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抖音下死手 清退大批商家

高飞 2026-07-28 10:52
高飞 2026/07/28 10:52

邦小白快读

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本文核心披露了抖音整治直播电商乱象、改革流量机制两大核心内容,给普通读者梳理了关键干货信息。

1. 活体宠物直播陷阱多,不少商家抓住消费者喜欢萌宠的心理,靠低价、夸大宣传售卖病弱宠物,还经常出现货不对板的问题,出问题后商家大多推诿责任,消费者不仅要承受经济损失,还会遭遇情感伤害,维权成本极高。目前抖音已经开展专项整治,近半年清退3993个违规商家、265名违规达人,后续还会从严监管全环节,普通消费者网购活体宠物要尽量选择合规商家,不要被低价宣传忽悠。

2. 抖音电商流量机制已经调整,不再只倾斜流量给头部大主播,普通中小商家、达人只要做好内容、商品和服务,就能获得稳定增长机会,普通中小经营者也有平等的入场机会。

本文透露出抖音电商当前的发展风向,对品牌商布局抖音渠道、调整经营策略有很多参考干货。

1. 平台监管全面趋严,不仅整治活体宠物乱象,还对耐用消费品等多个品类开展违规治理,同时堵住了违规商家换营业执照换主体逃避处罚的漏洞,违规会被清退、冻结货款,品牌经营必须走合规化路线,做好品控和售后,避免触碰违规红线。

2. 流量机制改革给品牌带来新机会,平台流量不再集中在少数头部主播,品牌可以下场做店播,建立自己的经营阵地,不用过度依赖头部达人分销,能降低经营成本。

3. 平台持续给正规商家降本扶持,2026年上半年已经累计为商家降本超过185亿元,还提升了运费险首重赔付范围,品牌布局抖音的经营成本降低,行业规范化后正规品牌也能获得更多市场空间。

本文整理了抖音电商最新的政策动向和行业变化,能给各类卖家提供明确的方向参考。

1. 风险提示:平台监管正在全面加码,覆盖活体宠物、耐用消费品、娱乐团播等多个领域,重点打击虚假宣传、售卖劣质商品、违规导流等行为,违规会被清退、冻结货款,且现在违规商家无法通过更换主体换壳重生逃避处罚,卖家必须规范经营,避开违规红线。

2. 机会提示:平台完成流量机制升级,流量不再过度集中于头部主播,中小卖家只要持续输出好内容、提供好商品好服务,就能获得稳定流量,目前近七成参与直播的中小卖家通过店播实现动销,超1万个中小卖家店播成交额突破千万元,增长空间充足。

3. 扶持红利:平台持续推出降本措施,2026年上半年合计为商家降本超185亿元,还提升了运费险首重赔付范围,卖家经营成本进一步降低。

抖音电商的最新发展变化,给生产型工厂带来了新的商业机会和数字化电商转型启示。

1. 产品生产端启示:当前消费者对商品品质、售后服务的要求越来越高,平台对劣质商品的打击力度持续加大,工厂生产要严格把控产品品质,匹配平台合规化要求,才能避免被清退退出市场。

2. 新商业机会:平台流量去中心化后,不再被头部主播和品牌方垄断流量,工厂可以直接下场做店播,搭建自己的线上经营阵地,直接触达终端消费者,不用过度依赖经销商或者品牌方分销,能获得更高的利润空间。

3. 电商转型方向:当前抖音货架场景成交额同比增长49%,增长速度很快,工厂推进数字化电商转型,可以同时布局店播和货架场景,合规经营就能获得更多市场份额,抓住新的增长风口。

本文透露出抖音电商生态的最新发展趋势,点明了当前行业的客户痛点,给各类电商服务商指明了业务方向。

1. 行业发展趋势:抖音电商已经告别头部主播驱动的野蛮增长阶段,进入合规化、去中心化的成熟发展阶段,中小商家和中小达人成为平台成交的主力,越来越多商家选择自主做店播,服务商的服务对象从少数头部品牌扩展到海量中小商家,市场空间进一步扩大。

2. 客户核心痛点:一方面商家面临合规经营的风险,很多中小商家不熟悉平台规则,容易触碰违规红线;另一方面,商家需要做好内容运营、自播运营才能获得平台流量,多数中小商家缺乏对应的能力,同时商家还有明确的降本需求。

3. 业务方向:服务商可以围绕商家合规咨询、内容制作、自播运营打造针对性解决方案,帮助商家规范经营避开风险,抓住流量增长机会。

抖音电商的最新运营策略,给同类平台商提供了运营管理、风险规避的诸多参考经验。

1. 乱象治理经验:针对直播电商出现的品类乱象,要开展针对性专项治理,除了清退违规主体,还要完善规则漏洞,通过识别实际控制人、关联主体堵住违规商家换壳重生的通道,才能有效净化平台环境,维护消费者信任。

2. 生态建设方向:流量过度集中在少数头部主播会让平台生态变得脆弱,因此平台要推动流量去中心化,扶持中小商家和中小达人发展,鼓励商家做店播,丰富平台生态结构,打造稳定长期的商业底盘。

3. 长期发展启示:平台不能只追求GMV和流量的短期增长,要重视生态健康,通过降本扶持正规经营商家,提升用户信任,才能构建平台的长期核心护城河,同时合规化经营也能规避行业监管风险,保障平台长期稳定发展。

本文记录了抖音电商最新的产业变化,对研究直播电商产业发展有着较高的参考价值。

1. 产业新动向:当前直播电商已经告别头部主播驱动的野蛮增长阶段,进入合规化、去中心化发展的成熟阶段,头部平台抖音推动流量机制改革,增长逻辑从流量依赖转向好内容好商品驱动,中小商家和中小达人已经成为平台成交的核心支撑,粉丝量100万以下的中小达人成交额占比超过85%。

2. 平台战略新变化:平台发展目标从追求短期GMV增长转向打造健康生态,一方面加大违规治理力度,完善规则堵住违规漏洞,另一方面持续出台降本扶持政策,帮助正规商家降低经营成本。

3. 商业模式新变化:直播电商的商业模式已经从原来的达人分销主导,转变为商家自播、货架场景、达人分销多路径协同的新模式,行业出清劣质商家后走向规范化,这一变化为研究直播电商产业升级提供了典型案例。

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Quick Summary

This article highlights two core updates from Douyin: the cleanup of live-stream e-commerce irregularities and the reform of its traffic allocation mechanism, sorting out key takeaways for general readers.

1. Live-streamed sales of live pets are rife with traps. Many merchants exploit consumers' affection for cute animals, selling sick or weak pets via low-price tactics and exaggerated marketing. They frequently deliver pets that do not match descriptions, and often shirk responsibility when problems arise. Consumers not only suffer financial losses but also emotional harm, with very high costs to pursue rights protection. Douyin has launched a targeted crackdown, removing 3,993 violating merchants and 265 violating influencers in the past six months, and will tighten oversight across all links going forward. General consumers are advised to choose compliant merchants when purchasing live pets online, and avoid being misled by low-price promotions.

2. Douyin e-commerce has adjusted its traffic allocation mechanism, which no longer prioritizes only top-tier influencers. Small and medium-sized merchants and influencers can access stable growth opportunities as long as they deliver quality content, products and services, granting equal access to small and medium-sized operators.

This article reveals the current development direction of Douyin e-commerce, offering valuable insights for brands planning their Douyin channel布局 and adjusting business strategies.

1. Platform regulation is tightening across the board. Beyond cracking down on live pet irregularities, Douyin is also targeting violations across multiple categories including consumer durables, and has closed the loophole that allowed violating merchants to evade penalties by changing business licenses or operating entities. Violators face removal and frozen funds, so brands must operate in full compliance, prioritize quality control and after-sales service, and avoid violating platform rules.

2. The traffic mechanism reform brings new opportunities for brands. With traffic no longer concentrated on a small number of top influencers, brands can operate their own in-house store live streams, build their own independent business presence, reduce over-reliance on top influencer distribution, and lower operating costs.

3. The platform continues rolling out cost-cutting support for legitimate merchants. It has cut merchants' total operating costs by more than 18.5 billion yuan in the first half of 2026, and expanded the first-weight coverage of freight insurance claims. This reduces operating costs for brands entering Douyin, and industry standardization will also open up more market share for legitimate brands.

This article sorts out the latest policy changes and industry shifts in Douyin e-commerce, providing clear directional guidance for all types of sellers.

1. Risk warning: Platform regulation is ramping up across the board, covering live pets, consumer durables, entertainment group live streaming and other fields, with a focus on cracking down on false advertising, sales of low-quality goods, and illegal traffic diversion. Violators face removal and frozen funds, and violating merchants can no longer evade penalties by rebranding under new operating entities. All sellers must operate in compliance and avoid violating platform rules.

2. Opportunity outlook: After the platform upgraded its traffic mechanism, traffic is no longer overly concentrated on top influencers. Small and medium-sized sellers can access stable traffic as long as they consistently produce quality content and deliver quality products and services. Currently, nearly 70% of small and medium-sized sellers that run live streams generate sales through in-house store live streaming, and more than 10,000 small and medium-sized sellers have crossed 10 million yuan in GMV via in-house live streaming, leaving ample room for growth.

3. Support benefits: The platform continues rolling out cost-cutting measures, cutting total merchant costs by more than 18.5 billion yuan in the first half of 2026, and expanded the first-weight coverage of freight insurance claims, further reducing sellers' operating costs.

The latest developments in Douyin e-commerce bring new business opportunities and insights for digital e-commerce transformation for manufacturing factories.

1. Insights for production: As consumers now demand higher product quality and after-sales service, and the platform is increasing its crackdown on low-quality goods, factories must strictly control product quality to meet the platform's compliance requirements, to avoid being removed from the platform.

2. New business opportunities: Following the platform's shift to decentralized traffic, which is no longer monopolized by top influencers and brands, factories can launch their own in-house store live streams, build their own online operating presence, reach end consumers directly, reduce over-reliance on distributors or brand distribution, and capture higher profit margins.

3. Direction for e-commerce transformation: Douyin's shelf e-commerce GMV has grown 49% year-over-year, marking very rapid growth. When advancing digital e-commerce transformation, factories can布局 both in-house store live streaming and shelf e-commerce scenarios; compliant operation will allow them to capture more market share and seize this new growth opportunity.

This article reveals the latest development trends of the Douyin e-commerce ecosystem, identifies current core customer pain points, and clarifies business directions for all types of e-commerce service providers.

1. Industry trends: Douyin e-commerce has left behind its era of unregulated growth driven by top influencers, and entered a mature stage of compliant, decentralized development. Small and medium-sized merchants and influencers have become the core driver of platform GMV, and a growing number of merchants are choosing to operate their own in-house store live streams. This expands service providers' target client base from a small number of top brands to a large pool of small and medium-sized merchants, opening up greater market space.

2. Core customer pain points: On one hand, merchants face compliance risks—many small and medium-sized merchants are unfamiliar with platform rules and are prone to violate regulations. On the other hand, merchants need to master content operation and in-house live stream operation to access platform traffic, and most small and medium-sized merchants lack this expertise. Merchants also have clear demand for cost reduction.

3. Recommended business directions: Service providers can build targeted solutions around compliance consulting, content production and in-house live stream operation, helping merchants operate compliantly to avoid risks and capture traffic growth opportunities.

Douyin e-commerce's latest operating strategy offers extensive reference experience in operation management and risk mitigation for peer platform operators.

1. Insights for cleaning up industry irregularities: To address category-specific chaos in live-stream e-commerce, platforms must launch targeted crackdowns. Beyond removing violating actors, platforms need to close rule loopholes—identifying beneficial owners and related entities to block violators from rebranding and re-entering the platform. This effectively purifies the platform environment and maintains consumer trust.

2. Direction for ecosystem building: Overconcentration of traffic on a small number of top influencers makes a platform ecosystem fragile. Platforms should therefore promote decentralized traffic, support the development of small and medium-sized merchants and influencers, encourage merchants to operate in-house live streams, diversify the platform's ecosystem structure, and build a stable, long-term business foundation.

3. Insights for long-term development: Instead of only pursuing short-term growth in GMV and traffic, platforms should prioritize ecosystem health, support legitimate merchants via cost reduction, and boost user trust to build a long-term core competitive moat. Compliant operation also helps avoid regulatory risks and guarantees long-term stable development for the platform.

This article documents the latest industrial changes in Douyin e-commerce, offering high reference value for research on the development of the live-stream e-commerce industry.

1. New industry trends: Live-stream e-commerce has left behind its era of unregulated growth driven by top influencers, and entered a mature stage of compliant, decentralized development. Leading platform Douyin has promoted traffic mechanism reform, shifting the growth logic from traffic reliance to a model driven by quality content and quality products. Small and medium-sized merchants and influencers have become the core driver of platform GMV, with small and medium-sized influencers (fewer than 100,000 followers) accounting for more than 85% of total GMV.

2. New shifts in platform strategy: Platform development goals have shifted from pursuing short-term GMV growth to building a healthy ecosystem. On one hand, it has stepped up violation crackdowns and improved rules to close compliance loopholes; on the other hand, it has continuously rolled out cost-cutting support policies to help legitimate merchants lower operating costs.

3. New changes in business models: The live-stream e-commerce business model has shifted from being dominated by influencer distribution to a new multi-path model that integrates merchant in-house live streaming, shelf e-commerce, and influencer distribution. The industry is standardizing after clearing out low-quality violators, and this shift provides a typical case for studying the industrial upgrading of live-stream e-commerce.

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 .

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骗子主播的财路要断了。

出品 | 电商之家 作者 | 高飞

直播间卖宠物,正在成为新的翻车重灾区。

主编现在刷直播间时,看到不少商家卖猫、狗等萌宠。镜头里的主播一边抱着毛茸茸的萌宠互动,一边直播间强调“健康”“纯种”“包售后”,很难让人不心动。

再点开社交平台,有不少网友分享了自己买宠物踩坑的经历。有人称,网购狗狗到家后确诊冠状病毒,也要花出去一笔治疗费用,直呼“买回来再救治得不偿失”。

也有人买到感染“细小”的狗狗,最终救治无效死亡。更让人无奈的是,出了问题后,商家没有积极解决,反倒是推卸责任、态度恶劣。

还有网友吐槽,直播间刷到一只可爱小狗经深思熟虑后下单,收到后却不是同一只,勉为其难地继续养了。

说到底,宠物并非可以随意退换的普通商品。衣服不合身,退回去即可。但活体宠物一旦出现健康等问题,消费者承担的不只是经济损失,还有情感伤害以及漫长而复杂的维权成本。

一些商家正是抓住了萌宠容易打动人的特点,把活体宠物包装成直播间里的流量商品。靠低价、夸大宣传等刺激消费者下单,却在健康保障、运输安全、售后服务上漏洞百出。

现在,抖音开始出手了,已经有大批带货的商家、达人被清退。

抖音发布公告称,近期线上活体宠物交易日益活跃,但部分商家、达人存在售卖劣质活体宠物、虚假宣传、违规导流等行为。针对这些乱象,平台持续展开专项治理。

近半年来,抖音共处置违规商家3993个,违规达人265名。宠物直播带货的野蛮时代,正在按下刹车。

抖音还将继续升级治理措施,全面从严活体宠物商品品质、经营资质、交易规范和售后服务等各个环节要求。

从治理重点来看,销售劣质活体宠物和虚假宣传,是平台接下来重点打击的两类行为。

第一类,是销售劣质活体宠物。个别商家达人直接售卖濒死、病弱、残疾宠物,甚至可能引发人畜共患病。对此,平台将严厉打击。

第二类,是虚假宣传。个别商家达人在直播间或商品详情页夸大宠物颜色、大小、品种、品相,导致消费者收到后发现货不对板。

对这些严重违规行为,一经查实,平台将采取清退、冻结货款等措施。

高飞认为,短期来看,部分劣质商家会退出,但长期来看,正规犬舍、猫舍和具备检测、繁育及售后能力的商家,反而可能获得更多市场空间,行业走向规范化。

抖音电商,正在告别单纯依赖头部主播的时代,中小商家们也迎来了新的机会。

过去几年,直播带货之所以能快速爆发,一个重要原因就是大主播的带动,商家们挤破头了也想把自家产品送进大主播直播间。

在这波风口中,罗永浩、疯狂小杨哥、辛巴等大主播,曾经凭借个人影响力和粉丝信任,在一年内创造过百亿级GMV。

主播在直播间和用户面对面沟通,通过实时讲解、互动答疑等不断拉近和消费者之间的距离。

相比传统货架电商,直播间天然更有信任感。用户可以看到主播现场展示、即时回应,甚至在直播间氛围推动下快速下单。

正是这种强互动的模式,让抖音电商的GMV一路上涨。《晚点LatePost》透露,抖音电商去年前十个月的GMV增速超30%,全年GMV(商品交易总额)将迈过4万亿元关口。

作为国内首个月活破10亿的短视频平台,拥有一个庞大的用户基础和内容生态。头部主播模式虽然爆发力强,却很难代表平台长期健康发展。一旦流量过度集中在少数主播身上,平台生态就会变得脆弱。

所以,头部主播的退潮,其实是直播电商走向成熟的开始。罗永浩在直播带货行业高峰期宣布退出,小杨哥因为带货翻车逐渐淡出,辛巴也选择逐渐隐退。

更深层看,是行业逻辑已经发生变化。也就是,直播电商不可能永远靠几个超级主播支撑。

于是在2024年,抖音宣布平台进行了重要的流量机制升级。在新的机制下,“好内容”成为生意增长的第一生产力。

过去,大主播流量大分分钟都可以拿下上亿的GMV。现在,平台上的商家需要持续提供好内容、好商品、好服务,才有机会获得长期增长。

而抖音也得到了想要的结果。抖音电商发布的《2025抖音电商发展数据报告》“以下简称报告”显示,2024年8月至2025年8月,平台货架场景成交额同比增长49%,超过536万新商家、511万新达人通过平台获得稳定收入。

同时,2025年通过店播实现收入增长的商家数量同比增长45%,超过8万个新商家直播成交额突破百万元。

越来越多商家不再完全依赖头部达人,通过店播建立自己的经营阵地。

中小商家也开始成为重要力量。报告显示,在参与直播带货的中小商家中,近七成通过店播实现商品动销,超1万个中小商家店播成交额突破千万元。

达人侧同样如此。报告显示,粉丝量在100万以下的中小达人,在达人带货中的成交额占比超过85%。换句话说,抖音电商的成交,不再由少数大主播决定,而是由大量中小达人共同支撑。

商家开始自己下场做内容、直播。品牌不必完全依赖达人分销,中小商家也有机会通过店播建立自己的用户关系。

中小商家、中小达人和品牌店铺是平台实现长期稳定的商业底盘。所以合规化是平台在现阶段的必须要做的事情。

盘点2026年的一系列动作可以发现,抖音对商家的治理正在明显加码,同时也在持续加大对商家的扶持。

比如在5月,抖音公布耐用消费品专项治理进展。近三个月,抖音平台共处置违规商家19万个、违规达人1.3万名。

主要问题包括混淆品牌、夸大商品功能、作出无法兑现的售后承诺、销售劣质商品、错放类目规避审核,以及诱导消费者脱离平台交易。

7月,抖音进一步修订关联劣质商家处置规则。商家不能再通过更换营业执照、重新注册店铺、借用关联主体等方式逃避处罚。

情节严重的关联商家,可能被清退,货款账户被冻结并停止结算,部分处罚期限可达到一年。

过去,一些违规商家被封店后可以换个主体重新开店。如今,平台试图通过识别实际控制人、经营关系和关联主体,把“换壳重生”的通道堵住。

近期,抖音公布“清朗·网络娱乐团播乱象整治”专项行动阶段性成果,重点整治诱导打赏、低俗内容、违规PK等问题。公告显示,截至目前,抖音已处置相关违规行为3万余人次,4025个违规账号被收回直播权限,34家违规公会被清退。

另一边,抖音又在给真正做生意的商家踩油门。最近,抖音电商公布了2026年九大商家扶持政策二季度的落地进展。

最近,抖音电商公布2026年九大商家扶持政策二季度的落地进展。今年第二季度,平台累计为商家节省经营成本超过百亿元。加上一季度已经减免的85亿元,上半年合计为商家降本超过185亿元。

而在2025年,抖音电商通过商品卡免佣、多类目免佣、降低运费险、小商家扶持基金等措施,累计为商家节省成本超过320亿元。

覆盖佣金、运费险、推广费、结算率的组合拳,可见抖音正在想方设法扩大商家生存空间。

抖音电商近日宣布,在不增加商家运费险成本的前提下,将上门取件赔付首重范围从1公斤提升至3公斤。

平台不再单纯追求流量和GMV增长,更加重视生态健康。因为,平台更需要稳定的商家、健康的内容、长期的用户信任。这是一个成熟商业平台的核心护城河。

注:文/高飞,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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FAQ回顾

抖音电商清退违规商家的重点治理方向有哪些?

重点治理方向包括:活体宠物交易领域的售卖劣质宠物、虚假宣传、违规导流行为;耐用消费品领域的混淆品牌、夸大功能、售假、诱导脱离平台交易行为;同时打击违规商家换壳逃避处罚、网络娱乐团播乱象等,严重违规者将被清退、冻结货款。

抖音电商当前的流量分配规则是什么?

2024年抖音升级流量机制后,好内容成为生意增长第一生产力,商家需要持续提供好内容、好商品、好服务才有机会获得长期增长,不再向头部主播集中倾斜流量,重点扶持合规经营的中小商家、中小达人及品牌店铺。

抖音电商针对合规商家有哪些扶持政策?

平台推出多项降本扶持措施,2025年累计为商家节省经营成本超320亿元,2026年上半年合计降本超185亿元,具体包括商品卡免佣、多类目免佣、降低运费险、小商家扶持基金,还将运费险上门取件赔付首重从1公斤提升至3公斤。

抖音电商当前的成交结构有什么变化?

据《2025抖音电商发展数据报告》,粉丝量100万以下的中小达人带货成交额占比超过85%,近七成参与直播带货的中小商家通过店播实现商品动销,超1万个中小商家店播成交额突破千万元,成交不再由少数头部主播主导。

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