Group 1 - The core viewpoint highlights the significant growth in consumer spending and preferences during the 618 shopping festival, with a notable increase in demand for digital and household products [1][2][3] - The top three categories with the highest transaction growth rates are digital cameras (384%), 3D printing equipment (284%), and action cameras (253%) [1][2] - The average spending per person is highest for flat-screen TVs (5,126), followed by mobile phones (5,027), and air conditioners (3,989) [1][2] Group 2 - The consumer preferences vary significantly across different age groups, with Gen Z favoring digital products, while the 80s generation focuses on baby products, and the elderly prioritize kitchenware and health-related items [2] - The rural and lower-tier markets show robust growth, with order volumes increasing over 130% and user numbers rising over 140% [2] - The introduction of government subsidies and promotional efforts by JD.com has led to substantial sales growth in mobile phones (88%), home appliances (161%), and food products (138%) [3]

Core Insights - Wildberries, the largest e-commerce platform in Russia, has launched a cross-border e-commerce incubation base in Wuhan, aiming to support regional cross-border e-commerce development and facilitate trade with an expected turnover exceeding 20 billion yuan this year [1][4][11] Group 1: Company Overview - Wildberries was established in 2004 and has become the most influential e-commerce platform in Russia, holding a market share of 47% and generating the highest online sales for eight consecutive years [4] - The platform serves not only Russia but also several neighboring countries, including Belarus, Kazakhstan, and Uzbekistan, with a user base of 120 million and over 1 million sellers [4] - Wildberries processes an average of 20 million orders daily, accounting for 73% of the Russian e-commerce market [4] Group 2: Incubation Base Details - The Wuhan incubation base is designed to help Chinese cross-border sellers adapt to Wildberries' operational rules and enhance their cross-border trade capabilities [4][5] - Located in the Canglong Island Changju Technology Park, the base will provide comprehensive services across the entire industry chain, including cross-border e-commerce, logistics, and training [4][5] - The base has already signed agreements with local universities, enterprises, and associations to foster talent and support the growth of the cross-border e-commerce industry in Hubei [11][12] Group 3: Market Opportunities - The base aims to onboard over a thousand cross-border sellers this year, with a projected trade volume surpassing 20 billion yuan [1][11] - Initial interest has been shown by over 70 local companies, particularly in sectors like laser products, auto parts, and 3C products, indicating strong market demand [11] - The incubation base will also offer free training materials, commission reduction policies, and dedicated platform managers to support sellers [5][11]

Te m u全托管模式未"复燃" " 5月，全托管商品全部下架，流量反而集中到我们半托商家身上了。海外仓里两个月的货两 个星期就搞（完）了。"章生的店铺主营家居百货、日用百货等类目，他直言店铺受到的影响 有限。 作 者丨周妙妙 编 辑丨孙超逸 备货、包装、排柜、检查、装柜……这是最近一周，深圳一家货代公司"爆仓"的日常场景。 集 装 箱 里 装 的 可 能 是 此 前 受 所 谓 " 对 等 关 税 " 影 响 而 积 压 的 货 物 、 外 贸 公 司 收 到 的 美 国 新 订 单、跨境电商卖家的又一次补货等。 截图显示，"明星卖家"是指卖家在过去3 0天内在其经营的主要产品类别中名列前茅。卖家排 名 综 合 考 虑 了 多 种 因 素 ， 包 括 当 前 购 物 所 在 国 家 / 地 区 网 站 的 销 售 和 评 论 评 分 。 根 据 这 些 标 准，排名前5%的卖家会显示"明星卖家"标签。 因此，他开始忙着出货（将货发往海外仓），并表示接下来的店铺经营会回归到"实时监控平 台爆品、分析爆品、及时补货"的正常状态。 章生的店铺经营已回归正轨，但跨境电商行业格局却已悄然改变。 此前，他已做好充分的应 ...

公司 1Q2025 营收同比增长 15.8%，Non-GAAP 归母净利润同比增长 43.4% 公司公布 1Q2025 业绩：1Q2025 实现营业收入 3010.8 亿元，同比增长 15.8%，实现 GAAP 归母净利润 108.9 亿元，同比增长 52.7%，实现 Non-GAAP 口径下归母净利润 127.6 亿元，同比增长 43.4%。 收入增长全线加速，推出出口转内销计划 得益于消费刺激政策以及公司平台生态的持续完善，公司各业务条线收入同 比增速环比 4Q2024 均有加速。商品收入方面，公司 1Q2025 整体商品收入 2423.1 亿元，同比增长 16.2%；其中家电 3C 类收入 1443.0 亿元，同比增 长 17.1%，公司在 1Q2025 与小米等数码产品品牌全面深化战略合作，打造 更智慧化、多元化的产品与更优质的购买与服务体验；日用百货类收入 980.1 亿元，同比增长 14.9%，公司在 1Q2025 线上首发莱珀妮、Crocs、Massimo Dutti 等多家时尚品牌新品，发挥平台优势。 2025 年 5 月 14 日 公司研究 收入加速增长，关注外卖业务投入 ——京东集团-SW ...

以下文章来源于商业弧光 ，作者苗正卿 商业弧光 . 听风者，捕光人，最准点的商业节拍 出品｜虎嗅商业消费组 作者｜苗正卿 题图｜视觉中国 在刘强东回归台前，亲自带队冲杀在外卖一线之际，京东交出一份财报。 5月13日晚，京东发布2025年一季度财报。财报数据显示，这是2022年以来京东业绩最好的一季度：收入 上，同比增长15.8%至3011亿元，其中京东最为核心的带电品类（ 3C ）和日百都实现收入同比双位数增 长，同比增速分别为17.1%、14.9%。在收入增长的同时，京东的用户量也在同步提高，数据显示京东季度 活跃用户数同比增速达到20%。 在利润端，京东保持了以往的薄利模式，但季度内实现同比增长：非美国通用会计准则下经营利润同比增 长31.4%至117亿元，季度经营利润率从去年一季度的3%上涨至本季度的3.5%。 一季度，刘强东高调重回京东一线，亲自参与到京东外卖业务、即时零售业务之中。虎嗅获悉，刘强东自 一季度以来，每周都会亲自参加外卖业务的决策会议。 虎嗅了解到，截至目前，京东的外卖业务尚不足以对京东整体收入贡献支柱性作用，但订单量的季度增速 是京东内此前各个新业务之中最快的。但从市场格局看，京东外卖 ...

以旧换新 截至3月31日 ▶四川省汽车置换更新平台成都已收到补贴申请超4.1万件，补贴金额近5亿元，实现新车销售额88亿元 ▶成都先后开展2轮共1亿元汽车消费奖励活动，拉动消费超81.2亿元 促消费活动 "提振消费"是当前经济领域的热词。数据折射出的正是成都"刚柔并济"抓消费，消费品市场持续涌动的 澎湃活力。这与消费促进政策效应持续释放、优质服务和场景供给不断创新和居民消费能力稳步提升密 切相关。 以旧换新政策加力扩围 3月"过完春节过春糖"春糖季主题消费活动 ▶推动本地线上线下消费增长5%以上 ▶美团平台到店餐饮、到店消费（除餐饮外）交易额增速为31.4%、43.2% 春日的活力浸染市场，成都的消费不断释放"新"意，取得新增。前不久，一季度成都主要经济数据发 布，社会消费品零售总额2732.7亿元，同比增长6.0%，比上年全年加快2.7个百分点。 ▶订单量增速为22.6%、37.6% 政策既惠民生又利企业。 如京东电器成都区域11家门店，参与以旧换新能效家电及3C类补贴商品销售占比超80%，同比销售翻 番。从全市层面看，一季度家电以旧换新补贴单数超120.7万件，直接带动家电销售超41.6亿元；数码产 品购 ...

Core Insights - Chengdu's social retail sales reached 273.27 billion yuan in Q1, marking a 6.0% year-on-year increase, which is 2.7 percentage points faster than the previous year's overall growth [2] - The growth in consumption is attributed to multiple initiatives, including the "trade-in for new" policy, streamlined tax refund processes for outbound travelers, and the introduction of new retail experiences [2][7] Consumption Market - Restaurant revenue was 35.75 billion yuan, growing by 4.3%, while retail sales of goods reached 237.52 billion yuan, increasing by 6.2% [2] - Notable growth in specific categories included telecommunications equipment (197.2%), sports and entertainment products (22.2%), and food and beverage (15.5%) [2] Tax Refund and International Consumption - The "immediate buy and refund" scheme has become a highlight, with tax refund sales and amounts increasing by 270% year-on-year, accounting for 41.4% of the total for 2024 [3] - The number of foreign travelers utilizing tax refunds grew by 225%, with transaction volumes increasing by 206% [3] New Store Openings and Events - Chengdu welcomed 148 new stores and hosted over 50 premiere events in Q1, contributing to a vibrant consumption atmosphere [4][5] - The "FA@Chengdu" initiative aims to enhance the city's consumption and market vitality through a three-year action plan [4] Consumer Incentives - The "trade-in for new" policy has generated over 17 billion yuan in consumer activity in Q1, with increased subsidies and operational convenience [7][8] - The combination of various subsidies has led to significant participation in the trade-in program, with 80% of sales in certain categories coming from subsidized products [8] Future Outlook - Chengdu plans to activate spring consumption potential through a series of events and activities from early April to the end of May, engaging over 10,000 merchants across 23 districts [6]