商贸零售行业周报:“双十一”收官 以即时零售与AI技术推动消费体验升级

国盛证券
Nov 16

1. 2025 年“双十一”大促已经收官,呈现以下特征:(1)在大促周期拉长的背景下,全网GMV 实现增速较快,京东增速最快且份额提升。1)根据星图数据显示,2025 年“双十一”购物节,全网电商销售总额为16950 亿元,同比增长14.2%(同比时间为2025 年10月7 日-11 月11 日VS2024 年10 月14 日-11 月11 日)。2)从各平台销售增速看,根据复旦消费大数据,京东...

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