拼多多千亿 “新拼姆” 计划:百人团队、大牌工厂、Temu 变重

智通财经
May 12

2025年底, 拼多多 说要花1000亿元投资供应链,三年再造一个自己。但到目前为止,执行这件事的是一支约百人规模的独立团队,大多数拼多多和Temu员工不知道他们在做什么,也没有接到支持需求。

项目是拼多多今年4月在年度财报会上宣布的 “拼多多 + Temu”,搭建自营品牌模式的 “新拼姆”,第一期现金注资150亿元,三年计划总投入1000亿元。新拼姆主要负责人之一北陌曾是腾讯产品经理,加入拼多多后先做产品,后曾负责过服装类目。他此前最主要的成绩是快团团——2020年推出的私域团购工具,近年来GMV稳定在3000亿元以上,但商业化进展有限,和拼多多主业没有打通。

目前,新拼姆组织了多个团队赛马。(晚点 LatePost)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10