中国零售及电商周讯（2024年11月8日-11月14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 Internet & E-commerce...........................................................................................2 Tmall: 589 brands exceed 100 million yuan in GMV during 11.11, up by 46.5% yoy.2JD.com: Over 20% increase in number of shoppers during 11.11 promotion............2Bilibili’s GMV increases by 154% yoy during 11.11 promotion..................................2Kuaishou E-commerce’s special Hainan livestreams reach nearly threemillion yuan Department Stores & Shopping Malls.....................................................................3JD Mall opens in Dalian..........................................................................................3Supermarkets & Hypermarkets...............................................................................3Freshippo launches own wine brand.......................................................................3Yonghui Superstores establishes Dingdingmao Supermarket in Zhengzhou.............4JD Super: More than 150 million products shipped directly from the source during Retail Logistics........................................................................................................4Dada NOW’s 3Q24 revenue goes up by 46% yoy...................................................4 Coca-Cola Clothing opens first store in Shanghai....................................................5Tims China’s 3Q24 revenue 359.6 million yuan.......................................................5Naixue Teahouse’s newest location begins offering in-house dining........................5 II. Policy Spotlight.....................................................................................................6 References (in Chinese)............................................................................................7 I.Sector Review Internet & E-commerce Tmall: 589 brands exceed 100 million yuan in GMV during 11.11, up by Tmall’s (天猫) 11.11 shopping festival came to an end at 24:00 on 11November, with strong growth in total sales and a record number of shoppers.This year’s event saw 589 brands surpass 100 million yuan in GMV, asubstantial increase of 46.5% yoy; 45 brands surpassedone billion yuan in JD.com: Over 20% increase in number of shoppers during 11.11 By 11:59 P.M. on 11 November, JD.com (京东) reported a more than 20% yoyincrease in the number of shoppers for its 11.11 shopping festival. Orders fromJD Live’s livestreams, hosted by JD.com’s own procurement and salesmanagers, increased 3.8 times year-on-year. More than 17,000 brands’ Bilibili’s GMV increases by 154% yoy during 11.11 promotion During this year’s 11.11 shopping festival, Bilibili’s (哔哩哔哩/B站) GMVincreased by 154% yoy, and the number of orders for consumer goods above1,000 yuan doubled compared to the same period last year. According to datafrom the ‘Spark Project’ which was jointly developed by Bilibili and the Taobao Kuaishou E-commerce’s special Hainan livestreams reach nearly three Kuaishou E-commerce (快手电商) recently partnered with local governmentdepartments in Hainan to launch a special livestream event, with threelivestream sessions across Qionghai and Sanya featuring local fruit specialties,travel packages, scenic attraction tickets and duty-free beauty products, with Department Stores & Shopping Malls JD Mall opens in Dalian On 8 November, JD.com opened a JD Mall (京东Mall) in Dalian. As the first JDMallin southern Liaoning and the second in Northeast China, Dalian JD Malliscommitted to providing consumers with a commercial space that combinesfashion and technology and integrates various scenarios, experiences, Supermarkets & Hypermarkets Freshippo launches own wine brand On 11 November, during the 7thChina International Import Expo, Freshippo (盒马) officially launched its private label wine brand Freshippo Mingpin (盒马酩品), which leverages direct sourcing to offer high-quality,value-for-moneyimported wines for Chinese consumers. So far this year, Freshippo has Yonghui Superstores establishes DingdingmaoSupermarket in Zhengzhou Dingdingmao Supermarket (叮叮猫超市) Co. was recentlyestablished, with a registered capital of five million yuan. The company is whollyowned by Yonghui Superstores (永辉超市), and its business scope includesretail sales offood and publications, online sales of food, food production,catering services, and alcohol-related business. Yonghui Superstores JD Super: More than 150 million products shipped directly from the JD Super (京东超市) recently released its sales data for this year’s 11.11shopping festival. This year, JD Super’s sales volume continued to increaserapidly, with more than 150 million pieces of agricultural products shippeddirectly from the source and more than 3,100 brands that doubled their growth Retail Logistics Dada NOW’s 3Q24 revenue goe