中国零售及电商周讯（2025年10月10日-16日） - 克隆

Helen ChinHead William KongManager Brigitte Ng HKUST LI & FUNGSUPPLY CHAIN INSTITUTE LSK Business BldgThe Hong Kong University of Douyin E-commerce: Brands achieving over 100 million in sales up by 800% yoy infirst day of 11.11.........................................................................................................2TmallApparel launches joint merchant growth plan for 11.11 shopping festival.........2Over 1,700 overseas brands join Tmall in 1-3Q25.....................................................2Meituan Instashopping Mid-Autumn and National Day consumption: Cross-regionalorders up 47% yoy......................................................................................................3Alibaba and Haier Group establish comprehensive AI partnership.............................3 Retail Logistics.............................................................................................................4JD Jingxi establishes its first Agricultural Product Selection Centre...........................4Supermarkets & Hypermarkets...................................................................................5JD Supermarket releases first report for 11.11: Users up over 30% yoy, over 50million-yuan brands double transaction volume..........................................................5Luxury...........................................................................................................................5LVMH Group returns to positive growth in China market............................................5References (in Chinese).................................................................................................6 I.Sector Review Internet & E-commerce Douyin E-commerce: Brands achieving over 100 million in sales up by On the evening of10 October, Douyin E-commerce (抖音电商) released its first-day data for the 11.11 shopping festival, showing strong growth amongmerchants. The number of merchants generating revenue from the eventincreased by 75% yoy. Notably, the number of brands achieving sales of over Tmall Apparel launches joint merchant growth plan for 11.11 shopping On 10 October, Tmall (天猫) released its 11.11 ‘Apparel Merchant Joint GrowthPlan’, introducing five major growth strategies: ‘Quality Products’, ‘EventBenefits’, ‘Platform Traffic’, ‘Merchant Incentives’,and ‘Commercialization’.‘Whether they are established brands, emerging brands, industry brands, or Over 1,700 overseas brands join Tmall in 1-3Q25 The latest data from Tmall Global (天猫国际) showed that in the first threequarters of 2025, 1,724 new overseas brands opened their first stores on TmallGlobal. In the third quarter alone, 657 new brands joined, equivalent to anaverage of 7 overseas brands launched online in China each day. As Tmall’s11.11 shopping festival approaches, the pace of new store openings has Meituan Instashopping Mid-Autumn and National Day consumption: On 13 October, Meituan Instashopping (美团闪购) released its 2025 Mid-Autumn Festival and National Day consumption trend insights.With the twoholidays enhancing gift-giving and travel scenarios, Meituan Instashopping’scross-regional orders increased 47% yoy, with overall consumption reaching a Alibaba and Haier Group establish comprehensive AI partnership On 13 October, Haier Group (海尔集团) announced that the company recentlysigned acomprehensive strategic partnership agreement with Alibaba (阿里巴巴) within the field of AI. The two parties will fully leverage Haier’s fullecosystem layout and Alibaba’s full-stack AI capabilities to jointly build a new JD.com’s 7Fresh Kitchen joins Meituan and Taobao Flash Sale On 14 October, 7Fresh Kitchen (七鲜小厨), JD.com’s (京东) quality diningplatform, officially joined Meituan Delivery (美团外卖) and Taobao Flash Sale(淘宝闪购). According to public information, 7Fresh Kitchen’s ChangbaoBuilding store in Beijing has already exceeded 2,000 monthly orders on Taobao Xiaohongshu tests ‘Quick Sell’ feature, marking its entry into the Xiaohongshu (小红书) is testing a new ‘Quick Sell’ feature that allows users todirectly linksecondhand items they want to sell below their posts or sendproduct cards in chats. Users only need to provide clear information such as theitem name and price in order to complete a transaction. The product price cap JD.com releases first performance report for 11.11: Active users grow by On 14 October, JD.com (京东) held its 11.11 Surprise Open Day in Beijing. Atthe event, JD.com presented its first performance report for the 11.11 shoppingfestival. Since the full launch on 9 October, consumer shopping enthusiasm hasremained high due to measures like immediate sales and official discounts.Data from the Mobile User Index (MUI) of CTR Market Research show that Xiaohongshu Marketplace: Number of ordersup by 77% yoy on first day From 11 to 12 October, Xiaohongshu Marketplace (小红书市集) celebrated asuccessful opening for its 11.11 shopping festival. The latest data show thatwithin the first 48 hours o