Core Viewpoint - Douyin's e-commerce business has shown significant growth, with a GMV increase of 34% year-on-year, indicating a strong performance amidst a slowing overall e-commerce market [5][6]. Group 1: E-commerce Growth - Douyin's e-commerce GMV reached approximately 3.5 trillion yuan in 2024, with a year-on-year growth rate of 30%, demonstrating resilience in a challenging market [6]. - The shelf e-commerce segment has outperformed, achieving a GMV growth of 49%, which is higher than the overall e-commerce growth rate [6]. - During the 618 shopping festival, Douyin's shelf e-commerce GMV was around 200 billion yuan, accounting for nearly 50% of its total e-commerce sales [6]. Group 2: Strategic Adjustments - Douyin has shifted its strategy to focus on reducing merchant operating costs as a core business goal for 2025, aiming to support merchant growth [8]. - The integration of the algorithm teams from Douyin and Juyuan Qianshu into Douyin e-commerce signifies a move towards a more cohesive approach to managing GMV and enhancing user experience [9]. - Douyin has implemented various merchant support policies, including optimizing algorithm mechanisms to improve traffic distribution accuracy and reduce return rates [9][10]. Group 3: Market Positioning - Douyin e-commerce is not engaging heavily in the instant retail competition, choosing instead to concentrate resources on enhancing its e-commerce services and user experience [11]. - The misconception that top influencers contribute significantly to GMV is addressed, revealing that influencers with over a million followers account for only about 9% of total GMV, while those with fewer followers contribute around 21% [11]. Group 4: Upcoming Promotions - Douyin e-commerce has launched a 57-day promotional campaign for the Mid-Autumn Festival and Double 11, marking a new phase of growth for the platform [12].

作者 | 李小霞 编辑 | 乔芊 36氪独家获悉，过去一年（2024年8月-2025年7月）抖音电商GMV同比增长34%。 其中，货架电商的成绩突出。据抖音官方消息，过去一年抖音货架电商GMV 同比增长49%，高于电商 整体增速。 此前36氪曾报道，2024年抖音电商GMV约为3.5万亿元，同比增幅30%。这意味着，今年在电商行业增 速整体趋缓的情况下，抖音电商依然保持着稳定增长。 货架电商的高速增长，离不开抖音电商对货架电商的补贴。据36氪独家了解，今年618期间，抖音货架 电商就交出了不错的成绩，超出预期目标，GMV在2000亿元左右，占比接近50%。 抖音方面对以上数字表示不予回应。 2022年年中，抖音电商提出将"兴趣电商"升级至"全域兴趣电商"，先后推出抖音商城页卡，以及独立 APP等，彼时，抖音电商总裁魏雯雯宣布将重点发力商城和搜索，新场域即货架电商未来占比要在50% 以上。 这从今年以来，抖音电商的一系列调整也能看出端倪。 今年3月，36氪曾独家报道，巨量千川被整体并入抖音电商，成为其二级部门，此前分别服务于巨量千 川和抖音电商的两个算法团队，也被整合到一起。 巨量千川被并入抖音电商，意味着它不 ...

Core Viewpoint - Douyin's e-commerce business has shown significant growth, with a GMV increase of 34% year-on-year, indicating a strong performance despite a general slowdown in the e-commerce sector [3][4]. E-commerce Growth - Douyin's e-commerce GMV reached approximately 3.5 trillion yuan in 2024, reflecting a 30% year-on-year growth, with the shelf e-commerce segment growing even faster at 49% [4][5]. - During the 618 shopping festival, Douyin's shelf e-commerce GMV was around 200 billion yuan, accounting for nearly 50% of total e-commerce sales, surpassing expectations [4][6]. Strategic Adjustments - Douyin has shifted its strategy to focus on "full-domain interest e-commerce," aiming for shelf e-commerce to constitute over 50% of its business [5][6]. - The integration of algorithm teams from Douyin and its advertising platform, Juyuan Qianshu, aims to enhance overall GMV and improve merchant and user experiences [7][8]. Merchant Support and Subsidies - Douyin has allocated over 19 billion yuan in subsidies to merchants this year, transitioning from consumer-focused subsidies to supporting merchants directly [8]. - The platform has implemented policies to optimize algorithm mechanisms, improving traffic distribution and reducing return rates, thereby lowering operational costs for merchants [7][8]. Market Positioning - Douyin is not engaging heavily in the competitive instant retail market dominated by food delivery services, instead focusing resources on enhancing its e-commerce offerings [9]. - The upcoming Mid-Autumn Festival and Double 11 promotions, lasting 57 days, are expected to drive further growth for Douyin's e-commerce business [10].

海报新闻记者 李金珊 报道 9月11日，2025抖音电商丰收盛典在山东省烟台市举行。一批平台优质三农创作者、电商经营者与产研学 界的专家齐聚一堂，展示丰收硕果，分享创业心路，探讨新技术和新业态，共同为推进乡村发展注入新动 能。 本次丰收盛典由一场别开生面的"果蔬红毯秀"拉开帷幕。@沂蒙二姐、@新农人许多、@烟台苹果霞姐、 @田家四姐妹、@老金回村啦、@80后女村长、@齐河草帽支书 和@喜香甜生鲜等抖音电商三农创作者及 农货商家依次手持家乡特产走进直播间。 伴随着创作者们的热情讲解，金黄饱满的沂蒙山黄小米、核小肉厚的蓬莱太婆梨、清甜无渣的莱阳秋月 梨、瓣大饱满的农家大蒜、古法研磨的石磨面粉等山东好物轮番登场。这场充满"土味"的直播吸引25万人 观看，短短40分钟内卖出1200单特色农品。 @田家四姐妹等三农达人亮相"果蔬红毯秀" 在麦田晚会现场，抖音电商综合业务鲜食生活行业运营经理翟黎明代表平台发布了《2025丰收节抖音电商 农产品消费白皮书》，呈现过去一年农特产品销售及农货商家经营发展情况。数据显示，2024年9月至 2025年9月，平台累计销售农特产品102亿单，平均每天有2448万单农特产包裹发往全国各地 ...

Group 1 - The core viewpoint of the article highlights the significant role of Douyin e-commerce MCN institutions and distributors in the evolving landscape of short video and live-streaming e-commerce, emphasizing their importance in connecting content with products [3] - Douyin e-commerce is expected to continue its "full-domain interest e-commerce" strategy, with projections indicating that leading MCN institutions will achieve annual GMV exceeding tens of billions, while professional distributors are regularly generating over 100 million in sales per live broadcast [3] - The application requirements for Douyin e-commerce MCN institutions include having independent legal status, a business license covering cultural media and agency services, a registered capital of at least 500,000 yuan, and a minimum of 3-5 signed influencers with active fan engagement [3] Group 2 - The application process for Douyin distributors is relatively flexible but still requires complete corporate qualifications, including a cumulative transaction amount of over 1 million yuan for linked influencers if applying as an MCN institution [4] - The application process consists of four main steps: preparing corporate documents and influencer information, submitting the application, undergoing material review, and signing a cooperation agreement upon approval [4] - Many companies face rejection during the application process due to incomplete documentation or misunderstanding of the rules, leading to missed opportunities for platform participation and resource access, prompting a trend of hiring professional third-party teams to assist with the application [4]

Core Insights - Guotai Liquor won the 2025 Douyin Annual Industry Award - Liquor Golden Goblet Award, recognizing its outstanding performance in the Douyin e-commerce market and increasing brand influence [1][4][7] Industry Trends - The liquor consumption landscape is undergoing significant changes, with a shift towards smart brewing and digital marketing strategies to explore new consumer scenarios [3][12] - The number of interest users in the liquor category on Douyin has reached 330 million, indicating a growing e-commerce market for alcoholic beverages [8] Company Performance - Guotai Liquor has consistently performed well on Douyin, ranking in the top 10 of the liquor category during the 2025 618 shopping festival, with a 150% year-on-year sales increase on Tmall [6][8] - The company has established a digital marketing platform and is focusing on a full industry chain and value chain digital operation model [3][10] Marketing Strategies - Guotai's marketing strategies are centered around consumer needs and experiences, utilizing popular topics and innovative marketing methods to engage younger audiences [9][10] - The company has implemented a user-driven strategy that enhances emotional resonance and value recognition among consumers [9][10] Future Plans - Guotai aims to deepen its strategic cooperation with Douyin e-commerce through cultural IP co-construction, product customization, and digital collectibles [12] - The company is transitioning from merely selling liquor to selling a lifestyle, enhancing brand communication and direct consumer engagement [14]

Core Insights - Guotai Liquor won the 2025 Douyin Annual Industry Award - the Liquor Golden Goblet Award, recognizing its outstanding performance in the Douyin e-commerce market and increasing brand influence [1][5] Industry Trends - The award is one of the highest honors established by Douyin e-commerce for the liquor category, aimed at recognizing brands that have excelled on the platform and are favored by consumers [3] - The liquor consumption landscape is undergoing significant changes, with Guotai Liquor proactively engaging in smart brewing and digital marketing to explore new consumption scenarios [3][9] Company Strategy - Guotai is building a digital marketing platform to create a new model of digital operation across the entire industry and value chain, utilizing online channels for precise and interactive marketing [3][12] - The company has been active in the Douyin platform, achieving a top 10 ranking in the liquor category during the 2025 618 shopping festival and experiencing a 150% year-on-year sales increase on Tmall [7][9] Marketing Approach - Guotai's marketing strategy focuses on consumer engagement, utilizing popular topics and immersive live streaming experiences to resonate with younger audiences [11][12] - The company has established a multi-dimensional marketing model that integrates online and offline efforts, collaborating with numerous influencers and conducting various promotional activities [12][14] Product Quality and Innovation - Guotai has developed a comprehensive smart brewing system over the past decade, ensuring consistent and stable product quality through data-driven processes [15] - The brand aims to transition from merely selling liquor to selling a lifestyle, enhancing consumer emotional connections through diverse activities and digital marketing initiatives [15][16]

Core Insights - Douyin E-commerce has launched the "Interest Industry Belt Support Plan" to help small businesses reduce operational costs and grow their market presence [1][4] - The report indicates that five interest industry belts in China achieved a GMV exceeding 10 billion yuan, with Guangzhou emerging as a key hub for interest-based commerce [1][2] - The integration of live streaming and short videos with interest industry belts has created new market opportunities for small businesses, allowing them to reach niche consumer groups effectively [2][3] Group 1: Industry Growth and Trends - The interest industry belt concept is an extension of Douyin E-commerce's "Industry Growth Plan," focusing on products that fulfill consumer emotional needs and are supported by local manufacturing [2] - Interest industry belts are characterized by their cultural, social, and niche market features, with examples including blind box toys and trendy clothing [2] - The past year saw a 54.8% year-on-year increase in sales from store broadcasts among interest industry belt merchants, indicating a growing trend in utilizing digital platforms for sales [4] Group 2: Case Studies and Success Stories - Merchants like "Xinghe Hange" in the new Chinese-style women's clothing sector successfully launched a popular product with the help of Douyin E-commerce, enhancing the competitive capacity of the Guangzhou women's clothing industry belt [3] - "Chenxiang Nü'er," a merchant from the Guangdong Maoming Chenxiang industry belt, evolved from a small business to a recognized brand, contributing to the modernization of traditional incense production [3] - The operational model of interest industry belts combines digital capabilities with local manufacturing, creating a sustainable growth engine for the local economy [3][4] Group 3: Future Outlook - The success of interest industry belts in Guangdong is expected to inspire similar developments across the country, unlocking the potential of interest-based e-commerce [5] - Douyin E-commerce aims to provide traffic support, operational guidance, and resource connections to facilitate the transformation of local manufacturing industries [4]

Core Insights - Douyin E-commerce is transforming niche interests into billion-dollar industry clusters, injecting new growth into the real economy [1][2][10] - The launch of the "Interest Industry Support Plan" aims to reduce operational costs for merchants and enhance efficiency through various incentives [1][7] Group 1: Industry Growth and Trends - In the past year, five interest industry clusters achieved a payment GMV exceeding 10 billion, with 57 clusters surpassing 100 million and 65 exceeding 10 million [1][2] - The number of interest industry merchants on the platform is expected to grow by 39% from June 2024 to June 2025 [2] - The sales volume of interest industry merchants through live streaming increased by 54.8% year-on-year, with over 14,000 merchants achieving GMV over 1 million [4][10] Group 2: Support Initiatives - The "Interest Industry Support Plan" includes zero-cost entry for new merchants, zero commission on product cards, and exclusive incentives to lower operational costs [1][7] - Douyin E-commerce is collaborating with local governments, such as the Guangzhou Municipal Bureau of Commerce, to promote high-quality development in specific interest industry clusters [7][8] Group 3: Case Studies and Success Stories - Merchants like @Bluer深蓝 have successfully utilized short videos and live streaming to educate consumers and build trust, leading to significant sales growth [4][8] - The brand "沉香女儿珍藏阁" has leveraged Douyin E-commerce to transform traditional products into popular brands, achieving monthly sales of 10 million [5][6] Group 4: Market Dynamics - The integration of short videos and live streaming has become an effective channel for reaching consumers, allowing factories to transition from OEM to self-branded products [5][10] - The interest-driven approach of Douyin E-commerce is meeting the evolving emotional and spiritual needs of consumers, thereby expanding market opportunities for merchants [10]

Core Insights - Jay Chou, a major star in the Chinese music industry, has officially entered Douyin with his character "Zhou Tongxue," generating significant online buzz. This marks the second time he has joined a social media platform under this identity, with the backing of the company "Giant Star Legend" (6683.HK) [1] - Giant Star Legend operates in two main segments: IP creation and operation, and new consumption. The company has successfully developed the "Zhou Tongxue" and "Liu Jiaolian" IPs, accumulating a total fan base of 250 million across various celebrity IPs [1][2] - The "Zhou Tongxue" IP has been monetized through collaborations with over 200 licensed partners, generating sales exceeding 1 billion yuan in the past five years [2] - The company has expanded its IP business into digital content, collaborating with a Hollywood effects team to create a digital persona for Zhou Tongxue and launching a pilot film in the metaverse [2] - The reality show "Zhou You Ji," tailored for Jay Chou, has achieved high ratings and significant online engagement, indicating strong audience interest and potential for further monetization [3] - Giant Star Legend is innovating in the integration of music events with tourism, creating immersive experiences that link concerts with local attractions, thereby enhancing economic models [3] - In the new consumption sector, the company employs an "IP-enabled new consumption" model, leveraging celebrity IPs to drive sales of health and skincare brands, creating a closed-loop commercial ecosystem [4] - The entry of Jay Chou into Douyin is expected to enhance the company's fan acquisition capabilities, expanding its reach into interest-based e-commerce and boosting revenue from IP-related products and brand collaborations [4]