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跃上140万亿!2025年中国经济“新”在哪儿?
Sou Hu Cai Jing· 2026-01-19 13:37
Economic Overview - In 2025, China's GDP reached 140,187.9 billion yuan, marking a 5.0% increase from the previous year, achieving a significant milestone in economic growth [1][2] - The economic growth during the "14th Five-Year Plan" period has consistently crossed major thresholds of 110 trillion, 120 trillion, 130 trillion, and now 140 trillion yuan [2] Growth Characteristics - The year 2025 showcased a distinct "new direction" in the economy, evident in sectors such as consumption, investment, and exports, with emerging trends like the silver economy, ice and snow economy, and first-release economy becoming new growth points [1][8] - High-tech industries, particularly in information services, saw double-digit investment growth, indicating a shift towards advanced manufacturing and innovation [3][7] Manufacturing Sector - The added value of the manufacturing industry grew by 6.4%, significantly outpacing mining (5.6%) and electricity, heat, gas, and water production (2.3%), highlighting manufacturing as the core driver of industrial economic growth [5][6] - In 2025, the added value of high-tech manufacturing increased by 9.4%, with a notable contribution from equipment manufacturing, which grew by 9.2% [4][5] Consumption and Investment - Total retail sales of consumer goods surpassed 50 trillion yuan, growing by 3.7%, with online retail sales increasing by 8.6% [8] - Investment in high-tech industries, such as information services and aerospace manufacturing, rose by 28.4% and 16.9%, respectively, despite an overall decline in total investment by 3.8% [8] Export Performance - The total value of goods imports and exports reached 454,687 billion yuan, reflecting a 3.8% increase, with high-tech product exports rising by 13.2% [8] Future Outlook - Looking ahead to 2026, the focus will be on stabilizing domestic demand and enhancing the role of high-tech manufacturing to counteract potential external pressures on trade [9][10] - The government aims to maintain a stable growth trajectory while addressing structural adjustments to ensure quality development [9]
吉宏股份:预计2025年净利润同比增长50%—60%
Ge Long Hui· 2026-01-19 10:31
1、包装业务:随着消费市场持续复苏,带动下游客户包装需求稳步增长,受益于与快消品细分领域行 业龙头企业长期战略合作的良好基础,公司通过集团化精细管理,运营和资源利用效率不断提高,盈利 能力显著提升;2、跨境社交电商业务:公司坚持技术驱动,持续践行创新赋能,不断完善供应链管控 系统,保持高水平的数字化运营能力,与此同时,公司继续深化销售区域拓展及业务模式复制,营收规 模与利润实现较大幅度增长,促进公司整体业绩进一步提升。 格隆汇1月19日丨吉宏股份(002803.SZ)公布,预计2025年归属于上市公司股东的净利润27,289.67万元至 29,108.98万元,比上年同期增长50.00%—60.00%,扣除非经常性损益后的净利润23,989.67万元至 25,808.98万元,比上年同期增长49.98%—61.35%。 ...
京东若爆雷,或将成为历史上最大的雷,其规模甚至可能超过恒大
商业洞察· 2026-01-19 09:46
商战剧本都不敢这么写! 全年营收硬生生干到了1.15万亿,比阿里多了近一千八百亿,比华为多了近三千亿。最扎眼的还 是那人头数,67万员工扛起了这个盘子。 华为还在"芯痛"中艰难突围,中国民营企业的王座竟被这家企业以"钞能力"截胡—— 1.15万亿营 收破纪录,60万员工编织的商业帝国,这才是中国经济的"隐藏大招"! 别人都在 搞轻资产、优化人员 ,京东却像个"异类",快递员、分拣员大都签正式合同、交五险 一金, 去年光人力成本就砸了1161亿 。 更让我愣住的是,他们还有个"安居计划",给员工提 供无息住房贷款,最高能到100万,基金池子规模都扩到10个亿了。 京东集团财报发布,京东股价大涨超10%,京东全年营收高达11588亿,远远超越阿里巴巴的 9847亿,华为的8600亿, 成为中国最大的民营企业,同时也是中国唯一一个超万亿营收的民营 企业 。 一、登顶之路:数字见证辉煌 二、京东健康:万亿版图中的"第二曲线" 在京东整体突破万亿的征程中,京东健康的表现尤为瞩目 。2024年,其总收入同比增长8.6%至 582亿元,净利润率提升至8.2%,成为集团重要的利润增长点。 京东健康的成功离不开其会员体系让京东 ...
去年消费支出对经济增长贡献率为52%
Xin Jing Bao· 2026-01-19 07:20
电子商务、直播带货、在线文娱等带动线上消费较快增长。2025年,网上零售额比上年增长8.6%,其 中实物商品网上零售额增长5.2%,占社会消费品零售总额的比重是26.1%。无人值守店、仓储会员店等 新零售模式零售额保持两位数增长。绿色消费稳步成长,新能源汽车产销量连续11年位居全球第一。同 时,银发经济、冰雪经济、首发经济等都在持续升温,日益成为新的消费增长点。 2025年,商品零售额比上年增长3.8%,比上年加快0.6个百分点。粮油食品等基本生活类消费较快增 长,体育娱乐用品等升级类商品消费增势良好。消费品以旧换新政策以真金白银推动高质量耐用消费品 进入居民日常生活。2025年,限额以上单位文化办公用品类、家具类、家用电器和音像器材类商品零售 额比上年分别增长17.3%、14.6%、11%,都实现了两位数的较快增长。 展望2026年,支撑消费继续增长的积极因素仍然较多:我国具有14亿人口的超大规模消费市场,消费升 级蕴含着巨大潜力;促消费政策继续显效,今年将深入实施提振消费专项行动,制定实施城乡居民增收 计划。2026年以旧换新政策继续实施,第一批625亿元超长期特别国债资金已提前下达,清理消费领域 不合理 ...
阿里CEO吴泳铭发布新年家书;京东将发力自提外卖 | 早资道
Sou Hu Cai Jing· 2026-01-19 01:56
Group 1 - Alibaba's CEO, Wu Yongming, highlighted several successful initiatives in his New Year letter, including the breakthrough of Taobao Flash Sales and the acceleration of a comprehensive consumer service system [2] - The launch of the AutoGo App in Abu Dhabi marks the first public-facing fully autonomous driving service by LoBoKuaiPao, indicating a significant step in the commercialization and internationalization of Chinese autonomous driving technology [3] - JD.com is set to enhance its self-pickup food delivery service, with promotional prices as low as 0.01 yuan, aiming to attract more consumers to its platform [4] Group 2 - Bilibili announced that by 2025, the total viewing time of content from its top 100 creators is expected to exceed 83 billion minutes, with an average of over 250 million minutes viewed per video [5] - Zhuhai Wanda Commercial Management has appointed Xu Fen as the new CEO, replacing Huang Dewei, who will no longer serve in that role, indicating a significant leadership change within the company [6]
谷歌DeepMind CEO:中国的AI模型仅落后美国几个月;苹果将采用谷歌Gemini大模型作为底层支撑丨Going Global
创业邦· 2026-01-18 10:23
「Going Global 出海周报」 是创业邦推出的出海系列栏目,旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息, 本篇 为栏目第 317 篇报道。 整理丨 Lucus 本周(1月 12 日至1月 18 日)出海大事件包括: TikTok Shop推出"美通墨"跨境计划 ; Temu本土店计划进入阿联酋 ; 追 觅俞浩回应"打造全球首个百万亿美元公司" ; 萝卜快跑启动阿布扎比商业化运营 ; 福特与比亚迪洽谈电池 采购; MiniMax宣 布开源,面向新评测集 ; 美光18亿美元收购力积电 铜锣晶圆厂 ;苹果将采用谷歌Gemini大模型作为底层支撑;马斯 克回应特 斯拉AI5芯片设计进展; 谷歌DeepMind CE O称 中国的AI模型仅落后美国几个月 。 出海四小龙 TikTok Shop推出"美通墨"跨境计划 , 美国库存可直发墨西哥市场 1月17日消息,TikTok Shop宣布推出"美通墨"跨境计划,预计将于今年4月正式上线。 该计划以"美国仓库直邮墨西哥"为核心模式,支持商家直接从美国境内仓库向墨西哥消费者发货,打通美国与墨西哥之间的跨境 电商通道,被视为平台加码拉美市场 ...
日照出台20条举措,促进高质量充分就业
Qi Lu Wan Bao· 2026-01-17 17:24
Core Viewpoint - Rizhao City is implementing measures to promote high-quality and full employment, focusing on enhancing employment capacity and addressing structural employment issues while aligning with local economic development needs [3][4]. Group 1: Employment Goals and Strategies - The overall goal is to achieve an annual urban employment increase of over 26,000 by 2030 and over 30,000 high-skilled workers, maintaining overall employment stability [4]. - By 2035, the aim is to create a high-quality employment environment characterized by sufficient job opportunities, optimized employment structure, and effective job matching [4]. Group 2: Employment Capacity and Structural Issues - The strategy emphasizes the need for collaboration between industry and employment, focusing on upgrading traditional industries and developing new ones to create job opportunities [4]. - Policies will be coordinated to integrate high-quality employment into economic and social development plans, establishing an employment-friendly development model [4]. Group 3: Employment Services and Support - A public employment service system will be enhanced, including the establishment of youth employment and entrepreneurship centers and the promotion of a "creation + loan" service model [5]. - The initiative includes upgrading grassroots employment services and implementing a "smart employment" service model to improve information technology in employment services [5]. Group 4: Employment Monitoring and Support for Key Groups - An employment early warning mechanism will be established, including a labor force survey system and a monitoring framework for high-quality employment statistics [5]. - The focus will be on providing comprehensive employment services for key groups, including college graduates and migrant workers, ensuring their job stability [6].
选年货,过大年!2026年深圳网上年货节正式启动!
Sou Hu Cai Jing· 2026-01-17 07:45
此外,启动仪式现场还特别设置了"品质年货好物展"。深圳手信首发首秀、京东智能科技产品、八马茶 业年货等好物展示区,为参会人员提供了近距离、沉浸式的产品体验与消费新场景。 (主办方供图) 活动围绕"国潮狂欢新春购""品质好物焕新购""新型消费畅享购""环球优品国际购"四大主题板块活动, 联动全市各大电商平台、品牌企业及线下商户,开展N场形式新颖、内容丰富的消费活动,全方位营 造"全城乐购、玩逛新春"的节日消费氛围,进一步展现深圳在新消费、新体验、新模式上探索与创新的 活力。 深圳市商务局电子商务处相关负责人表示,本届网上年货节是深圳市2026年首场大型线上重点促消费活 动,也是深圳落实提振消费专项行动部署的重要举措。活动围绕以旧换新、新春消费、新型消费、数字 服务等市场热点需求,推出系列实惠便民的促销活动,让广大消费者在置办年货过程享受到真实惠、真 便利。 深圳商报·读创客户端首席记者 刘琼 1月16日,2026年深圳网上年货节正式启动。本届年货节以"暖冬嘉年华 年货合家欢"为主题,将持续至 3月4日,旨在打造一系列特色鲜明、内容丰富的促消费活动,为市民送上年味满满、便利年货置办的线 上消费盛宴。 ...
“放心买”催生“随意退” 运费险如何既便利又合理
Xin Lang Cai Jing· 2026-01-16 19:06
【法眼观】 光明日报记者 陈慧娟 "这件还是那件?干脆都买回来,不合适再退。"如今,许多人的网购习惯已悄然改变:从精挑细选,转向"先 买后退"。 "早年退货得自己付邮费,能不退就不退。后来有些店补贴运费,但得找客服报销,挺麻烦。现在商家大多送 了运费险,退货不再花钱,流程就像叫个快递一样简单,'买五件退四件'成了常态。"每天都会下几单的李丽 (化名),向记者描述了她购物状态的变化。 这样的变化是在近年来逐步显现的。 根据某电商平台提供的数据显示,在2010年的退款交易纠纷中,有42%是由于买卖双方对退货邮费问题协商 不一致产生的。就在这一年,为降低消费者的退换货成本,运费险应运而生。运费险既可以由消费者购买, 也可以由商家购买,如今为了吸引顾客,多由商家为商品配备。在很长一段时间内,运费险让消费者更放心 地下单,有效提升了购买率。 然而运费险发展至今,却也推高了退货率,大大增加了商家和保险公司的经营压力。不久前,个别消费 者"薅"运费险"羊毛"导致商家受损的新闻屡上热搜。网购退货机制是如何被一些人钻空子的?如何完善机 制?记者对此进行了采访。 规则空子:从"试穿即退"到专业骗保 2025年年底,两次"演出服退 ...
京东将发力自提外卖 部分自提食品低至0.01元
Xin Jing Bao· 2026-01-16 12:43
1月16日,新京报贝壳财经记者从京东获悉,京东将发力自提外卖业务,于1月18日开启促销活动,部分 自提食品低至0.01元。 (文章来源:新京报) ...