MercadoLibre与巴西竞争对手Casas Bahia达成新合作，将销售其产品

环球市场播报2025-10-23

电商企业MercadoLibre与巴西零售商卡萨巴伊亚（Casas Bahia）于 10 月 23 日（周四）共同宣布，根据双方新达成的长期商业合作协议，MercadoLibre将从 11 月起在其平台上销售卡萨巴伊亚的产品。　　两家公司的高管向路透社表示，此举有望提升MercadoLibre在其核心市场巴西的份额，尤其在卡萨巴伊亚的主营业务 —— 电子产品与家用电器等品类中；同时，这也将推动...

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products","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MELI":1.5},"content_text":"电商企业MercadoLibre与巴西零售商卡萨巴伊亚（Casas Bahia）于 10 月 23 日（周四）共同宣布，根据双方新达成的长期商业合作协议，MercadoLibre将从 11 月起在其平台上销售卡萨巴伊亚的产品。\n　　两家公司的高管向路透社表示，此举有望提升MercadoLibre在其核心市场巴西的份额，尤其在卡萨巴伊亚的主营业务 —— 电子产品与家用电器等品类中；同时，这也将推动卡萨巴伊亚的销售额增长。\n　　双方未披露此次合作的财务条款及销售预期。\n　　总部位于乌拉圭的MercadoLibre，其核心业务是运营第三方产品销售电商平台，同时也开展直接面向消费者的自营销售业务；而卡萨巴伊亚的业务模式则恰好相反（以自营为主，第三方销售为辅）。\n　　MercadoLibre巴西区电商业务负责人费尔南多・尤尼斯（Fernando Yunes）表示：“我认为此次合作蕴含巨大协同效应。卡萨巴伊亚在家用电器、电子产品及家具品类中拥有极强的领先地位和庞大的业务规模。”\n　　高管们透露，由于在处理电视、冰箱等大型产品方面，卡萨巴伊亚的专业能力优于MercadoLibre，因此将由卡萨巴伊亚负责大部分运输物流工作。\n　　凭借电商平台业务，MercadoLibre已成为拉丁美洲市值最高的企业，但该公司一直难以在电子产品和家用电器品类中复制其在其他领域的成功模式。\n　　尤尼斯指出，在巴西大型家用电器（如烤箱、冰箱）市场，MercadoLibre的市场份额仅约为其整体平均市场份额的四分之一。\n　　对于卡萨巴伊亚而言，此次合作或能推动其销售额增长。这家拥有 70 余年历史的零售商在巴西设有超 1000 家门店，目前正推进 2023 年启动的债务与运营重组进程。\n　　卡萨巴伊亚首席执行官雷纳托・富兰克林（Renato Franklin）在谈及销售第三方产品的电商平台时表示：“此次合作标志着我们正式进入一个增长显著且预计未来数年仍将保持良好增长态势的渠道。”\n　　近几个月来，巴西电商领域的参与者（包括MercadoLibre、冬海集团旗下的 Shopee 以及亚马逊）通过扩大免运费政策和持续开展促销活动，不断加剧了市场竞争。\n　　去年，巴西零售商兼电商企业玛格 azine Luiza 与中国电商平台速卖通（AliExpress）已达成销售合作，双方可在彼此平台上销售产品。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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