大闸蟹电商销量增长超4倍 节日消费考验供应链韧性

Core Insights - The upcoming Mid-Autumn Festival and National Day are driving a significant increase in sales of hairy crabs on e-commerce platforms, with some platforms expecting sales to grow by 4-5 times compared to pre-holiday levels [1][5] - The crab card GMV has seen a year-on-year increase of over 30%, indicating strong consumer demand [1] - E-commerce platforms are enhancing their supply chain capabilities, including automatic sorting systems and partnerships with local farms to ensure a steady supply of crabs [5] E-commerce Performance - The Yellow River hairy crab has shown remarkable performance, with pre-holiday sales achieving approximately 2 times year-on-year growth [5] - Platforms like Dingdong Maicai are exploring unique regional crab varieties beyond traditional sources, such as crabs from Xinjiang and Shandong [5] - The GMV for crab cards on the "What Worth Buying" platform has increased by 37.13%, with specific crab gift boxes becoming popular choices for consumers [5] Supply Chain and Logistics - E-commerce platforms are establishing strategic partnerships with local agricultural authorities to secure crab supplies, with JD Supermarket planning to produce over 500,000 pounds of crabs annually from its new base [5] - Logistics companies are enhancing their capabilities, with SF Express launching a dedicated smart express center for hairy crabs, increasing capacity by 100% compared to 2024 [5] - A tiered delivery system has been implemented by Yonghui, allowing for rapid delivery within 12 hours in key cities [7] Consumer Trends - The September consumer market is characterized by strong seasonal demand, with consumers preparing for the upcoming holidays and engaging in gift-giving and seasonal purchases [7] - Other categories, such as leisure snacks and outdoor gear, are also experiencing increased sales, with smart luggage sales on JD platform growing over 10 times year-on-year [7] - Women's clothing is a major focus for autumn purchases, with GMV for this category increasing by 96.58% on the "What Worth Buying" platform [8]