【电商月报】9月电商大事：转转关停“C2C”市场 京东工业四度递表

Group 1: E-commerce Dynamics - In September, significant developments in the e-commerce sector were reviewed, including digital retail, digital life, cross-border e-commerce, and industrial digitization [1] - Major players like Alibaba, JD.com, Douyin, and Kuaishou have initiated their Double 11 campaigns, with JD.com starting its global shopping festival on October 9 [5][14][15] - Kuaishou faced regulatory scrutiny, resulting in an 80% drop in market value, while its e-commerce growth slowed significantly [17] Group 2: Company-Specific Updates - Alibaba's investment in Suning has resulted in a loss exceeding 26 billion yuan, while Suning profited over 14 billion yuan from trading Alibaba stocks [11] - Suning launched its Double 11 campaign early, starting promotions on September 30, focusing on home appliances [13] - Douyin's Mid-Autumn Festival promotions saw a 68% increase in GMV, indicating strong consumer engagement [15] Group 3: Cross-Border E-commerce Developments - TikTok Shop in the U.S. has opened registration for its Black Friday event, introducing new policies to enhance merchant efficiency [19] - TEMU has launched a "local-to-local" recruitment plan in Switzerland, allowing local retailers to sell directly on the platform [20] - SHEIN introduced the "SHEIN Xcelerator" program to support emerging brands globally [22] Group 4: Regulatory and Policy Changes - The State Administration for Market Regulation has released a draft for public consultation regarding the management of food delivery platforms [25] - New VAT regulations from Amazon require European sellers to provide valid EU tax numbers to avoid account restrictions [21] Group 5: Digital Life and Services - Dazhongdianping has relaunched its quality takeaway service, focusing on genuine user reviews and high-quality offerings [27] - Ele.me signed a rider protection agreement, emphasizing the cancellation of penalties for late deliveries [28] Group 6: Industry Digitalization Initiatives - The National Development and Reform Commission issued measures to foster innovative enterprises in the digital economy [32] - JD Industrial has submitted its IPO application to the Hong Kong Stock Exchange for the fourth time, indicating progress in its listing journey [34]