电商巨头阿里巴巴集团要定点阻击崛起中的中国电商“第三极”拼多多。4月25日,拼多多“80后”创始人黄峥以上市后第一封致股东信的方式,踢爆了这场正在升级的暗战。黄峥在信中称,“其他平台”在品牌和物流两个电商重点业务上进行着“夸张”的二选一竞争。众所周知,他所说的“其他平台”就是阿里巴巴。
This time last year, few would have predicted that e-commerce upstart Pinduoduo would become a force serious enough to warrant Alibaba’s attention.
But the Shanghai-based newcomer felt Alibaba was getting too big for its boots and was applying too stringent rules on merchants, forcing them to choose a single platform for selling or promoting their goods.
Pinduoduo's founder and CEO said last month, quote, “Attempts to establish or prolong any monopolistic control are both wasteful and destructive.”
Clashes between Alibaba and Pinduoduo came into focus in early April when a renowned online clothing brand publicly criticized Pinduoduo for selling counterfeit products.
Pinduoduo responded by saying that the brand made the accusation under pressure from Alibaba, which it said forces merchants to take sides.
While Alibaba began watching Pinduoduo closely back in 2016, a person close to Alibaba said, Alibaba’s management thought the Chinese online retail space was going through changes that offered more opportunities for higher-end retailers like Alibaba’s Hema supermarket, rather than for discounters like Pinduoduo.
The person said, “But now Pinduoduo has grown to a size similar with Taobao, hile Hema opens only 50 stores each year.”
While Alibaba and JD.com over the years have shifted focus to higher-end products and consumers, Pinduoduo powered its rise by selling low-cost products to budget shoppers, specially rural consumers who have long been overlooked by mainstream platforms.