抖音快手电商供应链优化升级：物流服务成竞争新焦点
随着短视频平台电商业务快速发展，抖音和快手正加速布局供应链和物流服务。 据最新消息，抖音正在测试"极速达"物流服务，而快手则成立了新的供应链管理公司，两大平台都在不断完善电商基础设施。
As short video platforms' e-commerce businesses grow rapidly, TikTok and Kuaishou are accelerating their supply chain and logistics services. According to the latest news, TikTok is testing an "Express Delivery" logistics service, while Kuaishou has established a new supply chain management company, as both platforms continue to improve their e-commerce infrastructure.
抖音近期测试的"极速达"服务可实现同城当日达和周边城市次日达。虽然该服务尚未全面铺开，但已显示出抖音在物流领域的布局决心。快手则于6月初成立了"成都快送供应链管理有限公司"，经营范围涵盖供应链管理、国际货运代理等多个领域。
TikTok's newly tested "Express Delivery" service can achieve same-day delivery within the same city and next-day delivery in surrounding cities. Although the service has not yet been fully rolled out, it shows TikTok's determination in logistics layout. Kuaishou established "Chengdu Kuaishou Supply Chain Management Co., Ltd." in early June, with business scope covering supply chain management, international freight forwarding and other fields.
物流服务成为电商竞争关键 抖音此前已推出"音尊达"快递服务，针对末端配送问题提供解决方案。快手也推出了"按需派送"服务，并上线了物流管理"包裹中心"功能。
Logistics services become key to e-commerce competition TikTok has previously launched the "Yin Zun Da" express delivery service to solve last-mile delivery problems. Kuaishou has also introduced an "On-Demand Delivery" service and launched a logistics management "Parcel Center" function.
在海外市场，TikTok电商正在英国测试"海王"仓储计划，将热销商品提前储存至当地仓库，可将跨境物流时间从10-15天缩短至3-5天。这显示出字节跳动在全球电商物流布局上的战略眼光。
In overseas markets, TikTok e-commerce is testing the "Aquaman" warehousing plan in the UK, which pre-stores popular products in local warehouses, reducing cross-border logistics time from 10-15 days to 3-5 days. This shows ByteDance's strategic vision in global e-commerce logistics layout.
同城即时配送市场竞争加剧 抖音的"极速达"服务可能为未来布局同城即时配送和本地生活业务奠定基础。京东、美团、阿里等平台也都在加码即时零售业务，行业竞争日趋激烈。
Intensifying competition in same-city instant delivery market TikTok's "Express Delivery" service may lay the foundation for future same-city instant delivery and local life services. Platforms like JD.com, Meituan, and Alibaba are also strengthening their instant retail businesses, making industry competition increasingly fierce.
电商行业专家指出，在存量竞争时代，供应链和物流服务能力将成为平台的核心竞争力。抖音和快手虽然拥有巨大流量优势，但要实现电商业务的持续增长，仍需在供应链建设上持续投入。
E-commerce industry experts point out that in the era of stock competition, supply chain and logistics service capabilities will become the core competitiveness of platforms. Although TikTok and Kuaishou have huge traffic advantages, they still need to continue investing in supply chain construction to achieve sustainable growth of their e-commerce businesses.
随着电商行业进入成熟期，供应链优化和物流服务升级将成为各大平台发力的重点方向。 抖音和快手作为后来者，仍需在基础设施建设和用户体验提升方面持续投入，才能在激烈的竞争中站稳脚跟。
As the e-commerce industry matures, supply chain optimization and logistics service upgrades will become the focus of major platforms. As latecomers, TikTok and Kuaishou still need to continue investing in infrastructure construction and user experience improvement to gain a foothold in the fierce competition.
