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电商早报:京东上半年新商家入驻同比增超30%;名创优品开始卖咖啡了

亿邦动力 2026-07-22 06:52
亿邦动力 2026/07/22 06:52

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本文汇总了6条最新电商与互联网行业动态,核心干货信息如下

1. 高德地图推出位置口令新功能,可将精确位置转化为6位数字编码,接收方搜索数字就能精准定位,解决了复杂地址传递不方便的问题,适用于外卖取餐、线下约见、紧急求助等多个日常场景,普通用户日常分享位置会更方便。

2. 名创优品部分大型门店已经开始试运营咖啡甜点业务,目前广州超级名创店已经上线,价格亲民,美式19元、拿铁26元,后续是否全国推广还未确定,感兴趣的用户可以就近尝试。

3. 此外还有京东新商家增长超30%、TikTok Shop广告带动销售额翻倍、美国收紧跨境合规等行业动态,可以帮助普通读者快速了解行业最新变化。

本文的行业动态对品牌商的渠道布局、产品拓展、营销合规都有参考价值,核心干货如下

1. 渠道建设方面,京东2026年全面升级春晓计划,加码投入350亿专项扶持资源,还推出了商家成长PLUS方法论,上半年新商家入驻同比增长超30%,超3000个品牌冲进细分品类TOP3,近千个品牌拿了细分第一,扶持效果显著,品牌商可以考虑入驻京东拓展新渠道。

2. 产品与趋势方面,名创优品跨界布局咖啡甜点赛道,在大型门店试运营,说明零售品牌依托线下门店拓展高毛利餐饮,提升门店客流与营收成为新趋势,品牌商可参考该跨界思路。跨境品牌要注意,美国已经收紧跨境合规,转为刑事追责,要提前做好合规调整。

3. 营销方面,TikTok Shop GMV Max广告可带动销售额增长181%,体育赛事能大幅拉动相关品类销量,为品牌借势营销提供了方向。

本文的动态能给卖家提供清晰的机会提示与风险预警,核心干货如下

1. 国内开店机会方面,京东今年加大商家扶持力度,投入350亿专项资源提供全链路经营方案,还推出商家成长PLUS方法论,上半年新商家入驻同比增长超30%,大量新品牌快速冲进细分品类头部,想要开网店的卖家可以选择京东,借助平台扶持快速起量。

2. 跨境出海机会方面,TikTok Shop的GMV Max广告经过测试,可带动店铺销售额增长181%,体育赛事能带动体育纪念品销量暴涨,世界杯期间相关订单增长4倍,跨境卖家可以尝试该广告工具,借体育营销热点打造爆品。

3. 风险提示方面,美国司法部新设全球贸易执法部门,将跨境违规从行政罚款升级为刑事追责,明确了四类重点查处的违规行为,做跨境贸易的卖家要尽快完成合规自查,规避处罚风险。

本文的行业动态能给工厂带来业务机会与转型启示,核心干货如下

1. 产品与订单机会方面,名创优品跨界布局咖啡甜点,说明零售品牌正在拓展餐饮品类,对相关食品饮品的生产供应有新需求;TikTok Shop上体育纪念品上半年销量增长136%,足球相关商品搜索和订单暴涨,消费端对体育周边产品需求快速增长,工厂可以针对性开发相关产品,对接品牌拿到新订单。

2. 数字化转型与自有品牌建设方面,京东加大对新商家的扶持力度,新商家入驻增长超30%,大量新品牌快速成为细分品类头部,想要做自有品牌电商的工厂,可以入驻京东,借助平台的扶持资源快速起量,验证了转型路径的可行性。

3. 做出口业务的工厂,可以布局TikTok Shop跨境电商,抓住社交电商的增长红利,该平台的广告工具能有效拉动销售额增长。

本文的行业动态能帮助服务商把握行业趋势,挖掘新的客户需求,核心干货如下

1. 新客户痛点方面,美国正式新设全球贸易执法部门,将跨境贸易违规从行政罚款转向刑事追责,明确了四类重点查处的违规行为,跨境卖家的合规风险大幅提升,催生了新的合规服务需求,做跨境合规咨询、合规管控的服务商可以针对性推出相关解决方案,抢占新市场。

2. 行业趋势方面,当前电商平台都在加大对新商家的扶持力度,社交电商广告工具创新能有效带动GMV增长,位置工具创新能提升用户体验,做电商代运营、广告服务、技术服务的服务商,可以跟进平台的新变化,开发配套的服务产品,满足商家和平台的新需求。

3. 零售跨界成为新趋势,名创优品等零售品牌纷纷布局线下餐饮,服务商可以围绕零售门店拓展餐饮运营、供应链配套等服务,抓住新的增长机会。

本文的多个行业案例能给平台商的招商、运营、产品创新提供参考,核心干货如下

1. 招商运营方面,京东通过升级春晓计划,投入350亿专项扶持资源,推出商家成长PLUS方法论,提供全链路经营解决方案,最终实现上半年新商家入驻同比增长超30%,还培育出三千多个细分品类TOP品牌,说明加大商家扶持、完善成长体系能有效拉动招商增长,值得各类平台参考借鉴。

2. 产品创新方面,高德针对复杂地址传递不便的痛点,推出6位位置口令功能,解决了外卖取餐、线下约见、紧急求助等多个场景的痛点,大幅提升位置共享效率,说明平台从小痛点切入做轻量化功能创新,能有效提升用户粘性与实用性。

3. 运营方面,TikTok Shop通过广告工具创新拉动商家销售额增长,借体育热点带动平台GMV提升,值得平台借鉴,同时要关注跨境合规的新变化,及时给商家提示风险,完善平台合规管理。

本文披露的多个行业动态反映了当前零售电商与跨境贸易领域的多个新动向新问题,可供研究者参考,核心干货如下

1. 零售与电商领域的新动向:传统零售品牌名创优品尝试“零售+餐饮”的跨界商业模式,在大型门店试运营咖啡甜点,探索新的营收增长路径;京东平台加大对新品牌的扶持力度,实现新商家快速增长,大量新品牌短时间内冲进细分品类头部,说明平台孵化新品牌的商业模式已经逐步成熟。

2. 跨境电商领域,TikTok Shop的GMV Max广告工具可带动商家销售额增长181%,体育赛事能大幅拉动社交电商的相关消费,验证了社交电商的增长潜力,是值得研究的新增长模式。

3. 产业与资本层面,屈臣氏因为亚洲监管不确定性推迟伦敦IPO,美国将跨境贸易违规从行政罚款升级为刑事追责,都带来了新的产业问题,反映了当前跨境企业上市与跨境贸易的新变化,值得深入研究。

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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

This article summarizes 6 of the latest e-commerce and internet industry updates. Key takeaways are as follows:

1. Amap has launched a new location password feature that converts precise locations into 6-digit numeric codes. Recipients only need to search the code to get an accurate location, solving the inconvenience of sharing complex addresses. The feature works for multiple daily scenarios including meal pickup for food delivery, offline meetings, and emergency assistance, making daily location sharing much easier for average users.

2. Miniso has begun a trial operation of coffee and dessert services at some of its large-format stores, starting with its flagship superstore in Guangzhou. Pricing is budget-friendly, with American coffee at 19 RMB and lattes at 26 RMB. A nationwide rollout has not yet been confirmed, so interested users can visit a nearby location to try it out.

3. Additional updates include over 30% year-over-year growth in new merchants on JD.com, TikTok Shop ads doubling merchant sales, and tightened cross-border compliance rules in the US, all designed to help general readers quickly catch up on the latest industry changes.

This article’s industry updates offer valuable references for brands on channel expansion, product development, and marketing compliance. Key insights are as follows:

1. For channel development: JD.com is fully upgrading its "Chunxiao Plan" by 2026, committing 35 billion RMB in dedicated support resources and launching its "Merchant Growth PLUS" methodology. In the first half of 2024, new merchant registrations grew over 30% year-over-year; more than 3,000 brands have broken into the top 3 in their niche categories, and nearly 1,000 have claimed the top spot. The support program has delivered clear results, so brands looking to expand new channels may consider opening a store on JD.com.

2. For product and trend insights: Miniso’s cross-industry entry into coffee and desserts, with trial operations in its large-format stores, signals a growing trend of retail brands leveraging physical locations to add high-margin food and beverage offerings to boost foot traffic and revenue. Brands can draw inspiration from this cross-sector strategy. For cross-border brands, note that the US has tightened cross-border compliance and upgraded penalties to criminal liability, so compliance adjustments should be made in advance.

3. For marketing: TikTok Shop’s GMV Max ad tool can drive merchant sales up 181%, and major sports events can significantly boost sales of related product categories, offering a clear direction for brands looking to leverage event marketing.

This article’s updates provide clear opportunity signals and risk warnings for sellers. Key takeaways are as follows:

1. For domestic online store opportunities: JD.com has expanded merchant support this year, allocating 35 billion RMB in dedicated resources to provide end-to-end operational solutions and launching its "Merchant Growth PLUS" methodology. In the first half of the year, new merchant registrations grew over 30% year-over-year, and a large number of new brands have quickly climbed to the top of their niche categories. Sellers looking to launch an online store can leverage JD.com’s support to scale their business quickly.

2. For cross-border export opportunities: Tests show TikTok Shop’s GMV Max ad tool can drive seller sales up 181%, and sports events trigger massive spikes in sales of sports memorabilia—during the World Cup, related orders grew 4x. Cross-border sellers can test this ad tool and leverage sports marketing trends to create hit products.

3. For risk warnings: The U.S. Department of Justice has established a new global trade enforcement unit, upgrading cross-border violations from administrative fines to criminal liability and outlining four key categories of violations targeted for enforcement. Sellers engaged in cross-border trade should complete a compliance self-audit as soon as possible to avoid penalty risks.

This article’s industry updates offer new business opportunities and transformation insights for manufacturers. Key insights are as follows:

1. For product and order opportunities: Miniso’s cross-sector expansion into coffee and desserts shows retail brands are adding food and beverage categories, creating new demand for food and beverage production and supply. On TikTok Shop, sales of sports memorabilia grew 136% in the first half of the year, with surges in searches and orders for football-related products, signaling fast-growing consumer demand for sports-themed merchandise. Manufacturers can develop targeted products and partner with brands to secure new orders.

2. For digital transformation and private label development: JD.com’s expanded support for new merchants has driven over 30% year-over-year growth in new registrations, with many new brands quickly claiming top positions in niche categories. Manufacturers looking to launch their own private label e-commerce business can enter JD.com to leverage the platform’s support resources to scale quickly, proving the viability of this transformation path.

3. For export-focused manufacturers, expanding into TikTok Shop cross-border e-commerce allows you to capture the growth dividend of social commerce, as the platform’s ad tools can effectively drive sales growth.

This article’s industry updates help service providers identify industry trends and uncover new customer demand. Key insights are as follows:

1. For new customer pain points: The U.S. has formally established a new global trade enforcement unit, upgrading cross-border violations from administrative fines to criminal liability and outlining four key categories of violations for crackdown. This has sharply increased compliance risks for cross-border sellers, creating new demand for compliance services. Providers offering cross-border compliance consulting and compliance management can develop targeted solutions to capture this new market.

2. For industry trends: E-commerce platforms are now expanding support for new merchants, innovations in social commerce ad tools effectively drive GMV growth, and location tool innovations improve user experience. Providers offering e-commerce operations, advertising services, and technical services can follow platform updates to develop supporting service products that meet the new demands of merchants and platforms.

3. Cross-sector retail expansion has emerged as a new trend, with retail brands like Miniso entering physical food and beverage services. Service providers can develop new offerings around retail stores, including food and beverage operation and supply chain support, to capture new growth opportunities.

Multiple industry cases in this article offer references for marketplaces on merchant recruitment, operations, and product innovation. Key insights are as follows:

1. For merchant recruitment and operations: JD.com upgraded its Chunxiao Plan, committed 35 billion RMB in dedicated support resources, launched the Merchant Growth PLUS methodology, and provided end-to-end operational solutions. This drove over 30% year-over-year growth in new merchant registrations in the first half of the year, and nurtured more than 3,000 top brands in niche categories. This proves that expanding merchant support and building out comprehensive growth systems effectively boost merchant recruitment, a model worth adopting for all types of platforms.

2. For product innovation: Amap launched its 6-digit location password feature to solve the pain point of sharing complex addresses, addressing needs across multiple scenarios including food delivery pickup, offline meetings, and emergency assistance, and greatly improving location sharing efficiency. This shows that solving small user pain points with lightweight product innovation can effectively boost user stickiness and utility.

3. For operations: TikTok Shop’s innovation in ad tools drove merchant sales growth, and leveraging sports events boosted overall platform GMV, a strategy worth learning from. Platforms should also monitor new changes in cross-border compliance, promptly alert merchants to risks, and improve platform-level compliance management.

The industry updates covered in this article reflect multiple new trends and issues in retail e-commerce and cross-border trade, offering valuable insights for researchers. Key takeaways are as follows:

1. New trends in retail and e-commerce: Established retail brand Miniso is testing a "retail + F&B" cross-sector business model, trialing coffee and dessert offerings in large-format stores to explore new revenue growth paths. JD.com’s expanded support for new brands has driven fast growth in new merchants, with many new brands reaching top positions in niche categories in a short time, proving that the platform-enabled new brand incubation model is gradually maturing.

2. In cross-border e-commerce, TikTok Shop’s GMV Max ad tool can drive merchant sales growth of 181%, and major sports events significantly boost relevant consumption on social commerce platforms. This verifies the growth potential of social commerce and marks a new growth model worthy of in-depth research.

3. At the industrial and capital level, Watsons delayed its London IPO due to regulatory uncertainty in Asia, and the U.S. has upgraded cross-border trade violations from administrative fines to criminal liability. Both developments create new industrial issues and reflect recent changes in cross-border corporate IPOs and cross-border trade, making them worthy of further research.

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:上半年入驻京东新商家数同比增长超30%

据京东黑板报消息,2026年,京东全面升级“春晓计划”,加码投入350亿专项扶持资源,为商家提供全链路体系化经营解决方案。在此基础上,京东日前又正式发布“商家成长PLUS方法论”。2026上半年,京东新入驻商家数量同比增长超30%。3171个品牌冲进细分品类TOP3,近千个品牌登上细分品类TOP1。

第2条消息:高德上线“位置口令”功能

高德地图正式推出“位置口令”功能。该功能将精确地理位置转化为6位数字编码,用户可在高德App内一键生成并分享至电话、短信、社交平台或口头传达;接收方在高德搜索该数字即可精准定位。此举旨在解决复杂地址传递不便问题,提升位置共享效率与普适性,适用于紧急求助、外卖取餐、线下约见等场景。

第3条消息:名创优品开始卖咖啡了

近日,名创优品旗下“SUPER MINISO超级名创”广州店开始卖饮品甜点了。据网友晒出的点餐菜单,可颂华夫25元至28元不等;巴斯克蛋糕28元至39元不等。饮品方面,有精品咖啡系列、特调系列、香水椰系列。其中,美式19元,拿铁26元。名创优品在线客服回应称,核实到目前部分大型门店有卖,以咖啡和甜品为主。店铺才开始卖还在试运营阶段,后续全国门店推广暂未有通知。

第4条消息:长和分拆屈臣氏伦敦上市计划或推迟至明年

长和考虑将分拆屈臣氏集团往英国伦敦上市的计划进一步延至明年,因公司在亚洲地区面临潜在监管和其他复杂情况。屈臣氏集团原本计划今年秋季在伦敦和香港双重上市,预计集资20亿美元,公司估值约300亿美元。报道称,屈臣氏的潜在IPO或为淡马锡出售其所持有近25%权益的途径。除上市之外,屈臣氏集团也寻求出售至少一项资产。长和本月提交的文件显示,其正考虑出售法国香水品牌Marionnaud,但该交易可能构成“重大变动”,因此或需重新提交上市资料。

第5条消息:美国司法部正式设立贸易执法部门跨境合规监管再度收紧

日前,美国司法部正式设立全球贸易与商务执法部门。该部门下属于国家欺诈执法司,负责调查和起诉各类跨境贸易违规行为。这标志着美国贸易执法从行政罚款转向刑事追责模式,跨境贸易行业合规风险迎来量级提升。美国司法部官方披露的信息显示,调查重点围绕四类违法类型展开:首先是关税和税收欺诈,通过故意低报货值、伪造原产地等方式变相规避关税或骗取出口退税;二是供应链主体违规行为,如利用空壳进口商逃避责任、报关代理协助提供虚假慎报材料、选择执法相对宽松口岸违规清关等;三是产品安全与监管欺诈,通过伪造认证文件隐瞒有安全缺陷的产品,或进口未经许可、有造假可能的医疗产品;四是贸易管制违法行为,如规避强迫劳动禁令、非法进口木材及野生动植物产品、瞒报受出口管制的敏感商品。

第6条消息:TikTok Shop GMV Max测试销售额增长181%世界杯推动体育纪念品销量激增

Channelx最新数据显示,TikTok Shop在广告投放、体育消费及社交电商领域持续保持增长态势。英国机构Online Seller UK进行为期15天的GMV Max广告测试后,店铺销售额从1.59万英镑提升至4.46万英镑,总GMV增长181%。与此同时,体育赛事进一步带动平台消费需求。数据显示,今年1月至6月体育纪念品销量增长136%,其中签名球衣成为主要销售品类。自5月以来,“足球衫”搜索量增长3倍,世界杯开赛后相关订单增长4倍;英格兰球衣在赛事前两周搜索量更是上涨2000%。

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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FAQ回顾

2026年上半年京东新入驻商家数量同比增长多少?

2026年京东升级“春晓计划”加码投入350亿专项扶持资源,还发布了“商家成长PLUS方法论”,上半年新入驻商家数量同比增长超30%,3171个品牌冲进细分品类TOP3,近千个品牌登上细分品类TOP1。

名创优品现在有卖咖啡吗?

名创优品旗下“SUPER MINISO超级名创”广州店目前处于试运营阶段,已开售咖啡与甜品,美式定价19元、拿铁26元,可颂华夫25-28元、巴斯克蛋糕28-39元,暂未公布全国推广计划。

高德地图位置口令功能有什么作用?

高德地图位置口令功能可将精确地理位置转化为6位数字编码,用户可一键生成分享至各平台,接收方搜索编码即可精准定位,能解决复杂地址传递不便问题,适用于紧急求助、外卖取餐、线下约见等场景。

美国全球贸易与商务执法部门主要查哪些违法行为?

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