电子商务

Search documents
9月出口延续较强增长,进口回升超出预期
Bank of China Securities· 2025-10-14 06:44
Daily Spotlight 14 October 2025 Michael MENG (852) 3988 6433 michael.meng@bocigroup.com Index Performance | | Last close | % 1D | % YTD | | --- | --- | --- | --- | | HSI | 25,889 | (1.5) | 29.1 | | HSCEI | 9,223 | (1.5) | 26.5 | | HSCCI | 4,026 | (0.2) | 6.5 | | MSCI HK | 13,226 | (1.7) | 25.2 | | MSCI CHINA | 87 | (1.3) | 34.0 | | FTSE CHINA A50 | 14,866 | (0.8) | 10.0 | | CSI 300 | 4,594 | (0.5) | 16.7 | | TWSE | 26,923 | (1.4) | 16.9 | | SENSEX | 82,501 | 0.4 | 5.6 | | NIKKEI 225 | 48,089 | (1.0) | 20.5 ...
智库要览丨中国经济向新向好为世界提供机遇
Sou Hu Cai Jing· 2025-10-14 06:43
ZHIKUYAOLAN 编者按 发展是人类社会的永恒主题。近期,一些国际机构发布的研究报告显示,随着贸易冲突的加剧、政策不确定性的增加和技术变革的加快,全球经济正在遭 受系统性冲击,进入增长乏力时期。一个由持续冲击和不断加剧的碎片化所塑造的全球经济新格局正在出现。与此同时,国内外智库发布的研究报告显 示,中国式现代化不断向前推进,并持续推动凝聚共促发展的国际共识,加强合作机制建设,加大全球发展合作资源投入,为实现全球可持续发展目标注 入了新动能。 全球经济环境出现新变化 阅读提示:贸易、技术、资源和制度面临的各种冲击表明,全球经济环境出现了新的变化。世界贸易组织近日发布的报告,大幅上调了2025年全球货物贸 易增长预测,但同时大幅下调了2026年全球货物贸易增长预期。联合国贸易和发展会议发布的报告指出,2025年全球海运贸易量预计仅增长0.5%,为近 年来最慢增速。这反映出地缘政治紧张局势、新贸易壁垒和气候变化压力重塑航运路线,推高运输成本。世界经济论坛发布的最新《首席经济学家展望》 预计,2026年全球经济可能会增长乏力。 《全球贸易展望与统计》:2026年全球贸易增长前景不容乐观 世界贸易组织10月7日在 ...
“双十一”接档“黄金周”,有哪些新看点
Zhong Guo Qing Nian Bao· 2025-10-14 06:14
Core Insights - The upcoming "Double Eleven" shopping festival is characterized by an early start and extended duration, with major platforms like JD and Douyin launching their promotions ahead of schedule to capitalize on consumer interest from the recent holiday season [3][4]. Group 1: Event Overview - The "Double Eleven" shopping festival has been initiated earlier this year, with JD and Douyin starting their campaigns on October 9, following Su Ning's announcement on September 30 [2][3]. - This year's event is expected to last for 37 days, making it potentially the longest "Double Eleven" in history, concluding on November 14 [3][4]. Group 2: Promotional Strategies - Major platforms are simplifying promotional rules, moving away from complex discount structures to more straightforward offers like "direct discounts" and "instant reductions" [5][6]. - The focus on user experience is evident, with platforms like Douyin emphasizing "simple discounts" and JD showcasing "official direct price reductions" [6][8]. Group 3: New Growth Areas - AI e-commerce, instant retail, and cross-border e-commerce are identified as key areas for growth during this year's "Double Eleven," as traditional traffic sources reach saturation [1][9]. - Platforms are leveraging AI technologies to enhance efficiency and precision in transactions, with JD and Alibaba both introducing AI tools to support merchants during the festival [9][10]. Group 4: Market Expansion - Instant retail is emerging as a significant battleground, with platforms like Meituan and Taobao reporting substantial growth in transaction volumes during recent promotional events [10][11]. - Cross-border e-commerce is also a focus, with Taobao planning to launch its "Double Eleven" campaign in 20 countries, supported by a marketing budget of 1 billion yuan [11].
湖北鑫铿电子商务有限公司成立 注册资本100万人民币
Sou Hu Cai Jing· 2025-10-14 05:15
天眼查App显示,近日,湖北鑫铿电子商务有限公司成立,法定代表人为倪维铿,注册资本100万人民 币,经营范围为一般项目 : 互联网销售(除销售需要许可的商品);信息咨询服务(不含许可类信息 咨询服务);塑料制品销售;玻璃纤维增强塑料制品销售;食品用塑料包装容器工具制品销售;纸制品 销售;产业用纺织制成品销售;日用品销售;包装服务;包装材料及制品销售;卫生用品和一次性使用 医疗用品销售;母婴用品销售;个人卫生用品销售;技术服务、技术开发、技术咨询、技术交流、技术 转让、技术推广。(除许可业务外,可自主依法经营法律法规非禁止或限制的项目)。 ...
富达国际:平衡投资放眼美国以外 欧亚科技企业投资价值浮现
Zhi Tong Cai Jing· 2025-10-14 03:07
Group 1 - The core viewpoint highlights that while US tech giants lead the global tech investment market, there are undervalued tech stocks outside the US that present attractive investment opportunities [1][2] - The Chinese mainland has established a strong position in sectors like electric vehicles, batteries, and robotics, with a focus on self-reliance in technology, enhancing its tech ecosystem [1][2] - Chinese tech companies are characterized by strong fundamentals, solid balance sheets, and excellent management teams, making them appealing to investors [1][2] Group 2 - Regulatory bodies in China are enhancing oversight of listed companies and encouraging share buybacks and increased dividends, making the market more attractive for investors [2] - The semiconductor industry in Taiwan presents investment opportunities due to its leading manufacturing technology and reliability, which are difficult for competitors to replicate [2] - Japan's e-commerce and digital advertising markets are growing, providing growth opportunities for Japanese internet companies [2] Group 3 - Despite the regional advantages of Asian and European tech stocks, US tech giants maintain a leading position globally, with attractive investment opportunities in cloud computing and social media [3] - There are undervalued companies in the automotive and industrial semiconductor sectors, as well as AI software suppliers and hardware companies benefiting from AI-driven upgrades [3] - A balanced investment strategy is crucial in the changing geopolitical landscape, with a focus on structural growth opportunities in AI, semiconductors, electronic payments, and e-commerce [3]
关闭电商,取消外卖,让实体经济重获新生,这个建议靠谱吗?
Sou Hu Cai Jing· 2025-10-14 02:08
近两年来,疫情的反复蔓延以及居民收入水平的下滑,使得昔日熙攘的街头巷尾少了许多往来的人影,实体商铺的经营也愈发显得步履维艰。许多商家 或在艰难维系,或已无奈选择歇业。面对此景,一部分网民将实体经济的萎靡归咎于电商和外卖平台的崛起,甚至呼吁关闭这些线上渠道,为实体经济 的复苏腾出空间。 诚然,电商和外卖的迅猛发展对实体商业构成了一定的冲击,这并非空穴来风。数据显示,我国实物商品网上零售额已攀升至10.8万亿元,占据社会消 费品零售总额的24.5%。截至2021年底,我国网络购物的用户规模达到了惊人的8.42亿。与此同时,截至去年底,网上外卖用户规模也已达到5.44亿,预 计2022年中国外卖餐饮行业的市场规模将逼近9417.4亿元。从这些庞大的数字中,不难看出电商和外卖对实体商铺生意确实带来了显著的影响。 那么,究竟是什么让电商和外卖在竞争中脱颖而出,逐渐挤压了实体商铺的市场空间呢?究其原因,现代都市人,特别是年轻一代,日益倾向于"宅 家"生活方式。足不出户,指尖轻点,便能在网上完成购物。与实体店相比,网购商品的价格往往更具吸引力,同时还享受送货上门的便捷,以及相对完 善的退换货服务。此外,工作压力巨大的年轻群 ...
阿里巴巴股票通过大宗交易以每股163.032港元成交190万股
Mei Ri Jing Ji Xin Wen· 2025-10-14 01:15
每经AI快讯,10月14日,阿里巴巴股票通过大宗交易以每股163.032港元成交190万股。 ...
所有服务,都值得用新技术重新做一遍
Sou Hu Cai Jing· 2025-10-13 15:20
Core Insights - The article emphasizes the necessity for companies to undergo digital transformation in response to evolving consumer demands and technological advancements, particularly in AI and data utilization [2][6][8] - It highlights China Mobile's launch of the "Mobile Love Purchase" smart life mall as a strategic move to enhance user engagement and redefine business-user relationships through innovative technology [11][12][23] Group 1: Digital Transformation and Market Trends - The competition landscape is shifting from traditional metrics like supply chain efficiency to digital capabilities, with data becoming a core asset [6][8] - IDC predicts global digital transformation spending will approach $4 trillion by 2027, indicating a significant market trend towards digital investments [7] - Traditional business models are facing challenges, with stagnant revenue growth in sectors like telecommunications and rising customer acquisition costs in e-commerce [8][9] Group 2: "Mobile Love Purchase" Business Model - The "Mobile Love Purchase" mall utilizes an "AI Bean" system to foster long-term emotional connections with users, moving beyond traditional loyalty programs [13][15] - The "Lingxi Intelligent Body" enhances user experience by providing personalized, seamless service across the shopping journey, addressing pain points of traditional service models [16][18] - The integration of "AI Beans" and "Lingxi" creates a B2B2C ecosystem, allowing for cross-industry collaboration and resource sharing, enhancing value for both B2B partners and C-end users [20][22][23] Group 3: Strategic Implications for Companies - Companies are encouraged to view digital transformation as essential for survival rather than an optional strategy, with immediate action required to adapt to changing market dynamics [8][27] - The case of "Mobile Love Purchase" serves as a model for other enterprises, illustrating the importance of aligning user needs with technological capabilities to drive growth [26][28]
八成消费者首周已参与双11 超七成人在京东完成今年双11第一单
Mei Ri Jing Ji Xin Wen· 2025-10-13 14:51
每经编辑|蒙锦涛 2025年的双11比以往来得更早一些。10月9日,2025年双11大促开跑铃声就已响起,无缝衔接刚刚过去的国庆中秋"超级黄金周"。更长的周期和更早的抢 跑,再叠加现货开卖和简单粗暴的直降玩法,今年的剁手党们还会收起往日的冲动,集体进入"人间清醒"模式吗? 为了摸清这届双11消费者的真实消费脉搏,每日经济新闻发起《双11首购消费调研问卷》,收获4765份真实答卷。数据显示,8成消费者首周已参与双 11,已完成首购的消费者中,每10个人中就有7个把今年双11第一单献给了京东,具体比例高达73.69%。 在这场略显佛系的购物长跑中,给力的价格、正品的保障仍是消费者关注的焦点,变化的是:因为"相信平台价格稳定,有价保等服务兜底,提前买也不 会吃亏",消费者更愿意买早一步,早买完早享受。因此,当双11大促热潮下,成熟的消费回归遇上"不玩套路,有服务兜底"的京东,这届双11首发已胜 一程。 刚需日用、数码、服饰领跑目标品类 五成用户认为"刚需商品价格给力"出手下单 嘴上说着"不买立省百分百",但该买的一个都没少。今年双11,消费者用行动描绘出一幅理性购物图景:刚需日用、数码产品、食品饮料成为最受欢迎的 ...
为了“爽购”,今年双11大厂集体“延时”
3 6 Ke· 2025-10-13 12:48
双11的周期,再次拉长。 京东方面,宣布自10月9日晚8点起,正式进入双11。相比往年,时间更早,并且,周期更长了,延长至11月14日24点。 也不只是京东。 AI蓝媒汇了解到,抖音电商宣布2025年"双11"从10月9日0点开卖,持续到11月11日;快手方面,则在10月7日便已抢先启动2025年"双11"预售;小红书则 在10月11日开启"双11"大促...... 最直观的体现是,除了用户们不用再熬夜之外,商家们可能也没那么"卷"了。"以前的双11,都得干通宵,现在不用了。"广州一名淘宝女装店主欣怡告诉 AI蓝媒汇。 双11没有最长,只有更长 淘宝天猫方面,则会在10月15日正式启动"双11"。 可以清楚看出,目前主流电商平台,正在有意将双11的促销活动周期拉长,推动双11从此前的促销节日转向成为促销月。 在这背后,一方面是电商市场的激烈竞争下,促销节点趋向常态化。双11虽然是国内最具代表性的促销节点,但在各电商平台密集的促销活动下,其本身 的大促意义,已然弱化。 另一方面,则是需求侧的变化。 多位消费者告诉AI蓝媒汇,近几年来,他们仍然会在双11周期中购买优惠商品,但基本上不会再囤货,不会在熬夜等抢购、付 ...