11月17日，盒马创始人侯毅创立的宠物鲜食品牌"派特鲜生"多家门店关闭引发关注。据"第一财经"报道，侯毅透露，派特鲜生实体店经营压力很大，经过 评估考虑后决定到12月中旬关闭所有门店。线上业务还会继续，未来也会考虑一些新的发展。 2024年3月18日侯毅从阿里巴巴退休，同时卸任了盒马鲜生CEO职务，又于同年11月创立了派特鲜生。未曾想，只过了一年时间，却有了"折戟"的趋势。 这些年，阿里巴巴走出了不少商界精英，网上有人列出了从阿里巴巴离职创业成功的十位大佬，分别是滴滴出行创始人程维、小鹏汽车创始人何小鹏、拼 多多幕后推手孙彤宇、美团地推缔造者干嘉伟、同程旅游创始人吴志祥、滴普科技创始人赵杰辉、壹网壹创董事长林振宇、大众点评COO吕广渝、满帮 集团董事长张晖、影刀创始人金礼剑。 图源：微博截图 阿里巴巴创始人马云在2018年时表示："当年我们有一个理想，未来中国的500个好公司中，有200个CEO来自于阿里巴巴。" 图源：前橙会 要聊从阿里走出的创业者，绕不开阿里的企业文化。在阿里工作和成长的日子里，企业文化潜移默化的影响着他们的行为模式。马云曾说："阿里巴巴之 所以是一家独一无二的公司，是因为我们的文化和价值 ...

无论是逛商场、点外卖、订酒店，还是在直播间买东西、网购大件，消费者总难免遇到各种问题：货不 对板、服务态度差、退款拖延、霸王条款、售后不作为…… 很多人想投诉，却不知道到底该去哪。 其实，投诉渠道分为两大类——线下渠道和线上渠道。每种消费场景都有对应的处理方式，只要找对入 口，维权并不复杂。 一、线下消费的投诉渠道 1. 商场和门店现场投诉 如果是在实体店购物、吃饭、娱乐或办卡，出了问题最直接的方式就是： 找店内负责人、 找商场客服 台、 找现场管理人员。例如： 服装店商品瑕疵、 餐厅食品问题、 美容院服务不到位、 线下小店拒绝 退换货。 2. 投诉连锁品牌总部 如果门店属于连锁品牌（如餐饮连锁、酒店集团），可以直接向品牌总部投诉： 官方客服热线、 品牌 官网"用户反馈"、 品牌微信公众号、 品牌App。 连锁品牌通常更重视口碑，处理速度也会更快。 3. 酒店类消费 酒店问题可以按情况分成两类： 线下入住付款 — 找酒店前台 + 总经理 + 品牌总部； 平台上预定（飞猪/携程/同程等） — 在旅游平台售后里直接发起投诉。 常见问题如脏乱差、设施损坏、酒店拒绝退订等，平台客服介入通常会比较快。 大多数门店都会给 ...

【#民进党阻挠淘宝拼多多在怕什么# ？】#民进党怕民众通过电商了解大陆# 时值"双十一"，全国人民 都在开开心心参与网络购物节，民进党当局却在此刻跳出来给台湾民众添堵。近日，台湾经济部门负责 人称，淘宝与拼多多在台依法不得落地经营。这种为了"谋独"一味"反中"的奇葩操作，再次站到了台湾 民众的对立面。两岸同胞同文同种，血脉相连，生活方式、消费习惯高度统一。经过长期的充分竞争， 大陆电商平台凭借其品类之丰富、价格之实惠、物流之便捷，成为全球消费者热捧的对象。早在2019 年，"淘宝台湾"便已开站，为当地民众带来了3000多万种产品，卖家人数达十多万。彼时，民进党当局 为打压陆资，以各种借口对"淘宝台湾"进行"政治追杀"，最终导致其运营仅一年就被迫退出台湾市场。 但这完全阻挡不了台湾消费者的热情，没有了"淘宝台湾"，就直接上淘宝网和拼多多买买买。民进党眼 看一计不成，愈发歇斯底里，叫嚣"下架"，意图彻底堵死。电商平台卖卖货，民进党何以惶惶至此？从 污蔑大陆手机软件存在"安全隐患"，到危言耸听大陆电商"扰乱市场""掏空台湾"……民进党声嘶力竭， 手段出尽，就是为了继续糊弄台湾民众。民进党所恐惧的东西十分简单，就是害 ...

国台办发言人陈斌华：大陆电商平台为两岸民众提供了丰富多样、价格实惠的商品，受到两岸同胞的普 遍认可和欢迎。大陆电商平台如能在岛内上线，将就地服务台湾民众和企业，是便民利民的好事。民进 党当局对此横加阻挠，无端限制大陆电商平台在岛内落地经营，再次证明其为了谋"独"一味"反中"，惯 于站到台湾民众的对立面，所言所行无不违背民意、大失人心。 格隆汇11月12日｜据日月谭天，国台办今日上午举行例行新闻发布会。记者：近日，大陆电商淘宝、拼 多多能否在台湾落地引发岛内舆论关注。台湾经济部门负责人称，其在台依法不得落地经营，会进一步 研商加强境外电商管理。对此有何评论？ ...

Group 1: APP User Scale Rankings - The top app by user scale is WeChat with 111,581.68 million users, followed by Taobao with 98,277.59 million users and Alipay with 95,269.69 million users [4][5] - Other notable apps include Gaode Map (94,752.27 million), Douyin (93,641.05 million), and JD.com (61,025.01 million) [4][5] Group 2: WeChat Mini Program User Scale Rankings - The leading mini program is Tencent Mobile Recharge with 72,222.78 million users, followed by Tencent Charity with 57,638.49 million users [6][7] - Other significant mini programs include Wangdian Payment (52,036.62 million) and JD Shopping (40,827.45 million) [7] Group 3: AI Native App Active User Scale Rankings - The top AI native app is an AI comprehensive assistant with 17,204.20 million users, followed by DeepSeek (14,455.28 million) and Tencent Yuanbao (3,285.66 million) [10] - Other notable AI apps include Kimi (967.23 million) and Doubao AIXue (875.82 million) [10] Group 4: Internet Ecosystem Traffic Leaders - The total user count for the leading internet ecosystem player is 381,592 million, with a daily active user count of 24,871.6 million [12] - Mango TV ranks second with 63,208.30 million users, followed by Auto Home with 49,291.40 million users [12] Group 5: Potential Marketing Value Media Rankings - The top potential media type is knowledge reading apps, with Tomato Novel reaching a total usage time of 441,238.53 million hours [15] - Other significant media types include information services like Gaode Map (244,485.24 million hours) and audio platforms like KuGou Music (39,747.76 million hours) [15] Group 6: Online Drama and Variety Show Viewership Rankings - The top online drama is "Life After" with 2,677.16 million views, followed by "Morning Snow Record" with 2,593.58 million views [18][21] - The leading variety show is "披荆斩棘2025" with 4,709.01 million views, followed by "Singer 2025" with 3,123.66 million views [21] Group 7: Short Drama Viewership Rankings - The leading short drama is "未省堂" with 790.97 million views, followed by "恋爱潜伏" with 376.01 million views [24] - Other notable short dramas include "君非良人" (374.12 million) and "双刃" (293.50 million) [24]

Core Insights - The pandemic has established a long-term growth foundation for e-commerce applications, with emerging markets becoming the main source of incremental growth driven by innovations like AI recommendations, short video content, social commerce, and instant delivery [1][3]. Group 1: Global E-commerce Trends - From 2019 to 2025, global e-commerce app downloads are projected to increase from 4.36 billion to 6.35 billion, representing an overall growth of over 45% and a compound annual growth rate (CAGR) of approximately 6.5% [1]. - By 2025, the growth focus of global e-commerce applications is shifting from mature markets to emerging regions, with Asia leading, while Latin America, Africa, and the Middle East become new engines for global download growth [3]. Group 2: Leading E-commerce Applications - "Temu" has maintained its position as the top global e-commerce app in terms of downloads and monthly active user (MAU) growth, particularly in emerging markets like Latin America, Africa, and the Middle East [6][16]. - "Blinkit" has emerged as a leading player in India's instant e-commerce sector, achieving significant growth with its "10-minute delivery" model, topping the global download growth chart for 2025 [7][23]. Group 3: Regional Highlights - In the Chinese iOS market, "Douyin Mall" has excelled, becoming the top app in both downloads and download growth, leveraging rich short video content and deep integration with shopping scenarios [10]. - In Africa and Latin America, "Temu" has seen a surge in downloads, with Latin America accounting for nearly 30% of its total downloads and Africa experiencing a 178% increase in download volume [19]. Group 4: User Demographics and Market Dynamics - "Blinkit" primarily attracts young urban males aged 25-34, with a significant female user base of 40%, indicating potential for growth in female-targeted marketing [26]. - "Naver Plus Store" has quickly become the top e-commerce app in South Korea, utilizing AI-driven recommendations and social commerce features to enhance user experience [30].

Core Insights - The rapid development of the e-commerce industry has led businesses to realize that relying solely on manual operations is insufficient to meet complex market demands [1] - E-commerce ERP systems are designed to integrate internal resource management with e-commerce platform operations, facilitating data integration and efficient management [2] E-commerce ERP Management System - E-commerce ERP serves as the central nervous system for e-commerce businesses, coordinating various departments and ensuring efficient operation of information flow, logistics, and financial flow [2] - The system integrates multiple functionalities, including order management, inventory management, supply chain collaboration, financial data visualization, customer relationship maintenance, and multi-dimensional data analysis [4][5][6][9][10][11][12] Core Functions of E-commerce ERP - Unified order management allows for automatic synchronization of order information across major platforms, significantly improving order processing efficiency [5] - Intelligent inventory management provides real-time monitoring of inventory levels, safety stock alerts, and automated procurement suggestions to optimize stock levels [8] - Supply chain collaboration enhances procurement process standardization and improves cooperation with suppliers [9] - Financial data visualization enables quick generation of financial reports, providing insights into the company's profit and loss status [10] - Customer relationship maintenance integrates customer information to analyze consumer behavior, promoting targeted marketing and personalized services [11] - Multi-dimensional data analysis assists businesses in understanding industry trends from various perspectives, including sales, customers, and products [12] Pain Points Addressed by E-commerce ERP - E-commerce businesses face challenges such as low efficiency in multi-platform order processing, chaotic inventory management, difficulties in financial accounting, and poor inter-departmental collaboration [13] - Signs indicating the need for ERP implementation include operating on multiple e-commerce platforms, handling over 50 daily orders, managing multiple warehouses, frequent stockouts or overstocking, and increasing internal management chaos [16] Importance of E-commerce ERP for Businesses - E-commerce ERP systems are no longer exclusive to large enterprises; more small and medium-sized e-commerce businesses are adopting ERP to enhance competitiveness [15] - Utilizing technology tools to optimize internal processes and reduce operational costs is crucial for standing out in a competitive e-commerce landscape [15]

Group 1 - The company, Teli A, has established sales partnerships for its gold products across multiple online platforms including Taobao, JD.com, Douyin, Pinduoduo, and Dewu [2]

Core Insights - The article discusses the potential of AI to create incremental demand and its implications for investment opportunities, drawing parallels with the previous mobile internet boom [1][5][35]. Group 1: AI's Current Market Dynamics - A significant portion of the U.S. economic growth is driven by data center investments, which raises concerns about whether these investments will lead to actual consumer demand or merely replace existing supply [5]. - Current AI applications primarily follow a substitution logic rather than creating new demand, as seen in examples like Perplexity and various AI-generated content platforms [2][3]. - The value chain's upstream players, such as Nvidia, are profiting significantly from the current AI trend, while many application-level companies struggle to monetize effectively [3]. Group 2: Understanding Incremental Demand - Incremental demand is defined as the increased willingness and ability of consumers to purchase more products or services [5][6]. - Consumer willingness to spend is heavily influenced by the effectiveness of advertising and information dissemination [6][8]. - Economic conditions, such as rising incomes during macroeconomic upturns, can lead to the emergence of new consumer demands [9][12]. Group 3: Historical Context from Mobile Internet - The initial wave of mobile internet growth was characterized by the introduction of smartphones, which increased user engagement and time spent on devices [17][19]. - Subsequent innovations focused on reducing delivery costs and enhancing service accessibility, allowing a broader audience to benefit from previously exclusive services [19][20]. - The evolution of mobile internet also saw a rise in new consumer needs as economic conditions improved, leading to a surge in new service offerings [21][23]. Group 4: Future Opportunities in AI - Future growth in AI may hinge on new devices that can further engage users, such as augmented reality glasses [27]. - Enhancing conversion efficiency through advanced advertising techniques is a potential growth area, as demonstrated by companies like AppLovin [30]. - Reducing delivery costs through AI can democratize access to services that were once only available to wealthier individuals, creating new market opportunities [32]. - The rise of "super individuals" or freelancers empowered by AI may lead to new consumer demands, although immediate large-scale consumption increases may not be guaranteed [33]. Conclusion - The article concludes that while AI has the potential to generate incremental demand, it may take time to realize this potential fully, similar to the mobile internet's evolution over nearly a decade [35].

Group 1 - In 2020, the capital expenditure ratio between major tech companies in the US and China was approximately 1:6, which is expected to widen to 1:10 by 2024, with US companies spending a total of 5.36 trillion yuan compared to only 630 billion yuan from Chinese internet firms [1] - By 2025, Chinese internet companies are projected to significantly increase their capital expenditure to 500 billion yuan, yet this amount is still only one-fifth of the AI-related capital expenditure of the four major US companies this year [3] - The US has three structural advantages in AI competition: a large consumer market, a mature capital market, and a top-tier talent cultivation system [4][7][8] Group 2 - The Nasdaq index has seen a significant increase from approximately 8,970 points in early 2020 to 22,200 points by September 2025, indicating the strong performance of tech stocks, particularly the "Big Seven" US tech companies [5] - The US has a robust talent pipeline for AI, with top universities continuously supplying high-level talent, which fosters innovation and accelerates technology transfer [7][8] - China's unique advantages in AI lie in its efficiency and scene-driven innovation, with historical examples showing that capital is not the sole determinant of success [9][10] Group 3 - China's core competitive advantage in AI is its application scenarios, supported by a complete manufacturing supply chain and a large user base that allows for rapid validation and iteration of new technologies [11][13] - The scale of China's STEM graduates is significantly larger than that of the US, providing a stable and high-quality talent base for the AI industry [14] - The trend of high-end talent returning to China from overseas is enhancing local companies' R&D capabilities and innovation quality [15][18] Group 4 - The competition in AI is a long-term marathon rather than a sprint, and maintaining open communication and collaboration with the global innovation ecosystem is crucial for China to sustain its competitive edge [18]