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By JANE A. PETERSON October 23, 2017

https://cn.nytimes.com/business/20171023/alibaba-amazon-southeast-asia-lazada/en-us/

 

在越南,當地的郵局會收取客戶退貨並辦理現金退款。在馬來西亞,消費者可在7-11的儲物櫃裡收貨。在菲律賓,拉扎達可以讓販賣者把商品放在加油站,再讓投遞人員去取貨。

In Vietnam, local post offices take customer returns and give cash refunds. In Malaysia, customers can collect merchandise from lockers at 7-Eleven stores. And in the Philippines, Lazada uses gas stations as places where merchants can drop off their goods for delivery personnel to pick up.

「我們還處在非常非常非常早的階段,」拉扎達在菲律賓的負責人伊南科·巴爾西(Inanc Balci)說。

“We’re in the super, super, super early days,” said Inanc Balci, who oversees Lazada operations in the Philippines.

阿里巴巴國際部見證了自己最近一個季度的銷售額在一年時間裡翻了一倍有餘。這在一定程度上是拉扎達的功勞。但拉扎達和它的子公司RedMart仍是阿里巴巴帝國中一個極小的、不盈利的部分。拉扎達的首席執行官馬克斯·比特納(Max Bittner)說,企業的中國母公司願意出錢打造它的貨運能力,並吸引更多顧客。

Alibaba’s international arm has seen its latest quarterly sales more than double in a year, in part from Lazada’s contribution. Still, Lazada and its RedMart subsidiary remain a tiny, and unprofitable, part of Alibaba’s empire. Max Bittner, Lazada’s chief executive, said its Chinese parent has been willing to spend money to build its delivery capabilities and draw more customers.

「電子商務是一種規模經濟,」比特納說。「我不覺得在任何方面受到了限制。我可以有充分的資源去抓住這次機遇。」

“E-commerce is an economy of scale game,” Mr. Bittner said. “I don’t feel constrained in any way. I can go after this opportunity with the amount of firepower I need.”

新加坡目前是亞馬遜在東南亞唯一的市場,不過行業專家普遍預計它會進軍其他國家。對此,亞馬遜的發言人拒絕評論。

Amazon so far counts Singapore as its only Southeast Asian market, though industry experts widely expect it will expand into other countries. An Amazon spokeswoman declined to comment.

不久前,阿里巴巴和亞馬遜之間的直接競爭還很少。在中國,亞馬遜勢力微弱。在美國,阿里巴巴通過全球速賣通(AliExpress)平台銷售商品,但沒有進一步的擴張動作。

Until recently, direct competition between Alibaba and Amazon has been rare. Amazon has a modest presence in China. Alibaba sells goods in the United States through its AliExpress platform but has backed away from further expansion efforts.

東南亞可能是它們迥異的商業模式在公平的場地上接受的一次考驗。

Southeast Asia could offer a test of their vastly different business models on neutral turf.

 

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