最为亮眼的是，今年黑五的"Super Brand Day(超级品牌日)"携手25个全球顶级品牌，推出68款超级新 品，Fanttik、POP MART、TYMO BEAUTY、EUHOMY、EcoFlow、Wavytalk等多个品牌参与，线上线 下品牌玩法多样：线下品牌联袂明星与顶流达人助阵、策划事件造势、打造户外广告氛围，线上则打造 了一系列品牌CEO空降直播间、技术达人专场答疑、圣诞主题直播间等特色直播活动。 其中，TikTok Shop品牌商家Fanttik的黑五品牌突围，颇具标杆意义。为打破海外市场认知壁垒、深化品牌信任，同时 精准触达注重性能、热爱科技的男性核心客群，Fanttik与NBA休斯顿火箭队达成深度合作，展开了一场 极具视觉冲击力和品牌联动效应的跨界营销活动。 据了解，此次合作并非简单联动，而是基于双方精神内核的深度共鸣。火箭队所代表的精准、力量与团 队协作，与Fanttik"专业、可靠、高性能"的品牌形象高度契合，助力品牌快速融入美国体育文化脉络。 通过公开信息了解到，为放大合作效果，Fanttik在TikTok Shop同步上线限时了50% off专属折扣，并配 合了高燃比赛现场电子大 ...

Core Insights - eBay's report highlights four major trends in the automotive and motorcycle parts export market, including strong sales of core automotive components in the U.S., rapid growth in the European market, robust demand for motorcycle parts, and significant potential in commercial vehicle parts [1][2] Group 1: Automotive Parts Trends - Sales of core automotive components from Chinese sellers have shown double-digit growth, particularly in engine parts, with drive shafts increasing by 150% and differential assemblies growing over 50% [1] - The online sales scale of the European automotive aftermarket has reached hundreds of billions of euros, with an annual growth rate exceeding 15% [1] - Chinese sellers have seen remarkable sales growth on eBay, with brake discs increasing over 150% in the UK, control arm ball joints doubling in Germany, high-pressure fuel pumps growing nearly threefold, and spark plugs surging approximately 12 times [1] Group 2: Motorcycle Parts Trends - The growing motorcycle ownership in Europe and the U.S. has led to substantial aftermarket demand, with sales of motorcycle clutches and kits increasing by 50% in the U.S., motorcycle boxes and tail bags more than doubling in Germany, and motorcycle hubs growing over 120% in France [1][2] Group 3: Commercial Vehicle Parts Market - The global commercial vehicle parts market is steadily expanding, with strong demand on eBay, particularly for heavy truck steering knuckle parts, which have grown by 30% in the U.S. [2] - eBay has become a preferred shopping destination for automotive aftermarket enthusiasts, with an annual transaction volume exceeding $10 billion [2] Group 4: eBay's Strategic Initiatives - eBay has made significant investments in the automotive and motorcycle parts category, implementing major improvements in core markets, such as free return services and "online purchase, offline installation" options [2] - The report serves as a guide for Chinese sellers to identify global market opportunities, with eBay's management emphasizing the long-term growth potential in the automotive parts export sector [2]

Core Insights - The third Yangtze River Delta E-commerce Trade Fair will be held from December 5 to 7 in Suzhou, featuring a theme day event focused on Jiangsu's products [1][2] - The trade fair aims to present a larger scale, better structure, and stronger ecosystem, with a focus on the theme "Connecting, Breaking Through, and Growing" [1][2] Group 1: Event Details - The exhibition area has expanded from 10,000 square meters in the previous year to 15,000 square meters, with over 500 participating companies [2] - The event will feature four major exhibition areas: Jiangsu Products, Supply Chain, City and Industry Belt, and Influencer Broadcasting [2] - Major e-commerce platforms such as 1688, Douyin, and Alibaba International Station will participate, enhancing the event's visibility and reach [2] Group 2: Activities and Focus - The event will include specialized activities such as the "Jiangsu Products" platform connection meeting and the GMV Future 1688 Forum, focusing on industry trends and policy interpretations [2][3] - The "Silk Road Cloud Products" event will target Jiangsu's foreign trade enterprises, facilitating market expansion into Southeast Asia [3] - The trade fair aims to create a multi-faceted structure combining exhibitions, meetings, live broadcasts, connections, and awards, providing tangible business growth opportunities for participating companies [3]

Core Insights - The low prices on Pinduoduo are primarily due to its unique product sourcing model, which relies on unsold inventory from factories and small workshops rather than brand-name products [2][3] - Pinduoduo's revenue model is increasingly driven by advertising income, allowing it to sell products at or below cost while profiting from merchants who pay for visibility and promotional placements [3][4] - The platform's loose quality control leads to inconsistent product quality, resulting in high return rates and consumer complaints [3][8] Pricing Strategy - Pinduoduo encourages aggressive price competition among sellers, leading to a cycle of decreasing prices and profit margins, which often results in cost-cutting measures that compromise product quality [4][9] - The platform's social commerce features, such as group buying and price-cutting, can inflate sales figures, creating a misleading perception of product popularity [6][9] Consumer Behavior - Consumer complaints on Pinduoduo are significantly higher than on other platforms, with a complaint rate of approximately 15%, compared to around 5% for Tmall and JD [8] - While Pinduoduo offers advantages for standardized and easily verifiable products, consumers are advised to exercise caution with items requiring craftsmanship or user experience [11] Market Dynamics - The extreme low-price model in the e-commerce industry often sacrifices quality and service, leading to a long-term disadvantage for consumers who initially perceive they are saving money [9][11] - The shopping habits of consumers are shifting, with a preference for spending slightly more on platforms with better return policies and customer service, despite higher upfront costs [11]

在电商时代，淘宝作为中国最大的零售平台，既是品牌增长的沃土，也因其开放性成为价格混乱的重灾区。当平台上充斥着未 授权销售、低价窜货乃至假货时，品牌价值会被迅速稀释，授权经销商的利益遭受严重侵蚀。 淘宝控价，正是指品牌方通过综合运用技术手段、法律途径及渠道管理体系，对淘宝平台上的商品销售价格进行系统性的监控 与干预，其根本目的在于维护品牌价值、稳定市场价格秩序，并保障授权经销商的合法权益。 这是一项兼具策略性与技术性的 专业工作，需要系统布局，精准出击。 实现有效的淘宝控价，需要遵循一套环环相扣的科学流程，确保行动的有序和高效。 1.第一步：全链路数据监测与取证。 这是所有行动的基础。品牌方需借助专业的电商数据监测工具，对淘宝/天猫平台进行7×24 小时不间断巡查，自动捕获所有相关商品的链接、价格、促销信息、销量及用户评论。发现低价或未授权链接后，立即进行截 图、录屏、购买公证等一系列完整的证据固定，为后续投诉提供铁证。 2.第二步：违规店铺身份溯源。 在取证的同时，需尽力查明违规店铺背后的经营者身份。方法包括：购买产品以追踪发货源、 分析产品溯源码（如有）、通过店铺注册信息查询、或由内部销售团队根据渠道资料进 ...

Core Viewpoint - The company is experiencing a transformative year in 2025, with new business models like AI e-commerce and Taobao Flash Sales being introduced, which have garnered significant attention from merchants and are prompting operational adjustments [2] Financial Performance - In the third quarter of 2025, after subsidies and discounts for Taobao Flash Sales, the company reported an EBITA of 105 billion [2] - By November, the UE losses for Taobao Flash Sales were reduced by half compared to July and August, indicating improved financial performance moving forward [2] Market Dynamics - The shift from a "low-price inventory clearance" strategy to a "demand stimulation" approach is becoming evident, as the low-price model is no longer effective in the current economic environment [3][4] - Taobao's customer management revenue grew by 10% year-on-year in Q3 2025, surpassing Pinduoduo's growth rate of 8% in similar metrics for the first time since Pinduoduo's inception [3] Strategic Focus - The company is prioritizing demand stimulation through Taobao Flash Sales, maintaining discount levels to cultivate the market while improving operational efficiency and adjusting order structures to reduce losses [4][16] - The operational strategy for Taobao Flash Sales includes three phases: rapid scale expansion, optimization of user experience, and focusing on high-value users and retail category development [16] Consumer Behavior - The current low consumer confidence, reflected in a declining consumer confidence index, is impacting the effectiveness of low-price strategies, leading to a consensus on the need to stimulate demand instead [10][12] - The company is leveraging Taobao Flash Sales to create new consumption scenarios, aiming to enhance user purchasing power and ultimately stimulate demand [20][21] Competitive Landscape - The competitive environment is shifting, with Taobao Flash Sales becoming a new variable in demand stimulation, as merchants increasingly rely on the platform to drive consumer spending [21] - The integration of approximately 3,500 Tmall brands into Taobao Flash Sales indicates a significant shift in the e-commerce landscape, with mainstream brands participating in the new model [20]

全球VAT、欧洲EPR合规、商标注册专利发明可以找天达富~ 本该是爆单的黑五旺季，亚马逊卖家却遭遇了平台的双重打击，销量和利润双双告急！ 正值黑五关键期，亚马逊突然永久关闭了FBA卖家联系买家的功能。现在，所有FBA订单的售后问题都由亚马逊客服直接接管，卖家无法再与买家进行任何 直接沟通。 亚马逊称此举是为了统一服务标准，但卖家们却忧心忡忡。过去，通过及时沟通，很多误解和差评都能化解。如今，面对千篇一律的机械式回复，买家的具 体问题难以解决，退货和差评的风险大增。有卖家无奈地发问："那产品有问题怎么办，只能直接退钱了吗？" 在订单量激增的黑五期间，这种沟通缺失带 来的负面影响被无限放大。 祸不单行，在切断沟通后，亚马逊的折扣系统又出问题。大量卖家发现，自己设置的20%折扣，被系统强制要求提升至21%，否则就无法显示黑五专属标 识。 今年黑五，亚马逊卖家在"控沟通、压价格"的双重压力下艰难前行。这反映出卖家在平台生态中的被动地位。未来，强化风险意识、推动运营精细化，已成 为卖家在夹缝中求生的关键。 全球VAT、欧洲EPR合规、商标注册专利发明可以找天达富~ 这让卖家陷入两难：接受，利润本就微薄，再被压缩；不接受 ...

Core Insights - The introduction of the "AI Mediator" in Hangzhou has significantly improved the efficiency of consumer dispute resolution during major shopping events like "Double 11" [1][3] - The AI Mediator has processed over 300,000 consumer disputes, with 12% resolved without human intervention, showcasing its effectiveness [2] Group 1: AI Mediator Development - The AI Mediator has evolved through multiple versions, with the latest 3.0 version capable of engaging with both consumers and merchants, enhancing its mediation capabilities [2] - Prior to its deployment, the AI Mediator was trained on over 2 million complaint data entries and relevant consumer protection laws, allowing it to respond with high emotional and logical intelligence [2] Group 2: Consumer Protection Initiatives - Hangzhou is developing additional AI tools such as "AI Call Center" and "AI Analyst" to further enhance the efficiency of consumer complaint handling [3] - The establishment of the first cross-border consumption service station in Hangzhou allows for effective mediation of international shopping disputes, with a follow-up rate of 100% and a success rate of 85% [3] Group 3: Impact on Consumer Experience - The integration of AI technologies in consumer services aims to reduce waiting times and improve overall consumer experience during high-demand shopping periods [3][4] - The recent "Double 11" event marked a significant application of smart technologies in reshaping consumer experiences, while also highlighting the increasing pressure for consumer rights protection [4]

Core Viewpoint - JD.com is reportedly testing new delivery rider uniforms, including a design resembling a "racing suit," although these are not officially released versions but part of an internal testing phase [2] Group 1: Uniform Development - JD.com has previously customized motorcycle-style uniforms for its delivery riders, distributing them for free to full-time riders since March of this year [2] - The company is the first in the industry to sign formal labor contracts with full-time riders and provide social insurance benefits, emphasizing the protection of riders' rights [2] Group 2: Future Enhancements - The design of the new uniforms is just the initial step; JD.com is focusing on enhancing user and rider experiences by integrating aesthetic design, technological empowerment, and practical functionality [2]

Core Insights - Alibaba Group reported a 60% year-on-year revenue growth in its instant retail business for the second quarter of fiscal year 2026, ending September 30, 2025 [1] - The improvement in unit economics for instant retail is attributed to enhanced logistics efficiency, high customer retention rates, and increased average order value [1] - Approximately 3,500 Tmall brands have integrated their offline stores into instant retail as of October 31 [1] Group 1 - The proportion of high-value single orders has increased, with non-tea drink orders rising to over 75% [1] - The average order value for flash sales has increased by more than double digits compared to August [1] - Alibaba's CEO of China e-commerce, Jiang Fan, emphasized the focus on user experience and high-value customer management in the next phase [1] Group 2 - The first phase of rapid scale expansion for Taobao flash sales has been completed, and the second phase is focused on optimizing economic benefits [1] - This optimization aligns with expectations and lays a foundation for the long-term sustainable development of the delivery business [1] - The confidence in long-term investment in instant retail has been bolstered by these developments [1]