TikTok Shop加速布局巴西市场 与SHEIN展开电商争夺战
最新消息：据外媒报道，TikTok Shop宣布将原定2023年下半年的巴西市场进入计划提前至2023年上半年。这标志着TikTok正在积极寻求新的收入来源和用户增长点。
Breaking News: According to foreign media reports, TikTok Shop has announced it will advance its Brazilian market entry plan from the second half of 2023 to the first half of 2023, signaling TikTok's active pursuit of new revenue streams and user growth.
如果计划顺利实施，巴西将成为TikTok Shop继英国、印尼、新加坡、泰国、马来西亚、菲律宾、越南和美国之后的第9个海外市场。据悉，TikTok电商还计划在今年年底进军北美市场。
If the plan proceeds smoothly, Brazil will become TikTok Shop's 9th overseas market after the UK, Indonesia, Singapore, Thailand, Malaysia, Philippines, Vietnam and the US. Reports indicate TikTok e-commerce also plans to enter the North American market by year-end.
市场策略：TikTok Shop预计将采取与其他市场相同的经营策略：
1. 先发展本地电商业务
2. 再逐步拓展跨境电商
跨境业务因涉及更复杂的供应链、物流和支付系统，需要更长时间布局。
Market Strategy: TikTok Shop is expected to adopt the same approach as in other markets:
1. First develop local e-commerce business
2. Then gradually expand cross-border e-commerce
Cross-border operations require more time due to complex supply chains, logistics and payment systems.
为何选择巴西市场？ | Why Brazil?
用户基础雄厚：
• 2022年Q2下载量达1087万次（Q1为992万次）
• 月活跃用户约7000万
• 40%的巴西人使用TikTok
Strong User Base:
• 10.87 million downloads in Q2 2022 (9.92 million in Q1)
• ~70 million monthly active users
• 40% of Brazilians use TikTok
电商潜力巨大：
• 2021年全球电商增速排名第4
• 2021年市场规模340亿美元
• 2022-2025年复合增长率超20%
• 网购用户将从2021年1.14亿增至2025年1.38亿
Huge E-commerce Potential:
• Ranked 4th in global e-commerce growth in 2021
• Market size reached $34 billion in 2021
• CAGR over 20% from 2022-2025
• Online shoppers to grow from 114M (2021) to 138M (2025)
与SHEIN的竞争 | Competition with SHEIN
SHEIN自2019年布局巴西市场以来表现强劲：
• 2022年3月在里约开设首家快闪店
• 5月任命Shopee前拉美负责人为巴西市场负责人
• 近期扩大本地招商团队
SHEIN has performed strongly in Brazil since 2019:
• Opened first pop-up store in Rio in March 2022
• Appointed former Shopee Latam head as Brazil lead in May
• Recently expanded local merchant team
核心竞争领域：女装和美妆品类
虽然商业模式不同，但两家平台在这些品类上存在直接竞争。
Key Competition Areas: Women's apparel and beauty
Despite different business models, the two platforms compete directly in these categories.
专家建议：TikTok商业化进程加速，流量红利期仍在持续，建议有兴趣的卖家尽早布局。
Expert Advice: With TikTok accelerating commercialization and traffic dividends still available, interested sellers are advised to enter early.
