Shang Hai Zheng Quan Bao·2025-11-11 16:57Core Insights - The "Double 11" shopping festival has evolved beyond a simple promotional event into a window for observing the evolution of the e-commerce ecosystem, with a focus on new supply, new scenarios, and new technologies driving competition [3] Group 1: New Supply - E-commerce platforms are proactively creating new supply to stimulate and lead potential consumption trends, moving away from merely waiting for demand [4] - Suining Yigou's customized home appliances for county-level markets have seen over 85% year-on-year sales growth during the "Double 11" period [4] - Lenovo's collaboration with JD.com on the Y7000P 2025 AI gaming laptop achieved significant sales, with JD's 3C digital AI product sales increasing over 100% year-on-year during "Double 11" [5] Group 2: New Scenarios - The rise of instant retail has blurred the boundaries of consumption scenarios, with platforms integrating online and offline channels [6] - Taobao's flash purchase feature connected 40,000 stores, resulting in over 1 million orders during "Double 11" [6] - Meituan launched a new instant retail initiative, collaborating with numerous brands to create a dual-channel participation model for "Double 11" [6][7] Group 3: New Technologies - Artificial intelligence is transforming the e-commerce landscape, enhancing efficiency and optimizing consumer experiences across the supply chain [9] - JD.com reported that over 300,000 merchants utilized AI tools during "Double 11," generating over 2.3 billion yuan in GMV [9] - JD Logistics achieved over 95% automation in its supply chain, with a 1153% increase in the deployment of autonomous delivery vehicles compared to the previous year [10]