2025双11深度战报:近1.7万亿GMV,平台品类分化加剧

第一财经
Nov 17, 2025

文/陆泓漫长的双11告一段落,总算到了打扫战场的时候。虽然各大平台的总成交额数字姗姗来迟,但这为期一个多月的周期里,发生的故事实在太多,平台的表达欲仍然很强。相较以往简单地给出一个巨大的GMV数字,如今平台披露的数字和细节更具体、更详实,比如淘宝闪购作为巨大的流量入口给双11贡献了超1亿的新客订单,京东下单用户数增长40%、订单量增长近60%……旁观者能从中获取的信息也在不断增加。总体情况:...

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