1月8日，记者了解到，阿里巴巴面向投资者的最新交流信息显示，淘宝闪购在最新季度取得关键进 展。 记者｜陈杨园 编辑 ｜瑜见 阿里集团对于淘宝闪购2026年的投入战略明朗化：闪购首要目标是份额增长，会坚定加大投入以达到 市场绝对第一。 ...

网购到假冒商品想要维权，却发现商家地址虚假、电话失联。网购知名品牌产品，同样对"幽灵网店"十 分头疼。不久前，市场监管部门在查处涉嫌侵犯"胖东来"注册商标专用权的14家网店时，发现10家不在 公示地址经营，其中8家根本无法找到。 《中华人民共和国电子商务法》明确了电子商务经营者的身份信息公示与平台的核验义务。《网络交易 监督管理办法》对网络交易信息公示、平台核验义务及协助调查作出了具体规定。"幽灵网店"提供虚假 信息以逃避监管，违反相关法律规定以及经营者义务。 "幽灵网店"的存在，本质上是对市场公平与消费信任的双重践踏。对消费者而言，购买到假冒伪劣商品 后，因经营者"隐身"无法主张退货、赔偿，既遭受经济损失，又可能面临产品质量带来的安全风险，维 权成本往往高于实际损失；对合法经营者来说，"幽灵网店"凭借侵权商品的低价优势抢占市场，破坏健 康的市场规则，挫伤了诚信经营主体的创新积极性；对网络经营环境而言，这类乱象消解了消费者的信 任，增加了市场失序风险，阻碍了电子商务行业的高质量发展，更挑战了监管的有效性与市场秩序的公 正性。 近期，市场监管总局发布《电子商务平台协助查处商标侵权案件规定（征求意见稿）》，对"幽 ...

"蹭穿"不仅违背了诚信原则，更增加了商家经营成本，一些季节性衣服会因此过季滞销。有鉴于此，花 式吊牌成为商家对抗不诚信行为的无奈之举。但这也带来了新问题。对普通消费者而言，这些防护措施 影响了购物体验——试穿时被吊牌遮挡视线，拆卸时又担心损坏。持续增加的"防蹭"成本还会通过涨价 的方式转嫁给所有消费者，形成恶性循环，损害市场健康发展。 随着"7天无理由退换货"等规则的普及，消费者退换网购商品更便捷，但也有少数人钻空子，或是将新 衣当作旅行拍照的"一次性道具"，或是在重要场合穿着后立即退货，甚至将穿过数日的衣服原样寄回。 为防止"蹭穿"后退货，一些商家将衣物吊牌尺寸做大、设计更夸张，有的还在衣服关键部位加装密码锁 等。 （摘编自《新华日报》，原题为《防"蹭穿"有无更优解》） 《 人民日报 》（ 2025年12月12日 05 版） (责编：袁勃、赵欣悦) 遏制恶意退货，不能仅靠商家"自力救济"，还要对失信者进行约束。电商平台可建立更加精准的信用评 价体系，让信用记录良好的用户享受更便捷服务，同时对异常退货行为加强管理，通过法律等途径对恶 意退货者进行惩戒。 诚信是电商发展的基石。电商的可持续发展，需要的不是"吊牌 ...

数据显示，本次双十一促销周期刷新纪录，10月21日至11月1日全国快递包裹量达139.38亿件，消费端 热度高涨，悦己消费成主流，兴趣、古玩、潮玩等品类增长显著，AI智能设备爆发，AI平板、手机成 交额分别增200%、150%，即时零售参与度提升，淘宝闪购接入40万品牌门店，零订单门店数同比增2 倍。 黑猫投诉日前发布《2025双十一消费投诉数据报告》，梳理并公布10月9日至11月14日"史上最长双十 一"的消费与投诉情况。 品类投诉方面，服饰投诉超5200件居首，美妆、日用电器投诉超4000件；受苏丹红事件影响，国货美妆 品牌投诉占比从不足四成升至近七成。智能家居如扫地机器人、洗地机投诉超530件，集中于故障、漏 水等问题。物流投诉超7万件，快递破损占比最大，占比近21%。 ...

Core Insights - The article presents a viewpoint on the current market trends and investment opportunities within a specific industry [1] Group 1 - The industry is experiencing significant growth, with a projected increase in market size by 15% over the next year [1] - Key players in the market are expanding their operations, leading to increased competition and innovation [1] - Recent technological advancements are driving efficiency and reducing costs for companies within the sector [1] Group 2 - Consumer demand is shifting towards sustainable and eco-friendly products, influencing company strategies [1] - Regulatory changes are impacting operational frameworks, necessitating adjustments from industry participants [1] - Financial performance metrics indicate a positive outlook, with several companies reporting earnings growth of over 20% year-on-year [1]

Core Insights - The article highlights the emerging issues in online shopping, particularly with the rise of AI technologies and new business models, leading to consumer complaints about deceptive practices [1][2]. Group 1: Issues in Online Shopping - Consumers have reported various deceptive practices by merchants, including the use of AI to create fake endorsements and misleading promotional tactics [1]. - Some merchants exploit loopholes in regulations regarding returns and refunds, complicating the consumer experience [1]. - The use of web scraping to gather competitor data has also been noted as a concerning practice in the industry [1]. Group 2: Legal and Regulatory Challenges - Despite existing consumer protection laws, enforcement remains challenging due to technical barriers in gathering evidence against online fraud [1][2]. - The need for updated enforcement standards to address new forms of online misconduct, such as "AI fake hosts" and "scene promotions," is emphasized [2]. - The article calls for enhanced regulatory measures, including the use of big data and AI for real-time monitoring of online transactions and advertising [2]. Group 3: Recommendations for Improvement - The article suggests that social governance should align with legal protections to effectively address new challenges in online shopping [2]. - It advocates for simplifying consumer rights processes and promoting online dispute resolution mechanisms to lower the burden of proof for consumers [2]. - Platforms are encouraged to adopt a long-term vision for industry reputation, moving away from short-term profit strategies and ensuring compliance with regulations [2][3].

Core Insights - The 2023 Double Eleven sales reached 1.13 trillion yuan, with projections for 2024 at 1.44 trillion yuan and 2025 exceeding 1.6 trillion yuan, reflecting a year-on-year growth of 14.2% [3][32] - Despite the impressive sales figures, consumer sentiment has shifted, with 63% of respondents feeling that Double Eleven lacks presence and excitement compared to previous years [6][12] - The shopping festival has evolved from a concentrated event into a more extended promotional period, diminishing the urgency and excitement traditionally associated with it [14][35] Sales Performance - The total sales for Double Eleven in 2023 were 1.13 trillion yuan, with expectations for 2024 to rise to 1.44 trillion yuan and 2025 to surpass 1.6 trillion yuan, indicating a significant growth trajectory [3][32] - The sales growth from 2024 to 2025 is projected at 14.2%, showcasing a robust market despite changing consumer behaviors [3] Consumer Behavior - A survey indicated that 63% of consumers feel that Double Eleven has lost its significance, reflecting a shift in shopping habits and attitudes towards promotional events [6][12] - Consumers are increasingly focused on practical purchases rather than impulsive buying, with a preference for items that meet specific needs rather than following trends [22][35] - The rise of personalized shopping experiences through algorithmic recommendations has led to more targeted purchasing, reducing the influence of collective shopping frenzies [37] Market Dynamics - The competitive landscape has changed, with platforms like Douyin and Pinduoduo gaining traction, leading to a fragmented attention span among consumers [20] - The traditional dominance of platforms like Tmall and JD has been challenged, as consumers now have multiple options for shopping, both online and offline [20] - The shift towards quality over quantity in consumer preferences has forced businesses to adapt their strategies, focusing on product value rather than just low prices [41] Industry Implications - The evolution of Double Eleven signifies a transition from a "shopping festival" to a "regular discount period," emphasizing the need for businesses to adapt to changing consumer expectations [35][48] - Companies must prioritize product quality and customer service to retain consumer loyalty, moving away from reliance on promotional events for sales [41] - Platforms should shift from creating elaborate promotional events to providing consistent value and service, aligning with the new consumer mindset [43]

Core Viewpoint - The article discusses the issue of "ghost online stores," which are fraudulent e-commerce shops that evade consumer protection and regulatory oversight by providing false contact information, making it difficult for consumers and authorities to address complaints [3][4]. Group 1: Definition and Impact of Ghost Online Stores - "Ghost online stores" are defined as illegal businesses that operate online while intentionally providing false addresses and phone numbers, making it impossible for consumers to reach them for complaints [3]. - These stores not only deceive ordinary consumers but also pose challenges to well-known brands by misusing their trademarks and avoiding regulatory scrutiny [3][4]. - Over half of the online counterfeit cases investigated by market regulatory authorities involve "ghost online stores," highlighting the persistent nature of this issue [3]. Group 2: Regulatory Response - The State Administration for Market Regulation has drafted the "Regulations on E-commerce Platforms Assisting in the Investigation of Trademark Infringement Cases (Draft for Public Comment)" to address the challenges posed by "ghost online stores" [3][4]. - The new regulations aim to integrate e-commerce platforms into the trademark infringement governance system, emphasizing the responsibility of these platforms in protecting intellectual property rights [5][6]. Group 3: Key Measures in the New Regulations - The regulations outline specific measures for e-commerce platforms, including notifying them to take protective actions when evidence of trademark infringement is found [6]. - Platforms are required to prominently mark shops with false address information and inform them to provide accurate details to assist regulatory investigations, effectively warning consumers of potential risks [6]. - The regulations also address jurisdictional conflicts in cases involving multiple regions, enhancing the efficiency of law enforcement resources and case handling [6][7]. - Non-compliance by e-commerce platforms will result in legal action from market regulatory authorities [6]. Group 4: Overall Significance - The draft regulations represent a strategic move to tackle the clear enforcement challenges in the e-commerce sector, establishing a "prominent marking" system and creating responsive channels between departments and platforms to improve enforcement efficiency [7].

Core Viewpoint - The rise of "factory direct supply" marketing in 2024 is misleading consumers into believing they are saving money by eliminating middlemen, while hidden costs may still be passed on to them [1][20]. Group 1: Marketing Trends - In 2024, a marketing trend of "factory direct supply" is emerging across major e-commerce platforms and live streaming channels, promoting slogans like "source low prices" and "eliminate middlemen" [1]. - Consumers are drawn to the idea that removing intermediaries will lead to significant savings, but this perception is often incorrect [3]. Group 2: Misconceptions about Middlemen - The disappearance of middlemen is a facade; their functions and costs have not vanished but have been transferred to brands and consumers [3][5]. - Middlemen play crucial roles in product selection, storage, transportation, promotion, and after-sales service, which are now the responsibility of brands [5][7]. Group 3: Cost Implications - The costs previously borne by middlemen are now reflected in new forms, such as advertising and customer acquisition expenses, which ultimately increase product prices for consumers [9][11]. - In 2024, the customer acquisition cost for beauty brands has risen by 32.7% year-on-year, with monthly advertising budgets now accounting for 18%-30% of GMV, up from 15%-25% in 2023 [9]. Group 4: Live Streaming and Advertising Costs - Live streaming has become a significant area for hidden price increases, with commissions and fees for influencers often reaching 35% of sales, tripling in the last three years [11]. - Brands are increasingly spending on advertising to attract customers, with 2024 internet advertising revenue in China projected to reach 650.9 billion yuan, including 183.2 billion yuan for e-commerce ads [14][16]. Group 5: Consumer Awareness - Consumers are encouraged to be cautious of "low-priced" offers, as excessively low prices may indicate hidden quality issues [18][20]. - The narrative of "no middlemen" is often a marketing ploy, and consumers should remain vigilant to avoid falling into consumption traps [20][22].

Group 1 - The article highlights the crackdown on online infringement and counterfeit crimes, particularly in the context of the upcoming "Double 11" shopping festival [1][2] - In 2023, law enforcement in Liaoning province dismantled a counterfeit down jacket production and sales gang, arresting 10 suspects and seizing 41,000 counterfeit jackets, with a total involved amount exceeding 500 million yuan [1] - The police have successfully resolved 21 cases of online sales of counterfeit brand clothing and have targeted public safety products, including fuel and gas appliances, to ensure consumer safety [1] Group 2 - Law enforcement agencies are enhancing collaboration with administrative departments and internet companies to combat counterfeit crimes, establishing a mechanism for ongoing coordination in information sharing and joint enforcement [2] - A "cloud battle team" has been formed for data analysis, leading to the direct resolution of over 20 cases through effective line discovery and case reporting [2] - The police emphasize the importance of consumers shopping on legitimate platforms and being vigilant against fraudulent promotions, encouraging reporting of counterfeit activities to strengthen online shopping safety [2]