Momentum Works报告显示,2025年东南亚电商竞争加剧,TikTok Shop包裹量增速迅猛,极兔速递日均配送2650万件,同比增73.6%,其中多数来自其订单,量已超Shopee旗下SPX Express 18%。虽TikTok Shop GMV仍低于Shopee,但差距持续缩小。报告预测2026年其包裹量或追平Shopee,Shopee将强化即时配送防守。市场竞争已从价格战转向效率...
Source LinkMomentum Works报告显示,2025年东南亚电商竞争加剧,TikTok Shop包裹量增速迅猛,极兔速递日均配送2650万件,同比增73.6%,其中多数来自其订单,量已超Shopee旗下SPX Express 18%。虽TikTok Shop GMV仍低于Shopee,但差距持续缩小。报告预测2026年其包裹量或追平Shopee,Shopee将强化即时配送防守。市场竞争已从价格战转向效率...
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