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Alibaba Likely to Face Limited Negative Impact From Removal of Exclusivity Measures -- Market Talk

Alibaba Likely to Face Limited Negative Impact From Removal of Exclusivity Measures -- Market Talk

阿里巴巴取消排他性措施可能面临有限负面影响--市场谈话
Dow Jones Newswires ·  2021/04/12 05:02

DJ Alibaba Likely to Face Limited Negative Impact From Removal of Exclusivity Measures -- Market Talk

DJ阿里巴巴可能面临取消排他性措施的有限负面影响-市场对话

0902 GMT - Alibaba is unlikely to suffer any substantial negative impact on merchant numbers and overall transaction volumes on its e-commerce platforms even though authorities have ordered the company to remove exclusivity measures, Citi says. While Alibaba may face slightly slower transaction growth after allowing all merchants to set up outlets on other platforms, Citi reckons the dilution impact would be limited as the company has always faced intense competition from Pinduoduo, JD and Tencent, and many merchants have found ways to sell on alternative platforms. Citi does expect Alibaba to lower operation costs for merchants on its platforms, including reducing data-insight fees and offering more services for free. (yifan.wang@wsj.com)

0902GMT-花旗表示，阿里巴巴不太可能对其电子商务平台上的商家数量和整体交易量造成任何实质性的负面影响，尽管当局已命令该公司取消排他性措施。尽管在允许所有商家在其他平台上开设网点后，阿里巴巴可能面临略有放缓的交易增长，但花旗认为，稀释影响将是有限的，因为该公司一直面临来自平多多、京东和腾讯的激烈竞争，许多商家已经找到了在替代平台上销售的方法。花旗确实预计阿里巴巴将降低商家在其平台上的运营成本，包括降低数据洞察费和免费提供更多服务。(yifan.wang@wsj.com)

(END) Dow Jones Newswires

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April 12, 2021 05:02 ET (09:02 GMT)

2021年4月12日05：02美国东部时间(格林尼治标准时间09：02)

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