今天分享的是：新搜索时代：2024五大平台实操指南（淘宝、京东、拼多多、抖音、小红书） 报告共计：51页 新搜索时代电商平台搜索运营实操指南总结 电商行业已迈入"新搜索时代"，用户搜索行为呈现平台多元化、全域化和泛化三大特征，搜索在商家生意中的确定性价值愈发 凸显。这份指南围绕五大主流平台，系统拆解了新搜索时代的运营逻辑与实操方法。 平台层面，传统货架电商与内容平台呈现差异化特征。淘宝、京东、拼多多作为货架电商，搜索核心围绕商品展开，虽面临流 量下滑，但仍是高转化的关键阵地。淘宝流量结构以推荐为主，搜索逻辑最复杂；京东搜索仍是核心流量来源，用户习惯搜完 即买；拼多多已从"货找人"转变为搜索占主导。小红书和抖音则作为内容平台，成为搜索流量增长的核心引擎。小红书70%月活 用户有搜索行为，KFS方法论（KOL+搜索+信息流）实现精准种草；抖音独创"看后搜"被动搜索形态，FACT+S方法论打通内容 场与货架场，搜索转化效率显著。 方法层面，商家需主动适配新搜索趋势。选品上，高客单、强需求动机的品类（如3C数码、大家电、家装等）更需重点布局。 围绕商品生命周期，搜索可在选品洞察、新品冷启动、成熟期转化等环节发挥作用。 ...

Core Insights - The event aims to strengthen cooperation between banks and enterprises, creating a platform for communication among import and export companies [2] - The collaboration between Jining Xicheng Branch and Alibaba Jining focuses on integrating resources to provide comprehensive cross-border financial services [2] - The summit received positive feedback from participating companies, highlighting its relevance to actual business needs [2] Group 1: Event Overview - On November 12, Jining Xicheng Branch and Alibaba Jining held an import and export trade summit [2] - The summit aimed to leverage Alibaba's e-commerce ecosystem and the bank's financial service experience [2] - The event included discussions on current import and export trade policy trends and financial tool applications [2] Group 2: Financial Services Offered - The collaboration will provide one-stop cross-border financial services, including payment settlement and financing support [2] - Customized financial solutions were introduced to meet the needs of enterprises of different sizes [2] - The content of the presentations combined policy insights with practical applications to clarify development directions for businesses [2] Group 3: Future Plans - Jining Xicheng Branch plans to continue enhancing cross-border financial services and deepen outreach activities [2] - The focus will be on accurately matching enterprise needs and innovating financial service models [2] - The goal is to support local enterprises in expanding overseas markets and inject strong financial momentum into the region's export-oriented economic development [2]

Market Overview - US stock market continued to rise on December 5, supported by expectations of Federal Reserve interest rate cuts and positive US-China trade signals, with all three major indices closing higher [1] - The Dow Jones Industrial Average increased by 0.22% to 47,954.99 points, the Nasdaq Composite rose by 0.31% to 23,578.13 points, and the S&P 500 gained 0.19% to close at 6,870.40 points, marking four consecutive days of gains for the S&P 500 [1] Technology Sector Performance - Major US technology stocks mostly rose, with the US Tech Giants Index increasing by 0.20%. Facebook saw a nearly 2% rise, Google over 1%, Microsoft up 0.48%, Amazon up 0.18%, and Tesla up 0.1% [2] - Despite declines in Apple and Nvidia by 0.68% and 0.53% respectively, the overall performance of technology stocks remained strong [2] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index rose by 1.29%, with notable individual stock performances including Baidu up nearly 6%, Xiaomi over 2%, Meituan nearly 2%, and Xpeng, iQIYI, and TAL Education all up over 2% [3] - Dingdong Maicai led the gains among Chinese stocks with an increase of over 11% [3] Mergers and Acquisitions - Netflix announced its agreement to acquire Warner Bros. Discovery for approximately $72 billion [4] - SoftBank is reportedly in talks to acquire AI infrastructure investment company DigitalBridge [4] - Albemarle, the world's largest lithium producer, saw a 5% increase in stock price after UBS upgraded its rating from "neutral" to "buy" and raised the target price from $107 to $185 per share [4] Commodity Market Movements - Gold prices experienced volatility, closing at $4,197.4 per ounce, down 0.26%, after initially rising over 1% [5] - Silver prices, after reaching a historical high, ultimately closed up 2.07% [5] - In the oil market, WTI crude oil futures for January delivery rose by 0.69% to $60.08 per barrel, while Brent crude for February delivery increased by 0.49% to $63.75 per barrel, supported by ongoing geopolitical risks [5] Cryptocurrency Market - The cryptocurrency market faced pressure, with Bitcoin dropping below $89,000, down 3.59% in a single day, and major altcoins like Ethereum and Solana also experiencing declines of over 3% [8] US-China Trade Relations - Positive signals emerged from US-China trade relations, with discussions between Chinese Vice Premier He Lifeng and US Treasury Secretary Yellen focusing on practical cooperation and addressing mutual concerns in the economic field [9] Federal Reserve Interest Rate Expectations - Market attention is on the Federal Reserve's interest rate cut expectations, with the core PCE price index for September at 2.8%, below the expected 2.9%, reinforcing the likelihood of a rate cut next week [10] - The probability of a 25 basis point rate cut next week is at 87%, according to CME's FedWatch tool [10]

Core Insights - The report focuses on the online variety show industry in China, analyzing user scale, content innovation, and marketing trends for 2024-2025, aiming to provide decision-making references for platforms and brands [1] User Scale of Online Video - The overall user base has reached 1 billion, with a year-on-year growth of 3.4%, indicating a significant recovery in the industry [2] - Monthly active devices in the online video sector showed a notable increase, particularly in Q2 and Q4 of 2024, with an average year-on-year growth rate of 3.4% [2] User Trends in Online Variety Channels - The variety show user market remains stable at 500-600 million, with peaks in June and October 2024 due to seasonal programming and user influx [6] - The market is benefiting from the influx of student users during summer and the demand for popular programs during holidays [6] User Demographics of Variety Channels - Young audiences, particularly those aged 18-24, and female viewers are the primary demographics for variety channels, with a TGI index of 122 for young viewers and 111 for female viewers [7] Performance of Variety Content Creation - The number of new variety shows and sequels has increased, with 20 new shows launched in 2024, reflecting a stable content innovation capability [11] - Existing variety IPs are gaining market recognition, with 32 sequels produced in 2024, an increase of 3 from 2023 [11] Content Type Performance of Exclusive Variety Shows - The outdoor experience category remains the highest in market share, with significant growth in both quantity and viewership in 2024 [13] - Comedy variety shows have seen a resurgence, with viewership increasing by 143% compared to 2023, becoming the second-largest contributor to viewership [13] Performance of Reality Game Shows - In 2024, six reality game shows were produced, with Youku leading in both quantity and viewership, contributing 35.5% of the total viewership in this category [16] Overview of New Exclusive Variety Shows in 2024 - New variety shows in 2024 exhibit diverse themes, with Q2 and Q3 being peak periods for premieres [18] Key Highlights of Reality Game Shows - Reality game shows redefine the boundaries of "game variety," using immersive experiences to engage audiences with real-world issues [20] Key Highlights of Comedy Variety Shows - The comedy variety sector is characterized by a "dual-hero" competition, with Tencent and iQIYI leading in viewership through innovative programming [25] Innovation in Content Creation - The rise of new IPs and the "second season phenomenon" indicate a shift towards a focus on content innovation and long-term value creation [30] - The integration of film and variety shows is becoming a significant trend, enhancing audience engagement and extending the lifespan of IPs [32] Changes in Sponsorship Brand Trends - The number of sponsorship brands for variety shows has slightly decreased, but the number of brands in top new variety shows has increased from 3.3 to 3.9 [40] - Fast-moving consumer goods (FMCG) brands account for 62.4% of sponsorship frequency, indicating their dominant role in the variety show sponsorship market [45] Marketing Budget Changes - Overall marketing budgets are tightening, with a decrease of 7-10% expected in 2025, affecting various industries differently [50] - The internet service industry maintains a high marketing budget, while the food and beverage sector is seeing a decline due to budget constraints [51] Evaluation of Sponsorship Effectiveness - The evaluation of sponsorship effectiveness has developed a dual verification system, focusing on both basic traffic and business conversion metrics [57] Innovations in Marketing Strategies - Brands are increasingly leveraging variety shows for integrated marketing, utilizing KOLs and co-creation strategies to enhance brand visibility and engagement [62][65] - The trend of "combination投放" is emerging, allowing brands to maximize exposure across multiple shows while reducing costs [68]

历时8个月，阿里完成"饿了么"与"淘宝闪购"的品牌统一。 12月5日，智通财经记者获悉，"饿了么"APP在更新至最新版本后将全面焕新为"淘宝闪购"，更深度融 入阿里集团"大消费平台"战略。 这被视为是阿里集团对大消费和服务电商赛道继续投入的重要信号。 当日，知情人士向智通财经记者表示："此次品牌更新并不会影响组织架构。" 为何更新品牌名称？ 回顾淘宝闪购的发展历程，它的曾用名是"小时达"，是淘宝天猫旗下即时零售业务，今年4月升级为淘 宝闪购，5月成为淘宝APP首页一级入口，6月饿了么、飞猪合并入阿里中国电商事业群，7月启动500亿 元补贴，8月宣布骑手服装升级，11月最新版APP灰度测试，12月正式完成品牌更新。 值得注意的是，阿里方面一直强调的是，此次是"更新""焕新"品牌名称，而非"更名"。 谈及为何要更新品牌名称，零售电商行业专家、百联咨询创始人庄帅向智通财经记者表示，可以很明确 地说，行业的共识是餐饮和生鲜外卖的高频业务能够带动即时零售和本地生活等较为低频的业务，然后 实现更大规模的增长和盈利，"这几年来，饿了么和美团都实施了同样的战略，只不过受限于投入的规 模和资源，饿了么的发展较为缓慢。另外饿了么 ...

Core Insights - The article warns about the potential bubble in the instant retail sector in China, particularly in the context of the fierce competition among major players like Alibaba, JD, and Meituan, which is reminiscent of the warnings regarding AI bubbles in the U.S. [1] Financial Performance - Alibaba reported a revenue of 247.795 billion yuan for the latest quarter, a 5% year-on-year increase, with its instant retail segment generating 22.906 billion yuan, up 60% due to the launch of Taobao Flash Purchase [3][4] - Meituan's revenue reached 95.5 billion yuan, a 2% increase, but its core local business segment saw a decline in revenue to 67.4 billion yuan, down from 69.373 billion yuan year-on-year, leading to a loss of nearly 14.1 billion yuan [4] - JD achieved a revenue of 299.1 billion yuan, a 14.9% increase, but its net profit fell by 56% to 5.8 billion yuan, primarily due to strategic investments in new business areas, including instant delivery [4] Marketing Expenditure - The three giants collectively "burned" nearly 60 billion yuan in the latest quarter, with significant increases in marketing expenses: Meituan's rose to 34.3 billion yuan (up 90.9%), Alibaba's to 66.496 billion yuan (up 104.8%), and JD's to 21.1 billion yuan (up 110.5%) [6][4] Competitive Landscape - The intense competition in the instant retail sector has led to a "price war," characterized by low prices and poor quality, which is viewed as a form of unhealthy competition that does not create real value for the industry [7] - Research indicates that while large subsidies have increased order volumes, they have not translated into increased revenue for merchants, leading to a situation where merchants face declining profits [9][8] Regulatory Response - The State Administration for Market Regulation has intervened, urging platforms like Meituan, Ele.me, and JD to regulate promotional activities and engage in rational competition to foster a healthier ecosystem for consumers, merchants, and delivery personnel [9] Future Outlook - As the three giants plan to reduce their subsidy expenditures in the upcoming quarter, it is anticipated that heavily subsidized products will become less common, prompting a return to a focus on quality and user experience rather than just price [11][12] - The article emphasizes the need for companies to invest in technology and ecosystem development rather than relying solely on subsidies to achieve sustainable growth [12][10]

12月5日，浙江省工商联、浙商总会发布2025浙江省民营企业200强，2025浙江省制造业民营企业200强，2025浙江省服务业民营企业100强，2025浙江省民 营企业研发投入200家，2025浙江省民营企业发明专利200家等系列榜单。 其中民营企业200强名单前三名为：阿里巴巴（中国）有限公司，浙江荣盛控股集团有限公司，浙江吉利控股集团有限公司。 | 浙江荣盛控股集团有限公司 | | --- | | 浙江吉利控股集团有限公司 | | 浙江恒逸集团有限公司 | | 青山控股集团有限公司 | | 海亮集团有限公司 | | 天能控股集团有限公司 | | 多弗国际控股集团有限公司 | | 万向集团公司 2 20 | | 桐昆控股集团有限公司 | | 正泰集团股份有限公司 | | 蚂蚁科技集团股份有限公司 | | 雅戈尔集团有限公司 | | 宁波金田投资控股有限公司 | | 传化集团有限公司 | | 中基宁波集团股份有限公司 | | 超威集团 | | 富冶集团有限公司 | | 新风鸣控股集团有限公司 | | 浙江菜鸟供应链管理有限公司 | | 浙江卫星控股股份有限公司 | | 网易(杭州)网络有限公司 | | 华友 ...

编者按：美国近年来对中国科技领域展开全方位、立体化的围堵打压，特别是在人工智能（AI）这一前沿赛道上，围剿态势尤为严峻。然而， 中国的科技力量不会屈服。从支撑AI发展的算力芯片，到引领创新的大模型，中国正奋力追赶，部分领域甚至已实现赶超。 12月1日，深度求索（DeepSeek）重磅发布V3.2系列的两款模型。据其介绍，DeepSeek-V3.2在公开推理测试中的表现已达到GPT-5的水准，仅略 逊色于Gemini-3.0-Pro；其增强版V3.2-Speciale更是在IMO 2025、CMO 2025等四项国际顶级竞赛中斩获金牌。 而离此不到一周前，空间推理基准测试SpatialBench更新了最新榜单，阿里旗下的千问视觉理解模型Qwen3-VL、Qwen2.5-VL表现卓越，分别占 据榜单前两名，成功超越了Gemini 3、GPT-5.1、Claude Sonnet4.5等国际顶尖模型。 11月5日，阿里巴巴董事会主席蔡崇信在香港大学陆佑堂举办了一场主题为"前瞻十年：推动中国经济增长的科创引擎"的精彩分享。其在对话 中，不仅从体育投资视角探讨了文化交流的深层价值，还分享了阿里在AI领域的战略布局以及中国 ...

Core Points - The newly implemented national standard for food delivery platforms aims to optimize management, enhance service quality, and promote win-win scenarios in the industry [1][4] - Major platforms like Meituan, JD, and Taobao Shanguo have voluntarily committed to integrating the standard into their operations to improve service management and consumer experience [2][3] Group 1: Standard Implementation - The standard focuses on addressing key issues in the food delivery industry, including merchant management, pricing and promotional practices, labor management, and dispute resolution [1][4] - It emphasizes the responsibility of platforms to ensure food safety and fair competition while protecting the rights of delivery personnel [4] Group 2: Delivery Personnel Rights - The standard mandates that delivery platforms must ensure reasonable working hours and rest periods for delivery personnel, limiting daily working hours to a maximum of 8 hours [4][5] - It requires platforms to issue fatigue alerts to delivery personnel who have been working for over 4 hours continuously, encouraging them to take breaks [5] Group 3: Operational Guidelines - The standard stipulates that delivery algorithms should consider various factors such as traffic conditions and weather when planning delivery routes [5] - It also sets a maximum average speed of 15 kilometers per hour for electric bicycles during deliveries [5]

12月5日，2025长三角企业100强正式揭晓。今年榜单入围门槛为767.28亿元，较去年的781.6亿元有所下滑。上榜企业营业总收入连续两年突破21万亿元大 关，再创历史新高，同比增加6764.7亿元（3.27%）至21.373万亿元；有82家企业营收超千亿元，比上年增加6家。净利润总额超过1万亿元，同比增加 15.07%（1341.5亿元）至10243.5亿元。资产总额达到60.5万亿元，同比增加3.9万亿元（6.87%）。 在快速发展的同时，百强企业积极履行社会责任，纳税总额达到7958.7亿元，同比增长1.09%。创新已经成为企业发展的重要驱动力，上榜企业研发费用达 到3146.5亿元，同比增加5.82%。 值得注意的是，民营企业上榜数量首次超过半数，达到54家，比上年增加5家。合计实现营业收入12.1万亿元，占比首次超半，达到56.61%；收入平均值 （2240.8亿元）超过长三角百强的平均值。营业收入、净利润、纳税总额三项指标增速，均远超长三角百强企业的平均值。 上海市有25家企业入榜，较上年减少4家，营业总收入略有下降，净利润同比增长24.31%（1010.9亿元）。有5家企业跻身前十，分别是中 ...