文｜姜娅 杨清朴 许英博廖原 单竹岭 尹佳伟2025年双11大促结束，结合三方数据平台及我们对于各平台今年以来的增速跟踪，我们预计双11期间（10月9日~11月11日）电商大盘GMV同比增速+10%~+12%，增速与去年双十一整体持平。平台侧，我们预计淘天GMV增速在+5%左右、京东在+5%~+10%、拼多多在+15%左右、抖音电商在+20%~+25%，大促期间各平台增速基本反映自身近1~...
Source Link文｜姜娅 杨清朴 许英博廖原 单竹岭 尹佳伟2025年双11大促结束，结合三方数据平台及我们对于各平台今年以来的增速跟踪，我们预计双11期间（10月9日~11月11日）电商大盘GMV同比增速+10%~+12%，增速与去年双十一整体持平。平台侧，我们预计淘天GMV增速在+5%左右、京东在+5%~+10%、拼多多在+15%左右、抖音电商在+20%~+25%，大促期间各平台增速基本反映自身近1~...
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