2022外贸行业动态:京东JOYBUY关停、TikTok进军美国、亚马逊市值暴跌
一、京东全球贸B2B平台JOYBUY暂停运营
京东旗下出海平台JOYBUY宣布业务升级,暂停在线交易功能。JOYBUY曾是连接中国工厂与海外中小商家的B2B现货交易平台,其前身为面向消费者的B2C平台。此次关停引发行业震动。
1. JD's Global B2B Platform JOYBUY Suspends Operations
JD.com's overseas platform JOYBUY announced a business upgrade, suspending online transaction functions. JOYBUY was a B2B spot trading platform connecting Chinese factories with overseas SMEs, evolved from a consumer-facing B2C platform. This shutdown has caused industry shock.
二、Wish二季度净亏9000万美元,用户暴跌74%
数据显示,Wish第二季度月活用户(MAU)仅2300万,同比下降74%;年度活跃买家2000万,降幅62%。营收1.34亿美元,净亏损9000万美元,但同比收窄19%。
2. Wish Reports $90M Net Loss in Q2 with 74% User Drop
Data shows Wish had only 23M MAUs in Q2, down 74% YoY; annual active buyers fell 62% to 20M. Revenue was $134M with $90M net loss, narrowing 19% YoY.
三、TikTok Shop正式登陆美国站,计划进军西班牙
TikTok Shop美国站入驻通道已开放,这是继英国、东南亚多国后的重要扩张。美国用户将实现站内闭环购物。同时,平台正筹备进入西班牙市场。
3. TikTok Shop Officially Launches in US, Plans Spain Expansion
TikTok Shop has opened US merchant applications, marking major expansion after UK and Southeast Asia. US users will enjoy closed-loop shopping. The platform also plans to enter Spanish market.
四、FOBGOODS流量飙升465%,成外贸B2B新热点
FOBGOODS平台流量同比激增465%,吸引大量B端商家入驻。此前与TikTok大卖及京东国际达成物流、金融等合作,知名度持续攀升。
4. FOBGOODS Traffic Soars 465%, Becomes New B2B Hotspot
FOBGOODS saw 465% YoY traffic surge, attracting B2B merchants. Its partnerships with TikTok sellers and JD International in logistics/finance boosted visibility.
五、亚马逊成首家市值蒸发万亿公司,Q3净赚210亿
亚马逊市值从峰值1.88万亿美元跌至8790亿,首家万亿级缩水企业。Q3营收1271亿美元(+15%),净利润28.7亿美元(约210亿人民币)。
5. Amazon First Company to Lose $1T Value, Earns $2.1B in Q3
Amazon's market cap dropped from $1.88T peak to $879B. Q3 revenue was $127.1B (+15%) with $2.87B net profit (~¥21B).
六、拼多多Temu筹备加拿大站,将推西班牙站
拼多多跨境平台Temu正筹备加拿大站,西班牙或是下一站。美国站客单价20-25美元,10月已开放JIT预售模式(24小时发货至国内仓)。
6. PDD's Temu Prepares Canada Launch, Eyes Spain Next
PDD's cross-border platform Temu is preparing Canadian site, with Spain potentially next. US AOV is $20-25, JIT presale model launched in October (24h domestic warehouse delivery).
行业展望:2022年TikTok、SHEIN和FOBGOODS被誉为外贸"三驾马车",分别代表B2C、独立站和B2B新模式。在国家支持中国制造出海背景下,更多品牌将走向世界。
Industry Outlook:TikTok, SHEIN and FOBGOODS are hailed as 2022's "three carriages" representing B2C, independent sites and B2B. More Chinese brands will go global with national support.
