2019年最大的商场机会,一是直播加电商,二是...
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/AVVlHsDhfTU650ACrfzsAbOCXeBibMwp2U9je0F5Lug7Kv6LIiaPo4CJicReuTeHFpozwwCLYZXwGNZBdlHicdnSFQ/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">作者丨 贾阳</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">源自</span>丨剁椒娱投(ID:ylwanjia)</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">导读</span></strong><strong style="color: blue;"><span style="color: black;">:</span></strong></span><span style="color: black;">“佳琦一句Oh my god, 我欠花呗一万八。”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">短短数月之间,无人不识李佳琦。“买它!”“OMG!”“Amazing~”“魔鬼吧!”在一串标志性的佳琦式吆喝声中,<span style="color: black;">经过</span>淘宝直播,<span style="color: black;"><strong style="color: blue;">5分钟卖出15000支口红</strong></span>、<span style="color: black;"><strong style="color: blue;">10秒钟帮张大奕卖出10000支自制洗面奶</strong></span>,令人咋舌的<span style="color: black;">营销</span>记录<span style="color: black;">持续</span>被刷新。据李佳琦<span style="color: black;">近期</span>在一档节目中透露,其<span style="color: black;">日前</span>的月收入达到<span style="color: black;"><strong style="color: blue;">六位数</strong></span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/AVVlHsDhfTVyZMkH7I2rYsG3tX0VZpIfmQGAOKqME3qCWbicKt4KuGADOqvrgHH9cMQGshIgJyMRKsxohWbDnXw/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">(李佳琦帮张大奕带货,淘宝初代网红和新生代网红会师。)</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">能否创造新网红,<span style="color: black;">倘若</span><span style="color: black;">能够</span><span style="color: black;">做为</span>一个互联网平台<span style="color: black;">是不是</span><span style="color: black;">拥有</span>生命力的参考指标,<span style="color: black;">那样</span>2018年爆红全网的李佳琦<span style="color: black;">背面</span>,是<span style="color: black;">快速</span>崛起的淘宝直播。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2018年淘宝直播月增速达350%,全年拉动的GMV破1000亿,进店转化率超65%,共有81名淘宝主播年引导<span style="color: black;">营销</span>额过亿元,月收入达百万级的主播数量上百。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">有多个消费者在淘宝直播间购物额达到千万级,人均“剁手”2400元。淘宝直播还喊出了“3年GMV破5000亿”的口号。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">在3月30日的淘宝直播盛典上,淘宝内容电商事业部总经理闻仲<span style="color: black;">暗示</span>,经过淘宝直播三年的探索,直播<span style="color: black;">已然</span><span style="color: black;">作为</span>电商的标配而不是选配。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">一个有意思的现象是,淘宝直播在一二线城市覆盖率很高,五六线城市观看淘宝直播时长非常高、粉丝忠诚度越来越高。被拼多多截胡的下沉市场,淘宝从直播<span style="color: black;">这儿</span>迂回触达。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">在线购物的“人货场”被重构了。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/AVVlHsDhfTVyZMkH7I2rYsG3tX0VZpIfviav3T4nRU2FMns30nZeZ7o4k8KwSIhDT5Y62OgkxZlfTWSbbjUC3zg/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">淘宝、苏宁、蘑菇街、聚美优品等一批电商平台从2016年就<span style="color: black;">起始</span>做直播了,一度被认为蓝海,但几年来始终<span style="color: black;">处在</span>被直播“+”的边缘地位。而从去年<span style="color: black;">起始</span>,在互联网红利高峰过后,在平台对流量的饥渴症中,在受众<span style="color: black;">需要</span>的流动中,风口被造起来了。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">在花椒直播联合创始人于丹看来,直播是一种互联网语言表达方式,<span style="color: black;">况且</span>是一种最高级的表达方式。“直播上好内容林林总总,不只是<span style="color: black;">咱们</span><span style="color: black;">此刻</span>看到的模式(生活、秀场、游戏),这只是冰山一角,只是对市场的妥协和磨合。<span style="color: black;">直播<span style="color: black;">这般</span>一个工具,<span style="color: black;">将来</span>能承接<span style="color: black;">更加多</span>的内容。”</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">一种新的规则、玩法正在从暮气沉沉的直播行业里成长壮大。除了打赏,直播<span style="color: black;">步行到</span>了另一个离钱<span style="color: black;">近期</span>的<span style="color: black;">地区</span>。</span></p><span style="color: black;"><strong style="color: blue;"><span style="color: black;">1</span></strong></span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">蜜与奶之地?</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">电商带货这一变现方式在直播行业<span style="color: black;">初期</span>草莽<span style="color: black;">周期</span>就已成型。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">游戏主播算是最早吃螃蟹的人。有超高粘度的死忠粉们支持,主播们有的开设了淘宝店,有的与电商签约带货分成,有的则为淘宝店做代言,品类多为电竞主题的周边<span style="color: black;">制品</span>、肉松饼等扛饿零食。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">当直播2016年进入千帆竞技的火热<span style="color: black;">周期</span>,天猫、苏宁、蘑菇街、聚美优品等电商平台<span style="color: black;">亦</span>试水了直播业务。然而很长一段时间,电商直播还是<span style="color: black;">处在</span>从业者跌跌撞撞摸索规律的阶段。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">以淘宝直播为例,在平台方和行业参与者看来,淘宝直播历经三年,有过三波直播机遇。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">最初的参与者,<span style="color: black;">非常多</span>都是传统电商模式下的失意者,<span style="color: black;">例如</span>库存积压严重的商家。而平台的规则最初<span style="color: black;">亦</span>很粗糙,<span style="color: black;">例如</span>,淘宝直播<span style="color: black;">此刻</span>对主播进行分级进行流量初始匹配,<span style="color: black;">而淘宝直播曾经的算法对主播并不友好,每一次开播,流量、粉丝都从零<span style="color: black;">起始</span>,</span>有<span style="color: black;">有些</span>主播不敢生<span style="color: black;">孩儿</span>、出去玩,开播的时候不敢上厕所;有主播经不住流量的惊涛骇浪,就退出了。淘宝主播年淘汰率超过50%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">主播分两种,一种是商家自播,一种是达人汇集<span style="color: black;">各样</span>商品到直播间,卖货抽佣。<span style="color: black;">初期</span>的困难是,商家<span style="color: black;">经过</span>直播带货的意愿不强,主播分佣低,<span style="color: black;">乃至</span>要自己掏钱买样品,一场几十件商品下来,成本不低,成交转化又<span style="color: black;">没法</span><span style="color: black;">掌控</span>,很难赚到钱。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2017年,直播<span style="color: black;">公司</span><span style="color: black;">(电商直播语境中的公会、MCN)</span><span style="color: black;">作为</span>了淘宝直播里的新物种,帮主播招商、运营粉丝、做售后、外宣等工作。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">像纳斯<span style="color: black;">这般</span>的<span style="color: black;">公司</span>,还探索出一条<span style="color: black;">特殊</span>的“走播”模式,带着主播们到杭州各个市场、厂商直接对接“供应链”,现场带货,帮忙去库存。纳斯对这一成绩很自豪,<span style="color: black;">“2017年,<span style="color: black;">全部</span>杭州的尾货清得还不错。”</span>乃至于一段时间内,“供应链”有了这一模式下的专用内涵。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">供应链资源比较强的薇娅<span style="color: black;">亦</span>在2017年<span style="color: black;">起始</span>崛起。淘宝直播生态<span style="color: black;">起始</span>丰富、壮大。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_gif/AVVlHsDhfTVyZMkH7I2rYsG3tX0VZpIfOricPwYASu93qlFdeYhVBAaZtnnicUVflaUCWrAv17bmdQMmac6qbPEQ/640?wx_fmt=gif&tp=webp&wxfrom=5&wx_lazy=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">但很长一段时间,电商直播还是<span style="color: black;">处在</span>头部玩家闷声发大财,所有人跌跌撞撞摸索规律的<span style="color: black;">周期</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">纳斯负责人骨头告诉</span><span style="color: black;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">咱们</span></strong></span></span></span><span style="color: black;">,后来除了带货,在2017年自己<span style="color: black;">亦</span>尝试做店铺、供应链,<span style="color: black;">一月</span>大概是1000多万的<span style="color: black;">营销</span>额。但“后来<span style="color: black;">发掘</span>这个活太重,链路<span style="color: black;">尤其</span>长”,淘宝7到15天回款,一大笔钱要压在店铺里<span style="color: black;">始终</span>转,<span style="color: black;">况且</span>自己的店铺<span style="color: black;">想要</span>办法销库存,投入产出比不高,于是在18年初就把店铺这一波人全开掉了。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">赵圆圆问过<span style="color: black;">非常多</span>直播<span style="color: black;">公司</span>的老板,在看自家直播的时候在想什么,<span style="color: black;">非常多</span>人说“一种深刻的孤独感”。往前跑的时候,<span style="color: black;">大众</span>都有迷茫,<span style="color: black;">无</span>可参考借鉴的,不<span style="color: black;">晓得</span>能做多久,尤其是在直播<span style="color: black;">公司</span>倒闭的时候。<span style="color: black;">“2018年上半年,<span style="color: black;">非常多</span>人惶恐,<span style="color: black;">起始</span>讲收割流量。” <span style="color: black;">非常多</span>人不<span style="color: black;">晓得</span><span style="color: black;">她们</span><span style="color: black;">已然</span>站在了行业的最前端了,下半年这种声音小了。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2018年,淘宝直播推出的“主播排位赛”机制,<span style="color: black;">经过</span>一次次实打实的榜单,将能量惊人的淘宝带货主播们面纱揭开。越来越多的直播<span style="color: black;">公司</span><span style="color: black;">起始</span>反哺到供应链,绕过中间商直接从品牌方更低价拿“专供”商品,为主播量身打造个人品牌商品。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/AVVlHsDhfTVyZMkH7I2rYsG3tX0VZpIficgeTtZ60ULVpEYc78odG3asNyFM2ATiagThzUj3TeE5BfIzn0vQrA0Q/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">薇娅<span style="color: black;">便是</span><span style="color: black;">经过</span>排位赛打出了“淘宝直播一姐”的名头,淘宝粉丝400多万,2018全年成交额<span style="color: black;"><strong style="color: blue;">27亿</strong></span>。不久前在一场韩国的直播中,直播间外60多个品牌的老板、<span style="color: black;">制品</span>经理、明星代言接力出镜,单场卖出了<span style="color: black;"><strong style="color: blue;">85万单</strong></span>,装满了<span style="color: black;"><strong style="color: blue;">12个</strong></span>集装箱。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">淘宝总裁蒋凡曾经公开<span style="color: black;">暗示</span>,“以淘宝直播上的红人薇娅为例,能实现一场直播百万人观看,上亿成交额的成绩,<span style="color: black;">已然</span>不是点缀,而是<span style="color: black;">将来</span><span style="color: black;">商场</span>模式的主流。”</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/AVVlHsDhfTVyZMkH7I2rYsG3tX0VZpIft7UBkSa6SS0xFU1hxHM2W2e2icNhK7zia8FAgKuFwgAFsKdoRibfLb4IQ/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">去年双11,<span style="color: black;">非常多</span>淘宝店家<span style="color: black;">“把淘宝直播当作一个流量漏斗的终端”</span>,在<span style="color: black;">博客</span>、淘内动态、店铺主页<span style="color: black;">乃至</span>宝贝主页广泛地预告直播活动、挂直播链接。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">据淘宝直播<span style="color: black;">公司</span>漫秀的负责人陈亚伦回顾,最初做电商直播,和美妆品牌合作,<span style="color: black;">便是</span>运营拿着钱做推销;<span style="color: black;">逐步</span>地,直播从简单的工具,变成新粉收集、营销等一个生态。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/AVVlHsDhfTVyZMkH7I2rYsG3tX0VZpIfqw4Pzr8KBsmny4DtJLF8bSVemoundW472qUINpdibgK7UgvTZ7MuicsQ/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">(赵圆圆讲解淘宝直播的<span style="color: black;">商场</span>化路径:重构人货场)</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">电商直播较秀场直播的难度要高<span style="color: black;">非常多</span>。粉丝数的多少与电商转化率并不成正比,电商直播对主播<span style="color: black;">营销</span>素质的<span style="color: black;">需求</span>更高,产业链条<span style="color: black;">亦</span>更<span style="color: black;">繁杂</span>,<span style="color: black;">触及</span>到平台、主播、消费者、供应链基地、线上线下店铺、直播<span style="color: black;">公司</span>等。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">而相对的高门槛,<span style="color: black;">亦</span>让电商直播<span style="color: black;">无</span><span style="color: black;">快速</span>经历“千播大战”的流量透支,而是有着更长的红利期。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">据QuestMobile数据,<span style="color: black;">有<span style="color: black;">长时间</span>看直播习惯的用户大概1个多亿,电商消费群体5-6个亿,<span style="color: black;">那样</span>中间的交集是不是电商直播的用户?</span>在今日网红主办的直播与短视频峰会上,淘宝直播负责人赵圆圆抛出<span style="color: black;">这般</span>一个问题。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">答案是“否”。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">秀场、游戏直播男性为主,而电商直播75%是女性。<span style="color: black;">电商直播的受众人群是孵化出来的,这部分人群此前<span style="color: black;">乃至</span><span style="color: black;">基本</span>不是直播受众。</span>这是电商平台力推直播内容的出发点,将<span style="color: black;">本来</span><span style="color: black;">外边</span>的种草功能接入到电商平台内,形成一个完整的交易闭环;<span style="color: black;">增多</span>用户在电商平台上的内容消费时长,进一步<span style="color: black;">提高</span>GMV。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">10亿是一个<span style="color: black;">机构</span>,100亿是一个市场,1000亿<span style="color: black;">便是</span>一个行业了。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2018年,淘宝直播拉动了1000亿GMV。快手去年双十一前夕的直播电商节,散打哥单日<span style="color: black;">营销</span>额突破1.6亿,这个成绩<span style="color: black;">乃至</span>与淘宝直播一姐薇娅的最高纪录相当。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">抖音去年下半年加码电商、力推直播,试图从这个再度火热的电商直播市场上分一杯羹;老牌直播平台YY开创玉石品类电商直播,推出玉石电商平台“一件”;</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">陌陌<span style="color: black;">亦</span>在2018年初推出电商主播;YY、虎牙、NOW等多家直播平台开启“直播+电商”扶贫行动……整体来看,超<span style="color: black;">百姓</span>平台在这一<span style="color: black;">浪花</span>潮中扮演着最重要推手,而传统直播平台仍有些小打小闹。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/AVVlHsDhfTVyZMkH7I2rYsG3tX0VZpIfibfSFdmsTyr1MOvMlLm6hBqezIiagzEKDbiasCRYLTfXLicMpFOaiaeFMnw/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">直播电商<span style="color: black;">做为</span>一个独立的行业,<span style="color: black;">起始</span>越来越多受到市场关注。</span></p><span style="color: black;"><strong style="color: blue;"><span style="color: black;">2</span></strong></span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">风往哪里吹?</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">过去一年,<span style="color: black;">短视频、区块链、Vlog等真真假假、大<span style="color: black;">体积</span>小的风口吹起来,不少是被平台生造出来的,<span style="color: black;">例如</span>Vlog,更<span style="color: black;">大都是</span>一种内容形式,到<span style="color: black;">此刻</span>仍不成熟。而电商直播是<span style="color: black;">她们</span>抓住的相对有成长空间的一个。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">做为</span>这个行业里最大的玩家,淘宝直播的体量其实并不大。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">据新榜此前<span style="color: black;">得到</span>的行业数据,淘宝直播日活约为800~1000万,<span style="color: black;">每日</span>开播的主播有4万<span style="color: black;">上下</span>,带动1.7亿GMV。而淘宝日活在1.5亿以上,2018财年阿里零售GMV为4.8万亿。<span style="color: black;">亦</span><span style="color: black;">便是</span>说,直播占淘宝总流量的6%,<span style="color: black;">不外</span>带动了2%的<span style="color: black;">营销</span>额。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">“3年5000亿”的<span style="color: black;">目的</span>,<span style="color: black;">亦</span><span style="color: black;">便是</span>3年再拉动10%<span style="color: black;">上下</span>的GMV,这个<span style="color: black;">目的</span>从电商<span style="color: black;">方向</span>来看不算激进,但<span style="color: black;">针对</span>直播行业确是一剂猛药。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">为此,淘宝直播正在进入疯狂加buff的一年,推出独立APP,“造节”<span style="color: black;">目的</span><span style="color: black;">最少</span>20个,提出启明星、百千亿、亿百亿和村播 “四大计划”,直指批量复制李佳琦、数据算法赋能主播、打造直播基地、<span style="color: black;">增多</span>PGC、扶贫、利用新技术的历史机遇……</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">淘宝<span style="color: black;">日前</span>私域流量<span style="color: black;">已然</span>过半,<span style="color: black;">非常多</span>用户打开淘宝<span style="color: black;">再也不</span>搜索,而是直接看关注店铺的商品、内容,不是冲货来的,而是冲人来的。<span style="color: black;">但淘宝的<span style="color: black;">规律</span>还是货架<span style="color: black;">制品</span><span style="color: black;">规律</span>,直播只是<span style="color: black;">做为</span>传统货架及电商的<span style="color: black;">弥补</span>及升级迭代,在淘宝内的成交和流量占比都不是主流。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">今年春节<span style="color: black;">时期</span>,<span style="color: black;">由于</span>组织架构变动,<span style="color: black;">亦</span>是出于盘活私域流量的尝试,<span style="color: black;">淘宝直播推出了独立APP,拉出淘内直播之外的另一个团队专门运营。</span>取消了打赏功能的淘宝直播APP,运营思路和<span style="color: black;">办法</span>与淘内平台将大大<span style="color: black;">区别</span>。赵圆圆</span><span style="color: black;">解释,淘宝直播将越来越像一个直播圈的大卖场,秀场直播是商场里6层的KTV电影院,电商直播<span style="color: black;">便是</span>三四层卖东西的。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">垂直做电商直播APP在行业内<span style="color: black;">亦</span>并非<span style="color: black;">无</span>前例,而真正做起来的,一个都<span style="color: black;">无</span>。离了淘宝流量,这是淘宝直播惊险的“信仰之跃”。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="data:image/svg+xml,%3C%3Fxml version=1.0 encoding=UTF-8%3F%3E%3Csvg width=1px height=1px viewBox=0 0 1 1 version=1.1 xmlns=http://www.w3.org/2000/svg xmlns:xlink=http://www.w3.org/1999/xlink%3E%3Ctitle%3E%3C/title%3E%3Cg stroke=none stroke-width=1 fill=none fill-rule=evenodd fill-opacity=0%3E%3Cg transform=translate(-249.000000, -126.000000) fill=%23FFFFFF%3E%3Crect x=249 y=126 width=1 height=1%3E%3C/rect%3E%3C/g%3E%3C/g%3E%3C/svg%3E" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">淘宝直播<span style="color: black;">同期</span>在走向线下、改造线下。非标品,如玉石是天然适合电商直播途径的商品。2018年淘宝直播做了7个官方认证的直播基地,<span style="color: black;">包含</span>翡翠、珍珠、黄金、琥珀等类目,每一件商品都有质检证书。广州的四会市场<span style="color: black;">便是</span><span style="color: black;">尤其</span>典型的例子。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="data:image/svg+xml,%3C%3Fxml version=1.0 encoding=UTF-8%3F%3E%3Csvg width=1px height=1px viewBox=0 0 1 1 version=1.1 xmlns=http://www.w3.org/2000/svg xmlns:xlink=http://www.w3.org/1999/xlink%3E%3Ctitle%3E%3C/title%3E%3Cg stroke=none stroke-width=1 fill=none fill-rule=evenodd fill-opacity=0%3E%3Cg transform=translate(-249.000000, -126.000000) fill=%23FFFFFF%3E%3Crect x=249 y=126 width=1 height=1%3E%3C/rect%3E%3C/g%3E%3C/g%3E%3C/svg%3E" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">赵圆圆介绍,基地跟线下实体经济结合很好,<span style="color: black;">此刻</span>商场人流量<span style="color: black;">不足</span>,<span style="color: black;">能够</span>从线上拿流量,<span style="color: black;">每日</span>能有数百万人云逛街。基地店铺租金一交三年,淘宝拉的光纤宽带,进收货货检,<span style="color: black;">所有</span>围绕商场和物业方都围绕直播做了一套专业管理跟服务<span style="color: black;">方法</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">有的商场还推出一个旅游项目,“<span style="color: black;">每日</span>200个摊位6点一打铃集体上播,游客就站在楼上拍照,就跟做广播体操<span style="color: black;">同样</span>。”</span><span style="color: black;">每日</span>几百万人在云逛这个商场,商场达到百分之百的出租率。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">“今年<span style="color: black;">这般</span>的基地会在全国开到200个,<span style="color: black;">各样</span>类目都有,<span style="color: black;">包含</span>村播。”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">以330直播盛典为例的造节运动,<span style="color: black;">亦</span>旨在将直播间卖的<span style="color: black;">制品</span>从主流的服饰、美妆拓展到<span style="color: black;">更加多</span>类别,<span style="color: black;">同期</span>培养起<span style="color: black;">更加多</span>人观看电商直播的消费习惯。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">在淘内流量<span style="color: black;">不足</span>的<span style="color: black;">状况</span>下,“破圈”,去全网寻找<span style="color: black;">精细</span>流量,<span style="color: black;">亦</span>是淘宝直播的最新经验。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">李佳琦<span style="color: black;">能够</span>批量复制吗?</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">“完全<span style="color: black;">能够</span>!”赵圆圆毫不犹豫地</span><span style="color: black;">表态。“李佳琪是有<span style="color: black;">公众</span>网红属性的,进入粉丝增长瓶颈时,当时<span style="color: black;">意见</span>尝试往外走一走,<span style="color: black;">看淘宝主播能<span style="color: black;">不可</span>从外拿流量回来,测试很成功。</span>”给李佳琪淘内粉丝引入150万,所有的成交全在淘宝变现,<span style="color: black;">“扩散可能需要靠全域的流量做分发,淘宝<span style="color: black;">成为了</span>最后变现的收口部分。”</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">淘宝直播今年会培养一批<span style="color: black;">这般</span>的全域带货网红,“保守说5到10个,都是<span style="color: black;">招数</span>,不是<span style="color: black;">尤其</span>难。”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">纳斯<span style="color: black;">公司</span>负责人骨头预测,2019年是直播电商的一个爆发期,<span style="color: black;">有一个行业会出来,<span style="color: black;">各样</span>TP(TaoBao Partner)涌现,<span style="color: black;">包含</span>直播代营、<span style="color: black;">中间商</span>等等。</span>淘宝直播<span style="color: black;">公司</span>运营<span style="color: black;">亦</span>会进入一个更加精细的<span style="color: black;">周期</span>,利用好<span style="color: black;">本来</span>的粉丝,<span style="color: black;">例如</span>用数据对粉丝加权,精细运营。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">淘宝直播里像纳斯<span style="color: black;">这般</span>的<span style="color: black;">公司</span>有600多家,今年平台规划达到2000家。骨头</span><span style="color: black;">分析<span style="color: black;">叫作</span>,应该会让不少有实力的娱乐平台直播工会介入进来。“<span style="color: black;">爱奇艺那边投了一家<span style="color: black;">公司</span></span>,好多大的平台<span style="color: black;">亦</span>投了<span style="color: black;">公司</span>。”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">在YY位居Top 1,在虎牙、花椒等直播平台都排在Top 5的公会<span style="color: black;">众妙娱乐</span>就进行了业务<span style="color: black;">调节</span>,“政策趋严,传统平台的主播签约金额<span style="color: black;">广泛</span>下降,原有的吸粉方式<span style="color: black;">亦</span><span style="color: black;">再也不</span>适用。”<span style="color: black;"> 众妙娱乐</span>曾在2016年小小试水电商直播,在2018年下半年又在杭州专门设立了电商直播子<span style="color: black;">机构</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">骨头喊出口号,“2018年纳斯的<span style="color: black;">营销</span>额是10个亿,2019年<span style="color: black;">目的</span>40个亿!”</span></p><span style="color: black;"><strong style="color: blue;"><span style="color: black;">3</span></strong></span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">平台暗战</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">“直播加电商肯定是一个方向,<span style="color: black;">大众</span>都在做。”YY直播运营总经理尚鹏超坦陈,“<span style="color: black;">然则</span>这个事儿冷暖自知吧,谁做谁<span style="color: black;">晓得</span>。有什么量级,做什么样的<span style="color: black;">商场</span>模式。GMV很容易做,但真正能<span style="color: black;">不可</span>赚到钱是一个问题,利润率肯定不如打赏高。”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">YY的电商顾虑其实是传统直播平台<span style="color: black;">一起</span>问题,“淘宝、天猫、京东、唯品会流量是很高的,<span style="color: black;">仅有</span><span style="color: black;">这般</span>,做电商直播<span style="color: black;">才可</span>赚到钱。”YY在2018年初<span style="color: black;">起始</span>做了电商平台“一件”,并引入到YY平台支持“直播购”业务,<span style="color: black;">但品类只聚焦在文玩玉石,走高净值的非标品。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">据尚鹏超透露,YY的电商<span style="color: black;">将来</span>品类<span style="color: black;">亦</span>不会扩张,<span style="color: black;">亦</span>不会跳接淘宝外链,仍将<span style="color: black;">做为</span>一个独立第三方的电商直播顺势生长。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="data:image/svg+xml,%3C%3Fxml version=1.0 encoding=UTF-8%3F%3E%3Csvg width=1px height=1px viewBox=0 0 1 1 version=1.1 xmlns=http://www.w3.org/2000/svg xmlns:xlink=http://www.w3.org/1999/xlink%3E%3Ctitle%3E%3C/title%3E%3Cg stroke=none stroke-width=1 fill=none fill-rule=evenodd fill-opacity=0%3E%3Cg transform=translate(-249.000000, -126.000000) fill=%23FFFFFF%3E%3Crect x=249 y=126 width=1 height=1%3E%3C/rect%3E%3C/g%3E%3C/g%3E%3C/svg%3E" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">过去一段时间,传统直播平台的增速<span style="color: black;">每一个</span>季度都在下降,但头部平台的营收仍然在增长,活得很好。有“利润率更高”的打赏业务傍身,它们<span style="color: black;">无</span>动力花大精力去撕另<span style="color: black;">一起</span>肉。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">但其他<span style="color: black;">百姓</span>级的平台绝不甘心于此止步。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">近几个月业界流传抖音将封掉淘宝外链,但始终难以求证。淘宝直播内部人士</span><span style="color: black;">证实了<span style="color: black;">这事</span>,“抖音马上说下个月要屏蔽淘宝链接了,建墙了。”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">从去年下半年头条<span style="color: black;">起始</span>大力推直播功能,李佳琦<span style="color: black;">亦</span><span style="color: black;">起始</span>在抖音上做直播,<span style="color: black;">不外</span>抖音短视频和直播的电商带货流量<span style="color: black;">最后</span>大都流到了淘宝。去年10月起,头条<span style="color: black;">起始</span>做自己的电商平台,做抖音小店,要<span style="color: black;">起始</span>做闭环。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">赵圆圆透露,“我前脚签了一堆供应链,它(抖音)后脚跟又把供应链签了一遍。于是这些供应链又给淘宝直播供货,又给抖音、快手供货。”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">在抖音电商这个<span style="color: black;">行业</span>,<span style="color: black;">已然</span><span style="color: black;">起始</span>生长出许多“抖商”服务<span style="color: black;">公司</span>,<span style="color: black;">供给</span><span style="color: black;">包含</span>开通抖音电商、抖音电商直播的服务。某抖商服务<span style="color: black;">公司</span>仿佛看到了星辰大海,其</span><span style="color: black;"><span style="color: black;">暗示</span>,<span style="color: black;">她们</span>将始终<span style="color: black;">供给</span>代理业务,“直到抖音颠覆淘宝和<span style="color: black;">微X</span>。”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">而快手的电商生态野蛮生长的速度<span style="color: black;">更加是</span>令人咋舌。平台整体GMV数据很难准确统计,<span style="color: black;">日前</span>快手电商<span style="color: black;">非常多</span>还是依靠<span style="color: black;">外边</span>链接、<span style="color: black;">微X</span><span style="color: black;">伴侣</span>圈,平台不怎么<span style="color: black;">挣钱</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">不外</span>,快手的思路与抖音<span style="color: black;">同样</span>,<span style="color: black;">亦</span>要做闭环。快手去年底<span style="color: black;">亦</span>推出了官方的快手小店,并针对直播电商进行了一系列的<span style="color: black;">制品</span>运营功能完善,引入如涵、网红猫、金镝互动、卡美啦四家电商服务商为快手商家<span style="color: black;">供给</span>货源、<span style="color: black;">途径</span>和运营支持。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">非常多</span>新<span style="color: black;">公司</span>借快手电商的东风<span style="color: black;">快速</span>崛起。坚果文化去年<span style="color: black;">起始</span>做火山、快手直播,<span style="color: black;">日前</span>旗下经纪人就<span style="color: black;">已然</span>达到300人。“去年11月<span style="color: black;">起始</span>,快手直播<span style="color: black;">起始</span>向电商倾斜。”去年快手散打哥的电商节活动,<span style="color: black;">便是</span>坚果幕后策划支持的。“天时地利人和之下,<span style="color: black;">每一个</span>月能有20%的增长。”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">而这些新起的平台,对直播、电商的规则<span style="color: black;">火速</span>就摸到了门路。坚果文化创始人王宁告诉剁椒娱投,“不<span style="color: black;">选取</span>官方的服务商,自己做更<span style="color: black;">挣钱</span>啊。”在杭州参加今日网红举办的直播短视频峰会<span style="color: black;">时期</span>,王宁特地来谈了两条头部的女装供应链,要以鞍山为中心,覆盖<span style="color: black;">全部</span>东北三省,做服装、换妆品的供应链。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">平台做直播电商,对网红、供应链进行争夺,本质上都是争夺越来越稀缺的流量,尤其是高变现率的流量。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="data:image/svg+xml,%3C%3Fxml version=1.0 encoding=UTF-8%3F%3E%3Csvg width=1px height=1px viewBox=0 0 1 1 version=1.1 xmlns=http://www.w3.org/2000/svg xmlns:xlink=http://www.w3.org/1999/xlink%3E%3Ctitle%3E%3C/title%3E%3Cg stroke=none stroke-width=1 fill=none fill-rule=evenodd fill-opacity=0%3E%3Cg transform=translate(-249.000000, -126.000000) fill=%23FFFFFF%3E%3Crect x=249 y=126 width=1 height=1%3E%3C/rect%3E%3C/g%3E%3C/g%3E%3C/svg%3E" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">而<span style="color: black;">日前</span>看来,淘宝直播与其他平台的直播的竞争点<span style="color: black;">已然</span><span style="color: black;">显现</span>错位,在其他平台还在做电商<span style="color: black;">基本</span><span style="color: black;">设备</span>建设的时候,淘宝直播<span style="color: black;">已然</span><span style="color: black;">起始</span>深入工厂、农场和市场,引导线下产业转型。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">从“电商+直播”走向“产业+直播”,在赵圆圆的展望中,<span style="color: black;">“淘宝直播很可能<span style="color: black;">作为</span>横跨新零售到新制造的重要工具”。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">而在于丹看来,直播能承载<span style="color: black;">更加多</span>的内容,<span style="color: black;">2019年可能有的机会,一是直播加电商,二是直播加综艺。</span>“只要有内容的创新,应该会是一个新的流量池机会。”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">本文授权转载自公众号「<span style="color: black;">剁椒娱投</span>」<span style="color: black;">(ID:ylwanjia)</span>。<span style="color: black;">文案</span>所属观点不<span style="color: black;">表率</span>「抖商传媒」立场,转载请联系原作者。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">Ps.<a style="color: black;"><span style="color: black;">怎样</span>用手机拍好短视频?秘诀在<span style="color: black;">这儿</span></a></span></strong><span style="color: black;"><strong style="color: blue;">☜☜☜点击阅读,<span style="color: black;">认识</span>详情。</strong></span></p>
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