TikTok Shop包裹量反超SPX，东南亚电商竞争格局重塑_老虎社区_美港股上老虎

TikTok Shop包裹量反超SPX，东南亚电商竞争格局重塑

壹览商业01-21

Momentum Works报告显示，2025年东南亚电商竞争加剧，TikTok Shop包裹量增速迅猛，极兔速递日均配送2650万件，同比增73.6%，其中多数来自其订单，量已超Shopee旗下SPX Express 18%。虽TikTok Shop GMV仍低于Shopee，但差距持续缩小。报告预测2026年其包裹量或追平Shopee，Shopee将强化即时配送防守。市场竞争已从价格战转向效率...

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