Briefs
Kurze Briefings zu chinesischen Marktquellen, mit Quellenangaben. Wir berichten, was die Quelle sagt – keine Meinungen oder Empfehlungen.
Xiaohongshu 11.11: co-funded coupons target ‘friendly’ merchants
Ebrun reports Xiaohongshu's 11.11 co-funded coupons split costs with merchants, with beauty merchants recording the highest stated GMV multiple.
Baidu Index (百度指数) start: sign in with a Baidu account and search
Baidu Index runs a query once you sign in with a Baidu or Baidu ads account, enter a keyword and click “查看指数”; adding an unlisted keyword is paid and non-refundable.
China baby diapers: regulators find no formamide in 368 batches
A four-agency investigation found no formamide in 368 batches of baby diapers from 180 brands or in 210 retested blood samples.
China smart homes: plan leaves subsidy details to local authorities
China’s September smart home plan leaves subsidy categories and standards to local authorities and calls for interoperability standards and neighbourhood services.
Tmall 11.11 2026: one million brands, main sale starts 20 October
Alibaba says Tmall's 2026 11.11 festival involves one million brands and 70 million products, with the main sale starting on 20 October.
China trade: Q1–Q3 imports up 22.3%, cross-border e-commerce up 4.4%
China's Q1–Q3 2026 imports rose 22.3 percent to RMB 16.74 trillion; cross-border e-commerce trade grew 4.4 percent, customs said.
Shanghai Putuo vouchers: three retail rounds start on 16 October
Putuo’s October retail vouchers offer up to RMB 1,000 off, with weekly claim limits and redemption restricted to participating district stores.
Hong Kong Golden Week: over 1.41 million mainland visitors arrive
Hong Kong recorded around 1.6 million visitor arrivals during the 1–7 October 2026 Golden Week, including more than 1.41 million mainland visitors.
LVMH Q3 2026: organic revenue up 1%, China cited as less buoyant
LVMH's Q3 2026 organic revenue rose 1 percent; Fashion & Leather Goods fell 5 percent, with the group citing slower demand in China.
Hong Kong retail sales: August value up 5.6%, online sales up 9.9%
Hong Kong's August 2026 retail sales value rose 5.6 percent year on year to HK$32.1 billion; online sales rose 9.9 percent.
Meituan National Day report: long-distance trips over 800 km up 25.4%
Meituan's 2026 National Day report shows trips over 800 kilometres up 25.4 percent and multi-night hotel orders up 30.8 percent year on year.
ANTA Sports–PUMA deal: 29.06% stake completed for EUR 1,505.5 million
ANTA Sports completed its EUR 1,505.5 million purchase of a 29.06 percent PUMA stake on 7 October 2026, becoming PUMA's largest shareholder.
JD.com 101HOME: Shanghai store design includes 33 furnished homes
JD.com’s Shanghai 101HOME announcement describes 33 furnished homes, scan-to-purchase shopping and design, delivery and installation services.
QwenWork: browser automation is limited to the desktop client
QwenWork’s international FAQ limits browser automation and local file operations to desktop clients and separates web and desktop task records.
China manufacturing PMI: September 2026 reading rose above 50
China’s September 2026 manufacturing PMI reached 50.1 percent; medium-sized and small manufacturers remained below the 50 percent threshold.
China CPI: September 2026 prices rose 0.9% year on year
China’s September 2026 CPI rose 0.9 percent year on year, while food prices fell 1.7 percent.
MINISO YOYO: global GMV exceeds RMB 1 billion in nine months
MINISO reports over RMB 1 billion in nine-month YOYO GMV and a presence in 53 countries and regions.
UNIQLO China: mainland revenue rose about 3% in fiscal 2026
UNIQLO reported roughly 3 percent mainland China revenue growth in local currency, while Greater China revenue rose 11.3 percent in yen.
China services trade: exports rose 14.8% in January–August 2026
China's services exports rose 14.8% to RMB 1.99961 trillion in January–August 2026, with transport up 28.2% and travel 15.3%, MOFCOM said.
China advertising cases: Dettol video advertiser fined RMB 800,000
SAMR published seven advertising cases with fines of up to RMB 800,000; regulators handled 33,754 advertising cases in Q1–Q3 2026.
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