中国零售及电商周讯（2025年6月6日-6月12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.........................................................................................................2Internet & E-commerce...........................................................................................2Douyin beauty brand rankings show ‘Tmall-ization’ trend.........................................2Ele.me expands ‘Icy Gift Festival’ benefits coverage as number of participatingmerchants up by over 40% yoy...............................................................................2Kuaishou Local Life GMV goes up 151% yoy during Dragon Boat Festival groupbuying event..........................................................................................................2First batch of nine JD Outletsstores connect to JD NOW for instant delivery............3 Retail Logistics........................................................................................................3Cainiao accelerates global expansion of logistics technology...................................3Apparel....................................................................................................................4Lululemon’s revenue in Chinese mainland market grows by 21% yoy in 1Q25.........4Food & Beverage.....................................................................................................4Starbucks China plans to focus on non-coffee beverages........................................4Burger King China to close underperforming stores.................................................4II. Market Overview....................................................................................................5100EC publishesChina Livestreaming E-commerce Market Data Report 2024........5III.Policy Spotlight....................................................................................................5SAMR plans to strengthen live-streaming e-commerce supervision.........................5References (in Chinese)............................................................................................6 I.Sector Review Internet & E-commerce Douyin beauty brand rankings show ‘Tmall-ization’ trend Douyin’s (抖音) beauty category GMVreached 23.497 billion yuan in May 2025,increasing by 18% yoy. Of which, 35 beauty brands achieved GMV exceeding100 million yuan, surging 66.7% compared to the previous month (21 brands)and growing 25% compared to the same period in 2024 (28 brands). Boostedby the 618 shopping festival promotion, beauty consumption enthusiasm Ele.me expands ‘Icy Gift Festival’ benefits coverage as number of On 6 June, Ele.me (饿了么) announced the official launch of this summer's ‘IcyGift Festival’, delivering the first wave of ‘cool delivery to home’ shoppingexperience to users. This summer, Ele.me has upgraded its userbenefits,launching millions of free ice cream, iced alcoholic beverages, and iced fruit Kuaishou Local Life GMV goes up151% yoy during Dragon Boat Festival Kuaishou Local Life (快手本地生活) recently released the2025 Dragon BoatFestival Group Buying Event Iron Friends Consumption Report. The reportshows that during the Dragon Boat Festival group buying event (29 May to 2June), Kuaishou Local Life’s GMV grew 151% yoy, with new customersincreasing by 95% yoy. Consumption growth in new-tier cities reached 1.5times that of first-and second-tier cities. Meanwhile, festive consumption First batch of nine JD Outlets stores connect to JD NOW for instant JD Outlets (京东奥莱) recently established a strategic partnership with JD NOW(京东秒送), with the first batch of nine stores nationwide officially connecting toJD NOW’s delivery service. It covers various regions including Jiangyin in Wuxi,Jiangsu; Tengzhou in Zaozhuang, Shandong; Taihe in Fuyang, Anhui; and Kuaishou Local Life launches special merchantsupport policies across In order to help high-quality offline merchants with their physical operations andnew business growth, Kuaishou Local Life will roll out a series of specialsupport policies across multipleproduct categories. The first batch of policiescovers hair care and styling, beauty and body care, nail and eyelash services, AI boosts development of BaiduYouxuan The 2025 Shanghai International MCN Conference was recently held. ZhaoChen, Head of E-commerce Investment Promotion and Marketing at Baidu (百度), introduced that as an AI-powered intelligent new generation e-commerceplatform,Baidu E-commerce has achievedsignificant development by Retail Logistics Cainiao acceleratesglobal expansion of logistics technology Cainiao’s (菜鸟) continued delivery of technology projects overseas and itstechnology partnerships with several multinational groups have attractedattention recently. On 10 June, Bi Jianghua, Vice President ofCainiao and overseas sales growth to exceed domest