on recent dangerous check-in behaviors

3. E-sports has become the main brand of Tmall’s new 10 billion market, accounting for 70% of the proportion of Chinese products;

4. Tuniu Travel Network: During the May Day holiday, the proportion of long-term travelers in China was 56%;

5. 137 million exposures have been exposed in the past 30 days, and the number of views on TikTok’s Mother’s Day topics has increased;

...


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1. Cainiao Station launches new self-service check function to create "1-minute fast pickup"


On April 20, after the launch of the "Busy View" function, Cainiao Station announced the upgrade of the on-site pickup experience on the 19th, launching a new self-service check-up function nationwide to create a "1-minute fast pickup". At present, the small self-service inspection area has been launched in more than 10,000 Cainiao Stations in more than 200 cities across the country, and is being promoted in increasing promotion. The optimization of Cainiao App inspection function has covered users across the country. It is understood that this self-service check function upgrade is divided into two speed-up methods before and after arrival, and users can choose according to their habits and preferences. (Yibao.com)


2. The Douyin Life Service Ecological Partner Conference will be held on April 25


According to April 19, the 2023 Douyin Life Service Ecological Partner Conference will be held in Chengdu on April 25, and the online live broadcast of the main venue and some sub-venues will be launched simultaneously. The main venue in the morning will be set up for this conference, and four vertical sub-venues will be set up in the afternoon. The conference also set up a roundtable discussion session, with representatives of merchants, service providers, institutions and platforms discussing experience and seeking development together. At the same time, the conference will also invite outstanding ecological partners to the scene to share methods and experiences of achieving business growth in Douyin life services based on real and specific cases. (Tik Tok Life Service)


3. Tmall officially starts the "19 Wine Day" with a volume of 10,000 bottles of 1,499 yuan Feitian Maotai


According to April 20, Tmall officially launched the "19 Wine Day" a few days ago, with a volume of 10,000 bottles of Feitian Moutai 1,499 yuan. According to Tmall Supermarket, 10,000 bottles of 1,499 yuan Feitian Moutai will be sold on time at 8:00 on the 19th. It is understood that after consumers place an order, each bottle of Moutai delivered from the Tmall supermarket warehouse to the consumer must go through a series of strict inspection steps. For example, during transportation, the car is sealed with a custom password lock. After arriving, enter the receiving password before unboxing. Before that, no one, including the driver, could open the car. (Lianshang.com)


4. Xiaohongshu releases a public notice on recent dangerous check-in behaviors


On April 19, Xiaohongshu issued a public notice stating that during the recent inspection, it was found that some users' clocking in while outings had certain risks and were very prone to safety accidents. Specifically, the recent dangerous check-in behaviors in the station: reservoir swimming/fishing/camping; ruin building exploration; mine exploration & photography; highway/road center photography; escalator photography; photography without fences; mountain climbing at night; waterfall exercise; paddleboarding exercise, etc. (Xiaohongshu)


Internet news


5. News says Hema is preparing for listing.


On April 19, some media learned from insiders that Alibaba's grocery department "Hema Fresh" is cooperating with CICC, Morgan Stanley and others to prepare for listing, and is preparing to go public in Hong Kong next year. The size and valuation of the IPO are still under consideration, people familiar with the matter said. Related discussions are still in progress: whether to go public, when to go public, and the final advisory lineup are not settled. An Alibaba spokesperson did not immediately respond to a request for comment for the above news, and representatives of CICC and Morgan Stanley declined to comment. Hema told Interface News about this that it has no more comments on market rumors. (Sina Technology)


6. New Oriental's revenue in the third quarter of fiscal year 2023 was US$750 million


According to April 19, New Oriental released its unaudited financial results for the third quarter ended February 28, 2023. According to the financial report, in the third quarter of fiscal year 2023, New Oriental's net revenue was US$754.2 million, an increase of 22.8% year-on-year. New Oriental CEO Zhou Chenggang said that Oriental Select has made significant progress in its own products and live e-commerce business, and its business operations and financial performance have achieved breakthrough performance. Oriental Select has generated millions of revenue in the first three quarters of this fiscal year. New Oriental expects total net revenue in the fourth quarter of fiscal year 2023 to be between US$801.8 million and US$822.7 million, with a year-on-year increase of between 53% and 57%. (New Oriental)


7. Tuniu Travel Network: The proportion of long-term domestic tourists during the May Day holiday is 56%.


4月19日消息,途牛旅游网《2023五一出游趋势预测》数据显示,截至目前,途牛旅游网五一假期国内长线游、出境游需求释放显著,出游人数占比分别为56%和15%;本地游、周边游预订持续加速。

It is reported that in the just-passed "4.16 Member Day", Tuniu's single-day GMV exceeded 22 million, and the single-day GMV grew steadily for five consecutive months; the single-day GMV of vacation products exceeded 21 million, an increase of more than 20 times year-on-year. Among the holiday product bookings, May Day travel orders account for a relatively high proportion.

数据显示,来自上海、南京、北京、天津、广州、深圳、杭州、沈阳、武汉、合肥等地用户的出游热情排名靠前。亲子客群成为五一旅游消费主力,订单占比为36%,主题乐园、海滨度假等休闲旅游以及动植物园、文博、人文古镇等寓教于乐的出游主题成为家长们的热门选择。(中证网)


8. E-sports become the main brand of Tmall’s new 10 billion market, accounting for 70% of the Chinese production


According to April 19, data recently showed that the transaction volume of e-sports categories on Tmall last year exceeded 10 billion yuan, the scale of consumer users reached 100 million, and the total GMV growth rate of major brands exceeded 50%.

In addition, "the rise of domestic products" and "new product counterattack" have become the keywords of the Tmall platform's e-sports industry. Currently, there are 50 major e-sports brands on the Tmall platform, and Chinese brands account for 70%. For example, Daeryou, Player Country, and Fuling ushered in explosive growth in e-sports keyboard and mouse, e-sports peripherals, while Zhuoweichia, Colorful Hong, and Mingxuan remained ahead in e-sports graphics cards, memory and displays. (Qianjiang Evening News)


Cross-border newsletter


9. Shopee opens a self-service query channel for old users' advertising expenses return project reports


Shopee recently announced that in order to help sellers obtain the progress of advertising projects in a timely manner, the Shopee advertising team has now opened a self-service query channel for the project report of old users' advertising expenses. Sellers can check the progress of this month's advertising project and project registration through the query link or the website advertising toolbox of the company WeChat. (ENECNEWS)


10. 137 million exposures in the past 30 days, and the number of views on TikTok's Mother's Day topics increased


As the third largest retail festival in the United States after Christmas and Valentine's Day (YCharts), Mother's Day holiday consumption is extremely amazing every year, with Mother's Day gift spending in the United States alone amounting to $28 billion. In the past 30 days, TikTok's topics about Mother's Day have also begun to show an upward trend. Among them, #motherday, #mothersdaygift, and #motherday2023 have climbed the fastest. The main tag topic #motherday has been exposed in the past month by 137 million times, and its new Mother's Day tag #motherday2023 has also seen 15.4 million views. It is not difficult to find that with the advent of Mother's Day, TikTok users' attention to related trends has gradually increased in the past 30 days, and it has also begun to drive a new round of Mother's Day hot product trends. (Yien.com)


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