2025年，TikTok Shop在美表现亮眼，业界对其2026年前景持乐观态度。 在美国，虽然亚马逊、沃尔玛等更加成熟的电商平台仍占据较大市场份额；但Business Insider认为， TikTok正在悄然培养下一代消费者一边看视频、一边购物的习惯。在商业分析公司晨间咨询（Morning Consult）受众发展高级总监鲍比·布兰查德看来，"越来越多的消费者正在使用社交媒体购买、浏览、寻 找商品，这与TikTok Shop今年的增长相契合"。 Business Insider对TikTok Shop在2026年的发展持乐观态度，核心原因在于，TikTok Shop正逐步培养用户 粘性。晨间咨询发布的报告显示，TikTok Shop成为美国"增长最快"的品牌之一。该报告通过对比一季 度与三季度数万名美国成年受访者数据，以衡量各品牌购买意向的变化。报告作者指出，高排名说明 TikTok Shop已成长为独立品牌，而非TikTok的附属功能。 此外，TikTok在美国的政治困局或将结束。此前，一些大品牌因担忧相关影响并未入驻该平台。（心 月） 据外媒Business Insider报道，在2025年黑色星期五 ...

2025年，TikTok Shop在美表现亮眼，业界对其2026年前景持乐观态度。 在美国，虽然亚马逊、沃尔玛等更加成熟的电商平台仍占据较大市场份额；但Business Insider认为，TikTok正在悄然培养下一代消费者一边看视频、一边购 物的习惯。在商业分析公司晨间咨询（Morning Consult）受众发展高级总监鲍比·布兰查德看来，"越来越多的消费者正在使用社交媒体购买、浏览、寻找商 品，这与TikTok Shop今年的增长相契合"。 Business Insider对TikTok Shop在2026年的发展持乐观态度，核心原因在于，TikTok Shop正逐步培养用户粘性。晨间咨询发布的报告显示，TikTok Shop成为 美国"增长最快"的品牌之一。该报告通过对比一季度与三季度数万名美国成年受访者数据，以衡量各品牌购买意向的变化。报告作者指出，高排名说明 TikTok Shop已成长为独立品牌，而非TikTok的附属功能。 此外，TikTok在美国的政治困局或将结束。此前，一些大品牌因担忧相关影响并未入驻该平台。（心月） 据外媒Business Insider报道，在2025年黑色星期五至网 ...

12月30日，遥望科技涨1.27%，截至发稿，报6.36元/股，成交7343.67万元，换手率1.34%，总市值59.50 亿元。 资料显示，广东遥望科技集团股份有限公司位于广东省佛山市南海区桂城街道庆安路2号A幢A101室- A105，成立日期2002年7月25日，上市日期2009年9月3日，公司主营业务涉及多品牌中高端时尚皮鞋的 生产和销售,并批发、零售多元化的时尚产品;以移动互联网精准营销为核心的信息技术服务业务。主营 业务收入构成为：社交电商58.70%，新媒体广告32.33%，服装鞋类4.56%，自营品牌与品牌经销 3.97%，其他0.45%。 从遥望科技十大流通股东角度 数据显示，诺安基金旗下1只基金位居遥望科技十大流通股东。诺安灵活配置混合（320006）三季度新 进十大流通股东，持有股数270.25万股，占流通股的比例为0.31%。根据测算，今日浮盈赚取约21.62万 元。 截至发稿，刘晓飞累计任职时间3年50天，现任基金资产总规模9.09亿元，任职期间最佳基金回报 41.69%， 任职期间最差基金回报30.04%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的 ...

Group 1 - The core viewpoint of the article emphasizes the need to enhance cultural tourism consumption and develop various initiatives such as "Travel in Yunnan," "Colorful Clouds" series, and "Yunnan Night" to stimulate economic growth [1][3] Group 2 - The proposal aims to consolidate and elevate the特色优势产业 (characteristic advantageous industries) by focusing on highland特色农业 (highland characteristic agriculture) and promoting deep processing of agricultural products [2] - The plan includes the development of a world-class fresh-cut flower industry and the modernization and international branding of the coffee industry [2] - It seeks to strengthen the entire industry chain of traditional Chinese medicine and establish a "second tobacco industry" while enhancing the natural rubber industry [2] - The initiative promotes the deep integration of culture and tourism, aiming to enhance the appeal of Yunnan as a travel destination and build a trustworthy tourism service brand [2] Group 3 - The proposal outlines actions to unleash consumer potential by optimizing consumption structure and promoting the construction of a strong commercial province [3] - It emphasizes the importance of utilizing consumption promotion policies to release potential in sectors such as home appliances, travel, and housing [3] - The plan includes expanding cultural tourism consumption and developing new consumption growth points, such as emotional economy and new retail models [3] - Support for the integration of online and offline shopping, as well as the development of new business models like "smart retail" and social e-commerce, is also highlighted [3]

全网曝光超1亿人次，李佳琦等头部主播强势助阵……刚于2025年8月落下帷幕的第二届香港好物节，再 度引爆消费热潮! 作为香港贸发局助力中小企拓展内地电商市场的重要举措，香港好物节从2024年的举办首届活动，演进 至2025年"电子商务快线"旗舰活动的规模升级，成为连接粤港澳大湾区资源、促进两地消费融合的重要 桥梁。未来三年，香港好物节将继续升级举办香港好物节，通过更丰富的活动矩阵、更精准的资源对接 和更全面的能力赋能，为香港企业提供良好的展示及推广平台，扩大品牌影响力和市场覆盖。 瞄准内地电商市场商机 搭建港商内地掘金平台 回顾香港好物节的发展历程，两届活动交出亮眼答卷。2025年8月举办的第二届香港好物节，堪称爆发 年，吸引近260个品牌踊跃参与，汇聚食品饮料、个护美妆、生活家品、数码潮玩等品类，通过在淘 宝、京东、抖音三大平台打造主会场以及李佳琦、胡可等主播现身带货，最终直播总观看量超1000万人 次，社交媒体话题浏览量超5000万，全网曝光突破1亿次。从首届试水到第二届爆发，不少参与港商销 量实现倍数增长，调研显示，超80%的参与港商表示将继续报名。 由香港贸发局主办的香港好物节，正是瞄准了持续深化的促 ...

咱们今天聊个扎心又真实的话题：你家的家族群，是不是也逃不过拼多多的"统治"？ 只要有一个亲戚在群里发个拼多多拼单链接，不出半小时，下面准会跟着一串"已下单""帮你拼好了"的回复。 大家嘴里都念叨着"拼多多是真便宜"，但没几个人想过，它到底靠什么魔力，能让咱们心甘情愿跟着扎堆下单，甚至主动帮着转发扩散？ 其实这背后根本不是简单的"低价吸引"，而是一套被精心设计过的社交电商玩法，它最狠的地方，就是把咱们中国人最看重的社交关系，和买买买的电商行 为绑在了一起。 拼多多最聪明的一步，就是摸透了咱们的社交心理：熟人的信任，比任何广告都管用。 平时刷到电商平台的广告，哪怕吹得天花乱坠，你第一反应都是"是不是骗人的""质量行不行"，得反复对比评价、看测评，犹豫半天都未必下单。 但如果是你亲妈、亲姑姑，或者从小一起长大的发小，在家族群里发个拼多多链接，说"这个洗衣液两桶才20块，我拼了一单，你们谁要一起？"，你的戒备 心瞬间就降下来了。 这就是熟人信任链的威力，在家族群这种充满亲情、乡情的圈子里，转发链接的不是陌生销售，而是你知根知底的亲友。 你潜意识里会觉得，"他们不会害我，他们觉得好的东西，肯定值得买"，原本复杂的购物决 ...

引 言 当各大APP年度报告刷屏社交媒体时，预示着2025年年末终章已进入收官阶段。在行业和消费者都在复盘年度答卷的节点期，TikTok年初为美区立下的全 年200亿美元GMV不知能否递上"满分答卷"？如今目标Deadline已进入冲刺倒计时，市场调研机构eMarketer却抢先发布首份针对TikTok Shop的预测报告， 以数据为支撑提前给出了否定预判——面对这份提前剧透的"年度成绩单"，TikTok平台方又该如何回应这场GMV攻坚战的收官考验？ 2025年开年，TikTok美区便在"不卖就禁"法案的重重迷雾下开启新年新征程，政策不确定性始终是高悬于众多卖家头上的"达摩克里斯之剑"。即便如此， TikTok电商团队仍对美区寄予厚望，为其定下近200%的增速目标，有意瞄准200亿美元GMV。如今全年收官在即，这一承载平台"雄心"的增长目标，在第 三方机构预判中，实际完成度很可能再度不及预期。 若用关键词概括TikTok美区的2025年，"跌宕起伏""触底反弹"或许最为贴切。上半年的TikTok美区堪称"多事之秋"，1月下架风波刚有转机，2月关税大棒 便接踵而至，更在一季度被TikTok泰国反超，退居TikT ...

机构：光大证券 研究员：付天姿/杨朋沛 Dream:MergeGames》。24 年该游戏流水同比增长超过60%，24 年5 月流水近千万美金；公司计划将该 游戏的成功经验迁移到新产品，打造长生命周期爆款。2）社交电商是公司在"社交+"场景下的重要探 索。从垂直深耕阶段收购蓝城兄弟旗下蓝城大健康，到拓圈发展阶段的荷尔先生，用户群体不断丰富。 3）赤子城科技通过自研布局AIAgent 并推出AI 内容社区Aippy，积极探索AI 驱动的下一代社交娱乐形 态；短剧业务已初见成果，初步面向东南亚与美洲市场。 盈利预测、估值与评级：赤子城科技作为中国非游戏厂商出海收入榜前10 名的公司，通过精细的本地 化运营，凭借成功的"产品+国家"复制战略，实现了对新兴社交娱乐市场（尤其是中东北非地区和泛东 南亚地区）的广泛布局；此外，公司通过创新业务实现收入来源多元化，短中期收入&利润增长确定性 较高。我们预计25-27 年公司实现营业收入69.0/84.1/97.0 亿元人民币，实现归母净利润9.5/12.4/14.9 亿 元，同比增速分别为97.0%/31.3%/19.7%。公司作为出海社交龙头企业，首次覆盖，给予目标价14 ...

Core Viewpoint - Jingling Group, once a unicorn in the e-commerce sector, is currently facing public scrutiny due to allegations, reflecting broader challenges in the social e-commerce industry [1][3] Company Overview - Jingling Group, headquartered in Hangzhou, operates as a technology-driven private domain social e-commerce platform, aiming to simplify entrepreneurship through an S2B2C model [1] - As of 2024, Jingling has served over 6 million private domain entrepreneurs, achieving an annual transaction volume (GMV) exceeding 50 billion yuan, with over 85% of entrepreneurs being women from lower-tier cities [3] Industry Challenges - The social e-commerce sector is experiencing a decline, with few giants remaining, as exemplified by the struggles of competitors like Yunji and Xingsheng Youxuan [3][12] - The rise of social e-commerce was initially fueled by platforms like Pinduoduo, which leveraged WeChat for user acquisition and innovative marketing strategies [4][7] - However, the sector is now plagued by issues such as regulatory scrutiny, allegations of pyramid schemes, and rampant counterfeit goods, leading to a loss of consumer trust [8][11] Market Dynamics - The social e-commerce model relies heavily on interpersonal relationships to reduce customer acquisition costs and enhance retail efficiency, but this has led to compliance issues and operational challenges [8][9] - Major players in the sector have faced significant penalties for operating in a legally gray area, impacting their growth and market presence [9][11] Transition and Future Outlook - Despite the decline of traditional social e-commerce models, the integration of social elements into e-commerce remains relevant, with platforms exploring new growth avenues [16] - Companies like Yunji and Xingsheng Youxuan are attempting to pivot their strategies, focusing on organic products and live-streaming sales, although they face regulatory challenges [16][17]

Core Insights - The introduction of "Tuike," a new identity defined by WeChat, is transforming the social e-commerce landscape, allowing users to earn commissions by sharing products within the WeChat ecosystem [1][3] - Tencent's official entry into social e-commerce marks a significant strategic shift, leveraging its vast user base and social relationships to redefine the future of e-commerce [3][6] Group 1: Tuike Overview - Tuike is fundamentally different from previous social e-commerce models, as it is a systematic and large-scale initiative by WeChat, not just another fleeting mini-program or disliked micro-business model [3] - The platform operates within a closed loop, allowing users to complete transactions without leaving WeChat, thus eliminating the need for external app redirects [4] - Users can earn commissions ranging from 5% to 30% based on product categories, with no upfront costs required to join [4][5] Group 2: Advantages of Tuike - The platform benefits from a significant traffic advantage, directly reaching 1.268 billion monthly active users without incurring high customer acquisition costs [4] - Tuike integrates shopping into daily social interactions, enabling users to make purchasing decisions while chatting or browsing their friend circle, thus revolutionizing the shopping experience [4][5] - The operational model is lightweight, requiring no inventory management or customer service, making it accessible for a wide range of users, including students and retirees [5] Group 3: Market Potential and Future Outlook - Industry experts predict that WeChat e-commerce could capture 30% of the Chinese e-commerce market within three years, indicating the emergence of a trillion-yuan market [6] - Early adopters of the Tuike model have already reported significant earnings, with some reaching monthly incomes exceeding 50,000 yuan during the trial phase [6] - The competition in the e-commerce landscape is shifting from platform-based rivalry to a revolution in business models, with Tuike representing a new wave of social e-commerce [6]