这个京东11.11，当消费者打开京东APP，会发现一次与众不同的品质购物体验。这不仅仅是一场促销盛宴，更是 一次电商平台对品质消费的深度诠释。 日前，京东联合中国物品编码中心、中国自动识别技术协会、中国羽绒工业协会共同打造了覆盖预包装食品、羽 绒服、羽绒被、移动电源、燃气灶具、延长线插座等类目品质保障体系，让消费者在这个购物季买得放心、用得安 心。 冬季将至，羽绒服成为消费者购物车里的必备品。然而面对市场上琳琅满目的商品，如何挑选真正优质的羽绒服 成为许多人的困扰。 京东创新性地引入了AI智能推荐系统，消费者只需输入期望的羽绒种类、充绒量、蓬松度、含绒量、保暖等级、 款式风格、价格区间等需求，系统就会从经过严格筛选的商品池中精准匹配最适合的羽绒服。同时针对羽绒制品的相 关指标与保养知识也会给消费者进行详细的介绍，帮助消费者选购更适合自己的羽绒制品以及更妥善的保养方法。 同时京东与中国羽绒工业协会进行深度合作，获得中国羽绒工业协会审核认同的优质羽绒产品，将在京东平台上 对应的羽绒产品佩挂"中国羽协推荐"标识或文字标注，为消费者的选择多一层保障，帮助消费者选购更放心的羽绒产 品。 产品数字身份证：一点便知产品质量 ...

Core Insights - JD's subsidiary Jingxi has achieved significant sales milestones during the 11.11 shopping festival, showcasing the strong market appeal of its quality and affordable personal care products [1][3][5] Supply Chain and Market Strategy - Jingxi's success is attributed to its deep integration of supply chain resources and precise understanding of consumer trends, utilizing a "source direct procurement, factory direct supply" model to deliver products directly to consumers [1][10] - This model has shortened the product circulation chain, enhancing efficiency from production to consumption, and has revitalized local industries, particularly in regions like Yichang and Shantou [1][3] Product Performance - The "Vitality 28" hand sanitizer sold over 50,000 bottles daily during the initial sales period, indicating the market potential of domestic brands [1] - The Shantou-based toothbrush sold 200,000 units within 28 hours during a promotional event, marking it as a leading product in its category [3] - A mouthwash developed in collaboration with leading enterprises in Foshan sold nearly 20,000 bottles during the 11.11 period, further demonstrating Jingxi's capability to create popular products [5][6] Emerging Consumer Trends - Jingxi is actively expanding into new consumer scenarios, such as "home light medical beauty," by introducing effective skincare products at competitive prices, achieving sales of over 200 units per day during the 11.11 event [8] - The platform has successfully identified and marketed differentiated beauty products, such as the Chitosan mask, which has gained consumer recognition for its effectiveness [9] Future Growth and Strategic Initiatives - By 2025, JD plans to launch a strategic entry point called the "Special Price Channel," aimed at the lower-tier market, to offer consumers high-quality, low-cost products [10] - Jingxi has connected with over 260 quality industrial belts nationwide in the past two years, serving over 370 million consumers, and is projected to achieve a tenfold increase in transaction volume by 2025 compared to 2024 [10]

Core Insights - JD.com is experiencing a surge in demand for fresh produce during the 11.11 Global Shopping Festival, emphasizing its theme of "direct from source, fresh to home" with significant discounts on various products [1][3] Group 1: Promotions and Discounts - JD Fresh is offering substantial coupons such as "199 yuan off 100 yuan" and "299 yuan off 150 yuan," along with 20% off on select products over 99 yuan, with some items discounted by up to 50% [1][3] - The "100 billion subsidy" initiative is enhancing consumer enthusiasm for high-quality, cost-effective fresh products, making them popular choices for winter dining [3][6] Group 2: Product Quality and Sourcing - JD Fresh utilizes a "direct sourcing + direct delivery" model, ensuring that seasonal delicacies reach consumers in optimal condition while maintaining competitive pricing through reduced intermediaries [3][6] - Examples of high-quality products include Hass avocados from Yunnan, which have seen price reductions due to subsidies, and Santina cherries from Chile, which benefit from JD's cross-border cold chain logistics [3][6] Group 3: Seasonal Offerings - The winter season features a variety of seafood options, such as live hairy crabs and Ecuadorian white shrimp, which are offered at more accessible prices due to the subsidy program [6] - Traditional winter comfort foods, including free-range chicken and premium beef cuts, are highlighted as ideal for warming soups and stews during colder months [6][9] Group 4: Cultural and Nostalgic Products - JD Fresh is also reviving nostalgic street food and quick meals, allowing consumers to enjoy familiar flavors at home, such as classic candied hawthorn and various dumplings [8][9] - The sales of specific products, like the Wan Chai Ferry dumplings, have exceeded 2.5 million during the event, indicating strong consumer interest [9] Group 5: Consumer Experience - JD Fresh aims to reshape the consumer experience for quality fresh produce through its sourcing model and substantial discounts, catering to diverse consumer preferences for seasonal flavors, nutritional value, and traditional snacks [8][9]

伶俐也围绕冬日养护需求带来丰富选择应季。元气小熊多功能帽,造型可爱，帽子围脖手套一体设计， 方便穿搭；时尚素色围巾易于搭配各类外套，提升整体造型感。应对冬日肌肤干燥问题，曼秀雷敦草莓 味润唇膏清爽滋润，呵护唇部；凡士林修护晶冻适用于唇部、手部等肌肤干燥部位的防护；安野屋植萃 香氛护手霜以浅玫瑰与姜糖香气，为日常手部护理增添愉悦体验。 此次绿光派对与伶俐的联合入驻，不仅体现了京东秒送在百货品类上的持续拓展，也精准切入冬季护理 与保暖等消费场景，为消费者带来了更丰富、更便捷的购物体验。即日起，消费者打开京东APP，搜 索"TheGreenPart秒送"、"伶俐秒送"，从保暖配饰到个护单品，最快9分钟送达。 绿光派对与伶俐均属凯蓝集团旗下品牌，其中，绿光派对以"自然玩趣生活集合"为核心理念，覆盖生活 杂货、美妆个护等多品类；伶俐则聚焦配饰与日常护理小物，注重时尚与功能的结合。此次两大品牌同 步上线京东秒送，共同为消费者提供覆盖日常防护、季节护理与潮流搭配的多元产品，满足一站式即时 购物需求。 冬日到来，消费者对保暖、防护类产品的需求显著上升。绿光派对纯色长款围巾简约素雅，男女皆宜， 为日常通勤增添温暖。在个人护理方 ...

11月10日，百货零售新锐品牌TheGreenParty绿光派对与时尚配饰品牌Lenle伶俐，正式入驻京东秒送，并同步开启新店 开业活动，为消费者带来满99减35元、参与活动互动还可抽精美开业礼物等惊喜福利。正值京东11.11期间，消费者打开 京东APP，搜索"TheGreenPart秒送""伶俐秒送"，即可享受"线上下单、附近门店发货、商品最快9分钟送达"的便捷即时 购物体验，轻松入手心仪好物。 绿光派对与伶俐均属凯蓝集团旗下品牌，其中，绿光派对以"自然玩趣生活集合"为核心理念，覆盖生活杂货、美妆个护 等多品类；伶俐则聚焦配饰与日常护理小物，注重时尚与功能的结合。此次两大品牌同步上线京东秒送，共同为消费者 提供覆盖日常防护、季节护理与潮流搭配的多元产品，满足一站式即时购物需求。 冬日到来，消费者对保暖、防护类产品的需求显著上升。绿光派对纯色长款围巾简约素雅，男女皆宜，为日常通勤增添 温暖。在个人护理方面，绿光派对带来的润培护手霜礼盒，内含不同规格的香味款式，为干燥双手提供持续滋润；凡士 林白桃味润唇膏，有效应对唇部干燥问题；蜜丝婷美白防晒喷雾，一喷速成膜，避免冬季紫外线伤害，棉柔抽巾采用加 大加厚设计，柔软 ...

Core Insights - The upcoming Q3 earnings reports from major Chinese internet companies are expected to reveal a harsh reality, with aggressive investments in "instant retail" significantly eroding profits despite growth in AI and cloud businesses [1][2] - Goldman Sachs predicts a substantial year-on-year profit decline of 31% for the Chinese internet sector in Q3, worsening from a 9% decline in Q2 [1][2] - The focus for investors will shift from quarterly earnings to management guidance on investment intensity and paths to narrowing losses for Q4 and 2026 [1][2] Group 1: Profit Decline and Losses - Instant retail is projected to cause significant losses for Alibaba (RMB 36 billion), Meituan (RMB 20 billion), and JD.com (RMB 13 billion) in Q3 [4] - Despite expectations of a reduction in losses for Q4, achieving a 50% reduction in losses remains unlikely at this stage [4] Group 2: AI and Cloud Business - AI is a central theme in this quarter's earnings, with cloud revenue expected to accelerate due to strong AI demand, particularly for Alibaba and Tencent [3] - Alibaba's cloud revenue is forecasted to grow by 31% year-on-year in Q3, up from 26% in the previous quarter [3] Group 3: Capital Expenditure and Profit Erosion - Major investments in AI infrastructure are leading to increased capital expenditures, which are expected to dilute short-term profits [3] - Goldman Sachs anticipates Alibaba's capital expenditures to reach RMB 460 billion for the fiscal years 2026-2028, exceeding the company's previous target of RMB 380 billion [3]

京东正在开创一个新的业务模式。不同于业内同行单一地聚拢低价商品，京喜自营的模式进行了从源头到用户系统的全面改造：把低价嵌入供给侧，通过 用户侧将价格优势实现规模化的转变。这个"甩手掌柜"模式正在成为京东稳定增长的全新引擎，这就是"京东京喜自营"。 这在消费端体感最直观：身边越来越多人在京东旗下特价购物品牌"京喜自营"下单，家里的长辈也开始在京喜下单，"宠物垃圾袋4.9元可以包邮100只， 拿到手的质量还非常好。"诸如此类的购买体验也不断在向外反馈。 一袭干练短发的京东集团副总裁、京东零售京喜事业部总裁祁婷，在京东"京喜自营"的两周年媒体活动上公布了几组关键数字： 两年间，累计有3.7亿用户购买了京喜自营的商品； 2025年，"京喜业务"累计将为京东新增1.5亿新用户； 今年成交额较去年10倍增长。 在"低价"成为全网共同语言的今天，真正的竞争已不是谁更便宜，而是谁能在"低价"背后稳定地交付品质与服务。下沉市场尤为如此：县镇用户愿意为实 在划算买单，但对"真假低价"的敏感度更高。 京东在这个背景选择亲自下场做"自营直连"，显示出其不一样的战略决心。 京东集团副总裁、京东零售京喜事业部总裁祁婷在发布会上表示："用 ...

Core Insights - JD.com has launched a creative product called "Good Luck Vinegar" as part of its 11.11 Warm Surprise Day, offering 50,000 free samples to consumers [1][2] - The product is designed to resonate with modern young consumers by combining traditional cultural elements with contemporary emotional needs [1] - The promotion includes significant discounts and a variety of offers to enhance the shopping experience during the winter season [2] Group 1 - JD.com initiated the 11.11 Warm Surprise Day on November 7, featuring the "Good Luck Vinegar" available for just 0.01 yuan [1] - The "Good Luck Vinegar" is a product of the Jiangsu Zhenjiang vinegar brand Xianqi, reflecting a blend of traditional brewing techniques and innovative marketing [1] - The product aims to attract younger consumers by linking the concept of vinegar with good fortune, tapping into the cultural significance of the winter solstice [1] Group 2 - In addition to the vinegar giveaway, JD.com is offering substantial discounts, including a winter subsidy program with prices as low as 50% off [2] - The platform is also featuring a new comedy series titled "This Winter is Not Too Cold" to engage users during the winter shopping season [2] - Consumers can access a wide range of low-priced essential goods through JD.com's special price channel, enhancing the overall shopping experience [2]

Core Insights - The "Top Ten Innovative Development Cases of Chinese Internet Enterprises in 2025" were officially released at the World Internet Conference in Wuzhen, showcasing significant contributions in core technology, empowering the real economy, promoting cultural prosperity, and serving social welfare [1] Group 1: Tencent - Tencent collaborated with China Southern Airlines to create the world's first fully dynamic flight simulation system based on gaming technology, enhancing airport modeling efficiency by ten times and providing over 10,000 hours of ultra-realistic flight training [1] Group 2: 360 - 360 developed a large model security guard based on the "modeling by modeling" concept, focusing on ensuring AI reliability and safety through standardized evaluation processes and dual protection mechanisms [1] Group 3: iFlytek - iFlytek launched the "Xunfei Spark" cognitive large model, which continuously evolves from vast data and knowledge, effectively addressing key challenges in complex scenarios across various industries [1] Group 4: Baidu - Baidu's "Huibo Star" is the first AI full-stack digital human solution in the industry, enabling low-threshold, round-the-clock live streaming for merchants, thereby enhancing their operational efficiency [2] Group 5: JD.com - JD.com introduced the "Intelligent Supply Chain System" for the automotive industry, aiming to reduce supplier management costs by over 50% and improve supply chain response speed by 30% [4] Group 6: Kuaishou - Kuaishou expanded its application of AI technologies in media projects, creating a comprehensive AI ecosystem that enhances content innovation across various sectors [5] Group 7: Meitu - Meitu initiated the "Digital Communication Project for Chinese Traditional Culture," transforming traditional patterns into creative digital materials, achieving over 2 billion spreads and creating over 100 sets of cultural materials [6] Group 8: Ant Group - Ant Group's digital healthcare services have reached over 800 million users, collaborating with over 3,600 medical institutions to enhance the accessibility and convenience of healthcare services [7] Group 9: Meituan - Meituan is advancing unmanned delivery technology and has established a research center to improve logistics efficiency and user experience while reducing costs [8] Group 10: Xiaohongshu - Xiaohongshu upgraded its internal large model technology to a humanistic intelligence laboratory, integrating humanities into AI training to enhance empathy and value judgment capabilities [9]

21世纪经济报道记者赵佳佳实习生刘是卓 低迷的奢侈品消费或将在双十一迎来"逆转"。 全球知名咨询公司贝恩公司发布的研究报告，作为两大核心奢侈品市场的中国与美国近年来出现下滑趋势。2025年上半年，各 大奢侈品集团的营业收入、净利润都呈现下滑的态势。 但在今年双十一中，奢侈品又成为备受消费者关注的热门品类之一，据天猫双十一第一周期数据显示10月20日正式开售后，奢 品品牌整体成交同比两位数增长，Balenciaga.Burberry、Canada Goose、Coach、MiuMiu、Maison Margiela、Max Mara.Moncler、 Ralph Lauren等品牌均在天猫实现高双位数增长。 而即使在奢侈品市场规模整体下滑的时间点上，消费者对于奢侈品的需求仍然旺盛——只不过和过去相比，当下消费者的奢侈 品消费正在逐渐分化：有的消费者重视"新品"，渴望尝鲜；有的消费者重视个性化审美与体验；有的消费者重视"高性价比"、 降低品牌溢价。不同的需求正在重新洗牌奢侈品消费市场。 而特卖电商唯品会数据显示，多个奢侈品品牌销量同比增长超30%。同时，主打奢侈品特卖的唯品会，还在今年双十一期间， 引入中检鉴定师 ...