Group 1: E-commerce Performance - JD's "618" event achieved record high with over 2.2 billion orders and user count increasing by over 100% year-on-year [1] - Tmall reported that 453 brands surpassed 100 million yuan in sales during the "618" event, marking a 24% year-on-year growth [1] - E-commerce platforms extended promotional periods and introduced new strategies, focusing on customized themes and niche categories [1] Group 2: Consumer Trends - Different consumer demographics, including the elderly, are showing diverse purchasing behaviors during the "618" event, reflecting a shift in consumption patterns [1][2] - The silver-haired demographic is increasingly engaging in various consumption scenarios, purchasing AI products, outdoor gear, and fashion items, indicating a younger consumption trend [2][3] - The demand from the elderly is shifting from traditional categories to lifestyle-oriented products, showcasing a deeper transformation in their consumption behavior [3][4] Group 3: Trade-in Policies - Trade-in policies have expanded to include more categories, with subsidies increasing from hundreds to thousands of yuan [6] - E-commerce platforms are promoting trade-in offers, combining national subsidies with platform discounts to attract consumers [6] - As of May 31, 2025, trade-in policies have driven sales of 1.1 trillion yuan across five major categories, with significant consumer participation [7] Group 4: Consumer Finance - Consumer finance companies are actively participating in major promotional events like "618," offering flexible financial services to enhance consumer spending [8] - Various promotional activities, such as interest-free offers and interactive events, are being launched by consumer finance firms to support innovative consumption scenarios [8][9] - The integration of financial services into consumer spending is aimed at meeting quality consumption demands and stimulating domestic demand [9]
藏在“囤货清单”里的消费新动向