拼多多现在是全国第二大电商了，公开说要改变市场规则

暗夜小羽

[ en ] In a letter to investors, Pinduoduo founder Colin Huang suggests that companies with new business models, a group that Huang portrayed Pinduoduo as leading, are expected to outrun their older rivals in a world that ’ s witnessing a "reestablishment." [ /en ] [ cn ] 拼多多创始人黄峥在给投资者的信中说，以拼多多为主的采用新的经营模式的公司预计在 " 重建 " 的行业环境中会比资历更老的对手更有优势。 [ /cn ]
[ en ] The already intense rivalry between Pinduoduo and arch-rivals like Alibaba and JD is reaching a fever pitch as the Covid-19 is moving more Chinese shoppers online. [ /en ] [ cn ] 新冠病毒把更多的中国店家逼到了线上，因此拼多多和阿里巴巴、京东等劲敌之间原本就很激烈的竞争已经达到了白热化。 [ /cn ]
[ en ] Instead of playing catch-up, the four-year-old company now claims to be China ’ s second-largest e-commerce platform with 585.2 million active buyers, next only to Alibaba. [ /en ] [ cn ] 这家成立四年的公司并没有穷追猛打，而是声称是中国第二大电商平台，仅次于阿里巴巴，拥有 5.852 亿活跃买家。 [ /cn ]
[ en ] Both Alibaba and JD have rolled out their counterpart apps that adopt similar models of Pinduoduo. More rivals like Alibaba-backed Suning are reportedly joining the battle. [ /en ] [ cn ] 阿里巴巴和京东都效仿拼多多的模式推出了各自的应用程序。更多的竞争对手也加入了进来，包括阿里巴巴支持的苏宁。 [ /cn ]
[ en ] Included in Pinduoduo ’ s 2019 annual report was a letter from its founder and CEO Colin Huang which sought to reassure shareholders about the company ’ s long-term growth prospects. [ /en ] [ cn ] 拼多多 2019 年的年报中有一封创始人兼首席执行官黄峥写的信，其目的是要让股东对公司长期的发展前景放心。 [ /cn ]
[ en ] Different from the previous public letters that mainly address the company ’ s operations and strategies, Huang explained this time his thoughts on the Covid-19 pandemic as well as the history of time, mentioning the theories of big thinkers from Newton to Einstein. [ /en ] [ cn ] 此前的公开信主要针对的是公司业务和战略，而此次不同，黄峥解释了他对新冠疫情和时间简史的看法，还提到了牛顿和爱因斯坦等大人物的理论。 [ /cn ]
[ en ] By predicting a new world setup, he believes new models will prosper the most. He predicts old models will be phased off, without mentioning the company ’ s rivals by name. [ /en ] [ cn ] 通过预测新的世界格局，他认为新模式将最为成功。他预测旧模式将被取代，但没有指出对手公司的名字。 [ /cn ]
[ en ] The company has recorded RMB1.01 trillion ( $144.6 billion ) of gross merchandise volume from 585.2 million active buyers in 2019. That ’ s RMB1,720 ( $247.1 ) of annual spending per active buyer, up 53% year on year from RMB 1,127 in 2018, the company ’ s 2019 report shows. [ /en ] [ cn ] 该公司 2019 年记录的商品总价值高达 1.01 万亿元（1446 亿美元），拥有 5.852 亿活跃买家。该公司 2019 年的报告显示，每位活跃买家的年平均消费额为 1,720 元（247.1 美元），比 2018 年的 1,127 元高出了 53%。 [ /cn ]
[ en ] Results may vary: Public reception of Huang ’ s letter has been mixed. While some appreciate Huang ’ s philosophic thinking, others complain the letter is missing the point and offers no valuable detail for investors. [ /en ] [ cn ] 结果可能有所不同：公众对黄峥的信的看法不一。虽然有些人欣赏他的哲学思维，但其他人却说这封信重点不突出，没有给投资者提供有价值的细节。 [ /cn ]
翻译：菲菲