韩国电商竞争加剧！Kakao 将与前子公司Kakao commerce 再合并

韩国电商竞争加剧！Kakao 将与前子公司Kakao commerce 再合并-爱客盛AIECOMS var _hmt=_hmt||[];_hmt.push(["_setAutoPageview",!1])

window.__NUXT__=(function(a,b,c,d,e,f,g,h,i,j,k,l,m,n,o,p,q,r,s,t,u,v,w,x,y,z,A,B,C,D,E,F,G,H,I,J,K,L){return {layout:"index",data:[{id:r,info:{id:r,title:s,thumb:"https:\u002F\u002Fai-img.aiecoms.com\u002Fpicture\u002F2021-06-25\u002F60d5a1e1abb28.jpg",author:m,published_time:"06-25",category_id:j,content:"\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E根据韩联社的报道，\u003Cstrong\u003E韩国互联网公司Kakao将收购两年多前独立的电商子公司Kakao commerce，以追赶NAVER、Coupang等电商巨头。\u003C\u002Fstrong\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: center; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E\u003Cstrong\u003E\u003Cimg src=\"\u002F\u002Fai-img.aiecoms.com\u002Fcontent\u002FPicture\u002F2021-06-25\u002F1624613362694164.jpg\" alt=\"20210623000662_0.jpg\" data-ratio=\"0.5646153846153846\" data-w=\"650\" _src=\"\u002F\u002Fai-img.aiecoms.com\u002Fcontent\u002FPicture\u002F2021-06-25\u002F1624613362694164.jpg\"\u002F\u003E\u003C\u002Fstrong\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; line-height: 2em; letter-spacing: 1px; text-align: center;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E（图源网络，侵删）\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003EKakao commerce在6月22日的董事会会议上审议此次合并计划后，\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei"; caret-color: red;\"\u003EKakao有望于今年第三季度100%收购Kakao commerce。如果此次收购顺利，Kakao commerce将在自2018年12月从Kakao拆分出去后，于近3年后重回总公司怀抱。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E\u003Cstrong\u003EKakao正凭借其聊天软件Kakao talk的强大流量，积极拓展电商市场。\u003C\u002Fstrong\u003E但与电商头部企业相比较，Kakao规模仍有一定的差距。\u003Cstrong\u003E据Naver披露，去年该公司电商销售额达到\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei"; color: rgb(255, 0, 0);\"\u003E28万亿韩元\u003C\u002Fspan\u003E，Coupang的销售额也超过\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei"; color: rgb(255, 0, 0);\"\u003E20万亿韩元\u003C\u002Fspan\u003E。但Kakao旗下的种种电商平台销售额合计仅为\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei"; color: rgb(255, 0, 0);\"\u003E5万亿韩元\u003C\u002Fspan\u003E。\u003C\u002Fstrong\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: center; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E\u003Cstrong\u003E\u003Cimg src=\"\u002F\u002Fai-img.aiecoms.com\u002Fcontent\u002FPicture\u002F2021-06-25\u002F1624613362787427.jpg\" alt=\"643x0w.jpg\" data-ratio=\"0.6251944012441679\" data-w=\"643\" _src=\"\u002F\u002Fai-img.aiecoms.com\u002Fcontent\u002FPicture\u002F2021-06-25\u002F1624613362787427.jpg\"\u002F\u003E\u003C\u002Fstrong\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; line-height: 2em; letter-spacing: 1px; text-align: center;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E（图源网络，侵删）\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E\u003Cstrong\u003ENaver在韩国电子商务市场的份额为18%，其次是Coupang，占据13%，Kakao 则只有 2%。\u003C\u002Fstrong\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E\u003Cstrong\u003E不过在6月15日，Kakao的收盘价首次超过了主要竞争对手Naver，成为了韩国市值第三高的公司。\u003C\u002Fstrong\u003E虽然市值暂时超过Naver，但是Naver的收入和营业利润依然比Kakao要高。Naver 去年的收入为 5.3 万亿韩元（47 亿美元），而 Kakao 的收入约为 4.2 万亿韩元（38 亿美元）。\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E\u003Cstrong\u003EKakao 正试图通过下半年新推出的开放电子商务平台将自己与 Naver 和 Coupang 区分开来。\u003C\u002Fstrong\u003EKakao 将在 2021 年下半年推出一项新服务，暂定名为 Kakao Store，以进军开放市场平台业务，就像 Naver和 Coupang一样。\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E迄今为止，Kakao作为一个特殊类型的市场平台进入电子商务市场，只提供有限的服务，如送礼、团购和预购。\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003ENaver Shopping的盈利方式是从使用其平台的卖家那里收取佣金，Kakao 表示，其 Kakao Store 的收入模式将与 Naver 不同。\u003Cstrong\u003EKakao Store 将不收取任何佣金，并向卖家提供客户数据，取而代之，广告收入将成为 Kakao Store的收入来源。  \u003C\u002Fstrong\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E分析师表示，由于 Kakao 计划在国内电子商务领域更广泛地占有一席之地，与之前专注于团购等细分市场相比，战略发生了重大变化。\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E随着韩国电商行业的竞争加剧，Kakao计划与子公司合并后成为综合性电子商务平台，Kakao在今年必将对电商业务投入巨大资金，再加上其不收取佣金的运营方式，或许是卖家入驻Kakao电商平台的好时机。\u003C\u002Fspan\u003E\u003C\u002Fp\u003E",content_preview:"\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E根据韩联社的报道，\u003Cstrong\u003E韩国互联网公司Kakao将收购两年多前独立的电商子公司Kakao commerce，以追赶NAVER、Coupang等电商巨头。\u003C\u002Fstrong\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: center; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E\u003Cstrong\u003E\u003Cimg src=\"\u002F\u002Fai-img.aiecoms.com\u002Fcontent\u002FPicture\u002F2021-06-25\u002F1624613362694164.jpg\" alt=\"20210623000662_0.jpg\" data-ratio=\"0.5646153846153846\" data-w=\"650\" _src=\"\u002F\u002Fai-img.aiecoms.com\u002Fcontent\u002FPicture\u002F2021-06-25\u002F1624613362694164.jpg\"\u002F\u003E\u003C\u002Fstrong\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; line-height: 2em; letter-spacing: 1px; text-align: center;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E（图源网络，侵删）\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003EKakao commerce在6月22日的董事会会议上审议此次合并计划后，\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei"; caret-color: red;\"\u003EKakao有望于今年第三季度100%收购Kakao commerce。如果此次收购顺利，Kakao commerce将在自2018年12月从Kakao拆分出去后，于近3年后重回总公司怀抱。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E\u003Cstrong\u003EKakao正凭借其聊天软件Kakao talk的强大流量，积极拓展电商市场。\u003C\u002Fstrong\u003E但与电商头部企业相比较，Kakao规模仍有一定的差距。\u003Cstrong\u003E据Naver披露，去年该公司电商销售额达到\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei"; color: rgb(255, 0, 0);\"\u003E28万亿韩元\u003C\u002Fspan\u003E，Coupang的销售额也超过\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei"; color: rgb(255, 0, 0);\"\u003E20万亿韩元\u003C\u002Fspan\u003E。但Kakao旗下的种种电商平台销售额合计仅为\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei"; color: rgb(255, 0, 0);\"\u003E5万亿韩元\u003C\u002Fspan\u003E。\u003C\u002Fstrong\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: center; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E\u003Cstrong\u003E\u003Cimg src=\"\u002F\u002Fai-img.aiecoms.com\u002Fcontent\u002FPicture\u002F2021-06-25\u002F1624613362787427.jpg\" alt=\"643x0w.jpg\" data-ratio=\"0.6251944012441679\" data-w=\"643\" _src=\"\u002F\u002Fai-img.aiecoms.com\u002Fcontent\u002FPicture\u002F2021-06-25\u002F1624613362787427.jpg\"\u002F\u003E\u003C\u002Fstrong\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; line-height: 2em; letter-spacing: 1px; text-align: center;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E（图源网络，侵删）\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E\u003Cstrong\u003ENaver在韩国电子商务市场的份额为18%，其次是Coupang，占据13%，Kakao 则只有 2%。\u003C\u002Fstrong\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 25px; white-space: normal; text-align: justify; line-height: 2em; letter-spacing: 1px;\"\u003E\u003Cspan style=\"font-family: 微软雅黑, "Microsoft YaHei";\"\u003E\u003Cstrong\u003E不过在6月15日，Kakao的收盘价首次超过了主要竞争对手Naver，成为了韩国市值第三高的公司。\u003C\u002Fstrong\u003E虽然市值暂时超过Naver，但是Naver的收入和营业利润依然比Kakao要高。Naver 去年?...\u003C\u002Fspan\u003E\u003C\u002Fp\u003E",browse_permission:b,allow_copy:a,browse_card:[],attachments:[],browse_percent:100,tags:[e,"Kakao","韩国电商"],summary:t,hits:123,category:{id:j,name:u}},canBrowse:v,title:s,desc:t,keyword:"跨境电商,Kakao,韩国电商",isVip:d,visible:d,advertising:{params:{endpoint:"pc",webpage:"article_detail_page"},list:[]}}],fetch:{"data-v-85cddf88:0":{keyword:c,query:{page:b,page_size:20,shuffle:b,is_recommend:a,is_top:a},activityList:[{id:"45mqb5",title:"2022全球跨境电商云选品直播节-20场专场选品会（供应商报名入口）",banner:w,banner_mobile:w,pv:908,pv_on:b,start_time:x,end_time:y,booth_id:a,booth_on:a,tags:[],virtual_num:55,subscribe_qrcode:z,type:f,extra_time_check:a,extra_time_value:n,tagIndex:g,quota:A,signup_num:26,remain_quota:274,full_address:B,price_period:o,tag:g,is_end:d,member_permit:d,member_price_period:c,tagText:p},{id:"M5pXG5",title:"2022全球跨境电商云选品直播节-20场专场选品会（卖家报名入口）",banner:C,banner_mobile:C,pv:859,pv_on:b,start_time:x,end_time:y,booth_id:a,booth_on:a,tags:[],virtual_num:133,subscribe_qrcode:z,type:f,extra_time_check:a,extra_time_value:n,tagIndex:g,quota:1000,signup_num:36,remain_quota:964,full_address:B,price_period:o,tag:g,is_end:d,member_permit:d,member_price_period:c,tagText:p},{id:"v5AOM1",title:"运筹帷“沃”,决胜2022--Walmart全球电商招商私享会",banner:D,banner_mobile:D,pv:1665,pv_on:b,start_time:"2022\u002F04\u002F07 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