2025春夏趋势 京东服饰 白皮书 Christine 京东零售大时尚事业群 鞋服策略部负责人 Tina 京东零售大时尚事业群 鞋靴业务部负责人 鞋靴是行走的时尚宣言，更是态度的具象表达。随着消费者对自我表达的追 求，潮流基因正成为驱动增长的核心引擎。从复古回潮到科技未来感设计，多 元趋势持续激发市场活力。京东通过用户需求洞察，精准捕捉趋势脉搏，为商 家打造广阔展示空间和高效销售通路，助力抢占潮流赛道。 Jaycie 京东零售大时尚事业群 内衣业务部负责人 内衣是「悦己经济」的缩影，消费者从功能需求跃升为情感与品质的自我犒 赏。追求舒适与美学的共生。本白皮书以数据为锚，捕捉消费者前沿需求，锚 定家居服饰新增长机遇。我们期待与品牌携手，以「舒适」为起点，以「悦己」 为追求，为消费者打造兼具品质与美学的家居生活新体验。 Lucas 京东零售大时尚事业群 童装童鞋业务部负责人 寄语 童装童鞋不仅关乎时尚，更承载着父母对孩子的爱与期待。随着新生代父母 消费观念的升级，潮流化、功能化、场景化成为选购的核心驱动力，京东通过 挖掘这些趋势，满足消费者的多元需求。我们愿与品牌伙伴携手，满足消费 者个性化多样化的需求，共同服务 ...

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Key Points Industry or Company Involved - **Company**: JD Logistics Core Views and Arguments - **Revenue Growth**: JD Logistics achieved a total revenue of 44.4 billion yuan in the third quarter of 2024, a year-on-year increase of 6.6%. External revenue accounted for 71.2% of the total, with adjusted net profit margin reaching 5.8%, up 3.8 percentage points year-on-year. [2] - **Integrated Supply Chain**: Revenue from integrated supply chain business reached 20.7 billion yuan, a year-on-year increase of 5.4%. The number of external integrated supply chain customers reached 59,286, a year-on-year increase of 9.4%. [4] - **Express and Express Delivery**: Revenue from express and express delivery business reached 23.7 billion yuan, a year-on-year increase of 7.6%. [5] - **International Business**: JD Logistics actively expanded its international business, establishing an integrated global supply chain network with overseas warehouses as the core. [6] - **Technological Innovation**: JD Logistics continuously integrates advanced technologies and algorithms into daily operations, promoting changes in logistics network layout, site operation processes, automation applications, and transportation scheduling. [7] - **Cost Control**: JD Logistics achieved significant results in cost control, with efforts to further optimize operations and control costs in various areas. [10] Other Important Content - **Cost Control Efforts**: JD Logistics will continue to focus on cost control in areas such as employee costs, outsourcing costs, rental costs, other expenses, sales and marketing expenses, research and development expenses, and general and administrative expenses. [10] - **Impact of Policy Support**: The subsidy policy for home appliance replacement with old ones had a limited impact on JD Logistics' overall revenue structure. [12] - **Fourth Quarter Outlook**: The company expects the fourth quarter to be the best quarter of the year in terms of profit performance, with stable profit margins. [13] - **Future Investment Plans**: JD Logistics plans to continue exploring better business operation models and applying innovative technologies to seek higher resource efficiency. [16] - **Profitability Outlook**: JD Logistics has already exceeded the profitability target promised to shareholders at the time of listing and has reached a reasonable level in the industry. [17] - **Customer Growth**: JD Logistics expects customer numbers to continue to grow, with more customers choosing JD Logistics and JD Express. [18] - **Tmall Cooperation**: JD Logistics expects significant revenue growth from its cooperation with Tmall, with a rapid increase in market share. [19] - **Expansion of Business Opportunities**: JD Logistics plans to expand its business opportunities by combining its integrated supply chain capabilities with Tmall's platform. [20]

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The report emphasizes the need for brands to adapt their marketing strategies in response to significant changes in the macro market environment and consumer behavior, highlighting the importance of a scientific marketing approach to achieve stable growth [2][7][10]. - The "JD Advertising Science System" is presented as a comprehensive framework that integrates various marketing strategies and tools to help brands navigate the complexities of the current market [4][6][26]. - The report outlines the ACME brand marketing methodology, which focuses on four key capabilities: user mindset, user stickiness, brand resonance, and marketing efficiency, to support brands in achieving both short-term and long-term growth [21][22][25]. Summary by Sections 1. Current Situation: Macro Environment and Consumer Psychology Changes - The macroeconomic environment is shifting from high-speed growth to high-quality growth, leading brands to transition from traffic management to user management [11]. - Consumer purchasing behavior has become more cautious and rational, with 86% of consumers changing their fast-moving consumer goods purchasing methods, indicating a need for brands to adapt quickly [12][13]. 2. Seeking Growth: Strategies for Brands in Times of Change - Building brand trust is crucial, as it reduces perceived risks and promotes purchasing decisions, with the importance of trust increasing by 16% in 2023 [13]. - Core customers are identified as the foundation of brand operations, with super users having consumption capabilities 5-10 times that of ordinary users [14]. - Strong brands exhibit resilience and can recover from crises faster than weaker brands, making brand building a priority for businesses [16][17]. 3. The ACME Brand Marketing Methodology - The ACME methodology integrates four key elements: user mindset, user stickiness, brand resonance, and marketing efficiency, to help brands balance long-term and short-term operations [21][22]. - The methodology includes a comprehensive indicator system to evaluate marketing capabilities and identify areas for improvement [23][24]. 4. The "SUPREMEE" Advertising User Asset Growth Strategy Model - The "SUPREMEE" model focuses on user asset growth by visualizing the impact of advertising on brand user mindset and purchase conversion [28]. - It categorizes users into different layers based on their interaction with advertisements, allowing brands to tailor their marketing strategies accordingly [29]. 5. The "Burst" Product Lifecycle Growth Strategy Model - The "Burst" model addresses the entire lifecycle of new products, from preparation to launch and ongoing operations, to optimize product performance [46]. - It emphasizes the importance of consumer insights and market analysis in the product development process [47]. 6. The "Any Door" Full-Field Linkage Efficiency Strategy Model - The "Any Door" strategy aims to integrate various marketing channels and data sources to enhance user identification and conversion efficiency [57]. - It addresses challenges such as fragmented data and complex advertising operations by providing a unified marketing approach [58]. 7. Methodology and Strategy Application - The report outlines a three-step approach for brands to apply the ACME methodology and associated strategies effectively [63]. - It emphasizes the importance of tailored strategies based on the brand's growth stage and specific challenges faced [66].

Industry Investment Rating - The report does not explicitly provide an investment rating for the industry [1][2] Core Viewpoints - The report highlights the transformation and upgrading of the cookware industry driven by policy guidance and consumer demand for higher quality and safety standards [4][5] - The global cookware market is expected to grow at a CAGR of 3.2% from 2022 to 2027, reaching $32 billion by 2024 [6][7] - Online retail channels, particularly e-commerce platforms like JD, are becoming the main sales channel for cookware, with significant growth in online sales [9][10] - The report emphasizes the importance of innovation in cookware materials, design, and functionality to meet diverse consumer needs [15][16] Chapter Summaries Chapter 1: Cookware Industry Development Trends - Policy and standards are driving the cookware industry towards higher safety, environmental, and durability requirements [4][5] - The global cookware market is expanding, with China and Southeast Asia leading in growth rates [6][7][8] - Online retail is becoming the dominant sales channel, with significant growth in functional cookware categories like pressure cookers and clay pots [9][10] Chapter 2: Cookware Consumption Habits - Consumer preferences are shifting towards health, convenience, and aesthetics, leading to diversified product offerings [14][15] - Cookware usage scenarios are expanding beyond traditional home kitchens to include outdoor activities and health-conscious cooking [16][17] - The market is segmented into three main consumer groups: home cooks, outdoor enthusiasts, and quality lifestyle seekers [18][19][20][21][22][23][24][25] Chapter 3: Cookware Replacement Demand - Upgrading lifestyle and cooking experiences are driving demand for cookware replacement, with a focus on health, customization, aesthetics, and technological innovation [27][28][29][30][31] - Brands and platforms like JD are leveraging trade-in programs to stimulate market growth and promote sustainable consumption [32][33][34][35] Chapter 4: Cookware Category Selection Guide - The report provides detailed recommendations for various cookware categories, including iron pots, titanium pots, pressure cookers, clay pots, hot pots, enamel pots, ceramic-coated pots, non-coated pots, and non-stick pots [36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54][55][56][57][58][59][60][61] - Each category is analyzed based on its unique features, target consumer groups, and key considerations for selection [37][41][44][46][48][50][52][54][56][58][60]

大促消费前瞻- 2024 年"双 11"之战大幅提前，京东平台取消预售 20241014 摘要 • 今年双 11 促销活动呈现出几个显著变化，包括各大平台提前促销时间， 营销手段更加多元化，以及竞争态势更加激烈。 • 各大电商平台采取了不同的策略以吸引消费者，例如抖音采用一键直降 15%的简单玩法，京东取消预售环节，天猫保留传统的预售模式，拼多多 提供多层次满减优惠。 • 今年双 11 期间，不同电商平台之间竞争异常激烈，一梯队的平台如天猫 和京东面临巨大压力，因为二梯队的平台如拼多多、抖音、小红书等迅速 崛起。 • 对于投资者而言，今年双 11 有几个关键数据或指标值得关注，包括各大 电商平台的销售额增长情况、各个品类商品的销售情况、政府政策对消费 行为产生的影响以及二梯队新兴电商平台的市场份额变化情况。 • 今年国庆的线下销售和双 11 的线上大促首次实现了无缝衔接，国家出台 的以旧换新补贴政策对这两个重要销售节点产生了显著影响，预计今年双 11 可能会比预期更好。 • 今年 618 大促表现不佳，整体市场数据呈现大幅度下降，这导致商家和平 台面临巨大压力，因此今年双 11 被视为背水一战，对于厂商和渠道 ...

好的感谢主持人各位机构投资者大家下午好我是来自太平洋证券研究院的家电行业的首席分析师孟鑫今天下午这个时间呢其实主要想给大家在这个今年非常卷的一个31大促之战这个开始的时候给大家做一个近况的一个分享然后我们这个CVT也给大家同步展示出来了那我们首先这个标题 就叫做今年的这个双十一之战大幅提前京东平台取消预售我觉得这个是我们比较核心的几个点吧第一点就是说今年这个双十一卷在哪里呢就是首先所有的厂商和平台都非常的焦虑纷纷把自己的这个双十一提前甚至已经提前到目前就是10月10号前后甚至也有网友戏称说以后不应该叫双十一应该叫双十 这其实也反映出来了现在大家各个平台都非常重视这个节点然后把它时间大幅的往前提前的这样的一个情况然后另外一点就是其实打法的话或者说玩法每个平台都有自己的各种营销的方法跟手段然而今年的话就是有一些平台比如说像京东这样的平台它是直接为了抢一些客户它就直接把这个预售的环节给取消掉接下来我们会具体的给大家分享一下 具体的这个三个部分的内容吧然后我觉得主要就包括呢一个是这个今年的一个时间线就这个双11的一个timeline如何然后另外一点的话呢就是我们的目前开始的时候大家一定想要了解一下今年这个双11这个游 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or company Core Insights - The report highlights that there are over 1 million ostomy patients in China, with approximately 100,000 new cases each year, indicating a significant and growing market for ostomy care products [1] - A majority of ostomy patients face challenges such as leakage and skin issues, which negatively impact their quality of life [2][7] - The report emphasizes the importance of proper ostomy care to prevent complications and improve the quality of life for patients [3][4] Summary by Sections Patient Concerns and Quality of Life - 91% of ostomy patients worry about leakage, and 76% have experienced leakage [2] - 88% of patients have faced skin issues around the stoma, affecting their daily activities and social interactions [2][20] - Nearly 40% of patients report waking up at night due to ostomy-related issues [2] Care Practices and Product Selection - Healthcare professionals indicate that ostomy patients do not consistently meet the recommended daily change of ostomy bags, often changing them every 2-3 days [5] - Patients primarily choose Coloplast products due to their comfort and effectiveness in preventing leakage and skin irritation [6][10] - The report suggests that proper product selection based on stoma height and body shape is crucial for effective ostomy care [6][27] Market Insights - Approximately 48.26% of ostomy patients prefer Coloplast brand products, highlighting its market presence [8] - Patients often switch brands due to leakage or skin irritation, with 34.75% citing previous product issues as a reason for changing [13] - The convenience of purchasing ostomy products through platforms like JD.com is a significant factor for patients, with fast logistics and reliable service being key motivators [15] Recommendations for Care - The report outlines best practices for preventing leakage, including maintaining skin cleanliness, using appropriate products, and ensuring proper fitting of ostomy bags [28][30] - It emphasizes the need for regular assessment and adjustment of ostomy products to accommodate changes in body shape and stoma condition [26][27]

Hello, and thank you for standing by for JD.com's second quarter and interim 2024 earnings conference call. At this time, all participants are in listen-only mode. After management's prepared remarks, there will be a question and answer session. Today's conference is being recorded. If you have any objections, you may disconnect at this time. I would now like to turn the meeting over to your host for today's conference, Sean Zhang, Director of Investor Relations. Please go ahead. Thank you. Good day, everyo ...

○ 京东买药 药 2024京东买药叶黄素护眼 选购自皮书 EYE护双眼 泰速开始 KEEP YOUR EYES BRIGHT l ill CONTENTS 引 富 健康中国 眼健康先行 第一章 中国居民用眼现状与挑战 ● 我国眼健康现状深度剖析：挑战与防治 ● 不良生活方式对眼健康的影响 ● 日常生活中的眼健康守护策略 ● 膳食营养呵护眼健康 第二章 眼健康与营养元素 ● 护眼关键营养素的作用 ● 叶黄素的护眼机制及其卓越功效 ● 叶黄素的摄取途径与主要来源 第三章 叶黄素护眼产品的消费洞察 ● 叶黄素品类在电商平台的销售趋势 ● 特定年龄群体需求精细化分析 ● 叶黄素的产品选购方向：品质、成分与剂量 ● 针对不同年龄段消费者的选择建议 后 记 引 富 健康中国 眼健康先行 〓 引言 │ 健康中国 眼健康先行 健康中国战略深入实施 ● 眼健康是健康中国策略中的重要组成部分，涉及全年龄段人群全生命期。然而隨着大众对电子产品的依赖不断 加深，国民眼部问题与疾病日益凸显，对人民群众的身心健康和生活质量构成了严峻挑战。 ● 为了更好地应对挑战，推动眼健康事业的高质量发展，提高国民眼健康水平，国家卫健委制定了《 "十四 ...