Sort out 丨 Zhao Xiaoxiao

This week (2024.04.29-05.05) The big incident in the sea included: the TEMU Camp is moved to Shenzhen one after another; Ali International Station's overseas cognition is stable in the first echelon; the SHEIN platform independent operation model is fully open to 9 European countries and Mexico stations;Buffett's answers to continuing to invest in India; Amazon, Shein, and Temu are occupying the Australian market; Turkish rapid distribution company Getir withdrew from the US -British market; the B2B foreign trade financial platform XTRARANSFER plans to conduct E -round financing this year, an open attitude towards the iPO.

The TEMU Camp is moved to Shenzhen one after another

As of March this year, TEMU's first -level supervisor and second -level director have basically come from internal employees after iterates. Most of the employees who transfer to the job come from a lot of food business.

The main office area of ​​TEMU is the Olympic International Plaza in Panyu, Guangzhou. The office area is extremely low -key. There is no TEMU -related signboard and mark on the outside. The 7th floor requires workboards.Restart the first floor.

TEMU's office in Guangzhou Source: Xiaohongshu

Earlier this year, TEMU began to discuss the gradually relocating the office to Shenzhen. In March, 3C digital and other business departments began to relocate.Temu's focus is also moving towards Shenzhenसूरत निवेश. This year's first official China Merchants Association Shenzhen Station was held in Shenzhen on March 22.The Guangzhou Industrial Belt is mainly clothing and some beauty. TEMU's performance in these two aspects is significantly inferior to SHEIN and Amazon.The advantage of TEMU is 3C digital, home appliances, furniture, toys, etc. Moving to Shenzhen will improve TEMU's cluster capabilities in these fields and maintain their competitive advantage.

TEMU-The first official China Merchants Club Shenzhen Station

According to the website analysis tool Similarweb data, in March of this year, the Temu website visited 479 million, becoming a global head e -commerce website.In American e -commerce, TEMU's visits are second only to Amazon.In mid -March of this year, TEMU launched food categories, and currently only opens the United States, Canada and British sites, and held the first investment promotion a month later.

Ali International Station Overseas Cognition is stable in the first echelon

A brand research report recently released by well -known overseas research institutions shows that Ali International has improved the awareness of buyers in the core markets such as the United States and Germany, and ranks the first echelon of the brand awareness.

The survey shows that 66%of the respondents in the United States are planning to increase their participation in online cross -border procurement.Affected by this, in the previous quarter, Ali International Station on American buyers increased significantly.In Germany, Ali International Station is the first platform for German buyers to purchase global customized products. German companies' interest in online cross -border procurement has increased from 86%last year to 95%.

Since the beginning of this year, Ali International Station has continuously increased overseas markets. In February this year, Ali International Station launched a semi -custody service, and one month later, the "AI minimalist plan to go to sea" was launched.This will expand its market share.

At present, the B2B online export model of Ali International Station has entered the positive cycle phase of domestic new merchant growth and the influx of new overseas buyers.Essence

The SHEIN platform -oriented independent operation model is fully open to 9 European countries and Mexico stations

Nearly a year after the launch of the platform model, SHEIN in nine countries in Europe (Germany, Germany, Spain, France, Italy, Sweden, the Netherlands, Poland, Portugal, the United Kingdom) and Mexico and other national platform sites will fully open the independent operation model.

The new sites of this independent operation model are open in batches, mainly for sellers with overseas local stocks and annual sales of over 2 million US dollars. It has attracted many cross -border top -level sales in the industry, and even cross -border listed companies to start racing.

Shein's platform model process is slow, and it only covers only 8 countries in Brazil, Mexico, the United States, and Europe.The reason is that overseas merchants settle in the Shein platform and need to choose products, pricing, and performanceगोवा स्टॉक. Since SHEIN has not established overseas storage and quality inspection systems, the quality of these commodities is controlled by the merchant themselves, and the problem platform will be punished.If some consumers encounter product problems on shopping on the Shein platform, it will affect their impression of the platform as a whole.

Shein's semi -custody cooperation model was opened in early May, and it is currently only open to the US site.This is also the first time she has launched a semi -custody mode after the launch of the full hosting mode.Last year, SHEIN completed $ 45 billion in sales and surpassed Zara's parent company INDITEX for the first time.Shein hopes to reach $ 63 billion this year.

Buffett's answer on continuing to invest in India

On the evening of May 4th, Berkshire Hathaway's annual shareholders' meeting opened in 2024. Discussion topics include artificial intelligence, renewable energy, and reducing Apple.

In the question and answer session, investors asked questions that Berkshire had previously invested in BYD and whether he will continue to invest in other Indian companies in the future.Buffett replied, "Our main investment target will be located in the United States. You see the Coca -Cola or Express we invest in the global expansion company.It is difficult to find the world, this is a global consensus. "

When it comes to investing in BYD, Buffett said, "I think the investment in BYD is similar to the investment we have previously made in Japan: we have invested in 5 business clubs in Japan, and you rarely see us in the United States.Investment.

According to Buffett's Berkshire Hathaway issued relevant performance announcements, as of March 31, 2024, the total value of Berkshire Hathaway's shares in the investment was about 75%concentrated in five companies:

Apple's holding value has dropped from US $ 174.3 billion to $ 135.4 billion;

Bank of America increased from 34.8 billion US dollars to $ 39.2 billion;

American Express increased from US $ 28.4 billion to $ 34.5 billion;

Coca -Cola increased from US $ 23.6 billion to $ 24.5 billion;

Chevron has increased from US $ 18.8 billion to $ 19.4 billion.

As of the end of the first quarter of 2024, the company's investment in fixed income securities held a fair value of US $ 17.167 billion, of which the fair value of investment in US bonds, foreign bonds, and corporate bonds was 4.503 billion US dollars, US $ 10.997 billion, and 1.429 billion US dollars.Essence

Amazon, Shein and TEMU are occupying the Australian market

According to the latest sets of data, the three platforms of Amazon, SHEIN and TEMU have promoted the overall online expenditure of Australia by 12%in the past 6 months.

Over the past three years, the number of customers in Amazon Australia has doubled, and sales have increased by 6%year -on -year.In the past 6 months, Amazon's sales have increased by 17%.At present, an average of 3.4 million Australian consumers per month on Amazon, annual sales reached 5.6 billion US dollars, almost accounting for almost one -tenth of Australian online retail.

The number of Shein and TEMU monthly living buyers is 2 million.Among them, the number of monthly active buyers of TEMU is 1.4 million, surpassing some retailers in Australia, and it is expected to achieve $ 1.4 billion in sales.

Advertising has a great role.TEMU global marketing costs in 2023 were about 3 billion to 4 billion US dollars.At present, about 91%of online buyers know TEMU, and 70%of online buyers know shein.The expansion of the two platforms has impacted the old Australian retailers, and the possibility of shopping for shopping on Shein and TEMU is doubled than that of local retailers.

Turkish fast distribution company Getir withdrawn from the four countries such as the United States and Britain

Turkish rapid distribution company Getir recently announced the withdrawal from the United States, Britain, Germany, and the Netherlands. Earlier, the company had withdrawn from four European countries.

Founded in 2015, Getir has become the largest of more than a dozen local express application companies after several years of rapid development. In March 2022, the E -round financing was valued at $ 11.8 billion. Later, due to market demand decreased.Valuation continues to reduce.

According to the latest report, Getir's current valuation is 2.5 billion US dollars.In August last year, the company also layoffs about 2,500 people (accounting for nearly 10%of the total number of employees), which aims to "greatly improve operating efficiency."

B2B Foreign Trade Financial Platform XTRANSFER plans to conduct E -round financing this year to hold an open attitude towards the IPO

The founder and CEO of the Indian B2B cross -border trade payment platform, the founder and CEO of the XTRANSFER, said that in order to cooperate with future global development, it is interested in conducting E -round financing this year. The target fund -raising 300 million US dollars is mainly used to promote international business.Deng Guobiao said that he was open to the IPO.

Xtransfer founder Deng Guobiao

XTRANSFER currently has about 2,200 employees in India, accounting for 50 in Hong Kong. Deng Guobiao plans to expand the team to 2800 to 3,000 this year.In terms of customers, Deng Guobiao revealed that at present XTRANSFER has about 450,000 customers in India and nearly 3,000 Hong Kong customers. It is estimated that the number of Hong Kong customers in the next three years is expected to increase by two to three times, which will inevitably drive a significant increase in revenue.Essence

Fashion e -commerce platform LYSKRAFT completes 26 million US dollars of seed round financing

Recently, the fashion e -commerce platform LYSKRAFT announced the completion of $ 26 million seed round financing.This round of financing was led by Peak XV Partners (former Sequoia Capital India), and PROSUS, Sofina and DST Global participated.

LYSKRAFT was co -founded by the co -founder of Zomato co -founder Mohit Gupta and Myntra co -founder Mukesh Bansal. It is a omni -channel fashion platform. The headquarters is located in Gurga, India. LYSKRAFT will first launch the women's clothing series and gradually expand to other fashion categories.

Singapore -based travel company SWAT MOBILITY received $ 7.2 million investment

Last week, Swat Mobility, a travel company supported by Singapore's artificial intelligence (AI), completed $ 7.2 million in financing.Investors in this round include NX Global Innovation Fund, which are managed by the United States Translink Capital and Japan's NEC Corporation managed by NEC Corporation.

New funds will promote its expansion efforts in Asia to further consolidate its position in the area of ​​the region.In addition, this fund will be used to further invest in the development of its logistics solutions and enhance its ability in this critical area.

Indian digital medical service platform Flashhaid completes Pre-A round financing

Recently, the Indian Digital Medical Service Platform FlaShaid announced the completion of PRE-A financing. Investors include Piper Serica Angel Fund, SOSV, Z21 Ventures and Znl Growth.This round of financing will be used to expand the scope of services and improve service quality.

Flashaid was founded in 2020 and is a platform that provides a good medical service solution for leaving the house.The main services include intravenous infusion, injection, X -ray examination, blood testing, wound care, systemic examination, doctors' home visits, electrocardiogram examination, peritoneal dialysis, and home hemodialysis.