Core Insights - JD.com achieved record sales during the 11.11 shopping festival in 2025, driven by consumer demand and enhanced shopping experiences [1] - The introduction of interest-free installment plans through JD's BaiTiao service significantly boosted sales across key categories, with a notable increase in merchant participation [2][3] Group 1: Sales Performance - JD's BaiTiao service led to a 125% year-on-year increase in interest-free transaction volume for 3C digital products, 231% for health products, and 185% for fashion items during the 11.11 event [2] - The number of merchants participating in BaiTiao's interest-free activities grew by 133% compared to the previous year, indicating its effectiveness as a marketing tool [2] Group 2: Consumer Benefits - BaiTiao offered consumers up to 24 months of interest-free installments on nearly 100 million products, enhancing affordability and driving sales in major categories [1] - Special promotions, such as the "Super Brand BaiTiao Interest-Free Day," allowed consumers to purchase high-end brands with deferred payment options, further stimulating demand [1] Group 3: Merchant Support - BaiTiao provided merchants with exclusive benefits, including up to 18 days of zero interest fees and cash incentives, reducing operational pressures and enhancing sales performance [2] - Merchants utilizing BaiTiao experienced an average transaction volume increase of over 125%, showcasing its role in driving business growth [2] Group 4: Consumer Engagement - BaiTiao has served nearly 300 million consumers and connected over 2 million merchants, becoming a core component of JD's strategy to enhance consumer experience and stimulate market activity [3] - The combination of national subsidies and BaiTiao's interest-free offerings significantly boosted consumer spending, particularly on products marked with "national subsidy" labels [1]

Core Viewpoint - The logistics industry is experiencing a peak in package volume during the "Double Eleven" shopping festival, with new technologies aiding delivery personnel in managing the increased workload [1]. Group 1: Automation and Efficiency - A new automated sorting system has been implemented at a major logistics hub, allowing a reduction in the number of staff needed for sorting from over ten to five or six, achieving an average sorting time of 40 seconds per package [3][5]. - The introduction of automation has alleviated the "explosion order anxiety" experienced by delivery personnel during peak seasons [5]. Group 2: Innovative Delivery Solutions - In Jiangsu, unmanned vehicles have been deployed to assist delivery personnel, enhancing collection efficiency by allowing drivers to input destinations and have the vehicle autonomously pick up packages [7]. - These unmanned vehicles are equipped with cooling and shock-absorbing systems, and logistics routes have been optimized to ensure the freshness of perishable goods, such as crabs [7]. - The delivery scope has expanded from just the Jiangsu region to nationwide distribution, with plans for further speed enhancements by 2025 [9].

本文作者：董董 版式设计：而漪 被锣鼓喧天的热闹吸引来的数以万计的消费者们，追到了爱豆、吃到了瓜，还顺便购了个物、下了个单。 京东的套路是一套又一套，一边让你"慢慢挑、稳稳省"，一边费尽心思，只是想让你逛得舒心、买得开心。 消费者吃不吃这一套呢？ 万万没想到，这次的双11，最出风头的居然是京东！ 如果你以为TA还是那个不会转弯的"钢铁直男"，那这次是要跌破眼镜了。 京东，是真会玩！ 姜妍走秀、张艺兴唱《闹天宫》、刘宇宁和雷佳音演小剧场，还有少爷和我时隔三年再度合体，今年双11的快乐必须是京东给的！ 京东，有多会玩？ 疯狂，疯狂不过《疯狂动物城》；噱头，噱头不过《花儿与少年》；热闹，热闹不过苏超。 京东，玩得就是心跳！ 稀缺的电玩好物、新鲜上市的小米K90、难得一见的球星亲签、比黄金还贵的黑松露，还有花少同款旅游路线1块钱就起拍，连KPL门票都免费送。 当大家已经对办了17年的双11开始审美疲劳的时候，京东营销打出了"热门IP+明星"这把王炸。 硬生生靠着整出的这些"花活儿"，把这场史上最长的购物节，演绎得高潮迭起。每一个"惊喜日"，不仅有吸睛的噱头，更有实惠的嚼头。 那可太吃了！ 《2025 Z世代双十一消费 ...

超级供应链上的京东11.11，成交额再创新高，下单用户数增长40%，订单量增长近60%，为消费者提供了 更多又好又便宜的商品和服务，在优势业务及创新业务上均获得了高质量的增长。10月9日晚8点至11月11日， 随着消费者购物热情的不断高涨，服饰、美妆、运动等品类销售迎来高速增长，近2000个品牌成交额同比增长 翻倍，近500个细分品类成交额同比增长翻倍，更多消费者选择在京东购买时尚等好物。 （注：此文属于央广网登载的商业信息，文章内容不代表本网观点，仅供参考。） 鞋靴、内衣、儿童保暖等品类也迎来销售攀升。京东11.11全周期，骑士靴、复古马丁靴、德训鞋、勃肯鞋 等趋势品类成交额同比增长超2倍，MLB、妙丽、natursun、蕉内、接吻猫、15mins、CHARLES&KEITH 、星 期六、环球等超百大品牌同比增长翻倍；保暖内衣、秋衣秋裤等品类成交额同比双位数增长，其中蕉下、海澜 之家、爱慕、维密、松山棉店及野兽派家居等品牌增长翻倍；儿童羽绒服、保暖内衣、毛衣针织、雪地靴等品 类成交额同比增长翻倍，巴拉巴拉、泰兰尼斯、adidaskids、Teenie Weeniekids品牌增速翻倍。 运动户外、品质消费热 ...

Core Insights - JD's 11.11 sales reached a new high, with a 40% increase in the number of users placing orders and nearly a 60% increase in order volume [1] Group 1: Sales Performance - Mobile new product sales increased by over 4 times year-on-year, with AI products in the 3C digital category experiencing significant growth: AI tablets up 200%, large-screen AI phones up 150%, and AI glasses, speakers, and home storage up 100% [3] - Home appliances and furniture new product sales increased by 150%, while the order volume for integrated delivery and installation services grew by over 90% [3] - Nearly 500 categories in apparel, beauty, and sports saw sales growth exceeding 100% [3] - JD Supermarket saw over 30,000 brands with sales growth exceeding 100%, and the sales of staple foods and condiments increased by 100% [3] Group 2: Innovative Business Models - New business formats participating in JD's 11.11 showed strong growth potential, with JD's food delivery service onboarding over 2 million quality restaurants, and the average daily order volume for the top 300 restaurant brands increasing 13 times compared to the first month of launch [4] - The "freshly stir-fried" and "transparent ingredients" labels of JD's Seven Fresh Kitchen were popular, achieving a 3-day repurchase rate 3 times higher than the industry average during 11.11 [4] - The direct sourcing of hairy crabs for sale in Hong Kong saw prices about 20% lower than traditional channels, with weekly sales exceeding 15% of last year's total sales in Hong Kong [4] Group 3: Global Expansion - JD Global Purchase saw sales from over 1,500 imported brands increase by over 3 times year-on-year, with coverage expanding to 36 countries and 10 country-specific sites [5] - Key markets such as Japan, South Korea, Singapore, Malaysia, Thailand, and Australia saw sales and order volume growth exceeding 100% [5] - Cross-border free shipping services upgraded to cover 13 countries, with sales growth surpassing 300% and the number of platform users increasing by over 400% [5] Group 4: Logistics and Delivery - 95% of self-operated orders and 87% of orders in townships and streets can be delivered within 24 hours, with 45.5% of orders in regions like Xinjiang and Tibet achieving next-day delivery [5] - JD's logistics set multiple industry records during 11.11, with the super brain model 2.0 being called upon 1.9 billion times and automation coverage in the logistics chain exceeding 95% [5] - Nearly 100 cities enjoyed "minute-level" delivery, with 95% of self-operated orders fulfilled within 24 hours [5]

京东11.11期间，京东全球购超1500个进口品牌成交额同比增长超3倍，同期还宣布了国家馆升级，拉动 国家馆频道成交额实现环比12倍增长。 今年的京东11.11，京东物流保障创下多项行业纪录：超脑大模型2.0累计调用19亿次，24座"智狼仓"实 现全球规模最大部署，物流全链条环节自动化覆盖率超95%，近百座城市享"分钟级"送达，95%自营订 单24小时内履约。这场被定义为"最科技"的物流大考，以AI与自动化为核心，实现了供应链效率、产业 赋能、绿色发展与人效提升的多维突破，奠定京东超级供应链运行的强大底座。 在AI技术的持续驱动下，京东超级供应链不断迭代升级。今年11.11期间，随着订单峰值、物流时效、 商家营收等多项核心数据刷新，AI已完成从"辅助工具"到"生产力工具"的转变。以JoyAI为核心的全栈 AI体系已深度融入超级供应链各环节。在内部运营中，超3万个基于JoyAgent3.0的智能体化身"数字员 工"高效运转，覆盖零售、物流、金融、工业等多个领域；JoyAI大模型已在超1800个场景中应用，调用 量较618增长4倍，成为提效核心引擎；在商家端，京东数字人JoyStreamer已服务超4万品牌，其成 ...

每经AI快讯，11月12日，京东官微发文显示，京东"双11"成交额创新高，下单用户数增长40%，订单量 增长近60%。 ...

Core Insights - JD.com achieved record sales during the 11.11 shopping festival, with a 40% increase in the number of users placing orders and nearly a 60% increase in order volume [1] - The home appliance and home goods categories saw significant growth, with over 2000 brands achieving more than 100% year-on-year sales growth [1][2] - Innovative products and consumer demand for quality living drove explosive growth in various categories, including a 150% increase in sales for new home appliance products [2][3] Sales Performance - JD.com’s 11.11 sales reached new heights, with major brands like Midea, Haier, and Gree each surpassing 1 billion in sales [1] - The Leader Lazy Three-Tub Washing Machine series sold 55,000 units during the event, with total sales exceeding 200,000 units and sales revenue surpassing 1 billion [3] - The sales of large-capacity refrigerators increased by 50%, while the sales of self-cleaning range hoods and gas water heaters saw year-on-year growth of 200% and 240%, respectively [3] Consumer Trends - There is a notable shift towards premium and innovative products, with high demand for items like AI smart beauty devices and portable shavers, which saw sales increases of 300% and 450% respectively [4] - The trend of home improvement continues, with smart sofas and beds experiencing over 500% growth in sales [4] - Seasonal factors influenced sales, with electric blankets and cotton quilts seeing over 120% growth due to colder weather [4] Service Innovations - JD.com launched a government-enterprise joint subsidy initiative, resulting in a 70% increase in users benefiting from full-cycle subsidies [5] - The integrated delivery and installation service saw a 90% increase in orders, highlighting consumer preference for convenience [5] - The introduction of the "Home Decor Master" service provided personalized support for home decoration, leading to a threefold increase in service users [5]

11月12日，据京东黑板报消息，截至2025年11月11日23:59，京东11.11成交额再创新高。下单用户数增 长40%！订单量增长近60%。三方数据显示，京东APP活跃用户增长幅度稳居行业首位，在产品、价 格、服务的综合体验上京东收获了最高的消费者好评度。 数据显示，这个京东11.11，手机新品成交额同比增长超4倍，3C数码AI产品迎来爆发，AI平板成交额同 比增长200%，大屏AI手机同比增长150%，AI眼镜、AI音箱、AI家庭存储同比增长100%；家电家居闪 电新品成交额同比增长150%，送装一体服务订单量同比增长超90%。在日百和服饰品类上，京东11.11 取得新的突破，近500个服饰、美妆、运动细分品类成交额增长超100%；京东超市超30000个品牌成交 额同比增长超100%，京东基地的粮油和调味品成交额同比增长100%，京东生鲜海产与蔬菜的源头直发 商品销量同比增长均超100%，行业首创的"奶粉28天新鲜直达"服务带动相关奶粉产品成交额增长 110%。 首次参与京东11.11的创新业态展现了强劲的增长势能，京东外卖入驻超200万家品质餐厅，合作的 TOP300餐饮品牌11.11期间日均订单量较 ...

Core Insights - The collaboration between MCM and JD's digital humans marks a new reality in brand storytelling, transforming traditional marketing into immersive experiences [1][2] - Digital humans are evolving from mere sales tools to independent brand IPs, enhancing emotional connections and storytelling capabilities [5][9] Group 1: Digital Human Evolution - Initially, digital humans focused on product demonstration and conversion, significantly increasing user engagement in MCM's live streams by three times [3] - The upgrade of digital humans to brand-customized IPs allows for creative expressions that transcend physical limitations, enabling unique visual narratives for brands [5][6] Group 2: Industry Trends - The trend of digital humans transitioning from standardized tools to personalized, asset-like IPs is gaining traction, allowing brands to create distinctive digital personas [9] - Successful case studies, such as Enya Music's digital ambassador Aura, demonstrate the potential for digital humans to drive significant sales and enhance brand identity [9][11] Group 3: Broader Applications - Digital humans are not only effective in sales but also serve as key figures in brand advertising, social media content, and cultural storytelling, broadening their value [13] - The future of digital humans lies in their ability to foster emotional connections and creative expressions, positioning them as core assets in brand development [13]