Новости
Платформы, бренды, отчётность и новости рынка
Сопоставимые продажи Luckin упали на 11.1%, а расходы на доставку сократились на 38.1%
Расходы Luckin Coffee на доставку в третьем квартале снизились на 38.1% благодаря переходу заказов на самовывоз, а сопоставимые продажи собственных кофеен упали на 11.1%.
Более 10,000 торговых точек подключились к новой китайской платформе надёжных продавцов при запуске
Национальная платформа надёжных продавцов SAMR заработала 3 ноября, объединив более 10,000 торговых точек; её знак отображается в Baidu Maps, Meituan, Taobao Shangou и JD.
Pop Mart’s China online sales fell 45–50% in the third quarter
Pop Mart's China revenue fell 25–30% in Q3 2026, with online channels down 45–50% and offline channels down 5–10%.
CIIE 2026: China International Import Expo opens Nov 5 with 4,142 overseas exhibitors
The 9th China International Import Expo runs Nov 5–10, 2026 in Shanghai: 162 countries and organizations, 4,142 overseas firms, 440,000 m², faster customs for debut consumer goods.
China–Switzerland FTA Upgrade: Watches and Coffee Head for Zero Tariffs
China and Switzerland signed an FTA upgrade on Oct 30, 2026. MOFCOM says tariffs on Swiss coffee, machine tools and watches will be phased out, but the deal is not in force yet.
Tmall 11.11 government vouchers: 11 provinces offer up to 25% off
Eleven Chinese provinces and cities are issuing government vouchers on Taobao during Tmall 11.11, worth up to 25% and usable nationwide.
Douyin fake-persona clean-up: over 20,000 accounts acted on in October
Douyin acted on more than 20,000 accounts and removed over 47,000 videos for fake personas between 1 and 22 October, 100EC reported.
Fliggy 11.11: tour packages up nearly 100%, park tickets over 200%
Fliggy's 11.11 tour-package sales rose nearly 100 percent to 21 October, with theme-park and scenic-area tickets up more than 200 percent.
JD.com 11.11: service orders up more than 130% in first week
JD.com's service orders rose more than 130 percent in its 11.11 sale's first week, and sales in 1,098 categories more than doubled.
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.
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.
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.
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.
China holiday food tests: 1.93% of sampled batches failed
SAMR's holiday 'You Pick, We Test' campaign tested 131,000 food batches and found 2,531 unqualified, a failure rate of 1.93%.
China trade-in funds: full RMB 250 billion allocation completed
The NDRC sent a fourth RMB 62.5 billion batch of trade-in funds, completing 2026's RMB 250 billion allocation.
China express parcels: 150 billion reached 12 days earlier
China's 2026 express volume passed 150 billion items on 29 September, 12 days earlier than in 2025, SPB data show.
Нужен взгляд на ваш собственный бренд?
В наших брифах приводятся только факты из источников. О присутствии бренда в поиске, конкурентах и работе с платформами см. раздел консалтинга.