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财经观察丨“双11”为什么越来越早、时间越来越长?
Sou Hu Cai Jing· 2025-10-26 17:57
"双十一"购物节,已然成为中国消费者年度"血拼"盛宴。 近年来,"双十一"开启时间愈发提前。今年,京东于10月9日启动,比去年提前5天;抖音衔接中秋大 促,周期长达57天;天猫10月15日启动,周期达31天。 "双十一"的战线为何不断拉长? 平台纷纷调整促销策略,一方面延长大促周期,分段激发消费;另一方面着力提升稳定性与保障力度, 优化消费体验。 记者注意到,2025年"双十一"期间,电商平台将"官方直降""一件立减"等置于界面显眼位置,让优惠更 简洁直接;针对消费者"即时享有"的需求,平台大促还联动即时零售,比如淘宝闪购首次参与"双十 一",推出外卖五折,并将更多品类接入"小时达""半日达"。 2025年"双十一"期间淘宝闪购界面。淘宝APP截图 一些平台还纳入AI辅助工具。例如,淘宝搜索栏右侧设有"AI万能搜",能按近期检索与购物偏好,一键 生成含文字商品、视频图片的专属购物清单;京东则在App16.0版本中搭载"爱购"智能搜索推荐功能, 用户口述需求,就能精准匹配所需商品。 李鸣涛表示,AI工具的大规模应用会进一步简化消费者的选择成本,提升购物体验,其个性化服务也 将有助于提高商品的销售转化率。 消费者 ...
行动教育20250818
2025-08-18 15:10
Summary of Conference Call Notes Company and Industry Overview - The company operates in the education and training industry, specifically focusing on professional training and consulting services. [2][4][18] Key Points and Arguments 1. **Performance Impact**: The company's performance in Q2 was affected by the trade war and low reporting rates in the Midwest, but there has been a marginal improvement since June, with significant increases in new training participants in July and August, indicating potential outperformance in Q3. [2][4] 2. **Revenue Growth Target**: The company aims for a 5%-10% growth in advance payments for the year. [2] 3. **Regional Adjustment**: The company has restructured its regional divisions from five to three, increasing the number of subsidiaries within each region, which has effectively improved new training numbers and reporting rates, with a 60% increase in performance attributed to this change. [2][5][8] 4. **Focus on Diversification**: The company is pursuing a diversification strategy, particularly in the industrial and new energy sectors, to mitigate future risks and ensure stable business growth. [2][9] 5. **Client Development Goals**: The company plans to increase its number of major clients by 20% by 2025, targeting 350 to 360 clients. [2][11] 6. **"Bai Shang Plan"**: The company has initiated the "Bai Shang Plan," aiming to establish 10 operational points by year-end, with each mature point expected to contribute between 20 million to 30 million yuan in revenue. [2][11] 7. **Talent Acquisition Strategy**: The company is focusing on attracting experienced city general managers from the industry to enhance its client development capabilities. [2][12] 8. **Training Business Performance**: In the first half of 2025, the training business accounted for 72% of total revenue, with management consulting growing by 3% compared to 2024. [4] 9. **Market Outlook**: The company anticipates a release of pent-up demand in Q3, with expectations to compensate for earlier losses and achieve a slight increase in revenue. [7] 10. **AI Integration**: The use of AI tools has improved new employee performance and retention rates, with plans to potentially extend these tools to existing employees in the future. [3][17] 11. **Competitive Advantage**: The company emphasizes its systematic courses as a competitive advantage over modular courses, which are less comprehensive. [18] Additional Important Information - **No Price Increase Plans**: There are currently no plans to increase prices for core courses, with future adjustments dependent on market conditions. [16] - **Market Response Strategies**: The company has outlined strategies to adapt to various market conditions, including proactive measures during downturns and capitalizing on opportunities when competitors struggle. [15] - **Recruitment Standards**: The company has established specific criteria for recruitment to ensure the acquisition of high-quality talent, focusing on candidates' past performance and potential for growth within the company. [13]