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黄益平:为什么二三线城市消费意愿和实力较强?
和讯· 2025-08-12 09:53
Core Viewpoint - The main challenge facing the Chinese economy is how to expand consumption and increase its contribution to GDP, as current consumption levels are significantly lower than the international average, leading to potential economic issues [3][4]. Group 1: Consumption and Economic Growth - Consumption accounts for only about 56 yuan of every 100 yuan of GDP, which is approximately 20 yuan less than the international average [3]. - The low consumption ratio not only affects the quality of life but may also lead to oversupply and excess capacity in the economy [3]. - Recent months have shown a relatively strong growth in social retail sales, likely due to government initiatives aimed at boosting consumption [3]. Group 2: Quality vs. Price - The phenomenon of "price competition" in e-commerce, such as "lowest price" strategies, can lead to a decline in product quality as suppliers are forced to lower prices to survive [4][5]. - The "lemon market" concept illustrates how information asymmetry can lead to a situation where high-quality products are undervalued, resulting in a market that gradually deteriorates in quality [4][5]. - Continuous price declines can create a negative feedback loop that may lead to macroeconomic issues, including economic recession [7]. Group 3: Brand and Quality Information - A recent study developed two indices and a ranking system to provide consumers with quality information alongside price, aiming to address the "lemon market" problem [5][8]. - The study found that the online consumption brand index has been slowly rising, indicating that "consumption downgrade" is not a universal trend [8][10]. - Significant differences exist across industries regarding brand recognition and consumer focus, with some sectors like electronics and beauty products being more brand-conscious than others like women's fashion [10][11]. Group 4: Regional Insights - The brand purchasing power index shows that eastern coastal regions have the strongest purchasing power, while the average brand index is unexpectedly high in certain inland areas [11][12]. - Cities with a high proportion of non-private employment tend to have higher brand indices, suggesting that employment type influences consumer behavior and brand perception [12][13]. - Emerging brands and new consumption trends, such as premium pet food and experiential products, indicate a shift in consumer preferences towards quality and emotional engagement [14].
618 复盘:消失的“全网最低价”,隐身的“超头主播”
Sou Hu Cai Jing· 2025-06-20 08:31
出品|搜狐科技 作者|汉雨棣 编辑|杨锦 从5月13日预售开启,到6月18日结束,长达37天的"史上最长大促"618落下了帷幕。有电商平台员工戏称"打了一个月,才到618"。 漫长的赛程收获的不是热闹,而是疲惫:中小商家被拖入被动的平台优惠中,平台派发的满减券、消费券、直播券、品类券,被层层叠加成压在商家头上 的"补贴陷阱"。 消费者也没觉得自己落到了实惠。骂了多年的"满减凑单"终于取消了,用户们却发现购物节仍然是"奥数题"。周期过长导致 一边付定金、一边做表格比 价,最后发现现货9折反而更便宜,前面做的所有功课全白费。 而最具标志性的,是大主播与"全网最低价"的集体退场。李佳琦的出现被切割到预售日和开卖日。淘宝把流量给了品牌自播,京东强调现货+分钟达,即时 零售赛道的商战,瓜分了人们对传统电商的关注。"超级主播"已不再是唯一解,技术与履约成为新的战场。 这届618,不像是节日,更像是一场行业的"压力测试"。所有参与者都在试图回答一个问题:购物节,还有必要存在吗? 商家:优惠全由自己承担 "8折券好不容易退完了,又来一个9折券,商家自己的券还不能调整,客户算是来退差价的。" 今年,各大平台出资抽成发券,如淘宝 ...
今年618,李佳琦们为何不“香”了?
创业邦· 2025-06-05 03:12
来源丨 陆玖商业评论 ( liujiucaijing69 ) 作者丨 闫玥 图源丨Midjourney 李佳琦要"讨好所有女生",除了个人魅力,更应体现在性价比上。 今年618预售第四天,李佳琦在直播间带货了石头科技的一款扫地机器人,初始价格在2900元左右的 商品,在他的直播间叠加优惠券后到手最高不超过1500元。如此的"诚意",自然引得了大批用户下 单。 以下文章来源于陆玖商业评论 ,作者闫玥 陆玖商业评论 . 真相无法揭露,只能接近。 不过,很快用户发现,自己的订单迟迟没有发货,有的干脆直接被关闭了订单。对此,石头科技淘宝 店铺客服表示,这单是价格bug无法发货,让用户谅解,又给了500元的"价格标错红包"。 "李佳琦在直播间让买了这单的都填了个表格,说后续会处理,但现在十几天了依旧没有处理。"一位 以1199元拍下这单扫地机器人的用户描述道。 然而,这个618,李佳琦让粉丝失望的事还不只这一件。一些已经在李佳琦直播间成为"钻粉"的用户 表示,自己在直播间买东西+蹲守了许久才升到"钻粉",但618直播间的红包雨几乎抢不到,抢到的 也大多是空包。"我用了另一个新粉账号就抢到了好几块钱,很难不觉得是'杀熟' ...