中国零售及电商周讯（2025年9月19日-9月25日）

Helen ChinHead William KongManager Brigitte Ng HKUST LI & FUNGSUPPLY CHAIN INSTITUTELSK Business BldgThe Hong Kong University ofScience & TechnologyClear Water Bay KowloonHong KongE:ustlfsci@ust.hk I. Sector Review.........................................................................................................2 Internet & E-commerce...........................................................................................2 Taobao Flash Sale launches in-store group buying service in three cities.................2Xiaohongshu bans over 12 millionfake accounts in six months...............................2Douyin E-commerce hosts 1.25 million livestreams dailyandhelps over five millionnew creators and merchants generate revenue.......................................................2 Freshippo’s ‘ChaoHe Suan NB’ to enter Guangzhou, Hefei and other markets........3 Home Appliances & Consumer Electronics............................................................4 Suning.com creates ‘Super Livestreaming Hub’ for 11.11 shopping festival..............4 Home Products........................................................................................................4 MUJI China opens 11 stores in September.............................................................4 II.Market Overview....................................................................................................5 iResearch:Private domain e-commerce to approach one billion users in 2027.........5Total sales of top 100 online retailers in China reach 2.17 trillion yuan in 2024.........5Zhi-Tech Consumer Industry Research Institute publishes report on domestic III.Policy Spotlight....................................................................................................6 SAMR publishes new measures on supervision and management of livestreaming e-commerce..............................................................................................................6 References (in Chinese)............................................................................................7 I.Sector Review Internet & E-commerce Taobao Flash Sale launches in-storegroup buying service in three cities On the morning of 20 September, Taobao Flash Sale (淘宝闪购) officiallylaunched its in-store group buying business, initially covering core commercialareas in three cities–Shanghai, Shenzhen, and Jiaxing–withplans to expandto over 50 first-and second-tier cities nationwide. The group buying offerings Xiaohongshu bans over 12 million fake accounts in six months Xiaohongshu (小红书) recently held an ‘Anti-Fake Marketing’ open day inBeijing, publicly revealing the overall operations and initial achievements of its‘Anti-Fake Marketing Task Force’ for the first time. Since the task force’sestablishment in March this year, Xiaohongshu has banned over 12 million fakeaccounts, removed 13.76 million fake marketing posts, and deleted over 360 Douyin E-commerce hosts 1.25 million livestreams dailyandhelps over Douyin E-commerce (抖音电商) recently revealed at its latest CreatorConference that the platform has been a significant engine forcontent creationand commercial growth. Over the past year, the platform has averaged 1.25million e-commerce daily livestreams, attracting over 300 million viewers each JD.com reveals its AI strategy and products On 25 September, at the JD Discovery 2025 Conference, JD.com (京东)revealed an overview of its AI technology and showcasedits overall AI strategy.Over the next three years, the company will continue to invest in AI, drivingvarious industry belts to form a trillion-yuan-scale AI ecosystem. JD.com alsolaunched three new AI products, four deep AI applications across key Taobao Enterprise Purchasing launches AI procurement assistant to Taobao’s (淘宝) business procurement platform ‘Taobao Enterprise Purchasing’recently completed its intelligent upgrade and officially launched its AIprocurement assistant, AI Caigou Bao (AI采购宝). This tool serves over 100types of business procurement scenarios including office supplies, corporatemarketing, and employee benefits. Leveraging AI technology, it helps usersquickly and accurately filter products from the platform’s hundreds of millions of Supermarkets & Hypermarkets Freshippo’s ‘Chao He Suan NB’ to enter Guangzhou, Hefei and other On 24 September, it was reported that Chao He Suan NB (超盒算NB),Freshippo’s (盒马) budget-friendly community supermarket chain, will enterseveral new markets, including Guangzhou and Hefei. According to officialrecruitment information, Chao He Suan NB is hiring procurement and sales Home Appliances & Consumer Electronics Suning.com creates ‘Super Livestreaming Hub’ for 11.11 shopping On 23September, Suning.com (苏宁易购) hosted its 2025 11.11 NationalCarnival launch event in Nanjing, highlighting the promotion activity schedule,platform features, and merchant empowerment measures for the 11.11shopping festival. Suning.com’s e-commerce platform