On October 22nd, New Consumer Daily reported that the main content of today's New Consumer Daily includes: the revenue of voice phones in new markets such as the Middle East and Latin America has surpassed that of Africa; Ozon, the largest online retailer in Russia, announced its delisting; In the third quarter of 2023, the national railway sent 1.15 billion passengers.
Industry Highlights
Number of stores for the first anniversary of the opening of Kudi Coffee: 6061
On October 22, the Associated Press of Finance reported that Qian Zhiya, chairman and CEO of COTTI COFFEE, issued an internal letter saying that 6061 stores had been opened on the first anniversary of its opening, covering 324 cities above prefecture level and counties directly under the jurisdiction of the country, covering all provinces in Chinese Mainland. Qian Zhiya proposed to reach 20000 global stores by 2025. It is understood that Kudi Coffee's business currently covers 28 countries and regions worldwide, and a global supply chain base has been established in Dangtu, Anhui, with the construction of a coffee roasting plant with an annual output of 45000 tons.
This year, Tmall Double 11 plans to acquire the largest scale of users for brand merchants
The pre-sale of Tmall Double 11 will start at 8pm on October 24th. In addition to promotional activities such as cross store full discounts, official discounts, "the lowest price on the internet", and "buy expensive but compensate", Taobao Live will collaborate with multiple top anchors and hundreds of brands to distribute an additional 1 billion red envelopes in the live broadcast room. In addition, the Taobao Double Eleven interactive mini game will also distribute a total of 1 billion red envelopes.
At the annual Tmall Double 11 press conference, Taotian Group CEO Dai Shan announced three major goals for this year's Tmall Double 11: to obtain the largest number of users for brand merchants; Precipitating brand assets to enhance brand strength; Returning to the original intention to give consumers a happy Double 11. In addition, Taotian Group will provide 10 free AI tools for small and medium-sized businesses, and gradually achieve AI intelligence in the entire chain of store opening, new product testing, and advertising placement.
The sales of live streaming e-commerce nationwide increased by 60.6% in the first three quarters
The person in charge of the E-commerce Department of the Ministry of Commerce introduced that in the first three quarters of 2023, new formats such as live streaming e-commerce had a strong development momentum. One is to drive consumption growth. 151 out of 170 national e-commerce demonstration bases have established live streaming bases, with nationwide live streaming e-commerce sales reaching 1.98 trillion yuan, an increase of 60.6%, accounting for 18.3% of online retail sales. Live streaming e-commerce has driven a zero growth rate of 7.7 percentage points.
The second is to promote entrepreneurship and employment. The number of active e-commerce anchors reached 3.374 million, an increase of 164.3%. The newly added e-commerce entities in Yiwu City account for 3/4 of the total number of newly added business entities. The third is to promote industrial transformation. The proportion of enterprise self broadcasting has increased to nearly half, and new scenarios such as store broadcasting, factory broadcasting, and mobile broadcasting are constantly expanding. Old brands have reached the internet through live streaming to expand their marketing channels.
Zhong Xuegao responds to unpaid wages
Recently, several netizens who claimed to be employees of Zhong Xuegao reported on social media that they were in arrears with their wages. In response, Zhong Xuegao stated that the company is actively resolving relevant disputes and is currently operating normally.
Channel insiders say that if there is sufficient supply, Huawei Mate60 Pro sales will be higher
Research firm Counterpoint recently revealed in an interview with foreign media that Huawei sold 1.6 million Mate60 Pro units within six weeks, of which over 400000 units were sold in the past two weeks.
A person familiar with Huawei's mobile phone channel said that in the current flat terminal market, a mobile phone sold 1.6 million units within six weeks of release, which is already at the top level in the industry. And the Mate60 Pro is currently out of stock, and if there is sufficient supply, sales may be higher. Huawei has not responded to this data yet.
Voice phones have surpassed Africa in revenue in new markets such as the Middle East and Latin America
Zixuan, Director of Investor Relations at Chuanyin Holdings, said that after Chuanyin's mobile phones went out of Africa, they have achieved good results in many markets such as Indonesia, Bangladesh, and Pakistan. In addition, it has also achieved good market share in some markets such as the Middle East, Latin America, and Central and Eastern Europe. It can be seen that the revenue share of voice phones in the new market has surpassed that of Africa. In the third quarter, more than 70% of the revenue from voice smartphones was contributed by the non African market.
Chengdu Releases Group Standards for Medical Beauty Advertising Release Standards
At the third AMWC China World Beauty and Anti Aging Conference held in Chengdu today, the group standard of "Chengdu Medical Beauty Advertising Release Standards" was officially released. This standard was developed with the participation of industry companies such as Meibei Yimei and Aimike, as well as some law firms.
Standard requirement: The advertising content should comply with good social customs and avoid creating "appearance anxiety". For the field of medical beauty, special attention should be paid to avoiding inappropriate associations between poor appearance and negative evaluation factors such as "incompetence", "laziness", "failure", and "poverty", or between outstanding appearance and positive evaluation factors such as "success" and "wealth".
Fresh news on cross-border sea trips
JD Power in the European E-commerce Market
According to reports, JD's Dutch registered retail platform Ochama is about to enter 19 markets including Lithuania. Ochama announced the expansion of its door-to-door delivery service to 19 other countries to strengthen its European business. According to reports, Ochama began operating in Europe a year and a half ago, with a network of pick-up points in the Netherlands, Germany, and Belgium. This month, it began providing next-day delivery services.
Russia's largest online retailer Ozon announced delisting
On October 20th, Russian e-commerce company Amazon, known as the "Russian version of Amazon," announced its voluntary delisting from Nasdaq and stated that delisting would not affect the company's business operations. On February 28th, 2022, Nasdaq suspended Amazon's trading.
Industry Opinion Express
Significant consumer effect driven by online retail in the first three quarters of 2023
The person in charge of the E-commerce Department of the Ministry of Commerce introduced that in the first three quarters of 2023, online retail had a significant effect on driving consumption.
One is the rapid growth of online retail. According to data from the National Bureau of Statistics, from January to September, the national online retail sales reached 10.8 trillion yuan, an increase of 11.6%, which is 4.8 percentage points higher than the growth rate of total retail sales of consumer goods. The contribution rate of physical online retail sales to social zero growth reached 33.9%. Secondly, various products sell well online. According to business big data monitoring, the growth of gold, silver, jewelry, communication equipment, and alcohol all exceeded 20%. The third is the rapid growth of online services. Online tourism services and online entertainment sales increased by 241.1% and 94.9% respectively, while online catering services increased by 27.4%.
In the third quarter of 2023, 1.15 billion passengers were sent by railways nationwide
China National Railway Group Co., Ltd. revealed that in the third quarter, the country's railways sent 1.15 billion passengers, an increase of 11.6% compared to the same period in 2019. On September 22, railway 12306 sold 26.952 million tickets, and on September 29, it sent 2.098 million passengers, both daily ticket sales and daily passenger traffic reaching historic highs.
Canalys reported a 3% decline in smartphone shipments in India in the third quarter of 2023
According to the Canalys report, in the third quarter of 2023, India's smartphone shipments reached 43 million units, indicating a gradual recovery in the market. Although the shipment volume decreased by 3% year-on-year, the quarter witnessed an improvement in the consumer environment, providing opportunities for manufacturers to release new machines. In the third quarter of 2023, Samsung maintained a leading position, accounting for 18% of the market share and shipping 7.9 million units. Xiaomi rose to second place with the release of its cost-effective 5G model, with a shipment volume of 7.6 million units. Vivo ranked third with a shipment volume of 7.2 million units, while realme and OPPO (excluding OnePlus) remained in the top five with shipments of 5.8 million and 4.4 million units, respectively.