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电商早报:拼多多上线“膨胀券”;SHEIN韩国站开放半托管招商

亿邦动力 2026-02-26 08:08
亿邦动力 2026/02/26 08:08

邦小白快读

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电商领域的最新动态包括平台工具更新和消费数据亮点。

总1:平台新工具

1.拼多多上线“膨胀券”,消费者可将平台通用券放大为店铺专属券,帮助商家定向导流并提高转化率。

2.SHEIN韩国站开放半托管招商,要求韩国本土企业年销售额达40万美金,提供免佣金、绿色通道等福利,助力商家本地化运营。

总2:销售数据亮点

1.茉莉奶白春节假期全国门店GMV同比提升超130%,售出近1000万杯茶饮,部分门店增幅高达790%。

2.大众点评“必吃榜”商家订单量增幅接近80%,其中烟火小店订单量同比翻倍,出境游热门城市流量增长显著。

3.京东春节机器人产品用户访问量同比增长超4倍,人形机器人关注度增幅超百倍,AI相关产品销量翻倍。

总3:其他重要消息

1.eBay以12亿美元收购二手时尚平台Depop,预计2026年二季度完成,Depop将独立运营。

2.Temu在土耳其设立实体公司WhaleCo,恢复跨境发货服务,用户结账时支付税费无需额外清关手续。

品牌营销表现和消费趋势成为焦点。

总1:品牌销售数据

1.茉莉奶白春节假期全国门店GMV同比提升超130%,售出近1000万杯茶饮,众多门店客流高峰,反映节日消费强劲增长。

总2:消费行为观察

1.大众点评“必吃榜”烟火小店订单量同比翻倍,街头特色餐饮成热门,出境游城市如芭堤雅、胡志明市流量增幅显著,显示本地化与国际化消费趋势。

2.京东春节数据显示机器人产品用户访问量同比增长超4倍,人形机器人关注度涨百倍,AI产品销量翻倍,表明科技消费需求激增。

总3:用户趋势启示

1.脉脉春招报告指出AI岗位量同比增长14倍,算法工程师等岗位热招,薪酬领先,可能带动相关消费电子产品需求,如手机、笔记本电脑热销。

政策解读和市场机会丰富。

总1:招商政策与机会

1.SHEIN韩国站半托管模式开放招商,要求韩国本土企业年销售额达40万美金或近3个月超10万美金,提供免佣金、站内推流等福利,商家可自主选品本土履约,平台协助运营定价。

2.Temu在土耳其设立实体公司WhaleCo,恢复跨境发货服务,用户结账时支付税费,包裹直接配送,无需额外手续,为跨境卖家提供简化流程机会。

总2:合作与收购动态

1.eBay以12亿美元收购Depop,预计2026年二季度完成,Depop保持独立运营,可能带来二手时尚市场合作新机遇。

2.拼多多“膨胀券”工具通过平台券与商家补贴叠加,放大优惠定向导流,卖家可借鉴此模式提升转化率。

总3:消费需求变化

1.大众点评“必吃榜”烟火小店订单量翻倍,显示本地特色餐饮需求增长;京东机器人产品访问量激增,反映AI和科技产品市场潜力,卖家可关注相关品类。

产品需求增长和数字化启示显著。

总1:市场需求亮点

1.京东春节机器人产品用户访问量同比增长超4倍,人形机器人关注度增幅超百倍,四足和外骨骼机器人浏览量提升,AI相关产品销量翻倍,显示机器人及智能硬件生产需求旺盛。

2.茉莉奶白春节售出近1000万杯茶饮,GMV提升超130%,部分门店增幅790%,反映食品饮料生产需应对节日高峰需求。

总2:商业机会与数字化

1.SHEIN韩国站半托管招商要求本地企业年销售额40万美金,强调本地库存和履约能力,为工厂提供电商代工或供应链合作机会。

2.脉脉春招数据显示AI岗位量同比增长14倍,算法工程师等岗位热招,反映产业数字化加速,工厂可推进自动化或AI技术应用提升生产效率。

行业发展趋势和技术解决方案突出。

总1:技术趋势与痛点

1.脉脉春招报告显示AI岗位量同比增长14倍,算法工程师、大模型算法工程师位列热招技术岗位,非技术岗位聚焦产品、运营与设计,反映AI行业高速增长及人才服务需求。

2.京东机器人产品访问量激增,人形机器人关注度涨百倍,AI产品销量翻倍,显示智能科技服务市场扩张。

总2:解决方案启示

1.Temu在土耳其设立实体公司WhaleCo,负责商品进口、海关申报及清关,用户结账时支付税费,包裹直接配送,提供跨境物流简化方案。

2.SHEIN半托管模式中平台协助运营和定价,商家本土履约,服务商可借鉴此模式开发本地化运营工具。

总3:行业动向

1.大众点评“必吃榜”流量增长近30%,烟火小店订单翻倍,出境游城市流量增幅显著,服务商需关注餐饮和旅游数字化服务需求。

平台运营做法和招商动态丰富。

总1:商家工具与支持

1.拼多多上线“膨胀券”,允许消费者放大平台通用券为店铺专属券,通过平台与商家补贴叠加,为商家定向导流,提升下单转化确定性。

2.SHEIN韩国站半托管模式开放招商,要求韩国本土企业年销售额达40万美金,商家可自主选品本土履约,平台协助运营和定价,提供免佣金、绿色通道等福利。

总2:跨境运营优化

1.Temu在土耳其设立实体公司WhaleCo,作为正式进口商处理清关流程,用户结账时支付税费,包裹直接配送,简化跨境发货服务,规避清关风险。

2.eBay收购Depop后,Depop保持独立运营,平台商可学习此模式整合资源。

总3:招商与管理

1.SHEIN招商强调本地库存及履约能力,要求4个工作日内妥投,平台商需强化本地化服务能力。

2.大众点评“必吃榜”商家订单量增幅80%,平台商可借鉴流量增长策略提升招商吸引力。

产业动向和商业模式分析深入。

总1:收购与商业模式

1.eBay以12亿美元收购Depop,预计2026年二季度完成,Depop保持独立运营,反映二手时尚平台整合趋势及轻资产运营模式。

2.SHEIN在韩国推进平台化转型,通过半托管模式强化本地化履约与服务能力,商家自主选品平台协助,显示电商平台向本地化服务演进。

总2:消费趋势与新问题

1.大众点评春节数据:烟火小店订单量翻倍,出境游城市流量增幅显著,芭堤雅、胡志明市位列前五,揭示本地餐饮与跨境消费不平衡问题。

2.京东机器人产品访问量增4倍,人形机器人关注度涨百倍,AI产品销量翻倍,结合脉脉AI岗位增长14倍,反映科技消费与就业市场联动。

总3:政策启示

1.SHEIN招商要求本地企业年销售额40万美金,强调本土化,为政策制定提供电商平台监管启示;Temu设立实体公司处理清关,可能影响跨境贸易法规。

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声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

E-commerce platforms are rolling out new tools while consumption data reveals key trends.

1. Platform Updates

- Pinduoduo launched "Expansion Vouchers," allowing consumers to convert platform-wide coupons into store-specific discounts, helping merchants drive targeted traffic and boost conversion.

- SHEIN Korea opened semi-managed merchant recruitment, requiring local South Korean businesses with annual sales over $400,000. Benefits include zero commissions and green channel access to support localized operations.

2. Sales Highlights

- Jasmine Milk Tea saw GMV surge over 130% YoY during the Spring Festival, selling nearly 10 million cups, with some stores growing up to 790%.

- Dianping’s "Must-Eat List" merchants recorded an 80% order increase, with local eateries doubling orders. Outbound travel hotspots saw significant traffic growth.

- JD.com reported a 4x YoY rise in robot product visits, humanoid robot interest up 100x, and AI product sales doubling.

3. Key Developments

- eBay acquired secondhand fashion platform Depop for $1.2B, expected to close in Q2 2026, with Depop operating independently.

- Temu established WhaleCo in Turkey, resuming cross-border shipping with tax-inclusive checkout and no additional customs procedures.

Brand performance and consumer trends take center stage.

1. Brand Sales Data

- Jasmine Milk Tea’s GMV jumped over 130% YoY during the Spring Festival, selling nearly 10 million cups, indicating strong holiday consumption.

2. Consumer Behavior Insights

- Dianping’s "Must-Eat List" local eateries doubled orders, highlighting demand for street food. Outbound destinations like Pattaya and Ho Chi Minh City saw notable traffic growth, reflecting localized and cross-border trends.

- JD.com’s Spring Festival data showed robot visits up 4x YoY, humanoid robot interest surging 100x, and AI product sales doubling, signaling booming tech demand.

3. Emerging Trends

- Maimai’s spring recruitment report noted a 14x YoY increase in AI job postings, with algorithm engineers in high demand and commanding top salaries, potentially driving electronics sales.

Policy updates and market opportunities abound.

1. Merchant Policies & Opportunities

- SHEIN Korea’s semi-managed model requires local businesses with $400K+ annual sales (or $100K in 3 months), offering zero commissions and promotional support. Merchants handle product selection and local fulfillment while the platform assists with operations and pricing.

- Temu’s Turkey entity WhaleCo simplifies cross-border shipping with tax-inclusive checkout and direct delivery, eliminating extra customs steps.

2. Partnerships & Acquisitions

- eBay’s $1.2B acquisition of Depop (expected Q2 2026) may create new opportunities in secondhand fashion.

- Pinduoduo’s "Expansion Vouchers" combine platform and merchant subsidies to drive targeted traffic—a model sellers can adopt to boost conversions.

3. Demand Shifts

- Dianping’s local eatery orders doubled, showing demand for niche F&B. JD.com’s robot traffic surge hints at AI/tech category potential for sellers.

Product demand spikes and digitalization insights stand out.

1. Market Demand Highlights

- JD.com’s Spring Festival data: robot visits up 4x YoY, humanoid robot interest surged 100x, quadruped and exoskeleton robots also gained traction, with AI product sales doubling—pointing to robust production demand.

- Jasmine Milk Tea sold nearly 10 million cups, with GMV up 130% and some stores growing 790%, highlighting seasonal production needs for F&B.

2. Business Opportunities & Digitalization

- SHEIN Korea’s semi-managed model requires local businesses with $400K+ annual sales, emphasizing local inventory and fulfillment—opening OEM or supply chain collaboration avenues.

- Maimai’s spring recruitment data shows AI jobs up 14x YoY, signaling accelerated digital transformation. Factories can adopt automation/AI to enhance efficiency.

Industry trends and tech solutions come to the fore.

1. Tech Trends & Pain Points

- Maimai’s spring recruitment report: AI jobs grew 14x YoY, with algorithm engineers in high demand. Non-tech roles focused on product, operations, and design, reflecting AI industry expansion and talent service needs.

- JD.com’s robot visits surged, humanoid robot interest up 100x, and AI sales doubled, indicating smart tech service market growth.

2. Solution Insights

- Temu’s Turkey entity WhaleCo handles import, customs, and clearance, with tax-inclusive checkout and direct delivery—a simplified cross-border logistics model.

- SHEIN’s semi-managed model, where the platform assists with ops and pricing while merchants handle local fulfillment, offers a blueprint for localized service tools.

3. Industry Movements

- Dianping’s "Must-Eat List" traffic rose nearly 30%, local eatery orders doubled, and outbound travel cities saw significant growth, underscoring demand for digital F&B and tourism services.

Platform strategies and merchant recruitment dynamics are evolving.

1. Merchant Tools & Support

- Pinduoduo’s "Expansion Vouchers" let consumers amplify platform coupons into store-specific discounts, combining subsidies to drive targeted traffic and improve conversion certainty.

- SHEIN Korea’s semi-managed recruitment targets local businesses with $400K+ annual sales, allowing merchant-led product selection and local fulfillment, with platform support for ops and pricing, plus zero commissions and green channel access.

2. Cross-Border Optimization

- Temu’s Turkey entity WhaleCo acts as an official importer, handling clearance with tax-inclusive checkout and direct delivery, simplifying cross-border shipping and mitigating customs risks.

- eBay’s acquisition of Depop (to operate independently) offers a model for resource integration.

3. Recruitment & Management

- SHEIN’s emphasis on local inventory and 4-day delivery windows highlights the need for platforms to strengthen localized services.

- Dianping’s "Must-Eat List" merchants saw 80% order growth, suggesting platforms can leverage similar traffic strategies to attract merchants.

Industry shifts and business models warrant deeper analysis.

1. Acquisitions & Business Models

- eBay’s $1.2B Depop acquisition (expected Q2 2026, with independent operation) reflects consolidation in secondhand fashion and asset-light strategies.

- SHEIN’s platformization in Korea via semi-managed models enhances local fulfillment—merchants control product selection while the platform assists, signaling e-commerce’s localization shift.

2. Consumption Trends & Implications

- Dianping data: local eatery orders doubled, outbound cities like Pattaya and Ho Chi Minh surged in traffic, revealing imbalances between domestic and cross-border consumption.

- JD.com’s robot visits up 4x, humanoid interest up 100x, and AI sales doubling, coupled with Maimai’s 14x AI job growth, underscore tech consumption-employment linkages.

3. Policy Considerations

- SHEIN’s $400K local sales requirement emphasizes localization, offering insights for e-commerce regulation. Temu’s entity-based clearance approach may influence cross-border trade policies.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

第1条消息:拼多多上线“膨胀券”工具,平台券可翻倍使用为商家定向导流

日前拼多多正式上线商家运营新工具“膨胀券”,消费者可将账户内原有平台通用优惠券,定向“膨胀”为特定店铺商品的专属大额券。该工具通过平台通用券与商家自设补贴叠加的方式放大优惠,引导消费者将已有优惠定向用于指定商品,为商家带来更高确定性的下单转化。

第2条消息:茉莉奶白春节假期全国门店GMV同比提升超130%,售出近千万杯茶饮

据品牌官方数据,2026马年春节假期期间,茉莉奶白全国门店GMV较去年同期提升超130%,部分门店增幅环比节前高达790%,品牌累计售出近1000万杯茶饮,全国众多门店迎来客流高峰。

第3条消息:脉脉发布春招数据,2026年以来新发AI岗位量同比增长14倍

求职招聘平台脉脉发布《2026春招四大风口行业直通车》,聚焦AI、互联网大厂、游戏、智能驾驶四大风口行业。其中AI行业成为今年春招最大热点,岗位需求旺盛且薪酬水平领先,数据显示2026年以来新发AI岗位量同比增长14倍;算法工程师、大模型算法工程师、后端开发位列热招技术岗位前三,非技术岗位主要集中在产品、运营与设计方向。

第4条消息:大众点评春节数据出炉,“必吃榜”烟火小店订单量同比翻倍

大众点评发布春节假期消费数据,平台“必吃榜”商家整体流量较去年春节同期增长近30%,上榜商家订单量增幅接近80%;其中街头特色烟火小店成消费热门,订单量较去年春节同期翻倍。此外“出境味蕾游”势头强劲,芭堤雅、胡志明市、清迈、悉尼、首尔位列境外“必吃榜”流量增幅前五城市。

第5条消息:SHEIN韩国站半托管模式开放招商,入驻企业年销售额需达40万美金

日前SHEIN韩国站半托管模式正式开放招商,此次招商面向韩国拥有本地库存及运营能力的本土企业卖家,标志着SHEIN在韩国进一步加大平台化转型、强化本地化履约与服务能力。半托管模式下商家可自主选品并本土履约,平台协助运营和定价;入驻要求为韩国本土企业、有本地库存及履约能力,且其他电商平台韩国站点年销售额达40万美金或近3个月超10万美金,履约需4个工作日内妥投。新商入驻可享免佣金月租、专属绿色通道、站内推流等多项福利。

第6条消息:eBay斥资12亿美元收购二手时尚交易平台Depop,预计二季度完成交易

eBay宣布将以约12亿美元现金,收购由Etsy持有的英国二手时尚交易平台Depop。此次交易已获得双方董事会批准,预计2026年第二季度完成,交易完成后Depop将继续以原有名称、品牌和平台独立运营,交易仍需获得监管机构批准并满足相关收购条件。

第7条消息:Temu在土耳其设立本地实体公司,正式恢复跨境发货服务

Temu通过在土耳其设立本地实体公司WhaleCo,正式恢复面向该国消费者的跨境发货服务,WhaleCo作为Temu当地正式进口商,全权负责商品进口、海关申报及清关流程。新运营模式下,消费者在Temu土耳其站下单时,货款与税费将在结账环节一并支付,由WhaleCo统一向海关申报清关,包裹直接配送到指定地址,用户无需自行办理额外手续。

第8条消息:京东春节机器人产品访问量同比增超4倍,人形机器人关注度涨百倍

京东发布春节消费数据,假期期间机器人产品用户访问量同比增长超4倍,平台搜索“机器人”的用户数量增长25倍;其中春晚多次亮相的人形机器人用户关注度增幅超百倍,四足和外骨骼机器人浏览量也实现数倍提升。同时平台AI相关产品销量同比翻倍,手机、笔记本电脑、益智玩具、智能眼镜等成为消费者关注焦点。

今天的早报就是这些,更多电商知识内容,敬请关注亿邦音频资讯。

文章来源:亿邦动力

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