11月13日，中信证券研报显示，预计2025年双11电商大盘零售额增速10%~12%，与2024年大促增速大体持平。其中平台侧，预计抖音电商增速最高，为20%~25%；拼多多次之，增速为15%；京东增速为5%~10%；淘天GMV增速在5%以上。研报分析援引此前淘宝闪购披露的数据，称即时零售带来的新用户在双11期间的电商订单数超过1亿，但经过估算，GMV估算值约占同期电商总GMV的比重1%左右，“...
Source Link11月13日，中信证券研报显示，预计2025年双11电商大盘零售额增速10%~12%，与2024年大促增速大体持平。其中平台侧，预计抖音电商增速最高，为20%~25%；拼多多次之，增速为15%；京东增速为5%~10%；淘天GMV增速在5%以上。研报分析援引此前淘宝闪购披露的数据，称即时零售带来的新用户在双11期间的电商订单数超过1亿，但经过估算，GMV估算值约占同期电商总GMV的比重1%左右，“...
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