选品会背后的供应链之争：头部主播双十一两极分化

Group 1: Core Insights - The 2025 Double Eleven shopping festival on Tmall saw a rapid increase in brand performance and growth, with multiple livestreams breaking the 100 million yuan mark in the first hour, surpassing last year's figures [1] - Li Jiaqi's livestream maintained a year-on-year growth in GMV during the first hour, with certain categories like beauty, maternity, fashion, and food showing significant increases, some nearing 80% [1][3] - Douyin's e-commerce platform reported a 500% year-on-year increase in livestream sales from over 41,000 merchants, with the number of merchants achieving over 100 million yuan in sales rising by 900% [1] Group 2: Selection and Strategy - Prior to Double Eleven, various livestream hosts engaged in intensive offline product selection and recruitment efforts, with Li Jiaqi's team focusing on seasonal categories like skincare products [3][4] - The emphasis on product storytelling and brand background has become crucial, as hosts are now expected to provide in-depth product introductions rather than just announcing prices [4][5] - The trend indicates a shift from merely driving sales to building brand trust and credibility, with hosts acting as key opinion leaders (KOLs) rather than just salespeople [6][9] Group 3: Market Dynamics - The livestream e-commerce sector is transitioning from explosive growth to a phase of refined operations, with a notable increase in average traffic to livestreams by 40% [4][6] - The consumer base for livestream shopping is expanding, with nearly 55% of internet users in China engaging in this format by mid-2024 [6] - The demand for products is evolving, with consumers increasingly valuing emotional connections and long-term sustainability, leading to a rise in the popularity of domestic brands [7][8]