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俞敏洪被狠狠打脸 主播离职单干 拿下抖音榜一

赵云合 2026-06-22 10:31
赵云合 2026/06/22 10:31

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本文主要梳理了原东方甄选多位主播离职单飞的发展现状,以及东方甄选应对主播离职潮的战略调整,核心干货如下:

1.多位主播单飞都取得了不错成绩:董宇辉创办的与辉同行预估2025年销售额超210亿,原主播明明离职后无MCN挂靠,首场新疆好物直播就冲上抖音带货总榜第一,此外顿顿、孙东旭单飞后也都在对应赛道拿到了亮眼成绩。

2.主播单飞成功的核心是此前在东方甄选积累的成熟个人IP和用户信任,他们的知识型直播风格沉淀了一批忠实粉丝,获得了用户认可。

3.主播单飞也存在不小风险,脱离平台成熟供应链后需要自行对接货源、把控品控,容易出现成本上涨、品控不稳、售后滞后等问题,普通中小主播面临的风险更大。

4.东方甄选已经调整战略,推进去主播IP化,重心转向自营产品和供应链,目前自营GMV占比已经超过一半。

本文对品牌商家、直播机构的发展有多方面干货参考,具体内容如下:

1.当前消费趋势显示,用户更愿意为主播个人IP和积累的信任买单,知识型、内容化的真诚直播更容易沉淀忠实用户,差异化的直播风格更容易获得消费者青睐,可用于品牌营销参考。

2.品牌和直播机构要警惕过度绑定单一头部IP的风险,一旦头部主播离职会对经营造成巨大冲击,需要提前做好风险布局。

3.长期发展的核心壁垒是自营产品和自有供应链,东方甄选在遭遇主播离职潮后,推进去主播IP化战略,重心转向供应链打磨,目前自营产品GMV占比已经达到52.8%,还拓展了线下多赛道,验证了该路径的可行性。

4.当前大量独立主播单飞后缺少稳定供应链资源,品牌可以对接这类有流量、有信任的独立IP,拓展新的销售渠道。

本文给直播电商领域的卖家梳理了行业新变化,也提示了机会和风险,核心干货如下:

1.当前市场出现了新的合作机会:大量从头部机构离职的成熟主播拥有个人IP和用户信任,单飞后普遍缺稳定优质的供应链资源,卖家可以和这类独立主播合作,借助其流量号召力实现销售增长。

2.对于打算做个人IP的主播型卖家来说,本文验证了独立发展的可行性,只要做好内容、积累个人IP和用户信任,脱离大平台也能做出好成绩,明明无MCN挂靠首秀就拿下抖音带货榜一就是典型案例。

3.需要注意相关风险提示:独立做直播最大的短板是供应链和运营,容易出现品控不稳、成本上升、售后滞后等问题,没有完善配套团队的中小卖家不要盲目单飞,需要提前补齐短板再行动。

本文给消费品类工厂带来了新的商业机会和发展启示,核心干货如下:

1.存在新的商业机会:当前越来越多有流量、有IP的成熟主播选择单飞,他们普遍缺少稳定的货源供应和供应链支持,工厂可以凭借自身的生产优势,和这类独立主播合作,为其供货,拓展新的销售渠道,打开销量增长空间。

2.产品需求层面,现在知识型主播带区域特色产品很受消费者欢迎,比如明明的新疆专场,带本土奶制品、干果、特色调味品都取得了很好的销量,拥有地域特色产品的工厂可以对接这类主播,主打原产地、地域特色优势,契合当前消费需求。

3.长期发展启示:不管是对接主播还是自有品牌发展,掌握产品品质和供应链本身才是核心壁垒,工厂要重视产品打磨,才能获得长期稳定的合作订单,规避流量波动带来的不确定性。

本文梳理了当前直播电商行业的新动向,指出了新的客户痛点,给服务商发展带来很多干货参考,具体如下:

1.行业发展新趋势:越来越多成熟头部主播从大机构离职单飞,独立主播已经成为行业一股不可忽视的新势力,行业格局从原来的平台、机构垄断IP,逐步转向多独立IP共同发展的方向转变,市场出现了新的需求增量。

2.核心客户痛点:独立主播单飞后,普遍缺少成熟的供应链对接能力、品控管理能力和专业运营团队支持,中小主播大多只能亲力亲为,面临成本高、品控不稳、运营效率低的问题,即使是头部的董宇辉,每月也要投入百万元做品控,成本压力极大。

3.服务商可以针对性推出解决方案,为独立主播提供供应链对接、品控检测、运营托管等配套服务,抓住新的客户群体,拓展自身业务边界。

本文梳理了直播电商行业的新变化,给平台商的运营、招商和发展带来不少启示,核心干货如下:

1.当前行业出现了新的市场需求:越来越多成熟主播选择脱离原有大机构单飞,这些独立主播需要平台提供流量支持、基础运营服务,同时独立主播自带流量和IP,也能给平台带来新的用户和GMV增长,比如明明单干后直接落户抖音,首秀就拿下带货榜一,为平台带来了大量流量。

2.平台运营和招商启示:平台可以针对性出台针对优质独立IP的扶持政策,吸引成熟的独立主播入驻,丰富平台的内容和商品供给,拉动平台整体增长。

3.风险规避提示:平台可以依托自身资源,帮助入驻的独立主播对接供应链、品控等配套资源,降低行业性的品控风险,维护平台整体的用户体验,同时也可以引导机构商家弱化对头部IP的过度依赖,发展自身供应链核心能力,降低行业波动风险。

本文展现了当前直播电商行业的新产业动向,提出了新的问题,为行业研究提供了鲜活的案例素材,核心内容如下:

1.产业新动向:在直播电商发展早期,行业默认主播IP由平台和机构打造,脱离平台资源的主播无法独立生存,而本文中多位原东方甄选头部主播单飞后都取得了亮眼成绩,证明了主播独立发展的新商业模式可行,独立IP已经成为新的行业业态,改变了原有的行业格局。

2.新的产业问题:一方面大机构过度绑定头部IP会面临主播离职潮的冲击,带来经营不稳定的问题;另一方面独立主播单飞后普遍面临供应链和品控的短板,如何平衡这两方面的矛盾,是行业需要解决的新问题。

3.机构转型新方向:东方甄选在主播离职潮后推进去主播IP化转型,将战略重心转向发展自营产品和自有供应链,目前其自营GMV占比已经超过52.8%,转型初步取得成效,这一新的战略路径非常值得深入研究。

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Quick Summary

This article summarizes the current developments of multiple former top streamers who left Oriental Selection to go independent, as well as the strategic adjustments Oriental Selection has made in response to the exodus of streamers. Key takeaways are as follows:

1. Most of these independent streamers have achieved strong results: Dong Yuhui’s studio Yu Hui Tong Xing is projected to hit over 21 billion yuan in GMV in 2025. Former streamer Mingming, who operates independently without any MCN backing, took the top spot on Douyin’s overall live-streaming sales ranking in his debut broadcast focused on Xinjiang specialty products. Former streamer Dunnan and former CEO Sun Dongxu have also posted impressive results in their respective niches after going independent.

2. The core of these streamers’ success is the established personal brands and user trust they built during their time at Oriental Selection. Their knowledge-based live streaming style cultivated loyal fan bases and earned strong user recognition.

3. Going independent also carries notable risks. After leaving the platform’s mature supply chain, streamers need to source products and manage quality control on their own, which often leads to higher costs, inconsistent product quality, and delayed after-sales service. These risks are amplified for small and mid-tier streamers.

4. Oriental Selection has adjusted its strategy to de-emphasize reliance on streamer personal brands, shifting its focus to self-operated products and in-house supply chain development. Self-operated products now account for more than half of the company’s total GMV.

This article offers multiple actionable insights for brand owners and live streaming agencies. Key takeaways are as follows:

1. Current consumer trends show that users are increasingly willing to pay for streamers’ personal brands and the trust they have built. Knowledge-driven, content-focused and authentic live streaming is more effective at cultivating loyal users, and differentiated streaming styles resonate strongly with consumers — takeaways that can inform brand marketing strategies.

2. Brands and agencies should guard against the risks of over-reliance on a single top streamer. The departure of a key streamer can cause massive disruption to operations, so risk mitigation planning should be done in advance.

3. The core moat for long-term development lies in self-owned products and in-house supply chains. Following the streamer exodus, Oriental Selection pivoted to de-emphasize streamer personal brands and refocused on refining its supply chain. Today, self-operated products account for 52.8% of its total GMV, and the company has expanded into multiple offline categories, proving the viability of this strategic path.

4. Many independent streamers lack stable supply chain resources after going independent. Brands can partner with these traffic-rich, trusted independent IPs to open up new sales channels.

This article outlines new industry shifts for sellers in the live commerce space, and highlights both opportunities and risks. Key insights are as follows:

1. New collaboration opportunities have emerged: A growing number of established streamers who left leading agencies have built their own personal brands and user trust, but most lack access to stable, high-quality supply chain resources. Sellers can partner with these independent streamers to leverage their traffic appeal and drive sales growth.

2. For streamer-owners planning to build their own personal brand, this article confirms that independent development is viable. As long as you deliver quality content, build a personal brand and earn user trust, you can achieve strong results even after leaving a large platform. Mingming’s top-ranked Douyin debut without MCN backing is a clear example of this.

3. Key risk warnings: The biggest weaknesses for independent live streamers are supply chain and operations, which often lead to inconsistent quality, higher costs, and delayed after-sales service. Small and medium-sized sellers without a complete supporting team should not rush to go independent, and should shore up these weaknesses before making the move.

This article outlines new business opportunities and strategic insights for consumer goods manufacturers. Key takeaways are as follows:

1. New business opportunities are available: A growing number of established, traffic-rich streamers with established personal brands are choosing to go independent, and most lack stable product sourcing and supply chain support. Factories can leverage their production advantages to partner with these independent streamers as product suppliers, opening up new sales channels and driving sales growth.

2. On the product demand side, knowledge-based streamers have found great success promoting regional specialty products. For example, Mingming’s Xinjiang-themed debut generated strong sales for local dairy products, dried fruits and specialty seasonings. Factories that own regional specialty products can partner with these streamers, leaning into their origin and regional characteristics to align with current consumer demand.

3. Insights for long-term development: Whether partnering with streamers or building your own brand, controlling product quality and owning your supply chain is the core competitive moat. Factories should prioritize product refinement to secure long-term, stable cooperation orders and mitigate uncertainty caused by traffic fluctuations.

This article outlines new shifts in the live commerce industry and identifies emerging pain points for new market participants, offering actionable insights for service providers. Key takeaways are as follows:

1. New industry trend: A growing number of established top streamers are leaving large agencies to go independent, and independent streamers have become a notable new force in the industry. The industry landscape is shifting from IP monopoly by platforms and agencies to a structure with many coexisting independent IPs, creating new incremental market demand.

2. Core customer pain points: After going independent, most independent streamers lack mature capabilities for supply chain coordination, quality control management and access to professional operational teams. Small and mid-tier streamers often have to handle all work themselves, facing high costs, inconsistent product quality and low operational efficiency. Even top streamers like Dong Yuhui spend millions of yuan per month on quality control, facing significant cost pressure.

3. Service providers can develop targeted solutions to offer independent streamers supporting services including supply chain matching, quality inspection and operational outsourcing, allowing them to capture this new customer segment and expand their business scope.

This article outlines new shifts in the live commerce industry, offering insights for platform operators on operations, merchant recruitment and long-term development. Key takeaways are as follows:

1. New market demand has emerged: A growing number of established streamers are leaving large agencies to go independent. These independent streamers need platforms to provide traffic support and basic operational services, and in return, their existing traffic and personal brands can bring new users and GMV growth to platforms. For example, Mingming joined Douyin after going independent, and his debut took the top spot on the platform’s sales ranking, bringing massive new traffic to Douyin.

2. Insights for platform operations and recruitment: Platforms can launch targeted support policies for high-quality independent IPs to attract established independent streamers, enriching the platform’s content and product offerings and driving overall platform growth.

3. Risk mitigation guidance: Platforms can leverage their own resources to help participating independent streamers access supply chain, quality control and other supporting resources to reduce industry-wide quality risks and preserve overall user experience. They can also guide institutional merchants to reduce over-reliance on top IPs and build core in-house supply chain capabilities to mitigate industry volatility risks.

This article presents new industrial developments in the live commerce industry, raises new research questions, and provides fresh case materials for industry research. Key content is as follows:

1. New industrial trend: In the early stages of live commerce development, the industry consensus was that streamer IPs were built by platforms and agencies, and streamers could not survive independently without platform resources. However, the strong performance of multiple former top Oriental Selection streamers after going independent proves that the new business model of independent streamer development is viable. Independent IPs have become a new industry format, reshaping the original industry landscape.

2. New industrial questions: On one hand, large agencies that over-rely on top IPs face major disruption from streamer departures, leading to operational instability. On the other hand, independent streamers universally face weaknesses in supply chain and quality control. How to balance the tensions between these two dynamics is a new problem the industry needs to solve.

3. New direction for institutional transformation: After the streamer exodus, Oriental Selection launched a transformation to de-emphasize streamer IPs and shifted its strategic focus to developing self-operated products and an in-house supply chain. Today, self-operated products account for over 52.8% of its total GMV, and the transformation has delivered initial positive results. This new strategic path is well worthy of in-depth research.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

虾兵变猛将,俞敏洪看走眼了。

出品 | 电商头条 作者 |赵云合

董宇辉独立发展的成功,给日后打算单飞的主播开了一个好头。

在直播行业发展早期,主播的IP基本由平台一手打造。主播只需专注于台前输出,幕后的一切事务由平台兜底。久而久之,行业内形成一种固有认知:平台是主播唯一的归宿,一旦脱离平台资源,主播很难独自站稳脚跟。

而董宇辉创办的“与辉同行”,让一众主播看见了更多发展的可能性。如今,董宇辉已经交出了一份实打实的成功答卷。第三方平台数据估算,2025年与辉同行全年直播带货销售额超210亿。

实话实说,这一数据确实足够吸引人。当然,董宇辉只有一个,他的成绩后来者或许难以企及,但确实印证了主播独立发展的可行性。

前不久从东方甄选离职的主播明明,就在近日开启了直播带货,成绩令人意外。

前东方甄选主播明明开播带货

拿下抖音榜一

时间回到4月25日,这一天,主播明明发布长文,宣布自己已经从东方甄选离开。长文中,明明透露新任管理层对自己“不友好”,自己还被“隔离”了,这让他陷入严重的焦虑与内耗。

当一个工作环境持续让人压抑内耗,离开或许是最好的选择。离职后,明明回到了自己的家乡陕西。

明明在抖音的账号为@明明向远方,粉丝数量已突破130万。从抖音主页看,并未挂靠MCN。他在5月3日开启了直播,还主动关闭了刷礼物打赏功能,他表示:明明还可以,不用大家打赏。

近日,明明来到了新疆,还发布了一个自驾去赛里木湖游玩的视频,并配文:“只要我们热爱生活,来不来赛里木湖都不白活。”值得一提的是,该视频冲上了抖音种草榜,吸引了不少人关注。

明明这趟新疆之行不只是旅行,更是为新疆特产专场直播做筹备。6月17日,明明开启了主题为“新疆好物场”的直播。

第三方数据平台显示,明明的账号仅开播1小时左右后,观看人次达71.6万人,在线人数峰值3.6万人,带货16款商品,销售额已达100万—500万元。

即使离开了东方甄选这一平台,依旧有不少人愿意为明明买单,一个重要的原因是:在过去的直播带货中,明明已经积累了足够的信任资产。

明明原本是新东方的物理老师,后续转型东方甄选主播。区别于纯粹的叫卖型直播,他的风格属于知识型直播,擅长人文地理、产地故事。长期下来,沉淀了一批忠实的消费者。

本次新疆好物专场,他就带着大众游新疆,践行着“看山河”的主题。直播时,带货的16款产品,也是以奶制品、面食、干果、特色调味品等本土特色产品为主。直播背景也是新疆的户外实景,自带真实感,更容易打动消费者。

消费者能够感受到他的真诚,也愿意为他买单。期间,明明的直播间甚至冲上了抖音带货总榜第一名,董宇辉旗下的账号兰知春序和与辉同行,则分别位列第二、第四。一定程度上,这是对明明个人带货号召力的证明。

实际上,从东方甄选离职的主播,个人带货成绩都十分亮眼。

董宇辉自然不必多说,其个人带货号召力在抖音是数一数二的。更难得的是,他早已跳出 “单人直播” 的局限,把自身积累的庞大影响力反哺给团队账号与旗下主播。即便他本人不亲自出镜,直播间整体销量依旧保持稳定水准,逐步搭建起可持续运转的直播矩阵。

顿顿同样交出了不错的答卷。去年合约到期后他选择不再续约,单飞后的首个双11大促,3天直播拿下2200万的销售额,如今他的带货数据相对稳定。

就连此前淡出公众视野的孙东旭,入局直播带货同样收获惊喜。虽然他的抖音账号只有五十几万的粉丝,但他的直播间冲上了书籍杂志榜第一名。在细分类目上,孙东旭还是有优势的。

不管是早期的董宇辉、顿顿,还是如今的孙东旭、明明,他们出走后能快速稳住直播基本盘,核心底气源于在东方甄选多年的打磨沉淀:长期出镜积累下成熟完整的个人IP,难以短时间复制的用户信任资产,粉丝愿意为其人设、内容持续买单。

但也要认清现实,主播自立门户绝非稳赚不赔的捷径,独立发展最大的价值,是把流量、运营、内容的主动权掌握在自己手中,不受平台、合约约束。

只是,自由背后是对等的责任与风险。主播单飞后,脱离了平台成熟的供应链体系,需要自己去对接外部供应链,各项成本上涨,还容易出现货源不稳定、品控参差不齐、售后响应慢等问题。

即使董宇辉已经成立了独立公司,搭建起专属品控团队,每月送检费用高达百万元。可与辉同行依旧多次陷入品控争议,压力可想而知。

反观刚独立开播不久的明明,没有董宇辉这般完善的配套团队托底,从选品到核验大多只能亲力亲为,需要直面的经营风险、运营难题只会更多。

对单飞的主播来说,手握IP与信任。但如何补齐供应链短板,将是他们未来要直面的课题。

失去大批主播的东方甄选

现在怎么样了?

离职的主播已经开启了个人的新故事,东方甄选也在不断调整发展战略,以缓冲主播离职潮所带来的压力。

4月的时候,4个核心主播接连离职,引发了大众对东方甄选后续发展的担忧。而在6月初,东方甄选又一个主播志胜选择离开。不过,这一次大众的反应相对平静,因为俞敏洪已经为东方甄选找好后路。

不可否认,东方甄选最初确实是依靠主播的知识型直播风格出圈。在竞争激烈的直播电商中,靠差异化路径杀了出来。为此,当主播离职潮来袭,大众所展现出的担忧是正常。

只是,早在董宇辉“小作文”风波爆发时,东方甄选就已经意识到过度绑定头部主播的隐患,随即调整发展思路,逐步弱化对单一主播的依赖,推进 “去主播IP化” 战略。

这并不代表平台不再需要主播,而是重新定义了主播的定位:主播不再是流量核心,而是服务于商品、传递产品价值的媒介。

据行业消息,东方甄选近期正在筹划在杭州开设新的直播间,并启动了包括编导、人力、产品、带货主播等多个岗位的招聘。还有知情人士透露,东方甄选过去半年加大产品团队扩张力度,目前产品团队规模已经扩大约50%。

不难看出,东方甄选早已将战略重心转向自营产品和供应链。比起追逐主播带来的短期流量红利,东方甄选更愿意沉下心打磨底层硬实力,布局长期稳定发展。

事实足以印证俞敏洪这一步布局的长远眼光。截至2026财年中期,东方甄选累计推出801款自营产品,自营产品GMV占总GMV比例达到52.8%。

不止线上直播间,依托自营产品矩阵延伸出的线下门店、即时零售业务也在稳步落地、有序扩张。多赛道协同发力,东方甄选的路是越走越宽的。

俞敏洪很清楚,流量依附于人,终究充满不确定性。而深耕自营产品、搭建自有供应链,这才是完全掌握在自己手中的核心壁垒。

注:文/赵云合,文章来源:电商之家(公众号ID:iechome),本文为作者独立观点,不代表亿邦动力立场。

文章来源:电商之家

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