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Sandalwood數據顯示:2023年淘寶天貓佔電商大盤45%

近日,商務部公佈,2023年全國網上零售額達15.42萬億元,增量達1.64萬億,連續11年穩居全球第一。

其中,東、中、西部和東北地區網絡零售額佔全國比重分別為83.3%、9.4%、5.9%和1.4%。其中,中部地區網絡零售額增長16.5%,高出全國5.5個百分點;西部、東部和東北部地區增速分別為15.7%、10.1%和4.7%。

分行業看,2023年B2C網絡零售額增長13.0%,佔網絡零售額比重為81.3%,C2C網絡零售額增長2.7%,佔網絡零售額比重為18.7%。另據Sandalwood電商監測數據,2023年電商大盤(京東、淘寶、天貓、抖音、快手、拼多多)中,淘寶天貓佔比為45%,符合研究機構的普遍預測,繼續保持行業領先地位。

業內人士分析表示,根據市場份額測算,淘寶天貓去年的GMV大概在7萬億左右,考慮到閒魚、1688以及線下零售業務的成交額,整個阿里中國零售GMV是在7-8萬億之間,這和21年阿里財報公佈的7.49萬億吻合。

商務部表示,2023年網絡消費等新業態新模式場景消費有所恢復,2024年將商務部今年將以“消費促進年”為主線,繼續出台針對性強的政策措施,激發有潛能的消費。

最新一季阿里財報顯示,該季度淘天在線GMV取得同比增長。在“雙11”大促成功後,季度後半段訂單量同比雙位數增長。另外,在保留及拓展高端消費者方面取得成功,88VIP會員數量超過 3200萬,繼續實現同比雙位數增長。

此前,埃森哲等國際諮詢機構明確表示,堅定看好中國消費市場,隨着消費回暖,消費潛力不斷釋放,未來中國消費市場前景可觀。

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