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“AI + 长周期” 时代,双11重新洗牌
Bei Ke Cai Jing· 2025-10-17 05:12
今年的双11大促(下称双11)比往年来得更早一些。 中秋国庆假期刚结束,双11的战幕便迅速拉开,这场始于2009年的电商狂欢已悄然升级为长达两个月的 商业盛宴。10月16日,天猫双11发布会上,天猫总裁家洛表示,这是大消费时代的双11,AI(人工智 能)全面落地的双11。 京东双11首份成绩单显示,10月9日至10日,京东APP活跃用户数同比增长47.6%,增速位居行业首位。 诸多品类实现销售爆发,截至14日中午12时,家电、手机、数码、电脑等带电品类订单量同比增长超 70%。京东今年大促首推的独家定制商品成交额也同比增长超10倍。 今年双11前夕,小红书升级电商业务,市集成为一级入口,明确电商心智。双11开启48小时内,小红书 市集下单购买人数同比增长77%,48小时内交易订单数同比增长73%,销售额破100万的商品数量同比 增长155%。 京东也在10月14日召开了启动会,并宣布将在双11期间发布新车。截至目前,京东、淘天、快手、抖 音、小红书等各电商已纷纷开始大促动作。 从淘天取消复杂机制到抖音创下57天超长活动周期,从京东的定制商品到小红书的买手生态深耕,各大 平台正以玩法做减法、体验做加法的全新姿态 ...
跨界开卖“国民好车”,京东11.11向上卷出开门红
Hua Xia Shi Bao· 2025-10-17 01:49
文/王路 今年11.11,京东跨界进入汽车市场引发各界关注。 10月14日,京东汽车宣布联合宁德时代旗下的时代电服和广汽集团共同推出一款"国民好车"。根据规 划,该车将于京东11.11期间正式发布,并在京东进行独家销售。用户在京东App搜索"国民好车"即可提 前预约试驾、参与互动,还能享受超值早鸟权益。 在用户洞察和买车、养车等方面的积累布局,是京东这次跨界的底气。据悉,京东汽车一直致力于构建 覆盖"买、配、养、用、换"的一站式汽车消费平台,在线上渠道不仅可以提供汽车用品、配件等丰富产 品,还拥有近3000家京东养车门店和超4万家合作门店,以及京东汽车改装大店、自营贴膜工厂等。 又好又便宜的京东11.11正在火热进行中。 10月14日,在11.11惊喜开放日上,京东不仅联合宁德时代(300750)和广汽集团卖起了"国民好车", 更从AI技术、金融、物流等维度对商家和消费者进行全生态赋能。 紧接"十一黄金周"的现货开卖,也点燃了消费热情。当天,京东公布了今年11.11的首份成绩单:从10 月9日盛大开启,至14日中午12时,京东家电、手机、数码、电脑等带电品类订单量同比增长超70%, 稳站行业领先地位。 不仅销 ...
“双11”抢跑后京东亮成绩单,将联手广汽宁德卖车
Bei Jing Ri Bao Ke Hu Duan· 2025-10-15 08:03
Group 1 - JD.com reported a 47.6% year-on-year increase in active users on its app from October 9 to 10, 2023, following the "Double 11" shopping festival [1] - Orders for electronic products such as home appliances, mobile phones, and computers saw over a 70% year-on-year increase as of noon on October 14 [1] - Significant growth was observed in trend categories, with smart robots' transaction value increasing fivefold, AI glasses growing over three times, and AI tablets rising by 200% [1] Group 2 - JD.com announced a collaboration with CATL and GAC Group to launch a "national good car" during the "Double 11" period, which will be sold exclusively on JD.com [2] - The new car will feature an "online customization + offline quick pickup" model, allowing customers to choose from various packages, making car buying as convenient as purchasing a mobile phone [2] - This year's "Double 11" is noted for the deep integration of AI, large models, and robotics, enhancing consumer experience and helping brands reduce costs and increase efficiency [2]
各大电商平台“双十一”活动即将全面启动 不做“奥数题” 主打“直接减”
Shen Zhen Shang Bao· 2025-10-14 23:04
Group 1 - The annual "Double Eleven" shopping festival is approaching, with platforms like JD.com, Douyin, and Bilibili already launching their 2025 promotional activities [1] - JD.com reported a 47.6% year-on-year increase in active users from October 9 to 10, leading the industry, with significant sales growth in categories like home appliances and electronics, exceeding 70% [1][4] - Simplification of promotional strategies is a key trend this year, with JD.com offering direct discounts as low as 10% and Douyin providing a minimum 15% discount on core products [2][3] Group 2 - The promotional period for "Double Eleven" has been extended, with JD.com starting its activities immediately after the National Day holiday, and Douyin combining its Mid-Autumn Festival promotions with "Double Eleven" for a total of 57 days [3] - JD.com has seen a tenfold increase in transaction volume for exclusive products, with significant growth in AI-related categories such as smart robots and AI hardware [4][5] - The integration of AI tools in the shopping experience has improved efficiency, with JD.com offering various AI services to enhance customer interaction and reduce wait times [5]
京东11.11交出首份“成绩单”
Shang Hai Zheng Quan Bao· 2025-10-14 14:53
Core Insights - JD.com officially launched its 11.11 shopping festival on October 9, 2023, and reported significant consumer engagement and sales growth within the first week [2] - Active users on the JD app increased by 47.6% year-on-year from October 9 to 10, leading the industry in growth [2] - Sales in categories such as home appliances, mobile phones, and digital products saw over 70% year-on-year growth in order volume by October 14 [2] Group 1: Sales Performance - Trend categories like AI hardware, smart robots, and 3D printers experienced remarkable growth, with smart robot sales increasing fivefold and AI glasses growing over threefold [4] - New home appliance sales surged over fourfold, with over 1,000 brands seeing more than 100% growth in "lightning new products" sales [4] - In the fashion sector, nearly 2,000 brands saw sales growth exceeding 200%, with winter apparel gaining significant attention [6] Group 2: Health and New Energy Products - Health-related products, including weight management and nutritional supplements, saw new user numbers increase over fivefold, while sales of traditional health products grew over twofold [6] - Sales of self-operated electric bicycles surged by 500%, and sales of electric vehicle charging stations increased by 102% [6] Group 3: Technological Integration - This year's 11.11 festival featured the deepest integration of AI, large models, and robotics, enhancing consumer experience and helping brands reduce costs [6][7] - JD.com introduced various AI tools and free services to improve efficiency and reduce customer wait times [7] - The company plans to invest in AI over the next three years, aiming to create a trillion-yuan AI ecosystem and transform supply chains [7]
京东11.11:活跃用户增长47.6%,带电品类单量增长超70%
Xin Lang Ke Ji· 2025-10-14 10:00
Core Insights - JD.com has reported a significant increase in active users during the 11.11 shopping festival, with a 47.6% year-on-year growth from October 9 to 10, leading the industry in user engagement [1] - Key product categories such as home appliances, mobile phones, and computers saw order volumes increase by over 70% year-on-year as of October 14 [1] - The promotional strategy for this year's 11.11 event has been simplified, featuring deep discounts and various surprise days to enhance consumer engagement [1][2] Promotional Strategies - The 11.11 event features a "direct discount" approach with discounts as low as 10% and additional consumer incentives such as a coupon package worth up to 2111 yuan and a "100 billion consumption subsidy" from JD Finance [1] - A series of themed surprise days will take place starting October 16, including categories like gaming, home, and lifestyle, aimed at maintaining consumer interest throughout the event [1] Technological Integration - This year's 11.11 event has the highest integration of AI and robotics, with tools like JD Xiaozhi and JD Diandian being offered to enhance customer service efficiency and reduce wait times [2] - JD.com has introduced an industry-first "price difference exchange" service, allowing customers to exchange products across brands based on price differences, enhancing the shopping experience [2]
京东11.11开启:带电品类单量增长超70%
Huan Qiu Wang· 2025-10-14 09:24
Core Insights - JD.com has experienced a significant increase in consumer shopping enthusiasm since the launch of its 11.11 sales event on October 9, with active user numbers on the JD app rising by 47.6% year-on-year, leading the industry in growth [1] - Various product categories have seen explosive sales, particularly in electronics, with order volumes for home appliances, mobile phones, and computers increasing by over 70% year-on-year as of October 14 [1] - The sales of trend categories such as AI hardware and smart robots have surged, with smart robot sales increasing fivefold and AI glasses growing over three times [3] Product Performance - The sales of home appliances and home goods have also seen remarkable growth, with new product sales increasing by over four times, and over 1,000 brands experiencing more than 100% growth in their "lightning new products" [3] - Specific products like large-screen TVs and multi-tub washing machines have seen sales growth exceeding tenfold, while other items such as ice-making refrigerators and health air conditioners have grown over four times [3] Service Innovations - JD.com has introduced the industry's first "price difference exchange" service, allowing customers to exchange products across brands based on price differences, enhancing customer service offerings [3] - The company has launched various AI tools, including free access to large model customer service and design intelligence, significantly improving customer consultation efficiency and helping merchants increase revenue [4] Logistics Enhancements - JD.com has made a large-scale investment in intelligent logistics devices, implementing a high-tech promotional support model that utilizes a digital twin decision-making system to reduce model solving time to under two hours [4] - The deployment of "Wolf Pack" robots across over 20 provinces in China and more than 10 countries globally has improved efficiency in storage, handling, and sorting by nearly 20% [4]
“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].
京东抢人,薪酬不设上限
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-30 08:25
Group 1 - JD is actively recruiting top AI talent through its TGT program, which offers unlimited salary and targets global university students and recent graduates [2] - In less than 50 days, JD has engaged with thousands of students and faculty from leading universities such as Tsinghua, Peking University, and Shanghai Jiao Tong University [2] - The recruitment focuses on eight areas, including multimodal large models, machine learning, and search recommendation advertising [2] Group 2 - JD's AI strategy is deepening within business scenarios, as evidenced by a 130% increase in large model usage during this year's 618 shopping festival compared to last year's Double Eleven [3] - Over 14,000 AI agents are currently operational within JD, with more than 1 million merchants utilizing JD's AI services [3] - JD's intelligent assistant helps merchants manage various operational tasks, leveraging a multi-agent system based on large language models to address complex decision-making in e-commerce [3][4] Group 3 - The intelligent assistant requires the integration of multiple tools and models to assist merchants in product releases and marketing strategy adjustments [4] - A key challenge for JD is to enhance the asynchronous self-evolution of multiple agents within its system [4]
数据为翼,智能化服务体系如何展翅高飞?
Sou Hu Cai Jing· 2025-06-23 22:25
Core Insights - The article emphasizes the critical role of data in enhancing intelligent service systems across various industries, showcasing how major companies leverage vast amounts of data to optimize service experiences [1][2][8] Data Collection and Utilization - Companies need to establish comprehensive data collection systems, utilizing multi-channel data capture networks to gather customer interaction data in real-time [1][2] - For instance, China Mobile collects voice data from phone services and chat records from online services to create extensive interaction datasets [1] - Data standardization is essential, with companies like JD.com categorizing customer inquiries into detailed tags for efficient data insights [2] Intelligent Service Framework - The construction of an intelligent service system relies on building a data middle platform that ensures data consistency and supports rapid business scenario applications [3] - Companies implement dynamic updating mechanisms for knowledge bases to maintain accuracy and timeliness, as seen with JD.com's knowledge aging alerts [3] Human-AI Collaboration - Effective division of labor between AI handling standard tasks and humans focusing on high-value needs is crucial, with China Mobile automating 68% of simple inquiries [5] - Companies like JD.com identify high-value scenarios requiring human intervention, such as luxury goods returns, to enhance customer service effectiveness [5] Continuous Improvement Mechanisms - A PDCA (Plan-Do-Check-Act) cycle is established for ongoing optimization of intelligent service systems, allowing companies to monitor key metrics and validate improvement strategies [5][8] - JD.com utilizes customer sentiment analysis to reduce complaint rates by mapping emotional keywords to solutions [5] Data Governance and Integration - Deep data governance capabilities are vital, including data cleaning rules and privacy-preserving technologies to ensure data quality and compliance [8] - Cross-departmental collaboration fosters a data-driven culture, as seen in JD.com's establishment of a specialized team for intelligent customer service [8] Algorithm and Business Integration - Successful intelligent services require deep integration of algorithms with business knowledge, enhancing capabilities like financial risk control and sales conversion rates [8] - The advancement of generative AI technologies is pushing intelligent service systems to new heights, enabling automated insights and service strategy predictions [8]