“南非那个Takealot到底行不行?我看亚马逊都进去了,它还撑得住吗?”
这是过去一年我听到最多的问题。
2026年7月12日,Takealot交出了15年来第一份盈利财报。这个问题的答案,比任何时候都清晰The
不要觉得首年盈利是这个平台不好做,这恰恰是红利窗口,如果你想了解takealot怎么入驻,可以添加我司客服微信:qcygscszk,备注“takealot”,我们提供南非一站式服务,包括:平台入驻、南非公司注册、本地银行开户、VAT注册与申报、记账报税、南非海外仓服务、运营陪跑。结尾还有免费沙龙名额,不要错过!

截至2026年3月31日的2025/26财年,Takealot Group交出了一份里程碑式的成绩单The
| Core indicators | digital | variations |
|---|---|---|
| 集团总营收 | 177亿南非兰特(约10亿美元) | 同比增长18% |
| 调整后营业利润(aEBIT) | 1.71亿兰特(约1100万美元) | 上年同期亏损2.13亿兰特 |
| 集团GMV | 346亿兰特(约20亿美元) | 同比增长14% |
| 全年处理订单 | 超过6000万笔 | — |
| Active Users | 突破620万 | — |
| Takealot.com aEBIT | 8500万兰特 | — |
更值得关注的是,Takealot.com的Marketplace模式贡献了平台60%的GMV,活跃卖家增长到1.5万家,售出商品超过1.05亿件The
这不是一个小数字。 Takealot在亚马逊、Temu、SHEIN三路围攻下,不仅没被打垮,反而越打越强。CEO Frederik Zietsman公开表态:“我们已经准备好迎战跨境电商对手。 "
Takealot的盈利不是靠砍成本砍出来的,而是三条业务线同时发力的结果The
营收同比增长17%,GMV增长15%。关键驱动力是Marketplace模式的成熟——第三方卖家贡献的GMV占比从几年前的30%提升到现在的60%The
这意味着Takealot正在从自营为主转向平台化运营,资产更轻、利润率更高The
营收增长11.5%,GMV增长12.6%。杂货订单量暴涨38%,本地合作店铺数量增长52%The
新引入的anchor tenants包括Toy Kingdom、Nespresso、Absolute Pets等品牌。Mr D的盈利证明了一点:南非市场的即时配送需求真实存在,而且愿意为便利性付费The
TFS不仅为Takealot.com和Mr D提供履约服务,还向外部企业开放。目前超过3300家Marketplace卖家直接使用TFS的B2B快递服务。集团已宣布2027财年将TFS物流能力向南非第三方卖家全面开放The
TFS是平台自营仓储配送网络,2026财年营收同比暴涨93.5%。这套物流对外开放后,中小卖家将获得“入仓+拣货+打包+尾程”全套履约服务,是降低履约门槛的大机会The
TakealotMORE会员计划:推出仅两年,会员已贡献集团总GMV的27% 。活跃会员数同比增长74%,会员订单量暴涨263%。会员为南非消费者节省了约7亿兰特的交易费和配送费。这种模式证明了南非消费者对订阅制忠诚度计划的接受度The
AI智能体部署:Takealot在生态系统中部署了超过2500个活跃AI智能体,用于优化库存管理、客服响应、物流调度等环节。同时运营着非洲最大的商业电动车队——280辆EV,覆盖8个配送中心、30万平方米的仓储面积The
第一,这个平台不会突然倒掉。
过去很多人担心Takealot长期亏损,会不会被亚马逊南非站打垮。但2026财年的数据表明,尽管亚马逊2024年正式进入南非市场,Takealot仍然保持本土电商领先地位The
第二,平台正在“补供给”。
TakealotMore会员计划贡献了集团27%的GMV,会员粘性极强。跨境卖家进入这个生态,不是来“抢饭碗”,而是来“补供给” ——平台需要更多优质商品供给620万活跃用户The
第三,2026年4月已重新开放中国卖家入驻通道。
与此前的入驻规则不同,此次回归带来了更完善的规则体系,明确禁止以跟卖形式入驻,意在筛选真实运营的卖家The
Takealot首次盈利,证明了这个市场的商业模型已经跑通。对中国卖家来说,现在正是用中国供应链“补供给”的最佳时机。
“By now, you’ve probably figured it out—The tightening of the invitation-only system isn't just a scare tactic—it's a reality that's already unfolding. The barriers to entry for cross-border stores are indeed rising, and the path to applying independently is indeed becoming increasingly narrow.
But policies are rigid, while people are flexible. Under the same policy, some are shut out, while others find the right path.
If, after reading this article, you're still unsure whether you qualify or would like to hear a professional break down the latest policies in person—
On September 8, a closed-door salon was held in Bao'an, Shenzhen. We will cover Takealot's onboarding policies, financial and tax compliance, and logistics and customs clearance in person.A Comprehensive Explanation from Start to Finish. There’s none of that fragmented information you find online—justExperienced Sellers + Tax and Finance Experts + Logistics ManagersIn-person Q&A session.
No matter how much you read online, it's no substitute for hearing it in person just once. Add our customer service rep 📱 WeChat: qcygscszk 📞 Phone: 18676749275. Please note “South Africa Salon” in your message to secure a free spot at the salon. Past events have been fully booked, and space is limited, so contact us soon.’

Past events have been fully booked, and space is limited, so be sure to contact us soon.
Headquartered in Shenzhen, Qicaiying Group has established branches in Beijing, Shanghai, Guangzhou, Hangzhou, Hong Kong, the United States, South Africa, and Southeast Asia since its founding in 2015. It currently hasA professional team of more than 400 people(math.) genusWe have served more than 500,000+ businesses to dateThe
For Takealot sellers, we offerEnd-to-End, One-Stop Services for the South African Market::
Our Core Strengths:
✅ Official Authorized Channels—Officially Authorized Takealot Business Partnership Program: Avoid the Risk of Rejection from Independent Applications
✅ Local Entities in South Africa—We have a physical tax and financial services office in Johannesburg, staffed by a permanent team working on-site.
✅ financial security—All documents must be signed by the customer in person, and the bank card will be mailed directly to the customer.
✅ A Hands-On Team— Extensive experience managing a multi-store portfolio on Takealot
✅ End-to-End Closed-Loop—A one-stop, all-inclusive package, from company registration to operational support
📱 WeChat: qcygscszk
📞 Phone: 18676749275
