● 最受关注的本地品牌 皇上皇 最受关注的本地产品 广式腊肠 自方部市平 -网 Oceee com 非广东消费热点 ● 购买力最强城市/区域 深圳市 ● 购买力增速最高城市/区域 东莞市 下单量增速 TIJL 官 No.Ik 购买力 全国排名 ╬成交额增速TOP5品类 218% 运动相机 数码相机 209% 162% 潮流盲盒 ■ | 117% 空调套装 113% 羽毛球 截至11月11日23：59，京东今年11.11成交额再创新高，下单用户数增长40%，订单量增长近60%。 京东11.11消费情况显示，广东省在此次大促期间的表现亮眼，购买力排名第一，稳坐全国消费C位。在 广东省内，深圳市是购买力最强的城市，东莞市的购买力增速最高。知名的"广字头"品牌众多，"皇上 皇"是最受关注的本地品牌，"广式腊肠"是最受关注的本地产品。 "战绩" 3C数码AI产品爆发、直播间订单量增长逾150% 带电品类是京东的传统优势品类。这个京东11.11，手机新品成交额同比增长超4倍，3C数码AI产品迎来 爆发，AI平板成交额同比增长200%，大屏AI手机同比增长150%，AI眼镜、AI音箱、AI家庭存储同比增 长100%；家电家 ...

从2009年至今，"双11"已经走到第17个年头。它早已超越单纯的促销节点，成为观察电商生态进化的窗 口。 今年，"双11"周期长度再次刷新纪录，10月9日，京东"双11"就已经拉开序幕。除了越来越长的促销周 期，"双11"还有什么"新东西"？当促销活动成为电商平台的日常，"双11"还承载着怎样特殊的意义？ 单纯追求GMV(商品交易总额)的年代已然过去，以新供给、新场景、新技术为支点，电商竞争转向供给 精度、场景广度与技术深度的综合较量，一个由技术与洞察驱动、更具韧性与创新活力的电商新生态， 正在加速形成。 新供给催生新增量 面对消费市场的多元分化，电商平台不再被动等待需求，而是主动携手品牌，依托用户洞察，积极创造 新供给，激发并引领潜在的消费潮流。 能在60℃极端环境下稳定运行的宽温域空调，满足用户节庆日囤货习惯的超大容量冰柜，配备简易遥控 器并支持方言语音操控的适老化电视……今年"双11"，苏宁易购在"大众款"家电之外，开始做起个性化 定制。 家电换新加速"下沉"，县域消费持续"向上"，消费增量正蕴藏于此。为满足县域消费升级需求，苏宁易 购零售云与海尔、美的等头部品牌联动，以C2M反向定制模式，推出多款专 ...

Core Insights - The "Double 11" shopping festival has evolved beyond a simple promotional event into a window for observing the evolution of the e-commerce ecosystem, with a focus on new supply, new scenarios, and new technologies driving competition [3] Group 1: New Supply - E-commerce platforms are proactively creating new supply to stimulate and lead potential consumption trends, moving away from merely waiting for demand [4] - Suining Yigou's customized home appliances for county-level markets have seen over 85% year-on-year sales growth during the "Double 11" period [4] - Lenovo's collaboration with JD.com on the Y7000P 2025 AI gaming laptop achieved significant sales, with JD's 3C digital AI product sales increasing over 100% year-on-year during "Double 11" [5] Group 2: New Scenarios - The rise of instant retail has blurred the boundaries of consumption scenarios, with platforms integrating online and offline channels [6] - Taobao's flash purchase feature connected 40,000 stores, resulting in over 1 million orders during "Double 11" [6] - Meituan launched a new instant retail initiative, collaborating with numerous brands to create a dual-channel participation model for "Double 11" [6][7] Group 3: New Technologies - Artificial intelligence is transforming the e-commerce landscape, enhancing efficiency and optimizing consumer experiences across the supply chain [9] - JD.com reported that over 300,000 merchants utilized AI tools during "Double 11," generating over 2.3 billion yuan in GMV [9] - JD Logistics achieved over 95% automation in its supply chain, with a 1153% increase in the deployment of autonomous delivery vehicles compared to the previous year [10]

（原标题：京东超级供应链驱动产业变革，双十一增长强劲） 21世纪经济报道记者林三千 北京报道 这个双十一，京东的角色更清晰了。 二十多年来，京东锤炼了一套"超级供应链"基础设施能力，以科技创新助力现代化产业体系建设，不仅体现在消费者极致的购物体验上，还推动 了产业上下游实现"以新需求引领新供给、以新供给创造新需求"的良性循环。 凭借又好又便宜的用户体验，京东双十一全品类销售火爆，大量品牌商家等合作伙伴在京东取得爆发式增长。 京东3C数码品类、大家电、小家电线上销售占行业第一，日用百货同比增速达36%，服饰品类同比增速达30%，增速幅度远超行业。 带电品类作为京东零售的优势品类，双十一期间，3C数码AI产品成交额同比增长超100%；包括AI平板、AI大屏手机都位列3C数码整体品类增速 排行的TOP5。 同时，大屏AI手机、游戏笔记本的C2M定制比例分别超过30%和50%，重磅新品中，京东定制新品成交额是去年的5倍。 值得注意的是，"C2M"（反向定制）在京东"超级供应链"模式里已经驾轻就熟，以最近掀起市场热点的"国民好车"为例，京东虽然不造车，但它 以超级供应链为支点，正在改写汽车产业的传统格局。 11月9日， ...

Core Insights - JD.com showcased its "super supply chain" capabilities during the 2025 11.11 shopping festival, emphasizing its role in enhancing consumer experience and driving industry growth through innovative supply chain solutions [1][9][23] Sales Performance - JD.com experienced explosive sales across all categories, with significant growth in 3C digital products, home appliances, and daily necessities, achieving a year-on-year growth rate of 36% in daily goods and 30% in apparel [2][5] - The number of active users on the JD app increased by 24.7% year-on-year, leading the industry [1] Product Innovation - JD.com collaborated with Lenovo to launch the Lenovo Y7000P 2025 AI gaming laptop, which quickly became a top seller during the event, demonstrating the effectiveness of the C2M (Customer-to-Manufacturer) model [3][5] - Customized products saw a fivefold increase in sales compared to the previous year, with significant demand for new home appliance models [6] New Business Models - JD's live streaming sales saw a 150% increase in order volume, with the number of participating merchants tripling compared to last year [8] - The introduction of innovative business formats, such as the "Seven Fresh" restaurant initiative, led to a 150% increase in online orders [9][10] Global Expansion - JD.com announced plans to introduce 1,000 overseas brands and expand its global reach, with cross-border sales seeing over 100% growth in key markets like Japan and South Korea during the 11.11 event [14][15] Technological Integration - The integration of AI and robotics into JD's supply chain operations significantly improved efficiency, with AI applications increasing by 3.2 times compared to previous events [16][20] - JD's logistics capabilities were enhanced through the use of advanced AI models, resulting in a 10% efficiency increase for frontline employees [20][22] Health and Wellness Services - JD Health expanded its services to provide a wide range of medical products and services, catering to chronic disease patients during the shopping festival [11][13] Consumer Engagement - The introduction of personalized AI services improved customer satisfaction, with over 42 billion consultations handled by intelligent customer service [18]

11月11日，2025京东11.11媒体开放日在北京举行。作为一家以供应链为基础的技术与服务企业，京东 的发展与创新紧紧围绕"供应链"这一核心，基于二十多年来锤炼的供应链基础设施能力，以科技创新助 力现代化产业体系建设，展现超级供应链的京东11.11的应用成果。 今年的京东11.11，超级供应链成果显现，不仅为消费者带来极致购物体验，更有效推动了产业上下游 以新需求引领新供给，以新供给创造新需求，促进供给和需求良性互动，不仅让品牌和商家的销售跑出 加速度，也助力提升中国品牌面向全球市场的竞争力，让产业链上下游的每一个参与者都能受益。 从最新的行业数据来看，在过去的一个月里，京东APP活跃用户数同比增长24.7%，位居行业首位。 2025双11收官调研中， 京东的产品质量、丰富度满意度达到73.15%，价格综合体验满意度72.06%，服 务综合体验满意度78.06%，均位列行业第一，大幅领先其他平台。 全品类销售火爆，核心业务持续增长 超级供应链在产业链的"十节甘蔗"中无处不在，京东深入产业链全环节，参与到产品的创意、设计、研 发、制造中，在京东双11期间，为消费者准备了更多更懂和更符合他们需求的产品。 凭借又 ...