Group 1: Ele.me and Taobao Shanguo - Ele.me has been rebranded as Taobao Shanguo, enhancing brand recognition and transitioning from a standalone delivery platform to an "instant retail" fulfillment infrastructure[1] - The new Taobao Shanguo app (version 12.0.1) is currently in a gray testing phase, allowing select users to experience food delivery and daily necessities with a slogan emphasizing timely delivery[1] - The integration aims to achieve a goal of "30 minutes delivery for everything," leveraging Taobao's traffic[1] Group 2: Douyin E-commerce Developments - Douyin E-commerce Global Purchase participated in the China International Import Expo, showcasing a "one-stop" cross-border service with 111 international brands[2] - During the Double 11 event, Douyin's offline performance "Dance Power Show" attracted over 19.35 million viewers, with a peak concurrent viewership of 323,000, setting records for engagement rates[3] - Douyin's series of 17 themed live broadcasts during Double 11 saw an average GMV increase of 230%, with viewership and follower growth rates surging by 173% and 275%, respectively[3] Group 3: Market Performance - The Shanghai Composite Index closed at 3839.76, down 1.47%, while the Shenzhen Component Index fell by 4.99% to 12688.94[4] - The CSI 300 Index decreased by 2.22%, closing at 4514.23, and the ChiNext Index dropped 5.71% to 2935.37[4] - The Hang Seng Index rose by 1.29% this week, while the Hang Seng Technology Index fell by 1.20%[16] Group 4: Investment Recommendations - The report suggests a focus on "AI+" strategies to optimize valuations in Hong Kong stocks, with strong growth potential in internet, technology, and emerging consumer sectors[5] - Recommended stocks include Alibaba, Tencent, Kuaishou, and Meituan in the internet and technology sectors, and brands like Maogeping and Mijia Group in domestic consumption[5]
海外周报：饿了么更名淘宝闪购，抖音电商双11团播打开新增量海外周报-20251109
HUAXI Securities·2025-11-09 15:19