进入11月份，京东11.11消费热潮持续涌动。11月4日，京东11.11"吃喝玩乐惊喜日"全面开启，覆盖吃喝 玩乐的多重福利，让消费者在京东买得又好、又便宜、又快乐。 舌尖的畅快之后，疯狂动物也"进京"送福利！迪士尼旗下疯狂动物城IP联名全家桶在京东"吃喝玩乐惊 喜日"闪亮登场，朱迪兔和尼克狐比11月26日全球上映的《疯狂动物城2》更早来到用户身边。更惊喜的 是，届时亮相的IP阵容除了疯狂动物城，还有宝可梦、黄油小熊、变形金刚、英雄联盟等超多联名款好 物，整点1元秒杀。 作为今年京东11.11惊喜大使中的新成员，刘宇宁也将在活动期间带来更多惊喜福利，并通过语音外 呼，送给"摩饭"专属粉丝福利吃喝玩乐5折券，让用户找到属于自己的惊喜体验。 （CIS） 为了让消费者纵享舌尖上的快乐，京东11.11吃喝玩乐惊喜日在"吃"上面做足了文章，汇聚全球美食， 各种珍奇鲜货都是1元起拍。有世界三大珍馐之一的云南高黎贡山野生黑松露，采自平均海拔3000米的 原始森林，直径超过12厘米；有深海捕捞产地直采的俄罗斯帝王蟹，重量达到9-10斤，刻薄肉多，蟹肉 肥美；还有囊括东西南北七大派系各个风味的火锅大礼包，一口吃遍全国，承包这个 ...

冬季到来，羽绒服需求升温，但因填充物造假、标签造假、标准混乱等现象不断，给消费者带来选购困 扰。近日，京东服饰发布《2025羽绒服安心选购白皮书》，深入解析羽绒服保暖核心原理，并结合"京 东安心品质标准"与京东"羽绒服装保暖性能质量分级" 团体标准，直击羽绒服保暖性差、防护性差、不 耐脏不耐用等消费者选购过程中的核心痛点，为消费者选购提供透明、权威的参考指引。同时，京东羽 绒服超级品类日也同步开启，11月4日晚8点至11月7日，消费者可享受满299减30、满599减60、满999减 100等降温补贴券，超值入手高品质羽绒服。 羽绒服的保暖性能由多重因素共同决定。白皮书指出，羽绒服的填充种类、绒子含量、蓬松度、充绒 量、清洁度以及面料功能等是影响羽绒服保暖程度的核心因素。填充种类方面，鹅绒绒朵大而轻盈，鸭 绒则朵小而细密，但两者并无绝对的保暖优劣，需结合绒子含量等指标综合判断。绒子含量方面，羽绒 服中实际发挥保暖作用的是"绒子"，绒子含量越高越好，京东安心品质标准将85%绒子含量作为基准起 步，高于国标50%的合格线。蓬松度方面，数值越高，保暖效率通常更佳，京东安心品质标准将650FP 设定为A级，AAA级产品 ...

Core Viewpoint - The article discusses the evolution of Zhang Zetian's identity and status over ten years of marriage to Liu Qiangdong, emphasizing the importance of leveraging relationships for personal growth and success [7][36][123]. Group 1: Zhang Zetian's Transformation - Zhang Zetian has transformed from a "milk tea sister" to a powerful figure, showcasing a significant change in her demeanor and presence [30][34]. - At 32 years old, she has a net worth of 10.5 billion, with substantial resources and connections, indicating her successful adaptation to her role [37][38][39]. - The article highlights her ability to attract attention and drive traffic to JD.com during major sales events, showcasing her influence [28][29]. Group 2: Leveraging Relationships - The article emphasizes the importance of leveraging relationships for personal and professional growth, suggesting that relying on a partner's resources is not shameful [56][70]. - It discusses how Zhang Zetian's marriage to Liu Qiangdong provided her with opportunities that would have taken years to achieve independently [62][68]. - The narrative suggests that successful partnerships involve mutual support and resource exchange, as seen in the examples of Zhang Zetian and Liu Qiangdong, as well as Guo Jingjing and Huo Qigang [72][77]. Group 3: Self-Improvement and Resilience - The article stresses the necessity of continuous self-improvement, even after achieving a stable life through marriage [79][90]. - It points out that relying solely on external validation or love is insufficient for long-term happiness, advocating for personal development [82][85]. - Zhang Zetian's proactive approach to education and career development is highlighted as a key factor in her success [88][93]. Group 4: Maintaining Focus and Clarity - The article discusses Zhang Zetian's clear understanding of her goals during challenging times, particularly after the 2018 incident involving Liu Qiangdong [95][109]. - It emphasizes the importance of making informed choices and maintaining focus on personal objectives, even amidst public scrutiny [121][125]. - The conclusion outlines three key lessons from Zhang Zetian's marriage: choosing the right partner, committing to self-improvement, and maintaining clarity during challenges [123][126].

Core Insights - The article highlights the rise of short dramas as a new entry point for user attention in the context of traditional e-commerce reaching its growth ceiling and high customer acquisition costs [1] - Short dramas are becoming a focal point for e-commerce and content platforms, leading to a surge in the "short drama + e-commerce" integration trend during this year's "Double 11" shopping festival [1] Group 1: Short Drama and E-commerce Integration - ByteDance's free short drama app, Hongguo Short Drama, is testing a new shopping feature that links products from Douyin's brand flagship stores, focusing on categories closely related to the content [3] - The user base of Hongguo Short Drama has grown rapidly, with a monthly active user count reaching 210 million in June, a 179% year-on-year increase, surpassing Youku's 200 million [3] - The potential for e-commerce revenue generation is seen as a new growth point for Hongguo Short Drama, as the average revenue per user (ARPU) from e-commerce is higher than that from information flow advertising [3][4] Group 2: Industry Challenges and Perspectives - The challenges facing the short drama e-commerce model include balancing content quality with commercialization, increasing content homogenization leading to user fatigue, and ensuring supply chain and fulfillment capabilities [4] - Some industry experts express skepticism about the suitability of short dramas for e-commerce, citing issues with user experience and content integration [4] Group 3: E-commerce Platforms' Involvement - Major e-commerce platforms like Taobao, JD.com, and Pinduoduo are actively entering the short drama space, employing various strategies to capitalize on this trend [5][6] - JD.com has integrated custom dramas featuring brands and has partnered with Kuaishou to launch short dramas that link directly to product pages [6] - Taobao has introduced a "theater" section to aggregate short drama content and has implemented a "search by image" feature to embed products within the narratives [6] Group 4: Market Potential and Future Trends - The short drama industry is expected to see significant growth, with projections indicating that the market size will reach 67.79 billion yuan by 2025, growing at a rate of 34.4% year-on-year [9] - The article emphasizes the need for the industry to overcome challenges such as content homogenization and the lack of professional talent, suggesting a shift towards verticalization and the creation of high-quality IP [7][9] - Policy support is also noted, with government initiatives aimed at promoting high-quality development in the short drama sector [10]

Group 1 - Liu Qiangdong will host the third wine tasting event on November 17 at the Sanya Poly Rosewood Hotel, marking his return to user engagement events after a two-month hiatus [1][2] - The previous two events included a cooking session where Liu prepared a local dish and a wine tasting in Shanghai featuring Lafite, showcasing a strategy to connect with users through personal interactions [1][2] - The upcoming event will offer attendees a chance to taste classic Wuliangye and enjoy a customized dinner at the hotel, with additional surprises planned for participants [2]

随着中国居民对高品质医疗需求的持续增长，海外就医过程中的机构选择、流程管理、跨境沟通及归国 服务等痛点日益凸显。京东海外医疗致力于进行跨境医疗资源整合、服务流程标准化建设、全程体验优 化服务，通过"直联直送"创新模式，打通从咨询、匹配、就诊到归国健康管理的全流程服务，大幅提升 海外优质医疗资源的可及性。 目前，京东海外医疗已汇聚来自瑞士、日本、泰国、美国等10余个国家和地区的顶尖医疗资源，收录了 全球医院榜单Top100+医院与医生信息，覆盖辅助生殖、重症治疗、精密体检、细胞抗衰、慢病管理等 多个专业领域。通过"直联直送"模式，京东海外医疗为国内患者提供覆盖出国前咨询、归国后康复管理 的全周期服务，减少中间环节、提高转诊效率。依托京东互联网医院的医疗健康服务与专家资源，京东 海外医疗还可承接患者在出国前与回国后的完整健康诉求，提供国内、国外全周期健康管理服务新体 验。 本报讯 （记者袁传玺）2025年以来，京东海外医疗加速推进全球化战略布局，继与日本医疗法人偕行 会、泰国康民国际医院等医院签约后，近日又与西北纪念医院、南加州大学凯克医学两家享誉全美的顶 尖医疗机构达成战略合作，共同深化"直联直送"一站式服务模 ...

Core Insights - JD Overseas Medical is accelerating its global strategy since 2025, forming strategic partnerships with top medical institutions in the U.S. to enhance its "Direct Link and Delivery" service model [1][5][6] Group 1: Strategic Partnerships - JD Overseas Medical has signed agreements with renowned institutions such as Northwestern Memorial Hospital and USC Keck Medicine to deepen its service offerings in complex disease treatment [1][5] - The collaboration with Northwestern Memorial Hospital focuses on complex disease diagnosis and treatment, leveraging its expertise in areas like neurosurgery and transplant medicine [5] - The partnership with USC Keck Medicine aims to provide advanced cancer treatment and organ transplant services, enhancing remote consultation capabilities for Chinese patients [6] Group 2: Service Model and Patient Experience - The "Direct Link and Delivery" model aims to streamline the overseas medical process, addressing pain points in institution selection, process management, and cross-border communication [1][7] - JD Overseas Medical offers a comprehensive service cycle, including pre-departure consultation and post-return health management, improving referral efficiency and reducing intermediaries [7] - The platform integrates health management resources from both domestic and international partners, providing a seamless healthcare experience for patients [7] Group 3: Global Resource Integration - JD Overseas Medical has gathered top medical resources from over 10 countries, including Switzerland, Japan, and the U.S., covering various specialties such as reproductive assistance and chronic disease management [7] - The service includes access to information on over 100 top hospitals and doctors globally, enhancing the quality of care available to patients [7] Group 4: Future Plans - JD Overseas Medical plans to collaborate with more global partners to provide comprehensive medical support, aiming to offer world-class healthcare services to a broader patient base [7] - Users can access the overseas medical services through the JD APP, ensuring a professional and convenient cross-border healthcare experience [7]

Investment Rating - The report maintains a "Recommended" rating for the e-commerce industry, indicating a positive outlook for the sector's fundamentals and expected performance relative to market benchmarks [3]. Core Insights - The new tax regulation, effective from October 1, 2025, requires internet platform companies to report tax-related information, which is expected to have a significant short-term impact on the profitability of non-compliant merchants while benefiting compliant platforms like JD.com and Tmall in the long run [1][4]. - The implementation of the new tax rules is anticipated to promote fair competition within the e-commerce industry, leading to a more regulated and sustainable market environment [1][4]. Summary by Sections Industry Overview - The e-commerce sector is undergoing regulatory changes with the introduction of the "Internet Platform Enterprises Tax Information Reporting Regulations," which mandates comprehensive tax reporting by platform companies [1]. - As of October 27, 2025, over 6,500 platform enterprises have complied with the new reporting requirements, reflecting a high level of adherence within the industry [1]. Impact Analysis - The new regulations primarily affect the value-added tax (VAT) obligations of non-compliant merchants, particularly those with annual sales exceeding 5 million who have not maintained proper invoicing practices [1]. - Short-term profit margins for certain merchants are expected to decline due to increased tax liabilities, while compliant platforms are likely to benefit from enhanced market positioning [1][4]. Investment Recommendations - The report suggests a favorable outlook for platforms with strong compliance and brand presence, specifically recommending investments in JD.com, Alibaba, and Pinduoduo as the industry adapts to the new regulatory landscape [1][4].

Group 1: APP User Scale Rankings - The top app by user scale is WeChat with 111,581.68 million users, followed by Taobao with 98,277.59 million users and Alipay with 95,269.69 million users [4][5] - Other notable apps include Gaode Map (94,752.27 million), Douyin (93,641.05 million), and JD.com (61,025.01 million) [4][5] Group 2: WeChat Mini Program User Scale Rankings - The leading mini program is Tencent Mobile Recharge with 72,222.78 million users, followed by Tencent Charity with 57,638.49 million users [6][7] - Other significant mini programs include Wangdian Payment (52,036.62 million) and JD Shopping (40,827.45 million) [7] Group 3: AI Native App Active User Scale Rankings - The top AI native app is an AI comprehensive assistant with 17,204.20 million users, followed by DeepSeek (14,455.28 million) and Tencent Yuanbao (3,285.66 million) [10] - Other notable AI apps include Kimi (967.23 million) and Doubao AIXue (875.82 million) [10] Group 4: Internet Ecosystem Traffic Leaders - The total user count for the leading internet ecosystem player is 381,592 million, with a daily active user count of 24,871.6 million [12] - Mango TV ranks second with 63,208.30 million users, followed by Auto Home with 49,291.40 million users [12] Group 5: Potential Marketing Value Media Rankings - The top potential media type is knowledge reading apps, with Tomato Novel reaching a total usage time of 441,238.53 million hours [15] - Other significant media types include information services like Gaode Map (244,485.24 million hours) and audio platforms like KuGou Music (39,747.76 million hours) [15] Group 6: Online Drama and Variety Show Viewership Rankings - The top online drama is "Life After" with 2,677.16 million views, followed by "Morning Snow Record" with 2,593.58 million views [18][21] - The leading variety show is "披荆斩棘2025" with 4,709.01 million views, followed by "Singer 2025" with 3,123.66 million views [21] Group 7: Short Drama Viewership Rankings - The leading short drama is "未省堂" with 790.97 million views, followed by "恋爱潜伏" with 376.01 million views [24] - Other notable short dramas include "君非良人" (374.12 million) and "双刃" (293.50 million) [24]

Core Viewpoint - JD.com is hosting its third wine tasting event in Sanya on November 17, featuring Wuliangye, following previous events with Moutai and Lafite, with founder Liu Qiangdong attending to support the travel business [1] Group 1: Event Details - The wine tasting event will take place at the Sanya Poly Rosewood Hotel [1] - Consumers can participate by booking hotels in Sanya for the night of November 17 or purchasing Wuliangye through the JD app [1] - A random selection of participants will be invited to attend the event, where they can taste premium wines and enjoy a dinner [1] Group 2: Engagement and Feedback - Attendees will have the opportunity to provide direct feedback to Liu Qiangdong regarding JD Travel [1] - The final list of invited participants will be announced on November 10 via the JD app [1]