智通财经网·2025-11-24 08:40Overall Performance of "Double Eleven" - The overall e-commerce sales during the "Double Eleven" event showed stable growth, with a total online retail sales of 1.695 trillion yuan, representing a year-on-year increase of 14.2% [1] - The comprehensive e-commerce sales reached 1.619 trillion yuan, up 12.3% year-on-year, with Tmall, JD.com, and Douyin being the top three platforms [1] - Instant retail sales amounted to 67 billion yuan, marking a significant increase of 138.4% year-on-year, while community group buying sales fell by 35.3% [1] Category Performance - Categories such as clothing, cosmetics, and gold and silver jewelry performed well, with retail values increasing by 6.3%, 9.6%, and 37.6% respectively in October [3] - The sales of home appliances and audio-visual equipment saw a decline of 14.6%, while furniture sales increased by 9.6%, attributed to high base effects and fluctuations in the market [3] Discounts and Subsidies - The rules for the 2025 "Double Eleven" event have been simplified, with overall discounts remaining stable, and platforms like Tmall, JD.com, and Meituan increasing subsidies for instant retail, leading to substantial growth in this sector [4] Investment Insights - Strong gold prices have led jewelry companies to raise prices, with recommended stocks including Laopuhuang, Caibai, Chaohongji, Chow Tai Fook, and Luk Fook [5] - The changing market style favors new consumption with low valuations and high prosperity, with recommended stocks including Guming and benefiting stocks like Mixue Ice City [5] - Attention is drawn to supermarket adjustments, with recommended stocks including Bubugao, Huijia Times, Chongqing Department Store, Yonghui Supermarket, and Jiajia Yue [5] - The combination of consumption and technology remains a significant industry trend, with recommended stocks including Small Commodity City, Kante Optical, and Tianli International Holdings, along with benefiting stocks like Kevin Education [5]