Sou Hu Cai Jing·2025-10-14 15:16Core Insights - JD.com has reported a strong start to its 11.11 shopping festival, with active user numbers on the JD app increasing by 47.6% year-on-year from October 9 to 10, leading the industry in growth [1] - The sales volume for major categories such as home appliances, mobile phones, and digital products has surged over 70% year-on-year, solidifying JD's leading position in the market [4][6] Sales Performance - The sales of JD's exclusive custom products have increased by over 10 times year-on-year [4] - Trend categories like AI hardware and smart robots have seen significant growth, with smart robot sales increasing by 5 times and AI glasses by over 3 times [6] - The fashion sector, including brands like Bosideng and lululemon, has experienced over 200% year-on-year sales growth, particularly in winter apparel [6] Promotions and Discounts - JD.com has simplified its promotional strategies, offering discounts as low as 10% and providing substantial consumer benefits, including a maximum subsidy of 2111 yuan [9] - The company is launching a series of promotional events, including a "Super Flash Sale Day" and a "Super Live Streaming Day," featuring significant discounts on popular products [10] New Product Launches - JD.com is set to unveil a "National Good Car" in collaboration with CATL and GAC Group during the 11.11 event, which will be exclusively sold on JD [11] Technological Integration - This year's 11.11 event features extensive integration of AI and robotics, enhancing customer experience and operational efficiency [12][14] - JD's logistics have adopted advanced technologies, including the "Super Brain + Wolf Pack" intelligent device cluster, improving decision-making and operational efficiency by nearly 20% [14]