Zheng Quan Ri Bao·2025-11-11 16:08Core Insights - The "Double 11" shopping festival has evolved into a global competition, focusing on instant retail, AI technology, and ecosystem integration, moving beyond traditional price wars [1][7] - Major e-commerce platforms like Alibaba, Meituan, and JD.com are shifting their competitive strategies towards ecosystem collaboration based on their core capabilities [2][7] E-commerce Trends - The cumulative user base of the e-commerce industry surpassed 1.1 billion as of November 7, indicating a longer and more dispersed shopping period for this year's "Double 11" [1] - Instant retail is becoming a new mainstream consumption scenario, driven by the need for immediate experiences and the decline of online traffic dividends [4][3] Company Strategies - Alibaba's Taobao Flash Sale is a key player in this year's "Double 11," marking the first full participation of AI in the event [2] - Meituan is focusing on its core local business by launching promotions and consolidating resources, aiming to strengthen its competitive edge in instant retail [2] - JD.com is enhancing its logistics capabilities with the "Super Brain 2.0" system, achieving significant improvements in delivery speed and efficiency [3][6] Technological Advancements - JD.com's logistics system has improved sorting efficiency and reduced operational tasks, leading to a 10% increase in frontline worker efficiency [6] - Circular's "Smart Routing" system integrates AI and big data to optimize delivery routes, showcasing the technological advancements in logistics during "Double 11" [6] Global Expansion - This year's "Double 11" has seen Alibaba launch a comprehensive overseas marketing plan with a budget of 1 billion yuan, targeting 20 countries and regions [6] - JD.com has expanded its global sales operations, offering free shipping in 12 countries, while Temu is directly competing with discounts during the "Black Friday" season [6][7]