背景介绍:
近两年,在国家数字经济发展战略的加持下,中国App的集体出海 “如虎生翼”,催生了诸多位列全球各地应用市场头部的“中国创造”,一批批中国互联网公司正在开启数字时代的“西进运动”。除了字节跳动、阿里、网易这些巨头外,一些国人较少听说过的新兴“中小厂”也在各自垂直领域多点开花。
中国其他的 TikTok
TikTok is not the only Chinese app thriving in America
在美国走红的中国应用不止 TikTok
With the prospect of a ban hanging over TikTok, its 170m American users may start looking for an alternative time-sink. They could plump for Bigo Live, popular for TikTokish live-streaming.
TikTok 也许会遭到封禁,它的1.7亿美国用户可能要开始另寻一样消磨时光的东西。他们可能会选择 Bigo Live,它因类似 Tiktok 的直播而受到欢迎。
Or Likee, which offers similar video-editing and sharing options and has more than 100m users around the world. There is also Hago, which blends social media and video games, and which has clocked up some 500m downloads.
或者选 Likee,它提供类似 TikTok 的视频编辑和分享功能,全球用户超过一亿。还有 Hago,它将社交媒体和电子游戏合为一体,下载量达到约5亿次。
The three apps are similar to TikTok in another way, too. The firm that makes them, Joyy, is based in Singapore, just like TikTok. And like ByteDance, TikTok’s parent firm, Joyy’s controlling shareholder, called Huanju, is based in China.
这三款应用在另一个方面也与 TikTok 相似。打造它们的公司 Joyy 总部设在新加坡,就像 TikTok 一样。而且和 TikTok 的母公司字节跳动一样,Joyy 的控股股东欢聚集团的总部也在中国。
ByteDance and Huanju are among dozens of Chinese firms that are thriving on the free-wheeling Western internet, away from China’s censors. They develop apps for everything from gaming and social media to fitness and photo-editing. Many have set up headquarters outside China, often in Singapore, and do not advertise their Chineseness. Plenty dispute the notion that they are Chinese at all.
字节跳动和欢聚是在自由的西方互联网上蓬勃发展、远离中国审查的数十家中国公司之一。它们开发各种应用,从游戏、社交媒体到健身和照片编辑。许多公司把总部设在中国境外,通常是在新加坡,而且不大肆声张自己的中国出身。很多人质疑它们能不能算中国公司。
According to Sensor Tower, a research firm, a Shanghainese video-gaming firm called MiHoYo last year outperformed even Tencent, a Chinese games powerhouse, when it came to foreign revenues from video games (unlisted MiHoYo does not disclose figures).
根据研究公司 Sensor Tower 的数据,上海一家名为米哈游的电子游戏公司去年的海外游戏营收甚至超过了中国游戏巨头腾讯(未上市的米哈游没有披露数据)。
The 30 biggest Chinese video-game makers account for 18% of the industry’s global sales outside China. Chinese-linked e-commerce apps have been similarly successful. Shein, which sells cheap clothing, mainly to Americans, is thought to have sold garments worth tens of billions of dollars last year.
中国最大的30家电子游戏公司占到该行业中国以外全球销售额的18%。和中国有关联的电子商务应用也取得了类似的成功。据信,主要向美国人销售廉价服装的 Shein 去年卖出了价值数百亿美元的服装。
Temu, which is based in Boston but owned by a giant Chinese e-merchant, PDD, may have notched up several billion dollars. PDD, which is listed in New York, does not break out Temu’s results, but on March 20th it reported that its overall sales more than doubled in the last quarter of 2023, to $12.5bn.
总部位于波士顿、但属中国电子商务巨头拼多多旗下的 Temu 可能已实现了数十亿美元的销售额。在纽约上市的拼多多没有单独公布 Temu 的业绩,但在3月20日,该公司报告称其2023年最后一个季度的总销售额翻了一番不止,达到125亿美元。
Other Chinese services are also pushing into America. Daily Yoga, an app popular with exercise aficionados, is owned by a company from the Chinese city of Xi’an. Bestie-Portrait, a photo-editor, has Chinese owners. CapCut, one of the world’s most popular video-editing apps, is owned by ByteDance.
其他中国服务也在进军美国。每日瑜伽是一款受到健身爱好者欢迎的应用,由中国西安的一家公司所有。照片编辑应用 Bestie-Portrait 为中国公司所有。CapCut 是全球最受欢迎的视频编辑应用之一,属于字节跳动。
So is Lemon8, a photo- and video-sharing app similar to Instagram. ReelShort, which serves up soap operas to American viewers in micro-episodes, is owned by Crazy Maple Studios, a Californian subsidiary of COL Digital Publishing, whose headquarters are in Beijing.
和 Instagram 类似的照片和视频分享应用 Lemon8 也属于这家公司。ReelShort 面向美国观众播放微短肥皂剧,它的所有者枫叶互动是总部在北京的中文在线集团的加州子公司。
A ban on TikTok could open the door to many of these apps being consigned to the digital dustbin. They risk being accused, as TikTok has been, of sharing users’ data with Chinese authorities, being a vehicle for propaganda, or both.
TikTok 若遭封禁,可能会让许多类似应用被扔进数字垃圾箱。它们可能会像 TikTok 一样,被指控与中国共享用户数据,或是成为宣传工具,或两者兼而有之。
TikTok denies these allegations, points to its efforts to ring-fence its American data and algorithm, and says that the Communist Party holds no sway over it. Other apps with Chinese roots may soon have to start issuing similar denials.
TikTok 否认了这些指控,指出它努力保护自己的美国数据和算法,并表示自己不受控制。其他源自中国的应用可能很快也将不得不开始发表类似的否认声明。