多方激励，引爆主播与达人参与热情 为激发平台创作者生态的活力，快手电商为带货达人准备了一系列丰厚的权益与激励措施。短视频 场景下，发布带话题 #暖冬美好食光 的短视频，即可获得流量券助推奖励，助力内容破圈。 寒意渐浓，消费者对"暖身又暖心"的饮食需求日益旺盛。快手电商宣布，将于11月24日至12月7日 期间，推出以 "囤够好食光，暖心过冬天" 为主题的大型营销活动——"暖冬美好食光"节。本次活动将 汇聚平台内外的众多主播与达人，共同为老铁们甄选冬日优质好物，点燃冬日消费热情。上快手搜 索"暖冬美好食光"可进入活动页面。 应时而食，活动精准切入冬日消费场景 活动背景紧密契合了季节转换带来的消费趋势变化。11月中旬，凉意渐浓，人们的饮食偏好已从秋 日的"润燥"转向对"温暖适口"的追求。餐桌上热气腾腾的炖煮菜肴开始频频登场，而"冬腊风腌，蓄以 御冬"的传统习俗也如期而至，蕴含着为家人蓄暖过冬的用心。 这一转变在生鲜食品消费上体现得尤为明显：消费者开始积极选购牛羊肉、时令蔬菜、新鲜菌菇等 暖身食材，同时也在为制作腊味、筹备年货做准备，提前安排冬日欢聚与团圆时刻。快手电商"暖冬美 好食光"节正是精准捕捉了这一需求，旨在 ...

央视网消息：浙江慈溪是中国三大家电生产基地之一，慈溪取暖器出口量占全国取暖器出口量的三分之一。近来，随着北半球气温逐渐走 低，慈溪的取暖器出口订单持续"升温"，为欧洲和北美等地送去"中国暖意"。 走进慈溪一家生产电壁炉的车间，自动化生产线正在全速运转。企业负责人介绍，目前，整个车间的日产量能达到2万至3万件。 作为中国家电之都，在宁波慈溪，这样订单爆满的企业不在少数。 在慈溪另一家生产车间，工人们正忙着检测、包装、装柜。截至目前，企业接单量已经接近500万台。 慈溪某家电企业总经理任高杰介绍，总销售额到10月底是2.48亿元人民币，有望12月底突破2.7亿元人民币，同比2024年1.98亿元人民币上涨 36%。 任高杰说，2025年订单量和销售额的双增长，产品创新的贡献最突出，2025年企业研发投入已接近1500万元。 任高杰表示，2025年欧洲市场卖得最火的还是这款，2025年单品单款销售48万台。往年他们爆款的订单量大概在2万台、3万台左右。 慈溪某家电企业外贸部经理李强介绍，目前，排产到12月中下旬，初步统计2025年1到11月份，销售额大概1亿元，和2024年同期比有近10%的 增长。 企业研发团队历 ...

Core Viewpoint - The "warm economy" in Xi'an is thriving as temperatures drop, influencing various sectors from food to home appliances and experiential consumption [1][5][10] Group 1: Food and Beverage Sector - Traditional hot foods and new-style hot drinks are gaining popularity, with significant increases in customer traffic at local eateries [3][5] - Data from Meituan shows that the search volume for "hot pot" and "shabu-shabu" in Xi'an has surged by 438.6% and 322.4% respectively compared to the same period last year [5] - Sales of hot pot-related dishes have increased by 360.99%, while shabu-shabu dishes have seen a rise of 423.82% year-on-year [5] Group 2: Home Appliances - Energy-efficient heating appliances, such as electric heaters and smart electric blankets, are becoming popular, supported by government subsidies [7][9] - The sales of home warming products, including plush bedding and hand warmers, have seen a notable increase in recent weeks [7] Group 3: Experiential Consumption - The demand for wellness experiences, such as hot spring hotels, has risen, with a 32% increase in searches for these accommodations in Xi'an [10] - The trend indicates a shift from basic heating needs to emotional and experiential satisfaction, reflecting a broader consumer preference for comfort and social experiences [10][12] - The growth in experiential consumption is expected to be sustained as consumers continue to seek emotional comfort and spiritual fulfillment [12] Group 4: Policy Support - The Xi'an Municipal Bureau of Commerce has implemented a subsidy program for green appliances, enhancing consumer enthusiasm for energy-efficient products [9] - This policy allows consumers to receive discounts of up to 15% or a maximum of 2000 yuan on eligible purchases, stimulating the market for energy-saving home appliances [9]

冷空气昨晚来到成都 伴随着降雨和大风天气的加持 今早真是冷意十足 在大家裹紧外套的同时 城市的"暖消费"悄然走热 从火锅店到围炉煮茶 从线上取暖设备到商场保暖服饰 一股"暖经济"的消费热流 正随气温下降而悄然涌动 客流增长四成 火锅店、茶馆预订爆满 "这两天的晚市，排队时间比平时长了半小时左右。"店长陈先生指着门口新增加的等位区说道。11月16日下午4点半，望平街一家火锅店门口，虽然离晚 市营业还有半小时，但已有顾客提前到店等候。 ▲望平街一家火锅店堂食位置已坐满 洪女士的购物车反映了成都人在降温后的消费趋势。据苏宁易购最新数据显示，10月下旬以来，成都受气温骤降影响，取暖类家电销售额同比增长 110%，位列全国第二，其中取暖器成为最受欢迎的品类之一。 前台服务员一边接听接连不断的预订电话一边记录，"今天已经有20多个预订，比上上周同期多了快一倍。"前台服务员告诉小布："天气转冷，暖身的菜 品就特别受欢迎，我们适当增加了红糖糍粑等暖身甜品的备货量，还推出了羊汤等应季汤品。"下午4点半，小布在店里看到，门店内约有三分之二的桌子 已经坐满。 望平街的茶馆里，下午3时已座无虚席。"这周开始，每天下午都是满座，周末的 ...

Core Insights - JD.com achieved record sales during the 11.11 shopping festival, with a 40% increase in the number of orders and nearly a 60% increase in order volume, reflecting strong consumer demand for quality and affordable products [1] - The festival saw significant growth in various categories, particularly in fashion, beauty, and sports, with nearly 2000 brands doubling their sales year-on-year [1] Fashion and Apparel - The demand for winter clothing surged, with categories like fur coats and down vests seeing sales growth of over 100%, and brands like Bosideng achieving a 113% increase in sales for their new Puff series down jackets [3] - Global brands such as Uniqlo entered JD.com for the first time, topping the fashion sales chart during the event, with over 50 of their products selling more than 10,000 units [3] Footwear and Accessories - Sales of footwear, including knight boots and retro Martin boots, more than doubled, with over 100 major brands also experiencing significant sales growth [4] - Innerwear and children's winter clothing also saw substantial increases, with brands like Balabala and Aimer doubling their sales [4] Sports and Outdoor - The demand for sports apparel and outdoor equipment remained strong, with categories like sports cotton clothing and down vests seeing sales growth of over 100% [6] - Youth bicycles and electric bicycles also experienced a doubling in sales, with over 100 outdoor brands showing similar growth [6] Quality Consumption Trends - Luxury sports shoes and down jackets saw a 240% increase in sales, with brands like MONCLER and EMPORIO ARMANI also doubling their sales figures [7] - Instant retail services thrived, with significant sales increases across various categories, including sports goods and women's clothing, indicating a shift towards diverse consumer needs [8]

Core Insights - The demand for winter products, particularly in Yiwu, has surged significantly due to colder weather, with scarf sales in Yiwu International Trade City increasing by 374% month-on-month and hot water bottle sales skyrocketing by 3000% [1] - The hat industry is experiencing a transformation from basic warmth to fashionable accessories, with consumers prioritizing design and personal expression over mere functionality [3] Group 1: Market Demand and Trends - The hat sales in Yiwu have reached 4 to 5 times the usual volume during the off-season, prompting businesses to hire over 100 additional workers for production [3] - The overall sales of warm clothing have increased by 1100% month-on-month, while hat sales have risen by 17.5% [3] - Domestic orders from regions like Northeast China and Hunan have increased by over 50%, with international clients also placing large orders, such as one client ordering over 10,000 colorful electric hot water bottles [5] Group 2: Supply Chain and Production - The production capacity in related industries is under strain, with a goose down processing company in Anhui operating at full capacity, processing 5 to 6 tons of raw materials daily [5] - The daily output of heated clothing in a manufacturing company in Jiangxi has doubled from 1,000 to 2,000 pieces due to the surge in market demand [5] Group 3: Policy and Technological Trends - The clean heating policy introduced by the National Development and Reform Commission is driving changes in heating methods, with significant investments in clean heating projects in Qinghai Province [7] - There is a notable trend towards the smart upgrade of heating products, with sales of instant hot water machines and warming blankets increasing by over 200%, and electric hot pot orders rising by over 14 times during the colder months [7]

Core Insights - Douyin's ice and snow consumption data shows significant growth in engagement and sales, indicating a strong winter consumption trend [1][3][10] - The platform has launched a series of marketing activities to stimulate ice and snow consumption, including collaborations with various merchants and promotional campaigns [1][10][12] Douyin Ice and Snow Consumption Data - From September 1 to October 31, the number of ice and snow-related content on Douyin increased by 112%, with likes up by 68% and shares up by 51% [1] - Ice and snow-related group buying sales on Douyin grew by 24% year-on-year during the same period [1] Popular Ice and Snow Consumption Trends - The top ten cities for ice and snow consumption include Harbin, Huzhou, Zhengzhou, Beijing, Wuhan, Jinan, Foshan, Shanghai, Shenzhen, and Ningbo [4][6] - Popular ice and snow consumption products include attraction tickets, hotel packages, hot pot, bathing services, and children's amusement parks [6] Regional Marketing Strategies - Douyin is implementing differentiated marketing strategies across various regions, particularly focusing on the northern areas where winter has arrived earlier [10][11] - The platform has initiated seasonal marketing campaigns such as "Little Ice and Snow," "Hot Pot Season," and "Bathing Season" to enhance user engagement [11] Consumer Safety and Experience Initiatives - Douyin has introduced the "Safe Play," "Safe Stay," and "Safe Travel" programs to enhance consumer safety and service quality during winter activities [13] - The platform aims to improve user experience by collaborating with quality snow venues and hotels, ensuring comprehensive coverage of accident insurance for users [13]

简阳市融媒体中心 每年10月下旬开始，简阳羊肉汤就进入传统销售旺季。从餐饮门店起家的"四川老字号"简阳市马厚德食品有限公司，在40余年对熬制技艺的潜心钻研中， 获评"省级非物质文化遗产"保护单位，更攻克高汤工业化速冻的风味保持难题，实现了速冻羊肉汤标准化、规模化生产，并借力各大线上平台，将这 份"非遗味道"送入了千家万户。 天越冷，一口暖身的简阳羊肉汤就越是"香"，随着冷空气持续"加码"，简阳"暖经济"也迅速升温，速冻羊肉汤销量持续增长，呈现"产销两旺"的局面。今 天，我们就一起走进生产一线，感受这份寒意里的火热。 在马厚德速冻羊肉汤的生产车间，一场精密而高效的生产交响曲正在上演。巨大的不锈钢熬制锅内，羊肉在锅中翻滚跳跃，车间里弥漫着浓郁的肉香。满 产状态下，这里每天能生产6000公斤，日产值12万元。 简阳市马厚德食品有限公司负责人 马魁： 我们的羊肉汤是100%用羊骨熬制的，11月份订单已经排满了，主要是集中在集采，还有一些大流通、商超等，包括一些烧烤和凉卤店都在销售我们的羊 肉汤。 我们现在还是沿用常规的单锅小炒的方式，目的想最大可能保证地道的羊肉汤味道，要有锅气。目前最重要的就是在备战"双十一"，所以 ...

Group 1: Company Updates - Mingming Hen Mang updated its prospectus, reporting a total of 16,783 stores and a GMV of 41.1 billion yuan for the six months ending June 30, 2025, with revenue of 28.12 billion yuan and an adjusted net profit of 1.034 billion yuan [1] - Hema's hot pot sales doubled during the hot pot season, with over 70% of orders coming from online, and the introduction of a single-serving hot pot cup has gained popularity [2][4] - JD Seven Fresh launched a new series of suspended fish products, ensuring quality through a "10-day water purification" system and multiple inspections, with prices starting at 36.9 yuan per fish [3][6] Group 2: Financial Performance - Zhongbai Group reported a third-quarter revenue of 1.934 billion yuan, a year-on-year decline of 20.08%, with a net loss of 325 million yuan [6] - Jiajiayue's third-quarter revenue was 4.581 billion yuan, down 3.87% year-on-year, but net profit increased by 24.34% to 22.77 million yuan [7] Group 3: Pricing and Market Adjustments - Three Squirrels announced a price increase for certain products, ranging from 0.2 yuan to 10 yuan, due to rising costs in raw materials and logistics [8] - Starbucks is considering Boyu Capital as a primary candidate for acquiring its China business, with a potential valuation exceeding 4 billion USD [9] Group 4: New Store Openings and Initiatives - Hema Fresh is set to open its first store in Shanxi, located in Taiyuan, with an area of over 4,000 square meters, expected to open in early 2026 [10] - JD's Jingxi Self-operated brand achieved a tenfold increase in transaction volume over two years, serving 370 million users and linking 260 industrial belts [11] Group 5: Promotions and Events - Meituan Shanguo launched a Double 11 promotion, distributing 1.7 million free coupons, including 400,000 for brand flagship stores [13] - JD initiated its sixth Elderly Care Shopping Festival, introducing four core measures to enhance services for elderly users [14]

Group 1: E-commerce Performance - The recent drop in temperatures across the country has led to a surge in sales of warm clothing on e-commerce platforms, particularly during the "Double 11" shopping festival [1][2] - Vipshop reported that since the start of the "11·11" sales event on October 20, sales of women's down jackets increased by 57% year-on-year, children's down jackets by 91%, and men's down jackets by 59% [1] - JD.com also noted significant growth in sales of women's down jackets, coats, and cashmere sweaters, with some brands experiencing sales increases of up to 600% [1] Group 2: Regional Demand Variations - Demand for warm clothing is particularly strong in southern regions, with sales of down jackets in Guizhou, Guangxi, and Sichuan exceeding 150% year-on-year [1] - The popularity of domestic brands like Bosideng and sports brands such as Anta and Fila has contributed to the sales growth of down jackets [1] Group 3: Cleaning Services Demand - The sudden cold wave has also increased demand for professional cleaning services, with 58 Daojia reporting a 425% month-on-month increase in orders for floor heating cleaning and maintenance [2] - In first-tier cities, laundry and shoe cleaning orders saw a month-on-month increase of 318% and a year-on-year increase of 79% in October [3] - The introduction of high-end cleaning services by 58 Daojia has been well received, particularly for luxury garments [3]