据《科创板日报》1月21日报道，今日网传抖音推出"抖省省"，是主打优惠省钱的电商类产品，抖音电 商对此辟谣称未开发此产品。《科创板日报》记者从知情人士处了解到，新产品是抖音本地生活服务团 购到店业务的阶段性探索，"最终名字可能也不会叫抖省省。" ...

2026-01-21 07:21:01 作者：狼叫兽 贾西指出，此前亚马逊及平台上大量第三方卖家为规避关税带来的成本冲击，曾采取提前采购策略，尽 可能在政策变动前锁定较低的进货成本，以维持对消费者的价格优势。然而，这些提前储备的库存已于 去年秋季基本消耗完毕。随着低价库存见底，新的采购成本开始传导至终端售价。 他提到，目前不同商家采取了差异化应对方式：一些选择将增加的成本部分或全部转嫁给消费者，通过 上调价格来维持利润空间；另一些则出于对市场需求的考虑，选择自行承担额外支出，以保持价格竞争 力；还有不少商家采取折中策略，在涨价幅度和成本吸收之间寻求平衡。他表示，这种由关税引发的价 格调整正在变得愈发明显。 这与此前的态度形成对比。在政策调整初期，贾西曾表示尚未观察到平台上出现普遍性的价格明显上 涨。但早在去年4月，他就已预警，部分企业难以长期承受额外关税负担，因多数企业的利润率并不足 以覆盖此类成本增长，"没有哪家公司拥有50%的利润缓冲来吸收突然增加的进口开支"。 当地时间1月20日，亚马逊首席执行官安迪·贾西在瑞士达沃斯举行的世界经济论坛期间表示，受美国现 行政策影响，部分进口商品的关税成本已逐步反映在零 ...

Core Insights - Amazon CEO Andy Jassy indicated that the tariffs imposed by the Trump administration have begun to gradually impact the pricing of certain goods [1][3] - Sellers initially attempted to mitigate the tariff impact by stockpiling inventory, but most of that stock has now been depleted [1][3] - Jassy emphasized that Amazon is striving to keep prices as low as possible for consumers, but price increases may become unavoidable in some cases [4][5] Group 1: Tariff Impact on Pricing - The tariffs have started to reflect in the prices of some products as sellers weigh how to absorb the additional costs [3] - Jassy noted that some sellers are passing on the increased costs to consumers through price hikes, while others are absorbing costs to stimulate demand [3] - The impact of tariffs is becoming increasingly evident, contrasting with Jassy's previous statements where he claimed no significant price increases were observed [3] Group 2: Consumer Behavior and Market Dynamics - Despite the tariff effects, consumer spending remains robust, although shopping habits are changing [5] - Some consumers are shifting towards lower-priced items and are more inclined to bargain hunt, while others are delaying purchases of high-priced non-essential goods [5] - The retail industry's operating profit margins are already low, making it challenging to absorb a 10% increase in costs without raising prices [4]

为什么能跑出来？平台如何把确定性放大？ 消费环境在变，但增长的主线更清晰：需求更细分、决策更理性，真正"有价值的新"更容易被看见、被理解、被购买。上新不再只是品牌的阶段性动作，而 是打开新增量、建立心智、获得可持续增长的重要驱动力。 在NEWty2026天猫超级新品盛典现场，淘天集团天猫品牌营销中心总经理苏誉表示："我们相信手中的新品不单单是一个生意的载体，更多是这个时代技术 变革、社会进步背后折射出的消费行为和消费美学。" 淘天集团天猫品牌营销中心总经理苏誉 对天猫而言，新品一直以来是套长期工程：从趋势洞察、产品孵化到首发引爆、长线经营，平台用系统化能力把新品增长跑成闭环——让好新品更快上市、 更稳打爆、更久长红。 什么样的新品更容易跑出来？ 天猫超级新品盛典正是一个绝佳的观察窗口：它一边集中呈现那些真正跑出来的新品，另一边也把"为什么能跑出来"变成行业可复用的判断体系与平台方法 论。 新品分化更清晰 好新品更"吃香" 的确有很多人把"性价比"放到更高优先级，决策更谨慎。但也仍有人愿意为明确价值、差异化体验付费，但要求的基准线显著提高。市场总量的变化或许有 限，但在不同层级的需求已经被重新切割。 而在天猫， ...

Core Viewpoint - The "2026 National Online New Year Goods Festival" has been launched in Lanzhou, aiming to promote traditional culture, enhance consumption quality, and stimulate consumer potential through various engaging activities [1][3]. Group 1: Event Overview - The festival is organized under the guidance of the Ministry of Commerce and includes a series of activities that resonate with public interests, focusing on themes such as cultural promotion and market connectivity [1]. - The event adopts a "1+N" format, with a central launch in Lanzhou and various supporting activities across five northwestern provinces and e-commerce platforms [1][3]. Group 2: Activities and Themes - The festival features five main thematic activities: "Sweet Taste of Gansu," "Quality Home Refresh," "Digital Enjoyment of Life," "Silk Road Adds New Year Flavor," and "Enjoy Discounts with Payments," aimed at providing a diverse and high-quality consumer experience [3]. - Various local and online platforms will create a "New Year Flavor Map" and "New Year Goods List," showcasing non-heritage performances and cultural creative exhibitions to enhance the festive atmosphere [1][3]. Group 3: Exhibition and Market Setup - The launch event includes an exhibition area for Gansu's quality products and non-heritage items, with food and goods markets set up in key locations to create differentiated consumer experiences [4]. - The markets will feature local specialties, non-heritage products, traditional liquor, and cultural creative items, catering to diverse consumer needs during the festival [4].

Group 1 - The core viewpoint of the news is the implementation of the personal consumption loan interest subsidy policy, which allows consumers to benefit from financial incentives when purchasing products through platforms like JD.com [1][2] - The new policy extends the interest subsidy period to the end of 2026 and broadens the scope of eligible purchases, removing previous limits on subsidy amounts and categories [2] - JD.com has integrated the subsidy service across over a billion products, significantly enhancing consumer spending and financial inclusivity, with average spending per user increasing by nearly 20% since the policy's implementation [2] Group 2 - Consumers can enjoy multiple discounts and subsidies simultaneously, with the system automatically calculating eligible subsidy amounts during the payment process [2] - The policy has particularly benefited users in lower-tier cities, with 44% of subsidy orders coming from these areas, highlighting the reach of inclusive finance [2] - JD.com aims to continue promoting consumer spending through the effective implementation of this policy, enhancing spending flexibility for consumers [2]

Core Viewpoint - During the Spring Festival, Taobao Flash Sale collaborates with Fliggy and Alipay to provide support for urban riders, including subsidies for train tickets and meal provisions [1][3]. Group 1: Subsidies and Support for Urban Riders - From January 17, Taobao Flash Sale offers exclusive train ticket subsidies of 50-100 yuan for urban riders returning home or to work, with 50 yuan off for returning home and 100 yuan off for returning to work [1][3]. - From January 26 (Laba Festival) to February 20, Taobao Flash Sale will provide meal support for urban riders, including a 0.01 yuan offer for porridge and milk tea on Laba Festival and a reunion dinner event in seven cities, where team leaders can receive up to 2,600 yuan in red envelopes for group dining [1][3]. Group 2: Winter Equipment Subsidy - Taobao Flash Sale will provide a total subsidy of 45 million yuan for winter equipment upgrades during the Spring Festival [2][4]. - The company has initiated a free equipment upgrade program for over one million long-term stable riders, distributing millions of winter gear items such as windproof masks, thermal neck gaiters, and warm gloves [2][4].

Core Viewpoint - JD.com is set to launch its Lunar New Year shopping festival on January 25, offering significant discounts and promotions to meet consumer demand for quality goods during the festive season [1][3]. Group 1: Festival Promotions - The JD New Year Festival will feature discounts starting at 50% off, with additional national subsidies up to 3,000 yuan [1][3]. - Four themed promotional days will be introduced: New Year Luck Day, Family Day, Renewal Day, and Gift Day, each focusing on different product categories and consumer needs [3][4]. - Special offers include 1 yuan auctions for limited items and various personalized services, such as a 5-year damage replacement for kitchen appliances [3][4]. Group 2: Logistics and Delivery - JD Logistics will implement an "AI New Year Map" system to optimize inventory management and delivery efficiency, ensuring timely delivery of goods during peak shopping periods [8][10]. - The logistics service will maintain promises of "hourly delivery" and "same-day delivery" throughout the festival, enhancing the shopping experience for consumers [8][10]. - JD's delivery team will include full-time riders for the first time during the festival, ensuring rapid delivery of popular items like gift boxes and festive meals [12]. Group 3: Consumer Engagement - JD.com has introduced a "one-click gifting" feature, allowing users to easily share selected items with friends, enhancing the gifting experience during the New Year [7]. - A "group gifting" option will enable users to purchase multiple gifts for friends in a single transaction, fostering a festive atmosphere [7].

Core Viewpoint - The central economic work conference emphasizes the importance of domestic demand and building a strong domestic market as the primary task for this year's economic work, with policies aimed at expanding domestic demand being implemented since 2026 [1] Group 1: Event Overview - JD Enterprise Purchase and Yangcheng Creative Industry Park launched the "New Year Goods Super Savings Pavilion" on January 19, providing quality products, exclusive subsidies, and one-stop services directly to the park, enhancing the year-end purchasing experience for enterprises and employees [1][3] - The event features a unique format that integrates trendy tech products, efficient office equipment, and New Year snack gift packages with interactive games, receiving widespread praise from participating enterprises and employees [3] Group 2: Thematic Experience Zones - The "New Year Goods Super Savings Pavilion" is themed "Choose Your New Year Goods Freely, Quality and Value from JD," creating multi-dimensional scenarios to meet the dual needs of enterprises and employees [3] - Four themed experience areas were set up, showcasing a wide range of well-known brands, transforming welfare procurement from a "list selection" to an "immersive experience" [3] Group 3: Product Offerings - The "New Year Gift Research Institute" features daily necessities from brands like Pantene and Tide, as well as specialty New Year gift boxes and healthy snacks, allowing employees to try products on-site for more efficient selection [5] - The "Efficient Office Station" collaborates with brands like Lenovo and Dell to provide a full range of office supplies, meeting the needs for equipment updates and digital upgrades [5] - The "Annual Meeting and Celebration Museum" offers high-end gifts suitable for various budgets, while the "Warmth Station" provides products for indoor heating and outdoor protection, catering to diverse winter production and office scenarios [5] Group 4: Cost Reduction Initiatives - To effectively reduce procurement costs for enterprises, JD Enterprise Purchase introduced an exclusive discount system on-site, allowing park enterprises to unlock thousands of yuan in exclusive procurement subsidy packages and numerous discount coupons [7] - Becoming a JD PLUS enterprise member offers additional discounts and exclusive procurement manager services, enhancing cost-saving opportunities [7] Group 5: Regional Development and Support - Guangdong, as China's largest economic province, continues to lead in various business metrics, making it a key area for JD's strategic focus and innovation in enterprise services [8] - JD has served nearly one million enterprises in Guangdong, establishing a long-term service mechanism to support small and medium-sized enterprises through various initiatives aimed at reducing costs and expanding sales [8] - The "Billion Market Partner Program" aims to support over 300 brand partners in achieving annual sales exceeding 100 million yuan, with Guangdong identified as a priority region for resource allocation and policy support [8]

Group 1 - The new trend of "tea and bracelet" combinations is gaining popularity as a new choice for festive consumption ahead of the Spring Festival, with JD.com reporting over 130% year-on-year growth in orders for bracelet and tea set combinations in the past week [1] - JD.com has launched a special event for "hand string tea sets" in collaboration with cultural brands like Putuo Mountain and Tanjing, offering discounts of up to 50% on hundreds of products from now until January 31 [1][9] - A live event featuring professional jewelry appraisers will take place on January 20, where they will share knowledge about the materials and care of bracelet collectibles, as well as demonstrate stringing techniques [5] Group 2 - JD.com is bringing its New Year blessing activities into offline tea set experience venues, offering limited edition gifts and DIY bracelet activities, along with online live streaming and surprise gifts for orders placed during the event [3] - The "hand string tea set" special features various popular items, including a fragrant sandalwood bracelet and a unique black obsidian bracelet, which are ideal for gifting and enhancing New Year outfits [7][8] - The special event runs until January 31, encouraging consumers to search for "hand string tea set" on the JD.com app to enjoy significant discounts on quality products [9]