The differentiation in the e-commerce agency operation industry intensifies in 2025: Why do some service providers make huge profits while others suffer losses and exit the market?

I. The Industry's Two Extremes: The Survival Truth Behind Financial Reports

In 2025, the market size of e-commerce agency operation exceeded 100 billion yuan, but the semi-annual report showed a sharp divergence of "two rises and four drops" : Ruoyuchen's revenue soared by 67.55% year-on-year, and its net profit increased by 85.6%, while Liren Lizhuang suffered a net loss of 32.75 million yuan, a sharp drop of 1,315.98% year-on-year. The core logic of this reshuffle is that the traditional "traffic placement" model has become ineffective, and all-domain operation, deep brand binding and the construction of private brands have become the key to breaking the deadlock.

Ii. Differences in Operational Logic among Different Platforms

Taobao/Tmall: Say goodbye to simple Express Train placement and shift to "brand + content" operation. Leading service providers have helped beauty brands double their GMV within three months by building live-streaming room personas and promoting product seeding on Xiaohongshu.

Pinduoduo: There are still opportunities in the cost-performance market, but it requires the dual drive of AI product selection and supply chain optimization. A certain towel brand positioned itself in the "antibacterial niche market", achieving a monthly sales volume of over 500,000 pieces within three months through a single link.

Aipaimai/Alibaba: The core of the B2B platform is "keyword ranking + inquiry conversion". Service providers need to be proficient in using Wangxiaobao and the first Display tool, and at the same time optimize the product parameter display and customized service process.

Iii. Three Core Judgments for Merchants Choosing Agency Operations

Look at the transformation capability: whether it can cover the entire domain of "shelf e-commerce + content e-commerce", rather than being limited to a single platform;

Look at data transparency: Can it provide full-chain verifiable data such as GMV, customer acquisition cost, and repurchase rate?

Look at the industry compatibility: Taobao and Tmall focus on brand marketing, Pinduoduo on cost control, and Aipaimai on B-end traffic operation. It is necessary to match the corresponding advantageous service providers.

Conclusion

After the e-commerce boom faded away, the core value of agency operation has shifted from "helping merchants buy traffic" to "helping merchants build capabilities". Only by choosing a service provider that can offer digital operation, brand management and supply chain integration can one break through in the competition for existing customers.