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一周电商大事:各大平台双十一大促周期陆续启动;中秋国庆拼假、自驾、多地游趋势明显

亿邦动力 2026-09-19 16:11
亿邦动力 2026/09/19 16:11

邦小白快读

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这篇汇总了近期各大平台双十一大促动向、中秋国庆消费趋势、知名品牌新品动态与实用消费提示,和日常消费决策、大促参与、假期安排高度相关。

1.大促实用信息:天猫超市、淘工厂、抖音、快手、B站等平台双11已陆续启动,天猫超市设新品专属流量通道、淘工厂投入16亿补贴供需两端、抖音延续官方立减15%玩法、快手配套千亿流量与消费补贴,消费者可提前关注优惠;拼多多正专项治理“AB货”问题,对货不对板的商家采取下架、禁上新等处罚,购物时可留意相关风险。

2.双节出行参考:今年中秋国庆拼假自驾、长线多地游趋势明显,国庆跨省游占比达82%,异地自驾订单占72%,机票预订量同比增44%,餐饮、酒店、景点的平台团购订单涨幅超50%,有出行计划可提前规划。

3.新品动态:京东首发19888元起的七鲜大厨家庭做饭系统,iPhone18系列京东预约超700万,豆包手机国补后5499元起,叮咚买菜推出9.9元价位有机调味品,可按需选择。

这篇汇总了各平台双11扶持政策、最新消费趋势、渠道布局动态、标杆品牌增长案例,可作为品牌制定大促策略、拓展渠道、研判消费方向的参考。

1.平台营销与渠道机会:天猫超市将核心可控流量用于新品孵化,配套百万试用、万人拼团资源,可实现新品一天冷启动,达到60%打爆率、10倍成交爆发,目标助力百大品牌千款超级新品打爆;淘工厂双11投入16亿扶持产业带供给;抖音电商过去一年助销农特产品135亿单,直播成农品上行核心增量渠道;京东、快手、B站均公布双11节奏,B站打通种草到第三方电商的转化路径,ZARA等品牌已入驻京东开设官方旗舰店。

2.消费趋势参考:双节期间长线游、拼假自驾、多地跨城游需求暴涨,餐饮、酒旅、景点团购消费涨幅超50%;小规格高性价比商品、家庭健康膳食解决方案、潮流消费需求增长明显,得物30岁以下用户占比70%,海外直邮订单较上线初期涨超4倍。

3.标杆经验参考:叮咚买菜独立自有品牌部门,推出9.9元有机调味系列,小规格SKU占比超50%,带动调味品销量同比增长74%;美的持续推进ToB业务与海外本地化布局,海外销售额占比超40%。

本文汇总了各大平台双11招商规则与扶持政策、违规治理要求、新兴消费增长方向、标杆经营数据,可为卖家调整经营策略、把握旺季机会、规避经营风险提供参考。

1.平台扶持与大促节奏:天猫超市开放新品冷启动通道,配套百万试用、万人拼团资源,可助力新品快速打爆;淘工厂双11全周期投入16亿元,通过商家激励、用户补贴直补供需两端;抖音双11将于10月启动,延续一件直降、官方立减15%玩法,9月已开放报名;快手双11投入千亿流量、数亿补贴,配套AI经营工具、分层商达政策提升匹配效率,活动从10月7日持续至11月15日;B站同步主流电商大促节奏,打通种草到站外转化的路径。

2.风险提示:拼多多正在开展“AB货”问题专项治理,对货不对板、向不同消费者发不同质量商品的违规行为,将采取下架商品、移除广告、禁止上新等处罚,需注意合规经营。

3.增长机会:双节期间餐饮、酒旅、景点、商超团购订单涨幅超50%,农特产品直播年销135亿单,长线出行相关消费、小规格高性价比商品、潮流品类需求增长显著,可提前布局。

本文汇总了平台产业带扶持政策、消费端商品需求变化、供应链数智化升级案例、渠道拓展方向,可为工厂对接电商渠道、调整产品结构、推进数字化升级提供参考。

1.产品设计生产方向参考:叮咚买菜自有品牌的小规格调味品销量同比增长400%,其新推的9.9元价位有机调味系列带动品类销量增长74%,高性价比小包装民生商品需求旺盛;京东推出的七鲜大厨整合净菜供应链与智能炒菜设备,净菜等家庭烹饪配套食材存在供给机会;农特产品、潮流户外、美妆、3C类商品在抖音、得物等平台增长迅猛,得物海外直邮订单较上线初期增长超4倍,跨境优质供给存在缺口。

2.商业合作机会:淘工厂双11投入16亿元扶持产业带供给,配套商家激励、用户补贴政策助力产业带商家拓销;美团闪购西北中心仓正式投用,为周边即时零售门店提供供应链支撑,快消品工厂可对接即时零售渠道供货。

3.数智化升级启示:菜鸟交付广州自研攀爬机器人仓,仓库面积利用率提升2倍、拣选效率大幅提升,可支撑大促24小时运转保障时效,工厂仓储环节可借鉴自动化升级思路提效。

本文汇总了电商、零售、物流领域的最新业态动向、技术落地案例、平台与商家的核心运营痛点,可为服务商挖掘客户需求、打磨服务产品提供方向参考。

1.行业发展趋势:双十一大促周期全面前置拉长,各平台均将AI提效、全域协同作为核心方向,商家对大促全周期运营、跨平台种草转化、AI经营工具的需求持续提升;即时零售、近场电商保持高增速,天猫超市近场闪购订单同比增长61%,美团闪购持续布局区域中心仓,商家对即时零售供应链搭建、仓配履约优化的服务需求不断上涨;直播电商持续成为农品上行、品牌增长的核心渠道,农货上行运营、商达匹配、直播间运营相关服务存在增长空间。

2.技术与方案参考:菜鸟自研攀爬机器人仓可将仓库面积利用率提升2倍、拣选效率大幅提升,能保障大促期间物流时效不降级,可为仓配服务商的自动化升级提供参考;京东整合AI膳食规划、净菜供应链、智能炒菜设备推出一体化家庭膳食解决方案,可作为生活服务类服务商整合产品与服务的思路参考。

3.客户痛点提示:拼多多治理“AB货”、小红书规范金融内容生态,商家对合规经营指导、内容合规审核的服务需求有所提升。

本文汇总了各大主流电商、生活服务平台的双11部署、供应链升级、治理动作、业务增长数据,可为平台优化运营策略、完善服务体系、把握竞争方向提供参考。

1.同行平台最新大促做法:天猫超市将核心流量倾斜新品孵化,目标助力千款新品打爆,其近场闪购业务同比增长61%;淘工厂投入16亿元扶持产业带商家,夯实供给优势;抖音、快手均公布双11分阶段活动节奏,配套流量补贴、AI经营工具、直降玩法吸引商家与消费者;B站打通“深度种草-外链引流-转化成交”的大开环路径,活动节奏与主流电商保持同步。

2.供应链升级参考:菜鸟落地攀爬机器人仓提升仓储效率,保障大促配送时效;京东在新疆开出首个生鲜冷链仓,提升北疆区域生鲜配送覆盖;美团闪购布局西北区域中心仓,支撑30分钟达的即时零售履约体验,均是平台通过供应链基建提升用户留存的可参考方向。

3.运营与风险规避参考:拼多多专项治理“AB货”问题,明确货不对板、差异化发货的处罚规则;小红书发布社区金融生态公约,明确内容边界与营销规范,通过规则治理提升社区信任度;农品上行、即时零售、双节本地消费等赛道增长明显,可作为重点招商与运营方向。

本文汇总了近期电商及零售领域的平台动作、品牌动态、行业运行数据,包含大量产业新趋势、模式创新、治理新动作的相关信息,可作为电商产业研究的一手参考素材。

1.产业新动向:双十一大促周期进一步前置拉长,各平台差异化竞争格局凸显,天猫侧重新品孵化与近场零售,抖音、快手侧重内容场景全域协同,B站主打站外种草引流的大开环模式;即时零售、近场电商持续保持高增速,直播电商成为农品上行核心渠道,过去一年抖音助销农特产品135亿单,近三年销售规模增长超90%;跨境潮流电商、AI结合消费硬件、零售自有品牌等赛道增长明显。

2.商业模式创新案例:京东推出七鲜大厨产品,整合AI膳食规划、净菜供应链、智能炒菜硬件为一体化家庭膳食解决方案;B站探索内容平台为电商平台引流的大开环成交路径;顺丰与爱玛合作打造“车+物流+服务”的一体化协同模式。

3.行业治理与运行数据:拼多多开展“AB货”专项治理,8家头部快递企业联合签署安全自律公约,小红书出台社区金融生态公约,平台治理逐步覆盖商品质量、生产安全、内容生态等多维度;2026年1-8月全国快递业务量累计达1340.6亿件,同比增长4.6%,行业保持稳速增长。

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Quick Summary

This roundup covers recent developments across major platforms’ Double 11 promotions, Mid-Autumn Festival and National Day consumption trends, new product launches from well-known brands, and practical consumer tips, all highly relevant to daily purchasing decisions, promotion participation and holiday planning.

1. Key promotion updates: Double 11 campaigns have kicked off across Tmall Supermarket, Taogongchang (Taobao Factory), Douyin, Kuaishou and Bilibili. Tmall Supermarket has launched dedicated traffic channels for new products; Taogongchang is allocating RMB 1.6 billion in subsidies to support both supply and demand sides; Douyin is retaining its 15% official instant discount mechanism; Kuaishou is rolling out RMB 100 billion in traffic support and consumption subsidies, so shoppers can track relevant offers in advance. Pinduoduo is running a dedicated crackdown on "AB goods" practices, imposing penalties including product delisting and new launch bans on merchants that ship mismatched items, and consumers are advised to watch for related purchase risks.

2. Holiday travel reference: This year’s combined Mid-Autumn and National Day holiday is seeing strong demand for self-driving trips with extended leave arrangements and long-haul multi-destination travel. Cross-province trips account for 82% of National Day travel bookings, intercity self-driving orders make up 72% of total self-driving bookings, flight reservations are up 44% year over year, and group-buying orders for catering, hotels and scenic spots on local service platforms have risen more than 50%. Travelers are advised to plan itineraries ahead of time.

3. New product updates: JD.com has launched the 7 Fresh Chef home cooking system starting at RMB 19,888; reservations for the iPhone 18 series on JD.com have exceeded 7 million; the Doubao AI phone is priced from RMB 5,499 after national subsidies; Dingdong Maicai has rolled out organic condiments at the RMB 9.9 price point, for shoppers to select based on individual needs.

This roundup compiles Double 11 support policies across platforms, latest consumption trends, channel layout updates and benchmark brand growth cases, serving as a reference for brands to develop promotion strategies, expand channel presence and assess consumption directions.

1. Platform marketing and channel opportunities: Tmall Supermarket is directing core controllable traffic to new product incubation, paired with resources including million-unit trial programs and 10,000-person group buying, to enable one-day cold start for new products, deliver a 60% hit rate for blockbuster products and 10x transaction growth, with the goal of helping 100 major brands launch 1,000 hit new products. Taogongchang is investing RMB 1.6 billion during Double 11 to support industrial belt supply. Douyin E-commerce helped sell 13.5 billion orders of agricultural specialty products over the past year, making livestreaming a core incremental channel for agricultural goods going to market. JD.com, Kuaishou and Bilibili have all announced their Double 11 schedules; Bilibili has opened up conversion paths from content seeding to third-party e-commerce platforms, and brands including ZARA have opened official flagship stores on JD.com.

2. Consumption trend insights: Demand for long-haul travel, extended-leave self-driving trips and multi-city cross-regional travel surged during the combined holiday, with group-buying consumption for catering, hotel and travel, and scenic spots rising more than 50%. Demand for small-format high cost-performance products, family healthy meal solutions and trendy consumer goods is growing markedly; users under 30 account for 70% of Dewu’s (Poizon) user base, and its cross-border direct mail orders have risen more than fourfold since the service launch.

3. Benchmark case reference: Dingdong Maicai established an independent private label division and launched a RMB 9.9 organic condiment series, with small-format SKUs making up more than 50% of the category, driving a 74% year-over-year increase in condiment sales. Midea continues to advance its ToB business and overseas localized operations, with overseas revenue accounting for more than 40% of total sales.

This article aggregates Double 11 merchant recruitment rules and support policies across major platforms, violation governance requirements, emerging consumption growth directions and benchmark operating data, providing reference for sellers to adjust operating strategies, capture peak season opportunities and mitigate compliance risks.

1. Platform support and promotion timelines: Tmall Supermarket has opened a cold start channel for new products, supported by million-unit trial and 10,000-person group buying resources to help new products quickly gain traction. Taogongchang is investing RMB 1.6 billion throughout the full Double 11 cycle, directly subsidizing both supply and demand sides via merchant incentives and consumer subsidies. Douyin’s Double 11 campaign will launch in October, retaining its single-item direct discount and 15% official instant discount mechanics, with merchant registration opened in September. Kuaishou is allocating RMB 100 billion in traffic and hundreds of millions in subsidies for Double 11, paired with AI operating tools and tiered merchant-creator matching policies to improve pairing efficiency, with the campaign running from October 7 to November 15. Bilibili is aligning its promotion timeline with mainstream e-commerce platforms, and has opened up conversion paths from content seeding to off-platform transaction sites.

2. Risk alert: Pinduoduo is conducting a special rectification of "AB goods" practices, and will impose penalties including product delisting, ad removal and new launch bans on violations such as shipping mismatched items or sending different quality products to different consumers; merchants are advised to prioritize compliant operations.

3. Growth opportunities: During the combined holiday, group-buying orders for catering, hotel and travel, scenic spots and supermarket retail rose more than 50%; annual livestream sales of agricultural specialty products reached 13.5 billion orders; demand for long-haul travel-related consumption, small-format high cost-performance goods and trendy categories is growing significantly, making these areas worth pre-positioning inventory and operations for.

This article summarizes platform industrial belt support policies, shifts in consumer-side product demand, supply chain digital and intelligent upgrading cases, and channel expansion directions, providing reference for factories to connect with e-commerce channels, adjust product structures and advance digital transformation.

1. Product design and production direction reference: Sales of small-format condiments under Dingdong Maicai’s private label rose 400% year over year, and its newly launched RMB 9.9 organic condiment series drove 74% category growth, indicating strong demand for affordable small-packaging daily necessities. JD.com’s 7 Fresh Chef offering integrates prepared vegetable supply chains and smart cooking equipment, creating supply opportunities for home cooking supporting ingredients such as pre-prepared produce. Agricultural specialty products, trendy outdoor goods, beauty products and 3C categories are seeing rapid growth on platforms including Douyin and Dewu; Dewu’s cross-border direct mail orders have increased more than fourfold since launch, pointing to a supply gap for high-quality cross-border goods.

2. Business cooperation opportunities: Taogongchang is investing RMB 1.6 billion during Double 11 to support industrial belt supply, with merchant incentives and consumer subsidy policies to help industrial belt merchants expand sales. Meituan Flash Purchase’s northwest regional central warehouse has officially gone into operation, providing supply chain support for surrounding instant retail stores, creating partnership opportunities for FMCG factories to supply instant retail channels.

3. Digital upgrading insights: Cainiao has put a self-developed climbing robot warehouse into operation in Guangzhou, doubling warehouse space utilization and significantly improving picking efficiency to support 24/7 operations during promotion periods and guarantee delivery timeliness; factories can reference automated upgrading approaches to improve warehouse efficiency.

This article compiles the latest business trends in e-commerce, retail and logistics, technology implementation cases, and core operational pain points of platforms and merchants, providing direction for service providers to identify client needs and refine service offerings.

1. Industry development trends: The Double 11 promotion cycle has been comprehensively moved forward and extended across all platforms, with AI-enabled efficiency improvement and omni-channel synergy set as core priorities; merchant demand for full-cycle promotion operations, cross-platform seeding and conversion, and AI operating tools continues to rise. Instant retail and near-field e-commerce maintain high growth: Tmall Supermarket’s near-field flash purchase orders rose 61% year over year, Meituan Flash Purchase continues to build out regional central warehouses, and merchant demand for services related to instant retail supply chain construction and warehouse-delivery fulfillment optimization is growing steadily. Livestream e-commerce remains a core channel for agricultural product market access and brand growth, leaving room for growth in services including agricultural product upward operation, merchant-creator matching and livestream studio operations.

2. Technology and solution reference: Cainiao’s self-developed climbing robot warehouse doubles warehouse space utilization and significantly improves picking efficiency, preventing delivery slowdowns during promotion periods, and can serve as a reference for warehouse and distribution service providers pursuing automation upgrades. JD.com has launched an integrated family meal solution combining AI meal planning, prepared vegetable supply chains and smart cooking equipment, providing a reference for lifestyle service providers to integrate product and service offerings.

3. Client pain point reminder: Amid Pinduoduo’s "AB goods" rectification and Xiaohongshu’s regulation of financial content ecology, merchant demand for compliant operation guidance and content compliance review services has increased.

This article rounds up Double 11 deployments, supply chain upgrades, governance actions and business growth data across major mainstream e-commerce and local service platforms, providing reference for platforms to optimize operational strategies, improve service systems and identify competitive directions.

1. Latest promotion practices of peer platforms: Tmall Supermarket is tilting core traffic toward new product incubation, with the goal of supporting 1,000 new products to become blockbusters, and its near-field flash purchase business grew 61% year over year. Taogongchang is investing RMB 1.6 billion to support industrial belt merchants and strengthen supply advantages. Douyin and Kuaishou have both announced phased Double 11 campaign schedules, paired with traffic subsidies, AI operating tools and direct discount mechanics to attract merchants and consumers. Bilibili has opened up an open-loop path of "in-depth content seeding – external link traffic diversion – transaction conversion", aligning its campaign schedule with mainstream e-commerce platforms.

2. Supply chain upgrading reference: Cainiao has launched a climbing robot warehouse to improve warehousing efficiency and guarantee promotion period delivery timeliness; JD.com opened its first fresh produce cold chain warehouse in Xinjiang to expand fresh delivery coverage in northern Xinjiang; Meituan Flash Purchase built a northwest regional central warehouse to support 30-minute delivery for instant retail fulfillment. All these cases represent reference directions for platforms to improve user retention via supply chain infrastructure investment.

3. Operations and risk mitigation reference: Pinduoduo launched a special rectification of "AB goods" issues, clarifying penalty rules for mismatched shipments and differentiated delivery; Xiaohongshu released a community financial ecology convention, defining content boundaries and marketing specifications to improve community trust via rule-based governance. Sectors including agricultural product upward mobility, instant retail and combined-holiday local consumption are seeing notable growth, and can be prioritized for merchant recruitment and operational resources.

This article compiles recent platform moves, brand updates and industry operating data in the e-commerce and retail sector, covering extensive information on new industry trends, model innovations and new governance actions, serving as first-hand reference material for e-commerce industry research.

1. New industry dynamics: The Double 11 promotion cycle is being further moved forward and extended, with a clear differentiated competition pattern across platforms: Tmall focuses on new product incubation and near-field retail, Douyin and Kuaishou emphasize omni-channel synergy in content scenarios, and Bilibili positions itself on an open-loop model driving traffic from content seeding to external e-commerce transactions. Instant retail and near-field e-commerce continue to maintain high growth, and livestream e-commerce has become a core channel for agricultural products to reach urban markets: Douyin helped sell 13.5 billion orders of agricultural specialty products over the past year, with the sales scale of the segment growing more than 90% over the past three years. Cross-border trendy e-commerce, AI-integrated consumer hardware, and retail private labels are among the fast-growing tracks.

2. Business model innovation cases: JD.com launched its 7 Fresh Chef product, integrating AI meal planning, prepared vegetable supply chains and smart cooking hardware into an integrated family meal solution. Bilibili is exploring an open-loop transaction path where content platforms drive traffic to e-commerce platforms for conversion. SF Express partnered with Aima to create an integrated "vehicle + logistics + service" collaborative model.

3. Industry governance and operating data: Pinduoduo launched a special rectification of "AB goods" issues; eight leading express delivery enterprises jointly signed a safety self-discipline convention; Xiaohongshu introduced a community financial ecology convention, as platform governance gradually covers multiple dimensions including product quality, production safety and content ecology. In the first eight months of 2026, national express delivery volume totaled 134.06 billion pieces, up 4.6% year over year, indicating steady industry growth.

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【亿邦原创】各大平台双十一大促周期陆续启动;中秋国庆拼假、自驾、多地游趋势明显

平台动作

阿里巴巴

1 天猫超市双十一正式启动

9月17日,天猫超市在杭州召开双11商家大会。双11期间,天猫超市将把可控流量用于新品孵化,通过百万试用、万人拼团等渠道,让新品一天快速冷启动,实现60%的打爆率和10倍的成交爆发,助力百大品牌1000款超级新品打爆,成为品牌上新阵地。近场闪购在去年基础上持续引领第一增速,订单同比增长61%,带动成交额破亿、破千万的商家数量创下新高。

2 淘工厂双11全周期投资16亿元 推出四大扶持举措

淘工厂、国货严选2026年双11商家大会近日举办,会上分享了国货严选半年GMV再翻倍的消息,同时公布了2026年天猫双11的重点动作:全周期投资16个亿,推出四大举措扶持产业带供给,集中通过商家激励、用户补贴等让消费者、商家直接受益。

3 菜鸟交付广州首个攀爬机器人仓

菜鸟近日在广州向客户交付当地首个新一代自研攀爬机器人仓库,仓库面积利用率提升了2倍,拣选效率也得到大幅度提升。该仓库服务于天猫超市,确保广东地区消费者的半日达、当日达快递体验,双十一期间,这座仓库将保持24小时运转,保障大促期间快递时效体验不降级。

京东

1 京东发布“七鲜大厨”,“三合一做饭系统”进入家庭餐桌

9月16日,京东发布“七鲜大厨”,将其定位为“家庭健康膳食执行官”,把AI膳食规划、净菜供应链和智能炒菜设备打包售卖。用户提供体检报告、家庭情况及饮食偏好,AI负责规划每日食谱,京东将净菜配送到家,再由炒菜机器人完成烹饪。

七鲜大厨面向家庭用户的专业版首发价格为19888元(含一台家庭烹饪机器人+净菜消费权益+一年净菜配送等服务)。首批将在北京、上海、广州、深圳等城市开启预售,并按照用户预订顺序陆续交付。

2 京东美酒超级品类日累计成交额同比增长30%

京东超市数据显示,9月14日00:00至9月16日24:00举行的美酒超级品类日活动,累计成交额同比增长30%,全域累计曝光超5亿。品牌方面,茅台成交额同比增长23%,郎酒增长95%,古井贡酒增长140%,珍酒增长350%,尼雅葡萄酒增长370%,习酒陈年酒增长260%;单品成交方面,茅台金王子整箱装成交同比增长1088%,国窖1573经典礼盒增长300%,茅台2018年飞天整箱装达同比增长20倍。

3 京东物流新疆首个生鲜冷链仓开仓

京东物流在新疆的首个生鲜冷链自营仓日前正式开仓运营,京东生鲜冷链服务首次覆盖北疆地区。该仓落地乌鲁木齐物流园区,仓储面积约2000平方米,日处理能力超4000单,开仓后,服务北疆地区超450条配送线路,全面提升区域生鲜配送时效与服务品质。乌鲁木齐、石河子、五家渠、昌吉实现生鲜最快当日达,阿勒泰、克拉玛依、吐鲁番、塔城、伊犁、北屯等地最快次日达。

拼多多

1 拼多多出手治理“AB货”

日前,拼多多发布《关于进一步加强“AB货”问题专项治理公告》,规范平台商品发布、直播间等渠道中商品信息、质量与实际发货不一致的问题。

公告显示,平台将依据相关法律法规、国家标准、平台协议及规则,加强对“AB货”问题(指消费者收到的商品与商家发布的信息不符,或针对不同消费者提供质量不同的商品)的专项治理。对于违规行为,平台将依据相关法律法规及平台规则,结合商家违规情形的严重程度采取包括下架商品、移除广告、禁止上新在内的相应处理措施。

字节跳动

1 抖音电商公布双11活动节奏

抖音电商日前开启双11招商大会,将于10月正式开启2026年双11大促,至11月11日结束,具体开启时间暂未公布。本届抖音双11主要分为三个阶段:10月开门红阶段、贯穿10月至11月的正式阶段,以及11月的狂欢日阶段。核心玩法仍延续以往大促的一件直降和官方立减15%,9月14日已开启报名。

2 抖音电商:过去一年累计助销各类农特产品135亿单

抖音电商2026丰收大会近日举行,现场发布《2026丰收节抖音电商农产品消费数据报告》。数据显示,2025年9月至2026年9月,平台累计销售各类农特产品135亿单,近三年销售规模累计增长超90%,日均有3235万件农货包裹从产地发往全国。直播电商已成为农品上行的重要增量渠道。

3 抖音生活服务:中秋国庆团购订单量同比增长66%

抖音生活服务近日发布中秋国庆消费前瞻数据:“双节”消费需求爆发,9月8日至14日,平台团购订单量同比增长66%,其中,抖音餐饮团购订单量同比增长近80%,商超购物券订单量同比增长超98%,酒店宾馆订单量同比增长近77%,景点团购订单量同比增长超52%。同期,平台旅游出行相关内容数量同比增长41%。

快手

1 2026快手双11购物节招商全面启动

9月15日,2026年快手电商双11正式启动招商,平台将投入千亿流量、数亿补贴。活动周期从10月7日持续至11月15日,整体节奏分为抢跑预售(10.7-10.13)、开门红(10.14-10.19)、品类日(10.20-11.7)、收官期(11.8-11.11)、爆款返场(11.12-11.15)五个阶段。

今年双11,快手电商将以“AI提效、全域协同”为核心,投入千亿流量激励和数亿用户补贴,并推出分层商达政策、星品计划及AI经营工具,进一步提升商品、达人、流量与用户的匹配效率,助力商家把握年末消费旺季,实现全域增长。

小红书

1 小红书发布首份《社区金融生态公约》

9月15日,小红书在其金融生态治理开放日上发布首份《社区金融生态公约》。公约对社区鼓励的专业内容和非法荐股等八类禁止内容做了明确划分,同时对平台上的金融营销行为做出规范。据小红书商业金融行业负责人披露,过去一年,小红书金融相关内容月均发布量近200万篇、月均评论数约1200万条,金融月活用户中75%有搜索行为,金融产品相关搜索词同比增超110%。

美团

1 美团闪购西北中心仓正式投用

位于西咸新区秦汉新城周陵先进制造产业片区的美团闪购供应链项目近日正式投入运营。该项目在领港秦汉新城物流园租用20000平方米库房,定位为小柴购西北区域供应链中心仓。小柴购是美团闪购旗下的闪电仓品牌,这一中心仓将为西安、咸阳的社区闪电仓门店提供商品集中存储、分拣拆零与调拨中转等供应链支撑服务,最终支撑美团闪购实现“线上下单、30分钟送达”的即时零售履约能力。

2 美团数据:中秋国庆机票预订量同比增长44%

美团数据显示,今年中秋国庆机票预订量同比增长44%,其中飞行距离超过2000公里的长线机票预订量同比增长76%,占比超过四分之一;预订两个及以上目的地的机票用户同比增长70%。假期变长,人们的出行半径随之大幅拉长。越来越多人不再局限于两地往返,而是把假期拆成分段式旅途。

滴滴

1 滴滴租车:中秋国庆期间近20%用户拼假自驾

临近中秋国庆双节假期,滴滴租车预订数据显示,拼假长线游、异地落地自驾、西部环线深度慢游成为双节出行新风向。近20%的用户选择拼假自驾,将双节租车平均租期提升到5天,较暑期3.5天的平均租期有显著增长。“飞机/高铁+落地取车”的异地自驾模式成为主流,异地租车订单占比高达72%。从城市来看,乌鲁木齐、成都、北京延续暑期出行热度,仍然稳居全国热门取车城市前列。

得物

1 得物11周年全员信:月服务用户规模达亿级

9月17日,得物发布11周年全员信,数据显示,得物每月服务用户规模亿级为单位,30岁以下用户占比70%。平台已在潮流运动、户外、美妆、奢品、3C、珠宝等赛道建立优势心智与差异化服务。截至7月底,得物APP海外直邮订单量较上线初期增长超4倍,玩具乐器增长超7倍,饰品增长近6倍。在线鉴别服务用户量增长184%,累计服务用户突破16亿次,服务遍及186个国家。

携程

1 携程Q2营收157亿 账面转亏 国际业务成亮点

9月16日,携程集团发布2026第二季度及上半年业绩公告。第二季度,携程净营业收入157亿元,同比增长6%,环比下降3%。

受SAMR反垄断处罚52亿元影响,携程第二季度净亏损24亿元。同期,携程国际平台收入同比增长超过50%,入境游收入在较高基数上继续保持高双位数增长。亚太是主要增量来源,欧洲与美洲市场则在较小基数上跑出更快增速。

2 携程十一出行预测:国庆跨省游占比达82%

携程近日发布2026中秋国庆双节出游预测报告,数据显示,每十位游客中就有一位将中秋、国庆合并连休,由此延展出全年最长出游窗口,推动双节整体出游热度稳中有升。从出游半径看,中秋假期以周边短途游为主,跨省出行占比偏低;进入国庆黄金周后,跨省游占比跃升至82%。连休人群的目的地榜单中,上海、北京、广州等一线及区域中心城市仍位居前列,昆明、乌鲁木齐等远途城市跻身前十。

哔哩哔哩

1 B站双11攻略 打通“种草+大开环+转化”成交路径

B站发布双11大促攻略资料包,重点给大家电行业、数码小家电、PC行业、家居家装行业、美妆行业、鞋服行业、大健康行业、宠物行业发布了相关大促攻略。

在活动节奏上,与京东、淘宝等电商平台活动节奏基本保持一致,9月15日至10月初为蓄水预热期,国庆节后进入爆发期,11月12日后进入长尾期。整体策略基本围绕着“深度种草——大开环(为淘宝、京东等外链引流)——高转化”的成交路径。

品牌动态

1 叮咚买菜成立战略委员会 发力自有品牌叮咚V5

叮咚买菜近日正式成立PB战略委员会,由核心高管带队;叮咚V5等自有品牌商品开发部门将从原有的标品等商品开发事业部独立,专项负责自有品牌商品的规划、开发、运营及标准建设全链路工作。同时,叮咚V5宣布,在粮油调味品类集中推出9.9元价位的有机调味系列,9月,叮咚V5调味品销量同比增长74%,小规格SKU在叮咚V5品牌调味品中占比已超过50%,小包规商品销量同比增长400%。

2 iPhone新品京东自营店预约量超700万

iPhone 18 Pro系列近日正式开启预售。京东数据显示,Apple产品京东自营旗舰店iPhone新品预约量突破700万,其中iPhone 18 Pro系列预约用户占比超六成。

3 豆包手机上市开售 国补到手价5499元起

“豆包手机”努比亚NaviX Ultra近日正式开售,搭载第五代骁龙8至尊版移动平台,采用长鑫、三星等最高速率达10667Mbps的LPDDR5X存储产品,已支持出行、音乐、地图等第三方服务生态。售价方面,12GB+512GB为5999元,16GB+512GB为6499元,16GB+1TB为7499元,国补到手价5499元起。

4 美的披露2026半年报 推进ToB及海外本地化布局

9月15日,美的召开2026年半年度业绩线上说明会,披露上半年经营数据及后续业务规划。

据半年报披露数据,2026年上半年,美的实现营业总收入2610.5亿元,同比增长3.5%,归母净利润264.5亿元,同比增长1.7%。当前美的ToB业务收入占总营收比重已从2020年的18.5%提升至2025年的26.8%,成为业务增长的重要组成部分。海外销售额占总销售额比例超40%,产品出口覆盖全球200余个国家和地区,海外自有品牌业务收入占智能家居板块海外收入比例超50%。

5 顺丰速运与爱玛签署深度合作协议

顺丰速运与爱玛科技集团近日签署深度合作协议,依托双方在各自领域的核心优势,全面打通两轮出行全产业链与智慧物流体系,创新搭建“车+物流+服务”一体化协同模式。由顺丰为爱玛科技量身定制专属整车供应链、终端服务、绿色出行一体化综合服务方案,将高品质物流服务深度融入出行全场景价值体系。

6 星巴克中国门店总数达8238家

据星巴克中国咨询中心官网消息,截至9月15日,星巴克中国门店总数已达8238家。2026财年至今,星巴克中国净增门店227家,新进入69个县级市场。

同日,星巴克新一代旗舰店“星巴克臻选星意坊”正式落地北京SKP。该店是“千店千面”战略在商业地标场景的实践,提供臻选咖啡、意式甜品及限定商品。

7 奈雪发布2026年上半年财报 营收下滑仍未扭亏

8月26日,奈雪发布2026年上半年财报,当期营收18.93亿元,同比下降13.1%,期内亏损0.97亿元,同比收窄约18%,暂未实现扭亏。随着这份财报披露,国内6家上市新茶饮企业2026年半年报全部出炉,奈雪是6家企业中唯一营收下滑且持续亏损的主体。

8 花知晓新品发布

9月14日19点,花知晓新品“雪花芭蕾”系列正式发布,9月14日至9月19日为新品宣发期,9月19日20点新品将正式发售。

今年5月珀莱雅控股后,花知晓首次推出双头唇釉新品,引起较高关注。正式上新当晚,花知晓小红书等官方账号发布新品实物视频。当晚,部分博主发布了此次新品的开箱及试用图文与视频。评论区新品口碑略有回暖。

9 泡泡玛特上半年营收171.73亿元

泡泡玛特2026年上半年实现营收171.73亿元,同比增长23.8%;公司拥有人应占溢利50.38亿元,同比增长10.1%。营收成绩低于市场预期,净利润增长也明显慢于上年同期。

中国市场仍是基本盘,上半年贡献收入122.01亿元,同比增长47.3%,占总营收比重提升至71.0%。其中线上渠道收入同比增长62.7%,自研“抽盒机”APP收入同比大涨83.3%,抖音平台收入增长74.0%。

10 ZARA及ZARA HOME全系产品正式入驻京东

近日ZARA及ZARA HOME全系产品正式入驻京东,开设官方旗舰店,涵盖男女装、童装、鞋包配饰及家居等品类,并与全球同步上新,部分设计系列及艺术家联名产品亦同步在列。这是继Inditex集团旗下Massimo Dutti之后,ZARA核心品牌首次全面进驻京东平台。

11 Babycare纸尿裤入选美国Parents’Picks Awards两大年度榜单

近日,中国母婴品牌Babycare旗下高端纸尿裤产品系列CLOUD SKIN™入选美国知名母婴消费品评选奖项Parents’Picks Awards(家长首选奖)「2026年度最佳婴幼儿产品」与「2026年度最佳学龄前儿童产品」两大年度榜单。该奖项是母婴、儿童及家庭消费品领域具有广泛影响力的第三方商业认证奖项之一。

产业要闻

1 国家邮政局:1—8月快递业务量累计完成1340.6亿件

近日国家邮政局公布2026年1—8月邮政行业运行情况。1—8月,邮政行业业务收入(不包括邮政储蓄银行直接营业收入)累计完成12304.5亿元,同比增长6.0%。其中,快递业务收入累计完成10289.2亿元,同比增长7.4%。邮政行业寄递业务量累计完成1454.6亿件,同比增长4.0%。其中,快递业务量累计完成1340.6亿件,同比增长4.6%。

2 8家快递企业联合签署快递安全自律公约

中国快递协会日前正式发布《中国快递协会以安全为中心的自律公约》,中国邮政速递物流、顺丰、京东、中通、圆通、申通、韵达和极兔等8家国内主要品牌快递企业总部的授权代表,共同签署自律公约。公约核心内容突出四大亮点:一是突出企业总部责任,明确总部快递企业主要负责人为安全生产第一责任人;二是覆盖全链条安全;三是明确第三方管理责任;四是建立自律监督机制。

本文首发于 亿邦动力 官方网站

文章来源:亿邦动力

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