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据抖音电商2022年5月公布数据,抖音电商数据显示,平台上每月有超2亿条短视频、超900万场直播内容,这些内容激发了用户兴趣,吸引其停留、互动、下单购买,满足购物需求。全年有超100亿件商品通过抖音电商走入千家万户。According to the data released by Tiktok E-commerce in May 2022, Tiktok E-commerce data shows that there are more than 200 million short videos and more than 9 million live broadcasts on the platform every month, which stimulate users' interest, attract them to stay, interact, and place orders to meet their shopping needs. More than 10 billion commodities have entered thousands of households through Tiktok e-commerce throughout the year.
代运营企业一般分为两大基本模式。一是买断式经销,二是非买断式代理。前者通过向品牌方垫资采购产品,赚取进销差价牟利,这是一种高投入、高风险的重资产模式。后者则是只提供服务,不碰货,利润来自服务费与佣金,是典型的轻资产。Agency operated enterprises are generally divided into two basic models. One is buyout distribution, and the other is non buyout agency. The former earns profits by advancing funds from the brand to purchase products, earning a price difference between purchase and sale, which is a high investment and high-risk heavy asset model. The latter only provides services, does not touch goods, and profits come from service fees and commissions, making it a typical light asset.
On May 31, 2022, Tiktok e-commerce will be upgraded to a global e-commerce of interest, integrating short videos with live content, shopping malls, search and other scenarios. With the upgrading from "interest e-commerce" to "global interest e-commerce", the purchase of domestic goods on Tiktok has been expanded. The 2022 Tiktok E-commerce Annual Report on the Development of Domestic Goods shows that the search volume of domestic goods on the platform has increased by 165%, and the number of domestic goods short videos has increased by 3652%.
头部代运营商也都在向这种模式转型。宝尊业务毛利率的上升就得益于向代理模式转型,2017年,宝尊电商经销营收占比还为54.42%,但到了2022年,拉动营收增长的火车头已变为占比接近七成的服务业务,相应的毛利水平也从53.18%上升到73.15%。The top generation operators are also transitioning towards this model. The increase of gross profit margin of Baozun's business is due to the transformation to the proxy pattern. In 2017, the distribution revenue of Baozun's e-commerce still accounted for 54.42%, but by 2022, the locomotive driving revenue growth has become a service business accounting for nearly 70%, and the corresponding gross profit level has also risen from 53.18% to 73.15%.
而除去自己下场做品牌外,代运营企业们整齐划一地将自己包装为“科技企业”, 但区别于当下AIGC技术商业化与电商领域的创新性融合,代运营企业的数字化能力大多仍集中在搭建集成式的中台体系,这些都不是高处的技术果实。In addition to branding themselves in the future, proxy operators neatly package themselves as "technology enterprises". However, unlike the innovative integration of AIGC technology commercialization and e-commerce, most of the digital capabilities of proxy operators are still focused on building integrated mid platform systems, which are not high-altitude technological fruits.
