t 2017 40 11:5 id 0 n the last A 0 201 Cabo PACE lo 6 a 1 1 12 2 r the ● - 0 ATE Pre Property x r 6 cke apply for 4 4 P SPR 12 real 6 PAC P 1 cs 12 27 p 之前更新了《AI御三家年终"火拼"》，现在聊聊国内AI原生应用铁王座上的"豆包"。 据《晚点 LatePost》 独家 爆料，字节跳动旗下的火山引擎已正式敲定成为2026年中央广播电视总台春节联欢晚会的 独家 AI 云合作伙伴，旗下智 能助手"豆包"也将深度参与，上线多种 AI 互动玩法。 从2015年开始，互联网巨头们轮番登上春晚舞台，通过互动红包等形式疯狂"吸粉"。这些产品在登上春晚时往往标志着其用户规模或行业地位达 到关键节点，成为"国民级"应用。 01 2015年 – 微信红包：腾讯的微信成为春晚首个独家新媒体互动伙伴，推出"摇一摇抢红包"。除夕当晚微信红包收发总量达10.1亿次，摇一摇互动 峰值每分钟8.1亿次。更重要的是，通过春晚红包必须绑定银行卡，微信支付一夜之间新增1亿绑卡用户，迅速追平了支付 ...

据悉，本届湖南卫视跨年演唱会将于12月31日19:30在海口五源河体育场举行，并通过湖南卫视、芒果 TV双平台同步直播。自12月12日起，用户登录京东APP搜索"云跨年"，每日签到即可领取购物红包与 品牌优惠券，连续完成十天打卡，还有机会成为"VVVVIP幸运用户"，享受京东赠送的机酒套餐、专属 接机服务、明星合影机会以及跨晚前排内场席位等众多惊喜大礼，沉浸式体验一场零距离的梦幻跨年之 旅。 同时，从首批公开的明星嘉宾来看，阵容也十分强大。包含安琦、陈楚生、陈伟霆、大张伟、戴佩妮、 邓超、邓恩兮、郭静、胡海泉、华晨宇、黄景瑜、黄晓明、黄誉腾、黄子韬、柯颖等众多知名艺人，都 将在跨年夜齐聚海口，用精彩的演出点亮新年。而除了欣赏这样一场视听盛宴外，观众和消费者还可以 打开京东APP参与互动，不仅能和明星一起"云跨年"，更能参与瓜分千万份实物大奖和10亿红包，人人 有份！ 12月17日，2025-2026湖南卫视芒果TV跨年演唱会揭晓首轮明星阵容，并发布演唱会主题穿搭色——骐 骥红，提前点燃新年期待。继连续两年深度合作后，京东今年再度作为演唱会独家冠名商，将为观众与 消费者带来更重磅的跨年惊喜福利。 2026年适逢 ...

Core Points - The 2025-2026 Hunan TV New Year's Eve concert tickets were released on JD.com and sold out in under one minute, indicating high demand for the event [1][3] - JD.com served as the exclusive ticketing platform for the concert, providing a seamless purchasing experience for consumers [3] - The concert is scheduled for December 31 at 19:30 at the Wuyuanhe Sports Center in Haikou, and will be broadcast live on both Hunan TV and Mango TV [3] Group 1 - The concert's theme is "Ready to Go, Passionate New Year," marking the 21st anniversary of the Hunan TV New Year's Eve concert brand [3] - JD.com has partnered with Hunan TV for the third consecutive year as the exclusive title sponsor of the event [3] Group 2 - Starting December 12, users on JD.com can participate in interactive activities related to the concert, with opportunities to win shopping red envelopes, coupons, and exclusive prizes [5] - Continuous participation in the activities could lead to becoming a "VVVVIP" user, with rewards including hotel packages, exclusive airport pickup services, celebrity photo opportunities, and front-row seats at the concert [5]

Group 1 - The core viewpoint of the article highlights that the Doubao mobile assistant has faced restrictions from several major applications, but Alibaba's apps, including Taobao, Tmall, Damai, and Xianyu, are gradually lifting login restrictions for Doubao users [1] - The product manager of Doubao announced that while some Alibaba applications are allowing login, the ability for Doubao to operate these apps has been removed [1] - As of December 10, the Doubao mobile assistant can still utilize AI capabilities to interact with the JD app, including price comparison and authorization for purchases [1]

本报讯(记者袁传玺)12月6日，第二届中国呼吸健康大会在广东越秀国际会议中心举行。京东健康受邀 参会，并正式成为"中医药呼吸健康发展共同体"成员。作为本次大会的重要亮点之一，京东健康在现场 正式启动"呼吸健康万医行"线上公益科普与培训活动。 该活动以"医生培训全覆盖、科普知识广传播"为核心目标，依托医疗服务平台的专业优势，京东健康与 香雪制药、特一药业（002728）、葛兰素史克、欧彼乐、华盖制药等多家知名药企及品牌达成深度合 作，共同构建了融合医生专业培训与患者健康科普的线上公益服务体系。 据介绍，"呼吸健康万医行"活动将重点开展两大核心板块工作。面对医生，依托"院士大查房"等成熟培 训经验，此次活动将围绕呼吸疾病诊疗规范、早诊早治技术、中西医结合要点等关键内容，经权威专家 审核打磨形成专业课程体系，并通过京东医生APP、南山呼吸等平台，以文章、视频、直播等多元化形 式进行培训。 在患者科普方面，行动将组织呼吸疾病领域专家团队开展线上健康科普，聚焦呼吸道疾病预防、吸烟危 害、雾霾天防护、慢性病长期管理等公众关注热点，用通俗易懂的语言传递专业知识。同步开设的远程 义诊通道，将通过京东APP、京东健康APP为公 ...

Core Insights - The new middle-class population in China is projected to reach 278 million by October 2025, with a year-on-year increase of 3 million, indicating a stable growth trend in quantity while high-value users are expanding rapidly [5][11][66] Group 1: Demographics and Consumption Trends - The new middle-class demographic is characterized by a stable growth in quantity and an increase in high-value consumers, with a notable rise in high consumption power and willingness [11][20] - The age structure of users is shifting, with the core group aged 31-40 reaching 164 million monthly active users, showing a year-on-year growth of 0.5% in sectors like automotive, real estate, and fresh e-commerce [5][48] - The younger demographic aged 25-30 is also growing, with 114 million monthly active users, reflecting a year-on-year increase of 2.1% in interest-based and emotional consumption [5][48] Group 2: Urban Concentration and User Preferences - Major cities like Beijing, Shanghai, Guangzhou, and Shenzhen continue to attract new middle-class users, with Beijing showing the strongest appeal, increasing by 1% year-on-year [5][13] - The preference for quality and practicality is evident, with a significant rise in the use of mid-range devices priced between 2000 to 2999 yuan, which now accounts for 28.5% of the user base, up by 6.3% [5][26] Group 3: Online Behavior and App Usage - The online behavior of the new middle-class is shifting towards practicality and quality, with platforms like Taobao and JD seeing user growth of 3.1% and 11.8% respectively [5][24] - The demand for quality fresh produce and membership stores is surging, with user growth for platforms like Hema and Sam's Club increasing by 44.8% and 38.9% year-on-year [6][34] - The gaming preferences of the new middle-class show a dual focus on casual and competitive gaming, with shooting and MOBA games dominating user engagement [44] Group 4: Health and Lifestyle - There is a growing emphasis on health management, with fitness and dietary management apps experiencing rapid growth, indicating a trend towards health-conscious consumption [36][16] - The travel and leisure sectors are also seeing increased demand, with platforms like Ctrip and Qunar benefiting from the rising interest in outdoor and international travel [38][40] Group 5: Media Consumption and Content Preferences - The new middle-class shows a strong preference for quality content, with platforms like Tencent Video, Mango TV, and iQIYI leading in user engagement [43] - Podcasting is emerging as an effective channel for brands to connect with the middle-class demographic, leveraging deep content and emotional connections [46]

Group 1 - The 2025 "Double Eleven" shopping festival features an earlier start and a longer duration, with JD.com extending its promotional period to 37 days, while Tmall/Taobao also follows suit. Content platforms like Kuaishou began pre-sales on October 7, with Douyin and Xiaohongshu joining later [2][4]. - Major e-commerce platforms simplified promotional rules through methods like "direct discounts" and "no need to meet minimum purchase requirements," which ignited consumer enthusiasm and drove traffic growth. Taobao and JD.com introduced "minute-level delivery" in instant retail, contributing to new consumption growth [4][8]. - The extended promotional periods and simplified rules led to an increase in the proportion of post-00s and users from first-tier cities across various platforms compared to the previous year [7]. Group 2 - Various platforms set multiple promotional waves to stimulate consumer purchases and increase usage frequency. Additionally, AI technology has been deeply integrated into the entire consumption process this year, enhancing user experience [8]. - On November 11, 2025, Taobao's app traffic increased by 4.2% year-on-year to 508 million, Pinduoduo's app traffic grew by 2.5% to 414 million, and JD.com's app traffic rose by 9.8% to 227 million [4].

Core Insights - The 2025 Double Eleven shopping festival is characterized by an earlier start and a longer duration, with major platforms extending their promotional periods to attract users [7][10] - E-commerce platforms are simplifying promotional rules to enhance consumer engagement, while content platforms are leveraging user interest to drive conversions [5][10] E-commerce Platform Strategies - JD.com has extended its promotional period to 37 days, while Taobao and other platforms have also lengthened their sales cycles [7] - Major platforms like Douyin and Kuaishou began pre-sales early in October, with Kuaishou starting on October 7 [7] User Engagement and Growth - The early launch of Double Eleven has led to significant growth in monthly active users across platforms, with Taobao's traffic surpassing 1 billion for the first time [8] - In October 2025, the monthly active user growth rates for major apps were as follows: Taobao (3.7%), Douyin (14.4%), Pinduoduo (0.9%), JD.com (14.4%), Kuaishou (3.7%), and Xiaohongshu (6.4%) [8] Promotional Tactics - E-commerce platforms are using simplified promotional strategies such as direct discounts and no minimum purchase requirements to stimulate consumer spending [10] - Instant retail services, like "minute-level delivery," are being introduced by Taobao and JD.com to drive new consumption growth [10] Content E-commerce Performance - Content e-commerce platforms like Douyin, Kuaishou, and Xiaohongshu have seen significant traffic growth on November 11, leveraging their ability to activate user interest and demand [12] User Demographics - The proportion of post-00s users on platforms like JD.com and Xiaohongshu has increased, with JD.com at 18% and Xiaohongshu at 26.1%, reflecting a year-on-year growth of 2.7% and 2.4% respectively [5][15] Technology Integration - AI technology is deeply integrated into the consumer experience across platforms, enhancing user engagement and satisfaction during the shopping festival [14] Market Outlook - The report anticipates a continued evolution in the market landscape, with insights into industry trends and growth strategies for 2025-2026 [19]

Core Insights - JD.com views food delivery as a long-term strategy, with significant improvements in unit economics and a double-digit growth in GMV, entering a phase of rational expansion [1][3][32] - The company reported a 15% year-on-year revenue growth in Q3, with a notable increase in new business revenue, which grew over twofold [3][5] - The annual active user count surpassed 700 million, with a 40% increase in daily active users during the "Double Eleven" shopping festival [1][6][40] Food Delivery Business - The food delivery segment achieved double-digit growth in GMV, with an increase in the proportion of regular meal orders and average order value [3][32] - Despite implementing a zero-commission policy for merchants, the company improved operational efficiency and subsidy strategies, leading to a significant enhancement in unit economics [3][33] - The food delivery business is expected to integrate deeply with JD's overall ecosystem, enhancing user acquisition costs and promoting sustainable growth [32][34] Retail Business Performance - The daily necessities category has seen double-digit growth for four consecutive quarters, indicating substantial growth potential in supermarkets and fashion [4][16][37] - The retail revenue for Q3 grew by 11% year-on-year, driven by strong performance in daily necessities and advertising revenue, which increased by 24% [6][14][16] - The company aims to strengthen its market position in the home appliance and 3C categories through product innovation, pricing advantages, and improved service experiences [4][16][25] AI Strategy - JD.com plans to invest in AI over the next three years to build a comprehensive ecosystem covering retail, logistics, and other sectors, targeting a trillion-level AI ecosystem [1][4][41] - The company has developed various AI products and applications, enhancing operational efficiency and user experience across multiple industries [41][42] - AI tools are being utilized to optimize advertising, supply chain management, and customer service, contributing to cost reduction and efficiency improvements [41][42] International Expansion - JD.com has initiated operations for its international retail business, Joybuy, in key European markets, positioning internationalization as a crucial long-term strategy [4][26][27] - The company emphasizes a localized approach to e-commerce, leveraging its supply chain capabilities to support Chinese brands entering global markets [26][27] - Investments in international operations will be controlled and aligned with strict financial discipline to ensure sustainable growth [30][31] Financial Performance - The company reported a Non-GAAP net profit of 5.8 billion RMB in Q3, with a slight decline in profit margins due to investments in new business segments [6][18][44] - The gross profit margin for JD's retail business has shown consistent improvement, reaching 19.3% in Q3, supported by scale effects and supply chain advantages [16][18][44] - The logistics and other services revenue grew by 35% year-on-year, driven by the incremental delivery income from the food delivery business [15][16]

Core Insights - JD.com has launched a creative product called "Good Luck Vinegar" as part of its 11.11 Warm Surprise Day, offering 50,000 free samples to consumers [1][2] - The product is designed to resonate with modern young consumers by combining traditional cultural elements with contemporary emotional needs [1] - The promotion includes significant discounts and a variety of offers to enhance the shopping experience during the winter season [2] Group 1 - JD.com initiated the 11.11 Warm Surprise Day on November 7, featuring the "Good Luck Vinegar" available for just 0.01 yuan [1] - The "Good Luck Vinegar" is a product of the Jiangsu Zhenjiang vinegar brand Xianqi, reflecting a blend of traditional brewing techniques and innovative marketing [1] - The product aims to attract younger consumers by linking the concept of vinegar with good fortune, tapping into the cultural significance of the winter solstice [1] Group 2 - In addition to the vinegar giveaway, JD.com is offering substantial discounts, including a winter subsidy program with prices as low as 50% off [2] - The platform is also featuring a new comedy series titled "This Winter is Not Too Cold" to engage users during the winter shopping season [2] - Consumers can access a wide range of low-priced essential goods through JD.com's special price channel, enhancing the overall shopping experience [2]