2025年双11期间，美妆消费呈现显著的功效与成分导向。经济观察报双11发布的消费调研报告显 示，"参数"消费成为服饰美妆购物新趋势，超九成消费者关注护肤品成分，近六成人注重功效。为购买 真实、安全、科学的功效型美妆产品，82%的消费者重视渠道供应链正规性，90.8%的受访者将京东选 为更靠谱的美妆护肤正品保障平台，93.6%的消费者在购买高端美妆时首选京东，认为其正品保障、配 送、售后等优于淘宝、天猫等其他平台。 成分成为美妆消费者决策的核心因素。调研表明，超过九成消费者会关注护肤品成分，50.7%会根据成 分对同类产品进行二次优选。59%消费者会依据自身肤质选择适合的成分。在经典成分认知度方 面，"玻尿酸""胶原蛋白""烟酰胺"分别被66.8%、61.9%和57.3%的消费者熟知。调研还显示，近六成人 在购买美妆护肤产品时会主要看功效，补水保湿、抗老淡纹成为两大护肤核心诉求。 | 近六成人购买美妆护肤产品主要看功效,补水保湿、抗老淡纹 | | --- | | 是两大核心诉求 | | 在购买美妆护肤产品时,你主要看什么?(多选) | | 看成分,选核心自效应分 看品牌, 选知名度高、市场 规游致敬成分 日限 ...

11月7日当天，这款发财鲅鱼饺子将在京东1元起拍。一同参与拍卖的，还有京东采销深入全球产地源 头、寻觅到的数十款珍稀美味生鲜。 随着京东11.11全球好物购物节进入高潮阶段，11月7日立冬当天，京东开启"暖暖惊喜日"活动，"全国仅 千头"的新疆有机熊猫牛、"马拉松羊"内蒙古苏尼特全羊、8斤重的"水底寿星"汉寿甲鱼等稀缺好物均1 元起拍，同时，京东生鲜用户票选出12味火锅"地图"，更有水饺、汤圆等上千款面点低至4折等惊喜福 利。这个立冬，京东以一场围绕冬日美食的深度让利与互动盛宴，将节气仪式感转化为实实在在的消费 福利，和消费者一同奔赴一场温暖的冬日之约。 发财鲅鱼饺子、有机熊猫牛1元起拍，臻享珍稀食材的魅力 对许多人来说，立冬的仪式感，从一碗饺子开始。但你见过单只100克、比手掌还大的饺子吗？要知 道，普通饺子一只才15g，而胶东特色清真大鲅鱼饺子，单只就有100g，一个相当于7个小饺子，馅含量 高达65%，一口下去满是鲅鱼的鲜香。 比如，生长在新疆赛里木湖旁的天莱香牛有机熊猫牛，目前全国仅上千头存栏，不对外售卖，胴体重 230kg，肉质瘦而不柴、香而不腻，立冬当天17点，1元起拍，还送免费的新疆赛里木湖双人 ...

中国青年报客户端浙江乌镇11月7日电（中青报·中青网记者 贾骥业）京东集团创始人、董事局主席刘强 东在今天上午开幕的2025年世界互联网大会乌镇峰会上表示，随着人工智能（AI）和机器人时代的到 来，中国的物流成本将显著下降，5年之内，社会物流总费用与GDP（国内生产总值）的比率有望降至 10%以内。 "我国的快递速度很快，价格很便宜，但快递只是物流行业很小的一部分，并不能代表我国物流行业的 整体情况。"刘强东强调，我国物流成本高的核心原因就是货物无组织流动。 刘强东认为，物流成本高企对国家和企业造成了双重压力。一方面，造成社会资源浪费，导致资源效率 配置低下；另一方面，企业利润的很大一部分被低效的物流吞噬。他认为，如果能有效降低社会物流成 本，那企业的利润将增加，也会带来更多技术进步，员工也会因此得到更好的收入和待遇，进而促进消 费增长，整个经济就会进入一个良性循环。 京东集团创始人、董事局主席刘强东在11月7日上午开幕的2025年世界互联网大会乌镇峰会上发表演 讲。中青报·中青网记者 贾骥业/摄 作为物流企业的代表，京东物流在自动化、智能化领域开展了多项关键行动。刘强东介绍，京东在北京 建设的分拣中心，已经 ...

Core Viewpoint - The logistics costs in China are significantly higher than in developed countries, primarily due to disorganized movement of goods, which leads to excessive handling and transportation. The company aims to reduce these costs by optimizing logistics operations and believes that within five years, the logistics cost as a percentage of GDP can drop from over 14% to below 10% [1][2]. Group 1: Logistics Cost Analysis - In 2006, China's logistics costs accounted for over 18% of GDP, while in developed countries like the US and Europe, this figure was only 6-8%, and Japan's was below 6% [1]. - As of last year, China's logistics costs were reported at 14.1%. Reducing this to 6% could save enterprises trillions in net profits annually, which would foster technological advancement and improve employee wages, creating a positive economic cycle [2]. Group 2: Company Logistics Strategy - The company has been in the logistics industry for 18 years, focusing on minimizing the number of times goods are handled. In 2007, a product in China was moved an average of 7.2 times from production to delivery [2]. - The company has built a national logistics network with over 3,600 warehouses and more than 660,000 frontline employees, being the only firm that fully pays social insurance for all frontline workers [2].

Core Viewpoint - Liu Qiangdong, founder and chairman of JD Group, emphasizes the high social logistics costs in China and their impact on resource allocation and corporate profitability during his keynote speech at the 2025 World Internet Conference [3][5]. Group 1: Logistics Costs - Liu Qiangdong highlights that the high logistics costs in China are primarily due to disorganized flow of goods and excessive handling, which leads to resource waste and reduced corporate profits [3][4]. - He suggests that reducing social logistics costs to 6% of GDP could significantly increase corporate net profits, fostering technological advancements and improving employee income and consumer confidence [3][5]. Group 2: Automation and Robotics - JD Logistics has achieved 90% automation in its Beijing sorting center, showcasing the potential for large-scale deployment of automated logistics solutions [5][6]. - The company plans to establish the world's first fully automated delivery station by April next year, utilizing drones and autonomous vehicles for deliveries [5][6]. Group 3: Future of Delivery - Liu Qiangdong predicts that in the future, delivery will be fully automated, with robots capable of safely accessing homes through smart locks [6]. - He believes that the rise of automation will not eliminate human jobs but will instead free people from tedious tasks and create new opportunities in arts and exploration [6]. Group 4: Market Growth and Taxation - Liu Qiangdong forecasts a tenfold growth in the global tourism market over the next five years, driven by advancements in digital technology [7]. - He proposes the idea of imposing a 90% "monopoly tax" on technology monopolies to redistribute wealth and improve public services [8].

Core Insights - The main point of the article is that JD.com aims to significantly reduce China's social logistics costs, which are currently high compared to developed countries, by optimizing logistics operations and leveraging technology [1][2]. Group 1: Logistics Cost Analysis - JD.com entered the logistics industry due to China's social logistics costs being significantly higher than those in developed countries, primarily due to disorganized movement of goods and excessive handling [1][2]. - In 2006, China's social logistics costs accounted for over 18% of GDP, while in developed countries like the US and Europe, this figure was only 6-8%, and Japan's was below 6% [1][2]. - JD.com believes that by reducing logistics costs from over 14% to below 10% of GDP within five years, it could save enterprises trillions in net profits annually, which would foster technological advancement and improve employee wages [2]. Group 2: JD.com's Logistics Strategy - Since 2007, JD.com has been building its logistics system, focusing on warehousing and distribution, and has established a nationwide logistics network with over 3,600 warehouses and more than 660,000 frontline employees by mid-2025 [2]. - JD.com emphasizes minimizing handling and transportation distances by placing products closer to consumers, which is expected to significantly lower social logistics costs [2]. - The company is the only one in the industry that fully pays social insurance and housing funds for all frontline employees, including couriers and full-time riders [2].

专题：2025年世界互联网大会乌镇峰会 新浪科技讯 11月7日下午消息，在2025年世界互联网大会乌镇峰会开幕式上，京东集团创始人、京东集 团董事局主席刘强东发表演讲称，京东物流的无人仓经过10年的技术积累，大量的物流自动化设备已经 具备了进行规模部署、简易化操作的能力，明年4月份，将建成全球第一个无人配送站。技术发展与就 业并不冲突，刘强东指出，机器人将把人类从繁重的工作中解放出，同时催生出大量新需求、新服务、 新岗位。"未来员工可能每周只需工作一天甚至一小时。"他笑称。 开幕式上，刘强东介绍，京东物流的无人仓等技术经过10年的技术积累，大量的物流自动化设备已经具 备了进行规模部署、简易化操作的能力，等到高密度固态电池能够大规模生产，机器人、无人机等产业 将迎来新一波飞速增长浪潮。 "我们仓库的无人化，从技术角度来讲，早已经实现了。无人卡车在京东内部测试已经超过70万公里， 解决最后一公里问题的无人车测试早就超过几百万公里。"刘强东说。 其次，技术的发展也会产生大量新的岗位，此前，刘强东多次表示，他要求在研发无人机、无人车等设 备时，必须做模块化设计，确保快递员做简单培训之后，就能直接参加更轻松的运营监控、 ...

Core Insights - This year, Hong Kong citizens are experiencing a "freshness revolution" with JD Jiaobao Supermarket introducing live Jiangsu hairy crabs at affordable prices, marking a significant upgrade in product offerings after 34 years of operation [1][7] - The introduction of a direct supply model allows for crabs to be delivered from the farm to the shelf in as little as 12 hours, enhancing the overall crab consumption experience for residents [1][7] Supply Chain and Logistics - JD has successfully established a direct supply channel for hairy crabs from Jiangsu to Hong Kong, utilizing a "full cold chain + air transport" strategy, achieving a record shipment of 5,000 pounds of crabs [7][9] - The supply chain model is a practical application of JD's strategy to center all business operations around supply chain efficiency, showcasing the collaboration between JD and Jiaobao since JD's acquisition of the supermarket [13] Market Response and Sales Performance - The price of hairy crabs at Jiaobao is approximately 20% lower than traditional channels in Hong Kong, with promotional prices attracting significant consumer interest, leading to the sale of 10,000 crabs within a few days [9][11] - The supermarket anticipates that the total volume of hairy crabs sold this season will exceed the total import volume for Hong Kong in 2024, indicating strong market demand [9][11] Quality Control and Consumer Assurance - JD has implemented a comprehensive quality control system from the breeding source to the retail store, ensuring rigorous testing and supervision at each stage of the supply chain [11] - Each crab is equipped with a traceable tag, allowing consumers to verify the source of the crabs, thereby enhancing consumer confidence in food safety [11] Promotional Activities - JD Jiaobao will participate in the JD 11.11 Global Shopping Festival, offering a store-wide 20% discount from November 11 to 12, further promoting high-quality and cost-effective shopping options for Hong Kong residents [3][13]

来源：环球网 【环球网科技综合报道】11月7日，2025 年世界互联网大会"互联网之光"博览会在浙江乌镇开幕，京东 集团创始人刘强东时隔8年重返该峰会并发表开幕式演讲，披露京东物流技术突破及行业建言引发关 注。 刘强东在演讲中透露，京东北京分拣中心已实现90%人力被机器人替代，更重磅的是，明年 4月将建成 全球首个全无人配送站。该站点采用"空中+地面"立体布局：建筑顶部供无人机起降，地面部署无人配 送小车，内部由机械臂自动完成货物装卸，甚至可联动社区机器人实现"家门口配送"。 他同时提及，京东无人卡车已完成数十万公里测试，无人配送车累计测试超百万公里，技术已成熟待法 规落地。（旺旺） ...

Market Overview - US stock market showed weakness with all three major indices closing down, with Nasdaq dropping nearly 2% [1][2] - The surge in layoffs in the US, along with concerns raised by OpenAI executives regarding government guarantees for AI companies, heightened market fears [1][3] Layoff Data - In October, US companies announced 153,074 layoffs, a year-on-year increase of 175.3%, marking the highest level in 20 years [4][24] - Total layoffs in the US this year have surpassed 1 million, the highest since the pandemic [4][24] - The current hiring plans are at their lowest level since 2011, indicating a deteriorating job market [4][24] OpenAI Developments - OpenAI's CFO suggested a need for a government-backed ecosystem to support financing for large chip investments, which raised investor concerns about a potential AI bubble [3][25] - OpenAI's CEO clarified that the company does not seek government guarantees for its data center investments and emphasized that if the company fails, it should be allowed to fail [3][25] - The CEO also projected that OpenAI's annual revenue could exceed $20 billion, potentially reaching "hundreds of billions" by 2030 [3][25] Tesla Shareholder Meeting - Over 75% of Tesla shareholders approved Elon Musk's $1 trillion compensation plan, contingent on achieving significant company milestones over the next decade [4][14] - To receive the full compensation, Tesla must reach a market value of $8.5 trillion and deliver 1 million vehicles for Robotaxi services [4][14] AI Chip Developments - Google Cloud announced the release of its seventh-generation TPU, "Ironwood," which boasts over four times the performance of its predecessor [13][24] - This new chip is expected to eliminate data bottlenecks for demanding AI models and is set to be utilized by AI startup Anthropic for its Claude model [24]