本文来源：鑫椤锂电 10 月，新能源汽车产销分别完成 177.2 万辆 和 171.5 万辆 ，同比分别增长 21.1% 和 20% ，新能源 汽车新车销量达到汽车新车总销量的 51.6%。 1-10 月，新能源汽车产销分别完成 1301.5 万辆 和 1294.3 万辆 ，同比分别增长 33.1% 和 32.7% ，新能源汽车新车销量达到汽车新车总销量的 46.7% 10 月，新能源汽车国内销量 145.9 万辆 ，环比增长 5.6% ，同比增长 12.1% 。其中，新能源乘用车国 内销量 137.7 万辆，环比增长 6% ，同比增长 10.3%； 新能源商用车国内销量 8.2 万辆，环比下降 0.5% ，同比增长 52.4%。 1-10 月，新能源汽车国内销量 1092.9 万辆 ，同比增长 25.7% 。其中， 新能源乘用车国内销量 1028 万辆，同比增长 24%； 新能源商用车国内销量 64.9 万辆，同比增长 60.2% 。 -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 数据来源：中汽协，鑫椤资讯整理 动力电池 | 10 月国内动力电池装车量 ...

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在渠道布局上，强鲸思客进一步完善"货架电商+内容直播+线下体验"的全域生态。依托四大平台的技术服务支 撑，品牌自播阵地累计观看人数破亿，转化率较去年提升2.8%；线下体验店联动线上实现"线上下单、线下服 务"，订单量同比增长40%，为消费者提供全链路便捷体验。大促期间推出的以旧换新计划、绿色环保包装等举 措，也通过跨平台技术同步实现全域落地，获得消费者广泛认可，契合理性消费、可持续消费的主流理念。 强鲸思客CEO：李偲超（Jason）表示，本次双11成交量突破12亿，既是品牌产品力与服务力的集中体现，更得益 于对四大电商平台的深度技术适配与消费趋势的深刻洞察。未来，品牌将持续深化与主流电商平台的技术协同， 加大研发投入，在产品创新与用户体验上持续升级，为消费者创造更高价值。 随着2025年双11落下帷幕，强鲸思客的亮眼战绩不仅展现了自身的发展潜力，也为消费市场的稳健增长注入了强 劲动力，彰显了中国消费市场的韧性与活力。 2025年双11大促圆满收官，国内知名品牌强鲸思客凭借全渠道布局、精准运营策略及全域技术服务能力，交出亮 眼答卷——大促周期内成交量突破12亿元，同比实现显著增长，创下品牌参与双11以来的历史 ...

文 | 楼股巷 过去四年，中国消费市场发生了一场静默而深刻的结构性变革。埃森哲最新发布的《美好生活新主张——中国消费者洞 察》报告揭示的数据直观展示了近几年的巨大变化——国际品牌在中国市场的传统优势正以前所未有的速度瓦解，取而代 之的是更加理性、自主且具有文化自信的中国消费者。 这场变革不仅仅是市场占有率的重新分配，更是消费逻辑的根本性重构。 国货崛起背后的三重逻辑：性价比、产品力与文化自信的完美融合 国货品牌的全面逆袭是本次报告最引人瞩目的发现。在美妆护肤领域，国货偏好度从2021年的仅12%飙升至2025年的 43%，实现了对国际品牌的历史性超越。3C数码领域更是如此，国货以55%的偏好度占据绝对主导。 图：仅四年间（2021-2025），中国消费市场竞争格局已见巨变 来源：《美好生活新主张——埃森哲中国消费者洞察》 这背后是三个关键因素的共振： 首先，性价比成为新王道。85%的消费者将性价比作为选择国货的首要原因，比2021年上升8个百分点。在经济增长放缓的 背景下，消费者不再愿意为虚高的品牌溢价买单。 不过，当下的性价比已不再是简单的低价，而是"可被验证的价值"。消费者追求的是在合理价格范围内，获得最 ...

Market Overview - Hong Kong stocks showed a positive trend, closing up 0.85% as bulls took control, indicating a lack of negative news is perceived as positive [1] - The U.S. House of Representatives is expected to vote on a compromise plan to end the longest government shutdown in U.S. history, which could restore funding to government agencies [1] - The ADP private sector employment report for October showed a decrease of 45,000 jobs, the largest drop in two and a half years, suggesting a cooling labor market and increasing expectations for a Fed rate cut in December [1] Sector Performance - The banking sector saw a rebound with major banks like Agricultural Bank of China reaching new highs, driven by long-term investments from insurance funds and public funds [1] - Consumer sectors are gaining traction, with companies like "Hushang Auntie" seeing a significant increase of nearly 29%, indicating a recovery in consumer sentiment [2] - Retail sales in Hong Kong are projected to rise by 4% year-on-year in October, benefiting retail rental stocks [3] Company Highlights - Baijie Shenzhou reported a 44.2% increase in total revenue for the first three quarters, driven by sales growth of its self-developed products [3] - Xiaomi announced a significant sales figure of over 29 billion yuan during the Double 11 shopping festival, indicating strong consumer demand [4] - The Ximangdu iron ore project, with reserves exceeding 4.4 billion tons, has commenced production, potentially altering the global iron ore supply landscape and benefiting companies like Maanshan Iron & Steel [5] Industry Developments - The Chinese commercial aerospace sector is set to advance with the upcoming maiden flight of the reusable rocket "Zhuque-3," which aims to reduce launch costs significantly [6] - The sportswear manufacturing sector is expected to see a recovery in demand, with Shenzhou International projecting a 15.3% increase in revenue for the first half of 2025 [7] - The company has expanded its overseas production capacity, with 53% of its garment output coming from international facilities, indicating a strategic shift towards globalization [8]

Core Insights - The report by Accenture titled "New Propositions for a Better Life - Insights into Chinese Consumers" analyzes the structural changes occurring in the Chinese consumer market, highlighting two main themes: "Rational Upgrade" and "Demand Restructuring" [2][10]. Group 1: Rational Consumption and Brand Loyalty - Chinese consumers are becoming increasingly rational, with over 55% frequently comparing multiple brands even if they have a preferred one, indicating a dilution of brand loyalty [3][25]. - Domestic brands are rising across various categories, with consumer preference for domestic products surpassing that for international brands in beauty, 3C electronics, home appliances, and apparel [3][14]. - The preference for domestic brands is driven not only by price but also by cultural recognition and emotional value, with 85% of consumers prioritizing cost-effectiveness and 70% valuing product quality [15][25]. Group 2: New Priorities and Consumer Behavior - Consumers are reordering their life priorities, with a significant increase in focus on health and wealth, while aspirations related to career, love, and personal growth are being suppressed [4][40]. - Nearly 90% of consumers actively focus on physical and mental health, with 70% choosing to save money to enhance financial resilience, and 60% engaging in skill development or side jobs, forming a "safety triangle" of health, wealth, and learning [4][47]. - The shopping experience is evolving, with 85% of consumers preferring online browsing while still valuing in-store experiences, indicating a desire for a blend of efficiency and emotional interaction [4][39]. Group 3: AI Integration in Daily Life - AI is rapidly becoming integrated into daily life, with 77% of consumers frequently using AI tools, viewing them as advisors (65%) or assistants (63%), and even as partners (46%) [5][26]. - AI lowers the barriers to information access, enabling consumers to make more autonomous and efficient decisions in shopping, learning, and other areas [5][39]. Group 4: Brand Response Strategies - In the era of rational consumption, brands must provide "justifiable premiums" through solid product quality and clear value propositions to gain consumer trust [6][11]. - Emotional connections are crucial, with brands needing to engage deeply with consumers in real-life scenarios, such as creating immersive experiences or enhancing consumer confidence through integrated online and offline services [6][11]. - Leveraging AI to understand consumer needs and optimize experiences is becoming a core competitive advantage for brands [6][11].

Core Insights - The focus of competition is not only on speed but also on certainty [1] - Tmall remains the primary battleground for 3C digital products during the Double 11 shopping festival, showcasing significant brand performance [2][6] - New product launches are the main driver of growth for 3C digital brands, with Tmall being the key platform for these launches [3][10] Group 1: Tmall's Dominance in 3C Digital Products - Tmall's 3C digital category achieved a transaction share of 40.2%, leading among all e-commerce platforms [3] - During the Double 11 event, over 80 brands, including Apple, achieved sales exceeding 100 million yuan within the first hour [2] - Tmall's strategy of supporting premium and original brands has solidified its position as the leading platform for new product launches [14][34] Group 2: The Role of Flash Sales - Flash sales have emerged as a significant growth driver for smartphone and digital brands, with a monthly user base of 300 million [16][18] - Brands like Huawei and Lenovo have successfully integrated their physical stores with Tmall's flash sales, resulting in substantial sales growth [20][21] - The introduction of flash sales has transformed consumer purchasing behavior, leading to increased visibility and sales opportunities for brands [23] Group 3: Rise of AI Smart Hardware - The AI hardware sector, particularly AI glasses, is experiencing rapid growth, with a projected shipment of 4.065 million units in the first half of 2025, marking a 64.2% increase [25] - Tmall's data indicates that the AI glasses category saw a 25-fold increase in sales during Double 11, positioning it among the top three trending categories [27] - The integration of AI technology in consumer electronics is reshaping the competitive landscape, moving beyond traditional mobile devices [26][30] Group 4: Strategic Shift Towards Quality Growth - Tmall's recent strategy emphasizes returning to brand-centric growth, moving away from price wars and focusing on high-quality user engagement [35][36] - The 88VIP membership program is highlighted as a crucial asset for driving stable growth, with members spending nine times more than non-members [36][37] - This strategic pivot marks the beginning of a new era for Tmall, focusing on sustainable and quality-driven growth in the consumer market [38]

Core Insights - Bilibili (B站) has shown significant growth during the "Double 11" shopping festival, with the number of advertisers for live-streaming sales doubling year-on-year and GMV for products priced over 1,000 yuan increasing by 63% [1][2] Group 1: Advertising and Sales Performance - The number of clients advertising on Bilibili for live-streaming sales increased by 109% year-on-year during "Double 11" [1] - The average new customer rate across all industries on Bilibili reached 55%, with certain sectors like watches, household goods, food and beverages, and beauty exceeding 60% [1][4] - High-value products in the 3C digital category achieved an average store conversion rate of over 20% [2] Group 2: Brand Success Stories - Brands like Leifeng saw a threefold increase in transaction volume on Bilibili during "Double 11" [1][5] - Estée Lauder achieved an average ROI of over 10 and a new customer rate exceeding 70% through targeted marketing with key opinion leaders (KOLs) [1][5] - Anta successfully promoted its down jackets and running shoes, achieving a nearly 60% store visit rate [1][5] - TCL established a strong brand impression with its high-end flagship products, generating triple-digit ROI from individual videos [1][5] Group 3: User Engagement and Platform Growth - Bilibili's average daily active users reached 109 million, with an average usage time of 105 minutes [2] - The platform's continuous improvement in commercial infrastructure and the maturation of community trading mindsets have made it a key platform for e-commerce promotions [2]

Core Insights - The article emphasizes the integration of online and offline retail experiences during this year's "Double 11" shopping festival, highlighting the importance of new consumer demands and innovative supply chains to stimulate market potential [1][2]. Group 1: Online and Offline Integration - The "Double 11" event showcased a deep integration of online and offline shopping, allowing consumers to experience products in-store while also having the option to order online for home delivery [2]. - Data from JD MALL indicated a 30% year-on-year increase in foot traffic, with home goods sales surging by 191% and full-home customization sales increasing nearly sevenfold [3]. Group 2: Consumer Experience and Service Innovation - The event marked a shift from merely purchasing products to enjoying services, with various consumer experiences being enriched through the blending of different retail formats [4]. - The automotive aftermarket saw significant growth, with tire sales on JD increasing over four times and car service orders rising by 165% during the event [4]. Group 3: Global Market Expansion - The "Double 11" festival expanded its reach to global markets, with JD reporting over 100% growth in transaction volume and order quantity across several countries [5]. - Taobao's international efforts included launching in 20 countries and regions, supported by a marketing budget of 1 billion yuan to help merchants double their overseas sales [5]. Group 4: Supply and Demand Alignment - The C2M (Customer-to-Manufacturer) model was highlighted as a successful approach for aligning supply with consumer demand, leading to more efficient production processes [6]. - Notable successes included a record-breaking sales performance for a jointly launched thermos by Fuguang and JD, demonstrating the effectiveness of reverse customization [6]. Group 5: Automotive Sector Dynamics - The automotive sector, particularly in large-item consumption, is experiencing revitalization through enhanced supply-demand integration, as seen with the launch of a new electric vehicle model by GAC Aion in collaboration with JD [7].

Core Insights - The article highlights the significant growth and transformation in brand operations during the 17th edition of the Double 11 shopping festival, emphasizing the role of instant retail and flash sales in driving consumer engagement and sales growth [1][2][9]. Group 1: Performance Metrics - On the first day of Double 11, 80 brands achieved sales exceeding 100 million yuan, and 30,516 brands saw their sales double compared to the previous year [1]. - The Tmall platform maintained a leading position in the beauty category, capturing 46.2% of the total sales across major platforms during the first cycle of Double 11 [1]. - The instant retail sector saw a remarkable increase, with 19,958 restaurant brands and 863 non-restaurant brands experiencing over 100% growth in sales compared to the pre-Double 11 period [4]. Group 2: Brand Growth Strategies - Domestic designer brands experienced explosive growth, with some achieving over 10 million yuan in sales within the first 10 minutes of the event [2]. - The integration of instant retail across various scenarios is reshaping brand growth strategies, providing new avenues for efficiency and expansion [2][4]. - Tmall's "扶优" strategy aims to support brands that demonstrate originality and long-term value, with increased resources allocated to these brands [14][15]. Group 3: Consumer Engagement and Technology - The introduction of AI technology significantly improved the efficiency of product recommendations, leading to a double-digit increase in traffic distribution efficiency [12]. - The user engagement metrics showed a rise in monthly active users and increased frequency of app usage, enhancing the platform's commercial value [9]. - Flash sales not only drive immediate sales but also help brands gain deeper insights into consumer needs and preferences [6][13]. Group 4: Future Growth Pathways - Tmall is constructing a new growth pathway for brands by integrating multi-scenario consumption, leveraging AI for operational improvements, and utilizing membership systems to enhance customer retention [16]. - The strategies implemented during Double 11 are expected to pave the way for brands to evolve their growth trajectories in the future [16].