{"id":135016,"date":"2025-11-19T13:05:06","date_gmt":"2025-11-19T12:05:06","guid":{"rendered":"https:\/\/www.retaildetail.be\/?p=135016"},"modified":"2025-11-19T13:05:07","modified_gmt":"2025-11-19T12:05:07","slug":"pdd-holdings-proprietaire-de-temu-met-en-garde-contre-une-incertitude-encore-plus-grande","status":"publish","type":"post","link":"https:\/\/www.retaildetail.be\/fr\/news\/general\/pdd-holdings-proprietaire-de-temu-met-en-garde-contre-une-incertitude-encore-plus-grande\/","title":{"rendered":"PDD Holdings, qui poss\u00e8de Temu, s’attend \u00e0 une p\u00e9riode de turbulences"},"content":{"rendered":"\n

Au cours du dernier trimestre, le chiffre d’affaires de PDD Holdings<\/strong>, la soci\u00e9t\u00e9 m\u00e8re de Temu<\/strong>, a moins augment\u00e9. L’acteur du commerce \u00e9lectronique tente de s\u00e9duire les consommateurs, alors que la concurrence et la pression gouvernementale s’intensifient. N\u00e9anmoins, ses b\u00e9n\u00e9fices ont encore grimp\u00e9 de 14 %.<\/p>\n\n\n\n

Une Singles’ Day moins exub\u00e9rante<\/h2>\n\n\n\n

PDD a d\u00e9pass\u00e9 les pr\u00e9visions de b\u00e9n\u00e9fices au troisi\u00e8me trimestre avec une hausse de 14 % : le b\u00e9n\u00e9fice par action ajust\u00e9 s’est \u00e9tabli \u00e0 21,08 yuans (2,74 euros), bien au-dessus de l’estimation moyenne des analystes de 16,84 yuans (2,19 euros). Ceci est remarquable, car tout comme ses concurrents Alibaba et JD.com, PDD a tent\u00e9 de s\u00e9duire les consommateurs sur le march\u00e9 int\u00e9rieur chinois avec des remises agressives et des baisses de prix fortement subventionn\u00e9es.<\/p>\n\n\n\n

La confiance des consommateurs reste faible en Chine en raison de l’ins\u00e9curit\u00e9 de l’emploi et d’un march\u00e9 immobilier en berne. M\u00eame la f\u00eate annuelle du shopping, le Singles’ Day, n’a donc connu qu’un succ\u00e8s mitig\u00e9 : Pinduoduo a enregistr\u00e9 une croissance de ses ventes de 11,7 % au cours de cette p\u00e9riode, contre 8,3 % pour JD.com et 9,3 % pour Alibaba. De nombreux d\u00e9taillants ont commenc\u00e9 \u00e0 proposer des r\u00e9ductions d\u00e8s la premi\u00e8re quinzaine d’octobre, ce qui en a fait l’\u00e9dition la plus longue jamais organis\u00e9e.<\/p>\n\n\n\n

Au trimestre pr\u00e9c\u00e9dent, la croissance du chiffre d’affaires avait \u00e9galement \u00e9t\u00e9 plus mod\u00e9r\u00e9e que les ann\u00e9es pr\u00e9c\u00e9dentes. Au cours du trimestre clos le 30 septembre, PDD a enregistr\u00e9 un chiffre d’affaires de 108,28 milliards de yuans (14,08 milliards d’euros), soit une croissance de 9 %. <\/p>\n\n\n\n

Pression due aux r\u00e8gles<\/h2>\n\n\n\n

\u00ab Nous avons constat\u00e9 que de nombreux acteurs du secteur investissent des capitaux consid\u00e9rables dans le d\u00e9veloppement de nouveaux mod\u00e8les commerciaux, ce qui entra\u00eene une concurrence de plus en plus f\u00e9roce \u00bb, a d\u00e9clar\u00e9 le co-PDG Zhao Jiazhen lors d’une pr\u00e9sentation apr\u00e8s la publication des chiffres. Il a r\u00e9it\u00e9r\u00e9 que les r\u00e9sultats continueront \u00e0 fluctuer au cours des prochains trimestres, car des investissements continus restent n\u00e9cessaires.<\/p>\n\n\n\n

\u00ab Aujourd’hui, avec l’\u00e9volution rapide des barri\u00e8res commerciales, nous assistons \u00e0 un changement significatif du climat r\u00e9glementaire pour les entreprises internationales. Nous serons in\u00e9vitablement confront\u00e9s \u00e0 des d\u00e9fis et des incertitudes plus importants \u00bb, a ajout\u00e9 le co-PDG Chen Lei.<\/p>\n\n\n\n

Au niveau international, Temu et des plateformes telles que Shein sont sous le feu des projecteurs. Les \u00c9tats-Unis ont supprim\u00e9 l’exon\u00e9ration des droits d’importation pour les colis d’une valeur inf\u00e9rieure \u00e0 800 dollars am\u00e9ricains et l’Union europ\u00e9enne a d\u00e9cid\u00e9 d’imposer des droits de douane sur les colis de moins de 150 euros<\/a> \u00e0 partir de l’ann\u00e9e prochaine. La semaine derni\u00e8re, l’autorit\u00e9 fran\u00e7aise de protection des consommateurs a \u00e9galement cit\u00e9 Temu dans une affaire concernant la vente de <\/a>produits <\/a>ill\u00e9gaux<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

PDD Holdings, la soci\u00e9t\u00e9 m\u00e8re chinoise de Temu, a vu son chiffre d’affaires moins augmenter au cours du dernier trimestre. L’acteur du commerce \u00e9lectronique tente de s\u00e9duire les consommateurs alors que la concurrence et la pression gouvernementale s’intensifient. N\u00e9anmoins, ses b\u00e9n\u00e9fices ont encore bondi de 14 %.<\/p>\n","protected":false},"author":5,"featured_media":135017,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[15,25],"tags":[],"people":[],"extra":[43],"company":[805,1259],"topic":[266],"region":[277],"class_list":["post-135016","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-algemeen","category-general","extra-plus","company-pinduoduo","company-temu","topic-resultats-financiers","region-chine"],"acf":[],"yoast_head":"\nPDD Holdings, qui poss\u00e8de Temu, s'attend \u00e0 une p\u00e9riode de turbulences - RetailDetail BE<\/title>\n<meta name=\"description\" content=\"PDD Holdings, la soci\u00e9t\u00e9 m\u00e8re de Temu, a vu son chiffre d'affaires moins augmenter au cours du dernier trimestre. 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