How e-commerce short dramas get you to spend – without realizing it - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
咏竹坊

How e-commerce short dramas get you to spend – without realizing it

The storytelling revolution of short, three-minute dramas on e-commerce platforms has seamlessly merged ‘watching’ and ‘shopping’
00:00

{"text":[[{"start":9.48,"text":"This article only represents the author's own views."}],[{"start":13.88,"text":"“She wore shabby clothes and was dumped by her boyfriend. But she was determined to turn her life around and looked stunning as she made an amazing comeback at his wedding three months later.” If this storyline sounds familiar, congratulations — you’ve become a regular in the universe of storytelling content on e-commerce."}],[{"start":36.02,"text":"Over the past two years, a growing number of e-commerce platforms have launched “short drama” sections, investing real capital to support creators. By integrating products into plots, they allow users to “watch and shop” simultaneously — often making purchases without realizing it. What began as a marketing gimmick has evolved into a structural shift in how attention and consumption decisions are captured."}],[{"start":65.28,"text":"Driving this shift is the explosive rise of Douyin E-commerce, the Chinese version of TikTok. In 2024, Douyin’s annual GMV exceeded 3.5 trillion yuan ($486.4 billion), making it China’s third-largest e-commerce platform. It proved that content-driven commerce — \"video-based seeding + livestream conversion\" — can disrupt the traditional “search–compare–checkout” model. Traditional platforms realized that relying solely on static listings and text might soon render them invisible."}],[{"start":107.84,"text":"Short dramas have a natural stickiness: each episode runs about three minutes, with melodramatic plots, extreme characters and exaggerated twists. More importantly, short drama marketing goes beyond embedded ads — brands can custom-produce episodes, integrate with livestreams, and use the platform’s algorithms to track user preferences during viewing."}],[{"start":134.16,"text":"That’s why e-commerce platforms are now producing dramas themselves."}],[{"start":140.12,"text":"Alibaba (BABA.US; 9988.HK) launched “Guangguang Theater” on Taobao at the end of 2023, focusing on co-branded dramas and merchant-involved scriptwriting, integrating with Taobao Live and product pages to enable “watch and buy” functionality. Douyin pushed its “drama + shopping” model in the second half of 2023, embedding shopping carts and character-based shops. Meanwhile, PDD Holdings (PDD.US) added a short drama section to its “Duoduo Video” in April 2024, focusing on low-cost “good value dramas” for smaller, less-affluent cities. This deep fusion of storytelling and commerce is redefining the shopping experience."}],[{"start":140.62,"text":"Different genres, different products"}],[{"start":193.92,"text":"Different genres of drama often pair with specific products. The “revenge glow-up” narrative —where a protagonist undergoes a striking transformation after being mocked or underestimated — is particularly effective for promoting fashion, beauty products, and self-improvement services such as online courses. “Emotional family dramas,” involving marital or household conflict, are suited for home goods, kitchenware, and seasonal gifts. Meanwhile, “twist and reconciliation” storylines, which build emotional tension before ending on a heartfelt note, are ideal for enhancing the sentimental value of accessories, keepsakes, or romantic gifts."}],[{"start":242.76,"text":"While these storylines seem repetitive, they’re highly efficient. The goal of short dramas isn’t originality, but familiarity and rhythm. Viewers don’t need to understand backstories — they just need to expect revenge, redemption, or tears. This is when platforms guide users toward purchases, creating a golden moment for brand conversion."}],[{"start":266.08,"text":"Meanwhile, an increasing number of drama clips are being repurposed and distributed across content platforms like Douyin and RedNote. E-commerce platforms have become content producers, while content platforms act as amplifiers and distributors."}],[{"start":282.56,"text":"Don’t underestimate the impact of these short dramas. According to the “China Internet Audio-Visual Development Research Report (2025),” the micro-drama market was worth 50.44 billion yuan in 2024, surpassing China’s total box office revenue of 42.5 billion yuan. The micro-drama market is expected to reach 100 billion yuan by 2027."}],[{"start":312.64,"text":"However, this content-commerce experiment isn’t without its risks and challenges."}],[{"start":318.24,"text":"First, there’s content fatigue. Over-reliance on formulaic plots may eventually bore viewers, leading to user loss despite short-term success. Second, brand identity is often diluted — viewers remember the drama, not necessarily the brand, making long-term loyalty hard to build. Third, cross-platform conversion is hard to track. Even if a drama goes viral, platforms and merchants often lack visibility into how much traffic gets converted, and where."}],[{"start":351.26,"text":"But these challenges don’t spell the end of the short drama e-commerce model. To the contrary, they may be paving the way for an entirely new form of content-driven commerce — one that builds a multi-layered ecosystem with content at its core. Viewers binge-watch short dramas while shopping, and platforms continuously iterate to find stories that make people emotionally — and financially — invest. In a way, e-commerce is starting to look like a drama that never ends."}],[{"start":390.36,"text":""}]],"url":"https://audio.ftmailbox.cn/album/a_1749038108_9108.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

丽莎•库克:与特朗普交锋的美联储理事

这名经济学家与总统的法律对决将对美国央行产生深远影响。

如何管理投资组合中美国资产的主导地位

美元对冲需求依旧强劲,但投资者可能不得不寻找其他出路。

Lex专栏:乌克兰重建为欧洲企业打开机遇之窗

财报电话会透露,已有数十家公司开始关注这一机遇。

Lex专栏:私募基金找到应对“截止日期危机”的新途径

2021年兴起且通常生命周期为3到5年的接续基金自身正接近截止日期。收购公司不得不再次展现创造力。

微软谈判恐将把OpenAI重组推迟至明年

这家软件巨头希望保留对这家初创公司技术的使用权,同时删除“通用人工智能(AGI)条款”

人工智能如何重塑艰难的药物发现流程

研究机构寄望于科技来提升获批几率。
2天前
设置字号×
最小
较小
默认
较大
最大
分享×