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東南亞電商利潤空間遭嚴重擠壓

東南亞電商利潤空間遭嚴重擠壓
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🐯閱讀原文： 虎嗅
#e-commerce#cross-border-trade#profitabilityshopee,-lazada,-tiktok-shopshopeelazadatiktok shop

💡了解東南亞電商平台成本結構的劇變，優化您的跨境業務策略。

⚡ 30-Second TL;DR

有什麼變化

Shopee 與 Lazada 等主要平台自 2025 年起頻繁調漲費用。

為什麼重要

平台經濟模式的轉變迫使賣家必須優化供應鏈，並採用更先進的 AI 庫存與行銷工具，以在微薄的利潤中生存。

下一步行動

導入基於 AI 的動態定價與自動化廣告出價工具，以在高收費環境中最大化投資報酬率 (ROI)。

誰應關注：Founders & Product Leaders

關鍵要點

  • •Shopee 與 Lazada 等主要平台自 2025 年起頻繁調漲費用。
  • •賣家總佣金與服務費佔比現已高達營收的 30% 至 50%。
  • •小型賣家利潤空間極度壓縮，部分賣家淨利率甚至低於 1%。
  • •平台正從補貼驅動的成長模式轉向高收費的變現階段。

🧠 深度解析

Web-grounded analysis with 27 cited sources.

🔑 增強重點摘要

  • •Shopee introduced a 5% technical support fee across Singapore, Malaysia, Thailand, and Vietnam in February 2026, adding to the overall cost burden for sellers.
  • •TikTok Shop significantly raised its commission rates in Vietnam in March 2026, reaching 12.5% for marketplace sellers and 14.5% for mall sellers, a substantial increase from previous rates of 2-3%.
  • •Lazada Singapore implemented a uniform 3% commission increase for both Marketplace and LazMall sellers effective February 9, 2026, though sellers participating in the Seller Promo+ Advantage (SPA) program are exempt and instead pay a fixed 4% service fee.
  • •TikTok Shop by Tokopedia introduced a fixed order handling fee of IDR 1,250 per successfully shipped order in Indonesia from August 2025, in addition to revised category-specific commission rates.
  • •Beyond traditional commissions, Shopee's monetization strategy in 2025 diversified to include significant revenue streams from advertising, logistics, and fintech services, marking a shift from pure expansion to profitability discipline.
📊 競品分析▸ Show
PlatformCommission/Fees (2025-2026)Key Features/StrategyMarket Share/Traffic (Benchmarks)
Shopee2-8% seller fees (general); 5% technical support fee (SG, MY, TH, VN, Feb 2026); Additional program fees (3-6% combined for Free Shipping/Cashback)Shifted to defensive scaling and profitability discipline in 2025; Diversified revenue streams to include advertising, logistics, and fintech services; Strong focus on mobile-native experience and gamificationLeader in Southeast Asia e-commerce with 48% GMV share in 2023; 8M monthly visits (e.g., Singapore, 2026); 400M active buyers and 20M sellers in 2025
Lazada1-6.5% commission (category/market); 3-8% for LazMall; Payment processing fee 1.5-2%; Uniform 3% increase in SG (Feb 2026), but SPA program offers fixed 4% service fee; Performance-based commission discounts (0.5-1%) for high-performing sellers (2025)Positions itself as a more premium, brand-focused marketplace (LazMall); Invested $100M in affiliate marketing program (May 2025); Leverages Alibaba's AI capabilities for localized listings and pricing16.4% GMV market share in SEA (2023); 6M monthly visits (e.g., Singapore, 2026); Annual sales of US$33,426M in 2025
TikTok Shop (incl. Tokopedia)Varies by country/seller type; Vietnam: 12.5% (marketplace), 14.5% (mall) from March 2026; Transaction fees (e.g., 2.16% MY, 3.21% TH); Fixed order handling fee IDR 1,250 (Indonesia, Aug 2025); 3% service fee for pre-order products (Indonesia); Overall commission rates in SEA rose >10 percentage points since 2021Aggressive commission increases and shift to revenue-generating model; Strengthening local merchant advantages with more traffic support; Focus on content commerce and live-streaming14.2% GMV market share in SEA (2023, combined with Tokopedia); Accounts for 97% of online platform GMV in Vietnam (with Shopee, 2025)
AmazonFee waiver for new sellers from Southeast Asian countriesLate entrant to SEA market (2017); Focus on global selling and positioning Vietnam as an e-commerce export hub by 2026; Enhancing product innovation and services for sellersTrails market leaders, finished 12th most used e-commerce portal in Singapore (prior to 2022)

🔮 前景展望AI analysis grounded in cited sources

E-commerce platforms in Southeast Asia will continue to prioritize profitability and market control over aggressive market share expansion in the near term.
Major players like Shopee are guiding for sustained GMV growth while maintaining or improving EBITDA, indicating a focus on financial discipline alongside growth.
The trend of increasing fees and stricter localization requirements will accelerate the consolidation of the seller base on major platforms.
Higher operational costs and preferential treatment for local entities will make it increasingly difficult for small, cross-border sellers to compete, leading to their exit or absorption.
Social commerce platforms, particularly TikTok Shop, will continue to drive significant shifts in market dynamics, forcing traditional marketplaces to adapt their monetization and engagement strategies.
TikTok Shop's aggressive commission increases and focus on content commerce have already impacted overall market commission rates and pushed competitors to invest in similar features.

⏳ 時間線

2016
Alibaba becomes a major shareholder in Lazada, signaling a significant investment in Southeast Asian e-commerce.
2024-09
TikTok Shop by Tokopedia introduced a tiered commission structure (1-10%) for Mall and Marketplace sellers.
2025-08
Tokopedia (TikTok Shop by Tokopedia) implemented a fixed order handling fee of IDR 1,250 per order and revised category-specific commissions.
2025-09
TikTok Shop implemented substantial fee increases in Southeast Asian markets, shifting to a revenue-generating pricing model.
2025-11
Lazada increased commission rates for marketplace sellers, with some product clusters seeing rises up to 22.5%.
2026-02
Shopee introduced a 5% technical support fee across Singapore, Malaysia, Thailand, and Vietnam.
🐯閱讀原文： 虎嗅
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