Group 1 - Tmall reported its best growth in four years for the 2025 Double 11 event, with nearly 600 brands achieving over 100 million in sales [1] - 34,091 brands saw year-on-year growth, with 18,048 brands growing over three times and 13,081 brands growing over five times compared to last year [1] - Major brands like Apple, Haier, and Xiaomi each surpassed 1 billion in sales during the event [1] Group 2 - JD.com announced a record high in sales for its 11.11 event, with a 40% increase in the number of users placing orders and nearly 60% growth in order volume [1] - The mobile phone category saw over four times growth in sales for new products, with AI-related products experiencing significant increases, such as a 200% rise in AI tablet sales [1] - Meituan's flash sales reported that nearly 400 categories doubled their transaction volume, with an average order value increasing by nearly 30% during the promotion [1] Group 3 - Douyin's e-commerce data indicated that 67,000 brands achieved year-on-year sales growth during the 2025 Double 11, with over 100,000 merchants doubling their sales through live streaming [1] - Kuaishou's e-commerce data showed that the number of high-GMV single products increased by over 77% year-on-year, and search GMV grew by over 33% [2] - Merchants with sales exceeding 10 million experienced double-digit growth, reflecting a surge in consumer demand on the platform [2]

Core Insights - JD.com achieved record-breaking sales during the 2025 Double 11 shopping festival, with a 40% increase in the number of users placing orders and nearly a 60% increase in order volume [1] - The company’s active user growth rate remains the highest in the industry, reflecting strong consumer satisfaction in product, price, and service [1] Group 1: Sales Performance - JD.com’s sales during Double 11 reached new heights, with significant growth in various product categories, including a more than 400% increase in mobile new product sales and a 200% increase in AI tablet sales [1] - The home appliance and home goods categories saw a 150% increase in sales, while the integrated delivery and installation service orders grew by over 90% [1] Group 2: Supply Chain and Innovation - The Super Supply Chain facilitated better synergy between online and offline channels, with over 4,200 3C digital stores contributing to a sales increase of over 100% [2] - JD.com’s innovative "1+N" model in its fresh supermarket led to a 180% increase in online order volume [2] Group 3: AI Integration - AI technology has evolved from being an auxiliary tool to a productivity tool within JD.com’s Super Supply Chain, enhancing logistics efficiency and merchant revenue [3] - The integration of the JoyAI system across various supply chain segments has resulted in stable, orderly, efficient, and healthy growth during the Double 11 event [3]

Core Insights - JD's 11.11 sales reached a new high, with a 40% increase in the number of users placing orders and nearly a 60% increase in order volume [1] Group 1: Sales Performance - Mobile new product sales increased by over 4 times year-on-year, with AI products in the 3C digital category experiencing significant growth: AI tablets up 200%, large-screen AI phones up 150%, and AI glasses, speakers, and home storage up 100% [3] - Home appliances and furniture new product sales increased by 150%, while the order volume for integrated delivery and installation services grew by over 90% [3] - Nearly 500 categories in apparel, beauty, and sports saw sales growth exceeding 100% [3] - JD Supermarket saw over 30,000 brands with sales growth exceeding 100%, and the sales of staple foods and condiments increased by 100% [3] Group 2: Innovative Business Models - New business formats participating in JD's 11.11 showed strong growth potential, with JD's food delivery service onboarding over 2 million quality restaurants, and the average daily order volume for the top 300 restaurant brands increasing 13 times compared to the first month of launch [4] - The "freshly stir-fried" and "transparent ingredients" labels of JD's Seven Fresh Kitchen were popular, achieving a 3-day repurchase rate 3 times higher than the industry average during 11.11 [4] - The direct sourcing of hairy crabs for sale in Hong Kong saw prices about 20% lower than traditional channels, with weekly sales exceeding 15% of last year's total sales in Hong Kong [4] Group 3: Global Expansion - JD Global Purchase saw sales from over 1,500 imported brands increase by over 3 times year-on-year, with coverage expanding to 36 countries and 10 country-specific sites [5] - Key markets such as Japan, South Korea, Singapore, Malaysia, Thailand, and Australia saw sales and order volume growth exceeding 100% [5] - Cross-border free shipping services upgraded to cover 13 countries, with sales growth surpassing 300% and the number of platform users increasing by over 400% [5] Group 4: Logistics and Delivery - 95% of self-operated orders and 87% of orders in townships and streets can be delivered within 24 hours, with 45.5% of orders in regions like Xinjiang and Tibet achieving next-day delivery [5] - JD's logistics set multiple industry records during 11.11, with the super brain model 2.0 being called upon 1.9 billion times and automation coverage in the logistics chain exceeding 95% [5] - Nearly 100 cities enjoyed "minute-level" delivery, with 95% of self-operated orders fulfilled within 24 hours [5]

Core Insights - JD.com achieved record sales during the 11.11 shopping festival, with a 40% year-on-year increase in the number of orders and nearly 60% growth in order volume [1] - The company’s active user growth rate is the highest in the industry, reflecting strong consumer satisfaction with its product, pricing, and service offerings [1] Sales Performance - JD.com’s traditional stronghold in the electronics category saw significant growth, with mobile phone sales increasing over four times year-on-year [3] - AI product sales also surged, with AI tablets up 200%, large-screen AI phones up 150%, and other AI devices like glasses and speakers seeing a 100% increase [3] - The global purchase segment experienced over three times growth in sales from more than 1,500 imported brands, with a 12-fold increase in sales from the national pavilion channel [3] Logistics and Technology - JD.com set multiple industry records in logistics, achieving over 95% automation across the supply chain and offering "minute-level" delivery in nearly 100 cities [4] - The AI-driven logistics system, including the JoyAI model, has transformed from a supportive tool to a core productivity tool, significantly enhancing operational efficiency [4] - Over 30,000 AI agents based on JoyAgent 3.0 are now operational across various sectors, and the JoyAI model has been applied in over 1,800 scenarios, with a fourfold increase in usage compared to previous events [4] Future Outlook - The growth achieved during the 11.11 event reflects a stable, orderly, efficient, and healthy expansion for JD.com and its partners, indicating a robust future for the super supply chain [5] - The super supply chain is expected to play a more significant role in modernizing the industrial system moving forward [5]

Core Insights - JD.com achieved record sales during the 11.11 shopping festival, with a 40% increase in the number of placing users and nearly 60% growth in order volume [1] - The active user growth rate of JD.com’s app ranked first in the industry, receiving the highest consumer satisfaction ratings in terms of product, price, and service [1] Sales Performance - Mobile new product sales increased over 4 times year-on-year, with AI products in the 3C digital category experiencing significant growth: AI tablets up 200%, large-screen AI phones up 150%, and AI glasses, speakers, and home storage up 100% [1] - Home appliances and furniture new product sales grew by 150%, with integrated delivery and installation service orders increasing by over 90% [1] - In the daily necessities and apparel categories, nearly 500 subcategories saw sales growth exceeding 100% [1] - JD Supermarket reported over 30,000 brands with sales growth exceeding 100%, with staple foods and condiments also seeing a 100% increase in sales [1] - The innovative "28-day fresh delivery" service for milk powder led to a 110% increase in related product sales [1] New Business Initiatives - The newly participating innovative business models in the 11.11 event showed strong growth momentum, with JD.com’s food delivery service onboarding over 2 million quality restaurants [2] - The top 300 restaurant brands saw a 13-fold increase in average daily orders during the event compared to the first month of the food delivery service launch [2] - The "Seven Fresh Kitchen" achieved a 3-day repurchase rate that was 3 times the industry average, driving a 12% increase in orders from surrounding quality restaurants [2] - JD Travel reported nearly 8 times growth in hotel orders and a 6.3-fold increase in flight orders year-on-year [2] - JD Home Services saw sales growth exceeding 200%, with self-operated appliance cleaning orders up over 210% and laundry service orders up over 300% [2]

Core Insights - JD.com achieved record sales during the 11.11 shopping festival, with a 40% increase in the number of users placing orders and nearly a 60% increase in order volume compared to the previous year [1] - The sales of new mobile products surged over four times year-on-year, with significant growth in AI-related products and home appliances [1][2] - Innovative business models, including JD's entry into food delivery and travel services, saw substantial growth in order volumes and user engagement [2][3] Group 1: Sales Performance - JD.com’s 11.11 sales reached new heights, with mobile product sales increasing over 400% year-on-year [1] - AI tablet sales grew by 200%, while large-screen AI smartphones saw a 150% increase [1] - Home appliance sales increased by 150%, and the order volume for delivery and installation services rose by over 90% [1] Group 2: Category Growth - Nearly 500 categories in apparel, beauty, and sports saw sales growth exceeding 100% [1] - Over 30,000 brands in JD Supermarket experienced sales growth of over 100% [1] - The introduction of the "28-day fresh milk delivery" service led to a 110% increase in related milk product sales [1] Group 3: Innovative Business Models - JD's food delivery service partnered with over 2 million quality restaurants, resulting in a 13-fold increase in daily orders for top 300 restaurant brands [2] - JD Travel saw hotel orders increase nearly 8 times and flight orders grow by 6.3 times [2] - The number of JD's 3C digital stores exceeded 4,200, with sales growth over 100% [2] Group 4: Live Streaming and User Engagement - Live streaming orders during the 11.11 period increased by over 150%, with total user viewing time tripling [3] - The number of merchants participating in JD's live streaming was three times that of the previous year, and user viewing time for merchant live streams increased by 2.5 times [3]

Core Insights - JD.com reported record sales during the 11.11 shopping festival, with a significant increase in transaction volume and user engagement [1] Group 1: Sales Performance - The total transaction value reached a new high as of November 11, 2025, at 23:59 [1] - The number of placing users increased by 40% [1] - The order volume grew by nearly 60% [1] Group 2: Product Categories - Sales of new mobile phones surged, with transaction value increasing over four times year-on-year [1] - 3C digital AI products experienced a significant boom, with AI tablet sales rising by 200% year-on-year [1] - Large-screen AI mobile phones saw a year-on-year growth of 150% [1]

Group 1 - During the Double 11 shopping festival, JD's 3C (information and home appliances) digital AI products saw a transaction value growth of over 100% year-on-year [1] - AI tablets and AI large-screen smartphones ranked among the top five in terms of growth rate within the overall 3C digital category [1] - The C2M (Customer to Manufacturer) customization ratio for large-screen AI smartphones and gaming laptops exceeded 30% and 50%, respectively [1] Group 2 - In the live streaming segment, the order volume from JD's live streaming rooms increased by over 150% year-on-year during Double 11 [2] - The total user viewing time for live streams grew threefold compared to the previous year, with the number of merchants broadcasting live streams tripling [2] - The user viewing time for merchant live streams increased by 2.5 times year-on-year [2] Group 3 - In the dining sector, the "Seven Fresh Kitchen" initiative boosted the order volume from quality restaurants within a 3-kilometer radius by over 12% [2] - The online transaction orders for JD's first dining entity brand, "Seven Fresh Food Mall," increased by over 150% compared to the previous period [2] - The search volume for JD's private label "Seven Fresh Kitchen" surged by over 350%, with order volume increasing by over 400% [2]

Core Insights - During this year's "Double 11" shopping festival, JD's 3C digital AI products achieved a transaction value growth of over 100% year-on-year [1] - AI tablets and AI large-screen smartphones ranked among the top 5 in terms of growth rate within the overall 3C digital category [1] - The C2M customization ratio for large-screen AI smartphones and gaming laptops exceeded 30% and 50%, respectively [1] Sales Performance - The transaction value of JD's customized new products was five times that of the previous year [1] - There was a significant increase in the number of customized heavy-duty new products in categories such as home appliances [1] - The newly launched Haier Comfort Wind air conditioner sold over 10,000 units in its first sale [1] - The transaction value for new home appliance products grew by over 100% year-on-year [1]