ABOUT THE SPEAKER
Angela Wang - Retail expert
BCG's Angela Wang works with a broad range of clients in China on strategy formulation, business development and operational excellence.

Why you should listen

Angela Wang is a core member of The Boston Consulting Group’s retail sector in Greater China. Her projects have included helping a leading Chinese regional retailer develop an omnichannel strategy for its grocery and department store businesses and redesign its organization, processes, and KPIs. She worked with a regional Chinese multiformat retailer on a store portfolio strategy and a roadmap for expanding its department, mall and grocery chains. For the same client, she identified ways to achieve operational excellence and developed 5-year financial forecasts by category.

Wang also evaluated opportunities for a Chinese fashion and apparel retailer to grow in multiple categories, and she recommended a strategy to expand its key brands across a network of stores nationally.

Before joining BCG in 2010, Wang was a senior project manager at Monitor. She also interned at JPMorgan Chase.

More profile about the speaker
Angela Wang | Speaker | TED.com
TED@BCG Milan

Angela Wang: How China is changing the future of shopping

王安琪: 中國如何改變購物的未來

Filmed:
1,767,798 views

零售專家王安琪說,中國是個巨大的創新實驗室。五億個中國消費者相當於美國、英國和德國人口的總和;而這麼一大群人用手機購物,意味著什麼呢?來了解更多這嶄新、特方便、超靈活和極社交的購物體驗。
- Retail expert
BCG's Angela Wang works with a broad range of clients in China on strategy formulation, business development and operational excellence. Full bio

Double-click the English transcript below to play the video.

00:12
This is my nephew外甥,
0
560
1960
這是我的侄子。
00:15
Yuan Yuan.
1
3280
1296
圓圓。
00:16
He's five years年份 old,
2
4600
1496
五歲的他非常可愛。
00:18
super adorable可愛的.
3
6120
1280
00:20
I asked him the other day,
4
8360
1976
有一天我問他:
00:22
"What would you like
for your birthday生日 this year?"
5
10360
2360
「今年想要什麼生日禮物?」
00:25
He said, "I want to have
a one-way單程 mirror鏡子 Spider-Man蜘蛛俠 mask面具."
6
13360
4080
他說:「我想要個眼罩
是單面鏡的蜘蛛俠面具。 」
00:30
I had absolutely絕對 no idea理念
what he was talking about,
7
18000
2776
我根本不知道他說的是什麼,
00:32
so I said, "Wow, that's really cool,
8
20800
1976
所以問他:「哇,聽起來很酷,
00:34
but how are you going to get it?"
9
22800
1572
要怎麼才能得到呢? 」
00:37
He told me, without a blink of his eyes眼睛,
10
25120
2896
他不假思索地回答:
00:40
"I'm going to tell my mom媽媽
and make a wish希望 before I go to bed.
11
28040
4079
「我會告訴媽媽,並且在睡前許個願。
00:44
My mom媽媽 will go to shake her mobile移動 phone電話.
12
32759
1961
媽媽會把手機搖一搖。
00:47
The next下一個 morning早上, the delivery交貨 uncle叔叔
will give it to me when I wake喚醒 up."
13
35400
4280
第二天早上我起床時,
送貨的叔叔就送到了。」
00:53
I was about to tease him,
14
41320
1976
我本想逗他一下,
00:55
but suddenly突然 I realized實現
15
43320
1776
但突然意識到
00:57
he was simply只是 telling告訴 me the truth真相,
16
45120
2336
他只是告訴我實話,
00:59
the truth真相 of what shopping購物
looks容貌 like for this generation.
17
47480
4136
是他這代人眼裡看到的購物實況。
01:03
If you think of it,
for a child兒童 like Yuan Yuan,
18
51640
3616
仔細想想,對圓圓這樣的孩子來說,
01:07
shopping購物 is a very different不同 idea理念
19
55280
2296
購物的概念
與我們這代人印像中的大不相同。
01:09
compared相比 to what
my generation had in mind心神.
20
57600
2896
01:12
Shopping購物 is always doneDONE on mobile移動,
21
60520
2256
他們總是用手機購物,
01:14
and payment付款 is all virtual虛擬.
22
62800
2079
以虛擬付款。
01:18
A huge巨大 shopping購物 revolution革命
is happening事件 in China中國 right now.
23
66000
4480
此時中國正進行著購物的革命巨變;
01:23
Shopping購物 behaviors行為,
and also technology技術 platforms平台,
24
71120
3856
購物行為和技術平台的演變,
01:27
have evolved進化 differently不同
than elsewhere別處 in the world世界.
25
75000
2856
已迥異於世界其他各地。
01:29
For instance, e-commerce電子商務
in China中國 is soaring沖天.
26
77880
3896
例如,空前的中國電商榮景,
01:33
It's been growing生長 at twice兩次 the speed速度
of the United聯合的 States狀態
27
81800
2816
以美國的兩倍速度成長,
01:36
and a lot of the growth發展
is coming未來 from mobile移動.
28
84640
2640
而其中相當大的部分來自行動設備。
01:39
Every一切 month, 500 million百萬 consumers消費者
29
87920
4776
每個月有五億個消費者
01:44
are buying購買 on mobile移動 phones手機,
30
92720
2096
用手機購物;
01:46
and to put that into context上下文,
31
94840
1736
具體來說,
01:48
that is a total population人口
of the United聯合的 States狀態,
32
96600
3216
相當於美國、英國
01:51
UK聯合王國 and Germany德國 combined結合.
33
99840
2440
和德國的人口總和。
01:55
But it is not just about
the scale規模 of the e-commerce電子商務,
34
103040
3856
不僅牽涉到電商的規模,
01:58
it is the speed速度 of adoption採用
and the aggregation聚合 of the ecosystems生態系統.
35
106920
4576
採用的速度和生態系統
聚集的程度也是。
02:03
It took China中國 less than five years年份
to become成為 a country國家 of mobile移動 commerce商業,
36
111520
4496
不到五年,中國已成為行動商務的巨頭,
02:08
and that is largely大部分 because
of the two technology技術 platforms平台,
37
116040
5136
這主要歸功於兩大技術平台:
02:13
Alibaba阿里巴巴 and Tencent騰訊.
38
121200
1520
阿里巴巴和騰訊。
02:15
They own擁有 90 percent百分 of the e-commerce電子商務 --
39
123120
3576
二者掌握著 90% 的電商業務,
02:18
pretty漂亮 much the whole整個 market市場 --
40
126720
1656
幾乎是整個市場,
02:20
85 percent百分 of social社會 media媒體,
41
128400
2335
還掌握 85% 的社群媒體,
02:22
85 percent百分 of internet互聯網 payment付款.
42
130759
3137
和 85% 的網路支付。
02:25
And they also own擁有 large volumes
of digital數字 content內容, video視頻, online線上 movie電影,
43
133920
6536
他們也擁有大量的數位內容:
影片、線上電影、
02:32
literature文學, travel旅行 information信息, gaming賭博.
44
140480
3160
文學、旅遊資訊、遊戲。
02:37
When this huge巨大 base基礎 of mobile移動 shoppers消費者
45
145200
3256
當龐大的行動購物消費者
02:40
meets符合 with aggregated匯總 ecosystems生態系統,
46
148480
2456
遇上了聚集的生態系統,
02:42
chemical化學 reactions反應 happen發生.
47
150960
1856
就會產生化學反應。
02:44
Today今天, China中國 is like a huge巨大 laboratory實驗室
48
152840
2616
當今的中國像是個巨大的實驗室,
02:47
generating發電 all sorts排序 of experiments實驗.
49
155480
2816
正做著各式各樣的實驗。
02:50
You should come to China中國,
50
158320
1456
你們應該來中國看看,
02:51
because here you will get
a glimpse一瞥 into the future未來.
51
159800
3600
因為在這裡能夠一窺
未來世界的樣貌。
02:56
One of the trends趨勢 I have seen看到
concerns關注 the spontaneity自發性 of shopping購物.
52
164520
4240
我觀察到自發性的購物趨勢。
03:01
Five years年份 ago, in a fashion時尚 study研究,
53
169440
2056
五年前在研究流行趨勢時,
03:03
we found發現 that on average平均,
54
171520
1456
我們發現中國消費者
03:05
a Chinese中文 consumer消費者 would be buying購買
five to eight pairs of shoes.
55
173000
3936
平均買五到八雙鞋子。
03:08
This number tripled三倍
to reach達到 about 25 pairs of shoes a year.
56
176960
4376
如今這數字已經成長三倍,
成為每年約買 25 雙。
03:13
Who would need so many許多 pairs of shoes?
57
181360
2560
誰會需要這麼多鞋子呢?
03:16
So I asked them,
"What are the reasons原因 you buy購買?"
58
184520
3136
所以我詢問他們:「為什麼購買?」
03:19
They told me a list名單 of inspirations靈感:
59
187680
2656
他們告訴我刺激他們消費的清單:
03:22
blogs博客, celebrity名人 news新聞,
fashion時尚 information信息.
60
190360
4656
部落格、名人的新聞、時尚的消息。
03:27
But really, for many許多 of them,
there was no particular特定 reason原因 to buy購買.
61
195040
3456
而事實上,許多人
並沒有具體的購物理由,
03:30
They were just browsing瀏覽
on their mobile移動 site現場
62
198520
2496
通常他們只在行動設備上瀏覽網頁,
03:33
and then buying購買 whatever隨你 they saw.
63
201040
2120
看到什麼就買什麼。
03:36
We have observed觀察到的 the same相同 level水平
of spontaneity自發性 in everything,
64
204560
4256
我們見到幾乎在每件事上
都有同等程度的自發性,
03:40
from grocery雜貨 shopping購物
to buying購買 insurance保險 products製品.
65
208840
3680
從購買日用品到買保險。
03:46
But it is not very difficult
to understand理解 if you think about it.
66
214240
3576
仔細想想,不難理解這種行為。
03:49
A lot of the Chinese中文 consumers消費者
are still very new
67
217840
2736
很多的中國消費者才剛開始接觸
03:52
in their middle-class中產階級
or upper-middle-class上層中產階級 lifestyles生活方式,
68
220600
3216
中產或中上層社會的生活方式,
03:55
with a strong強大 desire慾望
to buy購買 everything new,
69
223840
2976
他們有強烈的慾望
想要買每一樣新東西、
03:58
new products製品, new services服務.
70
226840
2056
新產品、新服務。
04:00
And with this integrated集成 ecosystem生態系統,
71
228920
2696
有了整合的生態系統,
04:03
it is so easy簡單 for them to buy購買,
one click點擊 after another另一個.
72
231640
4480
買東西輕而易舉,
一個接著一個的點選。
04:09
However然而, this new shopping購物 behavior行為
is creating創建 a lot of challenges挑戰
73
237520
4496
然而,這種新的消費行為
產生了很多的新挑戰
04:14
for those once-dominant一度佔優勢 businesses企業.
74
242040
2736
給那些曾經稱霸過的業者面對。
04:16
The owner所有者 of a fashion時尚 company公司
told me that he's so frustrated受挫
75
244800
3856
一個時裝公司的東主
對我訴說他的挫折,
04:20
because his customers顧客 keep complaining抱怨的
that his products製品 are not new enough足夠.
76
248680
4120
因為顧客一直抱怨他的產品不夠新,
04:25
Well, for a fashion時尚 company公司,
really bad comment評論.
77
253320
2800
對時裝公司而言是很糟糕的評價。
04:29
And he already已經 increased增加 the number
of products製品 in each collection採集.
78
257519
3457
他已經增加每個系列的新品數量,
但好像沒什麼效果。
04:33
It doesn't seem似乎 to work.
79
261000
1200
04:34
So I told him there's something
more important重要 than that.
80
262800
3416
我告訴他更重要的是
04:38
You've got to give your consumer消費者
exactly究竟 what they want
81
266240
3456
必須滿足顧客的確切需求,
而且要及時地滿足。
04:41
when they still want it.
82
269720
1240
04:43
And he can learn學習 something
from the online線上 apparel服飾 players玩家 in China中國.
83
271720
4536
他可以向中國的網路服裝供應商學習。
04:48
These companies公司, they collect蒐集
real真實 consumer消費者 feedback反饋
84
276280
3256
這些公司收集真正的顧客反饋,
04:51
from mobile移動 sites網站, from social社會 media媒體,
85
279560
2496
從行動裝置和社群媒體上收集,
04:54
and then their designers設計師
will translate翻譯 this information信息
86
282080
3296
然後他們設計的團隊
把這些資訊轉化成產品的構想,
04:57
into product產品 ideas思路,
87
285400
1696
04:59
and then send發送 them
to microstudiosmicrostudios for production生產.
88
287120
3480
再送去小型工作室生產。
05:03
These microstudiosmicrostudios are really key
in this overall總體 ecosystem生態系統,
89
291160
3816
這些小型工作室
是整個生態系統的關鍵,
05:07
because they take small orders命令,
90
295000
2176
因為他們接受小量訂單,
05:09
30 garments服裝 at a time,
91
297200
2176
一次 30 件,
05:11
and they can also make
partially部分 customized定制 pieces.
92
299400
3200
還能小部分客製化。
05:15
The fact事實 that all these production生產 designs設計
93
303800
3176
由於一系列的生產和設計
05:19
are doneDONE locally本地,
94
307000
1456
都在當地完成,
05:20
the whole整個 process處理, from transporting傳輸
to product產品 on shelf or online線上
95
308480
4536
整個從運輸到上架或上網的過程
05:25
sometimes有時 takes only three to four days.
96
313040
2576
有時短到只需三到四天,
05:27
That is super fast快速,
97
315640
1696
堪稱神速,
05:29
and that is highly高度 responsive響應
to what is in and hot on the market市場.
98
317360
3616
是對市場流行和熱賣的高效率反應,
05:33
And that is giving enormous巨大 headaches頭痛
to traditional傳統 retailers零售商
99
321000
4296
致使每年只推出幾個限量款的
傳統零售商極為頭痛。
05:37
who are only thinking思維
about a few少數 collections集合 a year.
100
325320
2840
05:42
Then there's a consumer's消費者 need
for ultraconvenienceultraconvenience.
101
330280
3400
此外還有消費者對超便利的需求。
05:46
A couple一對 of months個月 ago,
I was shopping購物 with a friend朋友 in Tokyo東京.
102
334240
3216
幾個月前,我和朋友在東京逛街。
05:49
We were in the store商店,
103
337480
1256
我們在一家店裡,
05:50
and there were three to four people
standing常設 in front面前 of us
104
338760
2816
前面排了三四個人等著收銀機結賬。
05:53
at the checkout查看 counter計數器.
105
341600
1456
05:55
Pretty漂亮 normal正常, right?
106
343080
1536
很正常,對吧?
05:56
But both of us dropped下降 our selection選擇
107
344640
2776
但是我們兩人都放下了挑好的東西,
05:59
and walked away.
108
347440
1200
離開了商店。
06:01
This is how impatient不耐煩 we have become成為.
109
349440
2240
我們變得如此沒有耐心。
06:04
Delivering交付 ultraconvenienceultraconvenience
is not just something nice不錯 to have.
110
352560
3856
有超便捷的遞送不僅僅好,
06:08
It is crucial關鍵 to make sure
your consumer消費者 actually其實 buys購買.
111
356440
3080
還是顧客購買與否的真正關鍵。
06:12
And in China中國, we have learned學到了
112
360360
2176
我們在中國發現,
06:14
that convenience方便 is really the glue
that will make online線上 shopping購物
113
362560
4136
便捷才會真正使人們
06:18
a behavior行為 and a habit習慣 that sticks.
114
366720
2976
上網購物的行為和習慣持久,
06:21
It is sometimes有時 more effective有效
than a loyalty忠誠 program程序 alone單獨.
115
369720
3576
有時甚至勝過只靠以客為尊的方案。
06:25
Take Hema赫馬.
116
373320
1696
舉「盒馬」為例,
06:27
It's a retail零售 grocery雜貨 concept概念
developed發達 by Alibaba阿里巴巴.
117
375040
4040
這是一個阿里巴巴推廣的零售概念
06:31
They deliver交付 a full充分 basket of products製品
118
379600
1976
他們把滿滿一籃貨品
06:33
from 4,000 SKUs單品 to your doorstep門階
119
381600
3256
從四千個最小存貨單位送到你家門口
06:36
within 30 minutes分鐘.
120
384880
1856
不超過三十分鐘。
06:38
What is amazing驚人 is that they deliver交付
literally按照字面 everything:
121
386760
4096
不可思議的是幾乎每樣東西都遞送:
06:42
fruits水果, vegetables蔬菜, of course課程.
122
390880
2216
當然包括水果、蔬菜,
06:45
They also deliver交付 live生活 fish
123
393120
2336
還遞送活魚
06:47
and also live生活 Alaska阿拉斯加州 king國王 crab螃蟹.
124
395480
2320
和活生生的阿拉斯加帝王蟹。
06:50
Like my friend朋友 once一旦 told me,
125
398960
2256
如同朋友有次對我說的:
06:53
"It's really my dream夢想 coming未來 true真正.
126
401240
1696
「簡直是夢想成真。
06:54
Finally最後, I can impress my mother-in-law岳母
127
402960
2936
我終於可以在婆婆不打招呼
06:57
when she comes to visit訪問 me
for dinner晚餐 unexpectedly不料."
128
405920
2976
就過來吃晚飯時使她服氣了。 」
07:00
(Laughter笑聲)
129
408920
3296
(笑聲)
07:04
Well, companies公司
like Amazon亞馬遜 and FreshDirectfreshdirect
130
412240
2656
亞馬遜和新鮮直達這些公司
07:06
are also experimenting試驗 in the same相同 field領域.
131
414920
2896
也在同一領域實驗著。
07:09
The fact事實 that Hema赫馬
is part部分 of the Alibaba阿里巴巴 ecosystem生態系統
132
417840
3576
盒馬因為隸屬於阿里巴巴生態系統,
07:13
makes品牌 it faster更快 and also
a bit easier更輕鬆 to implement實行.
133
421440
3520
得以更快、更容易施行。
07:17
For an online線上 grocery雜貨 player播放機,
134
425760
1896
對網路零售商家而言,
07:19
it is very difficult, very costly昂貴,
135
427680
2816
快遞一整籃貨品
07:22
to deliver交付 a full充分 basket quickly很快,
136
430520
2776
不容易做且成本很高,
07:25
but for Hema赫馬, it's got a mobile移動 app應用,
137
433320
2616
但是盒馬有自己的應用程式、
07:27
it's got mobile移動 payment付款,
138
435960
1656
自己的行動支付,
07:29
and also it's built內置 20 physical物理 stores商店
in high-density高密度 areas in Shanghai上海.
139
437640
5696
還在上海鬧區開設了二十家實體店。
07:35
These stores商店 are built內置
to ensure確保 the freshness新鮮 of the product產品 --
140
443360
3896
開設這些店面以確保產品新鮮度──
07:39
they actually其實 have
fish tanks坦克 in the store商店 --
141
447280
2896
他們店裡真的有水族箱──
07:42
and also to give locations地點
that will enable啟用 high-speed高速 delivery交貨.
142
450200
4280
同時也得以快速發貨、送貨。
07:46
I know the question you have on your mind心神.
143
454920
2016
我知道你們心裡疑惑著:
07:48
Are they making製造 money?
144
456960
1256
他們獲利了嗎?
07:50
Yes, they are making製造 money.
145
458240
1336
是的,他們有盈餘,
07:51
They are breaking破壞 even,
146
459600
1256
他們的收支平衡。
07:52
and what is also amazing驚人
is that the sales銷售 revenue收入 per store商店
147
460880
3576
更不可思議的是每個店面的銷售額
07:56
is three to four times higher更高
than the traditional傳統 grocery雜貨 store商店,
148
464480
4016
都高於傳統的零售店面三到四倍,
08:00
and half of the revenue收入 orders命令
are coming未來 from mobile移動.
149
468520
3640
而營收的一半來自行動端的訂單。
08:05
This is really proof證明 that a consumer消費者,
150
473040
2856
這證明了對消費者而言,
08:07
if you give them ultraconvenienceultraconvenience
that really works作品 in grocery雜貨 shopping購物,
151
475920
3576
如果提供他們真正要用的
超便捷零售購物體驗,
08:11
they're going to switch開關
their shopping購物 behaviors行為 online線上,
152
479520
2856
他們立刻就會轉為上網購物。
08:14
like, in no time.
153
482400
1200
08:17
So ultraconvenienceultraconvenience and spontaneity自發性,
154
485480
3096
而超便捷和自發性
08:20
that's not the full充分 story故事.
155
488600
1856
還不是故事的全部。
08:22
The other trend趨勢 I have seen看到 in China中國
156
490480
2136
我在中國見到的另一趨勢
08:24
is social社會 shopping購物.
157
492640
1240
是社群購物。
08:26
If you think of social社會 shopping購物
elsewhere別處 in the world世界,
158
494440
2616
在世界上其他地方的社群購物
08:29
it is a linear線性 process處理.
159
497080
1440
通常是個線性的過程。
08:31
You pick up something on FacebookFacebook的,
160
499560
2136
你在臉書上留意到一樣東西,
08:33
watch it, and you switch開關 to Amazon亞馬遜
161
501720
2616
看了一會兒,
然後登入亞馬遜或品牌網去買,
08:36
or brand.comCOM to complete完成
the shopping購物 journey旅程.
162
504360
2696
08:39
Clean清潔 and simple簡單.
163
507080
1656
輕而易舉。
08:40
But in China中國 it is a very different不同 thing.
164
508760
3096
但在中國截然不同。
08:43
On average平均, a consumer消費者 would spend
one hour小時 on their mobile移動 phone電話 shopping購物.
165
511880
4736
消費者平均花一小時用手機購物,
08:48
That's three times higher更高
than the United聯合的 States狀態.
166
516640
2656
是美國的三倍。
08:51
Where does the stickiness粘性 come from?
167
519320
1936
黏著度從哪裡來的呢?
08:53
What are they actually其實 doing
on this tiny little screen屏幕?
168
521280
3400
他們在小小的手機螢幕上
到底做些什麼?
08:57
So let me take you
on a mobile移動 shopping購物 journey旅程
169
525120
2456
讓我帶你們來一趟
行動上網的購物旅程,
08:59
that I usually平時 would be experiencing經歷.
170
527600
1920
是我平常的體驗。
09:03
11pm下午, yes, that's usually平時 when I shop.
171
531000
2960
晚上 11 點,沒錯,
我通常在這個時間購物。
09:06
I was having a chat in a WeChat
chatroom聊天室 with my friends朋友.
172
534800
3616
我本來在微信聊天室跟朋友聊天。
09:10
One of them took out a pack of snack小吃
173
538440
2096
有人拿出一包零食,
09:12
and posted發布 the product產品 link鏈接
in that chatroom聊天室.
174
540560
3280
還在聊天室裡張貼產品的連結網站。
09:16
I hate討厭 it, because usually平時
I would just click點擊 that link鏈接
175
544320
3696
我討厭那行為,
因為通常那會使我本能地
點選那連結而登入網站。
09:20
and then land土地 on the product產品 page.
176
548040
2616
09:22
Lots of information信息, very colorful華美,
177
550680
2256
網頁的內容很豐富,色彩絢麗,
09:24
mind-blowing令人興奮.
178
552960
1416
讓人眼前一亮。
09:26
Watched it and then
a shop assistant助理 came來了 online線上
179
554400
2736
看了一會兒,一個購物助理上線,
09:29
and asked me, "How can I
help you tonight今晚?"
180
557160
3056
問我:「今晚有什麼我幫得上忙?」
09:32
Of course課程 I bought that pack of snack小吃.
181
560240
2176
當然我買了那包零食。
09:34
What is more beautiful美麗 is I know
that the next下一個 day, around noontime中午,
182
562440
4056
更妙的是我很清楚
在第二天的中午時分,
09:38
that pack of snack小吃
will be delivered交付 to my office辦公室.
183
566520
2856
那包零食就會被送到我的辦公室,
09:41
I can eat it and share分享 it
with my colleagues同事
184
569400
2616
供我食用以及和同事們分享,
09:44
and the cost成本 of delivery交貨,
maximum最大值 one dollar美元.
185
572040
2880
而快遞的費用不超過一美元。
09:48
Just when I was about to leave離開
that shopping購物 site現場,
186
576240
2936
正當我要離開那網頁時,
09:51
another另一個 screen屏幕 popped膨化 up.
187
579200
1856
又跳出一個視窗,
09:53
This time it is the livestreaming即時串流
of a grassroots基層 celebrity名人
188
581080
4656
內容是一個草根網紅的直播,
09:57
teaching教學 me how to wear穿
a new color顏色 of lipstick口紅.
189
585760
3256
教我如何用新款色彩的唇膏打扮自己。
10:01
I watched看著 for 30 seconds --
very easy簡單 to understand理解 --
190
589040
3096
我看了 30 秒,簡單易懂,
10:04
and also there is
a shopping購物 link鏈接 right next下一個 to it,
191
592160
3056
旁邊還有一個購買的連結,
10:07
clicked點擊 it, bought it in a few少數 seconds.
192
595240
2640
點一下,幾秒鐘就買好了。
10:10
Back to the chatroom聊天室.
193
598600
1496
回到了聊天室,
10:12
The gossiping閒聊 is still going on.
194
600120
1856
大家還在閒聊著。
10:14
Another另一個 friend朋友 of mine posted發布 the QRqr code
195
602000
2856
另一個朋友張貼了二維碼,
10:16
of another另一個 pack of snack小吃.
196
604880
1656
是另一種零食的,
10:18
Clicked按一下 it, bought it.
197
606560
1520
又點選買了。
10:21
So the whole整個 experience經驗
198
609080
1576
整個購物體驗
10:22
is like you're exploring探索
in an amusement娛樂 park公園.
199
610680
3776
就像是在逛遊樂園,
10:26
It is chaotic混亂的, it is fun開玩笑
200
614480
2616
混亂而有趣,
10:29
and it's even a little bit addictive上癮.
201
617120
2400
甚至還使人上癮。
10:32
This is what's happening事件
when you have this integrated集成 ecosystem生態系統.
202
620520
4416
有了整合的生態系統就會這樣,
10:36
Shopping購物 is embedded嵌入式 in social社會,
203
624960
2696
購物被包藏在社交行為裡,
10:39
and social社會 is evolving進化
into a multidimensional多維 experience經驗.
204
627680
4696
而社交進化為多方的體驗。
10:44
The integration積分 of ecosystems生態系統
reaches到達 a whole整個 new level水平.
205
632400
3696
整合的生態系統達到全新的層次,
10:48
So does its dominance霸主地位
in all aspects方面 of our life.
206
636120
3320
以致支配了我們全方位的生活。
10:52
And of course課程, there are huge巨大
commercial廣告 opportunities機會 behind背後 it.
207
640720
3616
當然背後有龐大的商機。
10:56
A Chinese中文 snack小吃 company公司, Three Squirrels松鼠,
208
644360
2816
「三只松鼠」這家中國零嘴公司
10:59
built內置 a half-a-billion-dollar半10億美元 business商業
in just three years年份
209
647200
3776
在三年內建起五億美元的商業規模,
11:03
by investing投資 in 300 to 500 shop assistants助理
210
651000
3816
靠的是投資三到五百名購物助理,
11:06
who are going to be online線上
to provide提供 services服務 24/7.
211
654840
4136
全年全天 24 小時無休地提供線上服務。
11:11
In the social社會 media媒體 environment環境,
212
659000
2016
在社群媒體裡,
11:13
they are like your neighborhood鄰里 friends朋友.
213
661040
1936
他們就像是你的鄰居。
11:15
Even when you are not buying購買 stuff東東,
214
663000
1696
即時你不購物,
11:16
they will be happy快樂 to just tell you
a few少數 jokes笑話 and make you happy快樂.
215
664720
3400
他們也會愉快地講些笑話讓你開心。
11:21
In this integrated集成 ecosystem生態系統,
216
669000
2096
在這個整合的生態系統裡,
11:23
social社會 media媒體 can really redefine重新定義
the relationship關係 between之間 brand,
217
671120
4456
社群媒體真的能重新定義品牌、
11:27
retailer零售商 and consumer消費者.
218
675600
2000
零售商以及消費者之間的關係。
11:31
These are only fragments片段
of the massive大規模的 changes變化
219
679440
3456
這些只是我在中國見到
大型巨變中的一小部分。
11:34
I have seen看到 in China中國.
220
682920
1696
11:36
In this huge巨大 laboratory實驗室,
221
684640
1976
在這個巨大的實驗室裡,
11:38
a lot of experiments實驗
are generated產生 every一切 single day.
222
686640
3680
每天都進行著許多的實驗。
11:43
The ecosystems生態系統 are reforming改革,
223
691040
2496
生態系統正重建
11:45
supply供應 chain distribution分配,
marketing營銷, product產品 innovation革新,
224
693560
4176
供應鏈、行銷、產品創新的
11:49
everything.
225
697760
1216
每一面向。
11:51
Consumers消費者 are getting得到 the power功率
to decide決定 what they want to buy購買,
226
699000
4256
消費者取回購物的決定權,
要買什麼、
11:55
when they want to buy購買 it,
227
703280
1296
在什麼時候買、
11:56
how they want to buy購買 it,
how they want to social社會.
228
704600
3016
如何買、如何社交。
11:59
It is now back to business商業
leaders領導者 of the world世界
229
707640
3416
現在球回到全球商業領袖的手上,
12:03
to really open打開 their eyes眼睛,
see what's happening事件 in China中國,
230
711080
3336
他們應該真正張開眼
看清楚中國發生了什麼,
12:06
think about it and take actions行動.
231
714440
3000
思考和行動。
12:10
Thank you.
232
718320
1216
謝謝。
12:11
(Applause掌聲)
233
719560
2800
(掌聲)
12:19
Massimo馬西莫 PortincasoPortincaso: Angela安吉拉,
what you shared共享 with us
234
727760
2480
馬西莫 坡特卡索:安琪,
妳的分享真令人印象深刻,
幾乎難以置信。
12:22
is truly impressive有聲有色 and almost幾乎 incredible難以置信,
235
730260
2120
12:24
but I think many許多 in the audience聽眾
had the same相同 question that I had,
236
732400
5256
但我想許多聽眾和我有同樣的問題,
12:29
which哪一個 is:
237
737680
1216
那就是:
12:30
Is this kind of impulsive浮躁 consumption消費
238
738920
3336
這種強迫式的消費,
12:34
both economically經濟 and environmentally環保
sustainable可持續發展 over the longer term術語?
239
742280
4216
能在經濟和在環境上永續嗎?
12:38
And what is the total price價錢 to be paid支付
240
746520
3736
總體而言得要付出多少代價
12:42
for such這樣 an automizedautomized
and ultraconvenientultraconvenient retail零售 experience經驗?
241
750280
4696
來支撐這樣自動化、
超級便捷的零售體驗呢?
12:47
Angela安吉拉 Wang: Yeah.
One thing we have to keep in mind心神
242
755000
2896
王安琪:是的。
我們應該牢記
12:49
is really, we are at the very beginning開始
of a huge巨大 transformation轉型.
243
757920
3720
我們正站在巨變之初這件事。
12:54
So with this trading貿易 up
needs需求 of the consumer消費者,
244
762200
3136
有這樣的消費交易需求,
12:57
together一起 with the evolution演化
of the ecosystem生態系統,
245
765360
3136
連同生態系統的進化,
13:00
there are a lot of opportunities機會
and also challenges挑戰.
246
768520
3776
就會面臨許多的機會和挑戰。
13:04
So I've seen看到 some early signs跡象
247
772320
1576
我已看到早期的徵兆,
13:05
that the ecosystems生態系統
are shifting their focus焦點
248
773920
2856
生態系統已轉而關注
13:08
to pay工資 attention注意
to solve解決 these challenges挑戰.
249
776800
2576
要解決所面對的挑戰。
13:11
For example, paying付款 more
consideration考慮 to sustainability可持續性
250
779400
4256
例如:更關注永續,
13:15
alongside並肩 just about speed速度,
251
783680
1936
不只看重速度、數量,
13:17
and also quality質量 over quantity數量.
252
785640
2856
還重「質」多於重「量」。
13:20
But there are really
no simple簡單 answers答案 to these questions問題.
253
788520
2936
但這些問題沒有簡單的答案。
13:23
That is exactly究竟 why
I'm here to tell everyone大家
254
791480
2616
我今天告訴各位的正是:
13:26
that we need to watch it, study研究 it,
and play a part部分 in this evolution演化.
255
794120
4880
我們得注意、研究,
並在這進化裡扮演一角。
(馬西莫)非常謝謝妳。
13:31
MPMP: Thank you very much.
256
799680
1536
13:33
AWAW: Thank you.
257
801240
1216
(安琪)謝謝你。
13:34
(Applause掌聲)
258
802480
2640
(掌聲)
Translated by Helen Chang
Reviewed by S Sung

▲Back to top

ABOUT THE SPEAKER
Angela Wang - Retail expert
BCG's Angela Wang works with a broad range of clients in China on strategy formulation, business development and operational excellence.

Why you should listen

Angela Wang is a core member of The Boston Consulting Group’s retail sector in Greater China. Her projects have included helping a leading Chinese regional retailer develop an omnichannel strategy for its grocery and department store businesses and redesign its organization, processes, and KPIs. She worked with a regional Chinese multiformat retailer on a store portfolio strategy and a roadmap for expanding its department, mall and grocery chains. For the same client, she identified ways to achieve operational excellence and developed 5-year financial forecasts by category.

Wang also evaluated opportunities for a Chinese fashion and apparel retailer to grow in multiple categories, and she recommended a strategy to expand its key brands across a network of stores nationally.

Before joining BCG in 2010, Wang was a senior project manager at Monitor. She also interned at JPMorgan Chase.

More profile about the speaker
Angela Wang | Speaker | TED.com