As an annual e-commerce promotion event, the "Double Eleven" shopping festival is quite attractive to consumers. With the end of the "Double Eleven" in 2023, the recent e-commerce platform war report has been disclosed, a number of data performance bright. A number of A- share listed companies have been preparing for the "Double Eleven" since the pre-sale. Recently, many companies have also disclosed relevant transaction data.

"Double Eleven" Shopping Carnival Ends, Many Data Record Highs

at zero o'clock on November 12, 2023 "double eleven" officially ended.

data show that during the "double eleven" period, 402 brands on tmall platform sold more than 100 million yuan, of which 243 were domestic brands and 38000 brands sold more than 100 percent year on year. This year's "Double Eleven", Taobao live broadcast ecological prosperity. As of 23:59 p. m. on November 11, Taobao's 58 live broadcast rooms had sold more than 100 million yuan, 7 talent anchors and 7 brand stores had sold more than 100 million yuan for the first time, and 451 store live broadcast rooms had sold more than 10 million yuan.

jingdong war report shows that as of 23:59 p. m. on November 11, the total number of viewers of jingdong's live sales exceeded 0.38 billion, with a total of more than 60 brands selling in 1 billion yuan, the turnover of nearly 20000 brands increasing more than 3 times year-on-year, and the volume of new business orders increasing more than 5 times month-on-month.

according to the data report of "double 11 good things festival of tremolo mall", from October 20 to November 11, the total live broadcast time in the live broadcast room of tremolo e-commerce company was 58.27 million hours, the short video of hanging shopping cart was played 169.7 billion times, and GMV of tremolo mall increased by 119 year on year.

Pinduoduo data show that during this year's "Double Eleven" promotion period, 10 billion subsidy orders increased by 107 year-on-year, 10 billion subsidy users exceeded 0.62 billion. Pinduoduo's tens of billions of subsidies for mobile phones, digital, home appliances and other products are still the "most fragrant" choices for consumers. Many brands of large and small home appliances have made a good start, and more than 20 sub-categories have doubled.

Data show that during the "Double Eleven" this year, the outdoor sports industry showed explosive growth, with sales of cycling, skiing, and outdoor shoes and clothing products increasing by 300 year-on-year. And with the national tide hot, the major e-commerce platform, the national brand is highly sought after by consumers. According to the data of China International Electronic Commerce Center Research Institute, among the top 20 brands in online retail sales, domestic brands occupy 11 seats.

with the passion of online orders, express logistics industry also ushered in the "peak" test. Monitoring data from the State Post Bureau show that from November 1 to 11, 2023, postal express enterprises across the country collected a total of 5.264 billion express parcels, an increase of 23.22 percent over the same period last year, and the average daily business volume was 1.4 times that of weekdays. Among them, on November 11, postal express companies across the country collected 0.639 billion express parcels, 1.87 times the usual business volume, an increase of 15.76 percent over the same period last year.

Shentong Express (002468.SZ) has disclosed that on October 18, 2023, the "Double Eleven" will be fully launched. In terms of capacity construction, before the "Double Eleven", Shentong Express Nanchang, Luoyang, Xi 'an, Lanzhou, The five new transfer centers in Xinjiang will be put into production one after another, continue to expand the production capacity of the entire network, and meet the peak test.

these listed companies disclosed the turnover of many companies' products exceeded 100 million yuan

In the field of listed companies, a number of A- share companies have recently disclosed the "Double Eleven" preparations and related product transaction data.

Yuanwang Technology (002291.SZ) disclosed on the investor interaction platform of the exchange that Hangzhou Yuanwang, a subsidiary of the company, realized a transaction amount (hereinafter referred to as GMV) of 3.29 billion yuan from October 1 to November 11, up 38% year on year. The company's signing star Jia Nailiang achieved GMV exceeding 1.36 billion yuan during the "Double Eleven" this year.

Ali data show that during the "double eleven" period, tomson beijian (300146.SZ) official flagship store ranked TOP1 in the sales of tmall health food/dietary nutrition supplement food store, ranking first for 5 consecutive years, 6 days ahead of the same period last year.

as of 24: 00 on November 11, 2023, the total turnover of "double eleven" in connbe (600572.SH) exceeded 90 million yuan, of which the health consumer goods division increased by 22.4 compared with the same period last year, and the traditional Chinese medicine plant medicine division increased by 18% compared with the same period last year.

beauty beauty makeup (605136.SH) disclosed that during the "double eleven" promotion period, the GMV of the company's own brand intriguing files officially opened for sale in the first 4 hours reached 197 in the same period. For the first time, Yurong Chuyin platform broadcast GMV over 300000 yuan, and the operation of other self-owned brands was smooth.

on November 6, Perrier (603605.SH) announced that in 2023, during the "double eleven" phase, the company's main brand Perrier won the first place in the transaction amount of multi-platform beauty categories such as tmall and trembles (the statistical caliber is the amount paid in full before the return). According to preliminary calculation, the GMV of Perrier Tmall flagship store, the main brand of Perrier, is about 1.8 billion yuan (statistical time: 20:00 on October 31, 2023-23:59:59 on November 3), up about 40% year on year. GMV, a chattering platform, is about 0.47 billion yuan (statistical time: 00:00 on October 20-23:59:59 on November 3, 2023), up about 200 year on year, both of beauty category. In terms of performance, in the first three quarters of 2023, Perrier's operating income, net profit attributable to shareholders of listed companies, and non-net profit were 5.249 billion yuan, 0.746 billion yuan, and 0.726 billion yuan, respectively, an increase of 32.47 percent over the same period last year., 50.60, 52.18.

No. 9 company (689009.SH) is mainly engaged in the research and development, production, sales and service of intelligent short transportation and service robot products. The company's main business income comes from electric balance vehicles, electric scooters, electric two-wheeled vehicles, all-terrain vehicles and service robots and other products. On October 31, 2023, in the first 4 hours of the "Double Eleven" campaign, Company 9 achieved good news. Its self-operated full-channel sales broke 0.304 billion yuan, up 72% year-on-year. Among them, the full-channel sales of electric two-wheeled vehicles broke 0.284 billion yuan, up 91% year-on-year, covering the sales volume and sales volume of Tmall, Jingdong electric two-wheeled vehicles, accessories and transportation vehicles. In terms of performance, in the third quarter of 2023, No. 9 Company achieved operating income of 3.146 billion billion yuan, an increase of 11.89 percent over the same period last year, and realized net profit attributable to shareholders of listed companies of 0.156 billion billion yuan, an increase of 13.31 percent over the same period last year.

Petty shares (300673.SZ) brand operations division of the financial director said that the company's implementation of activities this year measures more inclined to precision. The first is to optimize brand marketing, such as increasing investment in Little Red Riding Book, increasing the effective exposure of brands and products, and at the same time cooperating with more middle and waist talents to expand sales and allow products to reach more users; the second is Continue to increase investment in the Jue Banquet brand. According to the current performance, the "Double Eleven" pre-sale performance is outstanding, especially in the high-end dog snacks market segment, Jue Banquet continues to occupy the forefront of the pre-sale list.

beitani (300957.SZ) disclosed that the company's "double eleven" pre-sale data performed well. according to the statistics of third-party platforms (as of 24: 00 on October 31, 2023), winona was listed in the TOP7 of tmall beauty industry and entered the TOP10 of tmall beauty industry "double eleven" for 7 consecutive years. Brand winona went on sale for 4 hours to top TOP1.

yuanfei pet (001222.SZ) said on the exchange's investor interaction platform that the company's pet traction products showed a good growth momentum in this year's tmall "double eleven" activity. during this year's "double eleven" period, the number of orders for kufei kangfei brand tmall store increased significantly year on year.

Xinhua Jin (600735.SH) is mainly engaged in the export of hair products, textiles and clothing and used cars and the import of cross-border e-commerce. The company's cross-border e-commerce achieved revenue of 0.325 billion yuan in the first three quarters, up 11.6 from the same period last year. The company said that "Double Eleven" is a very important marketing activity for domestic e-commerce companies in the second half of the year.

During the movement, the subsidiary Shanghai Lizhi launched multi-brand and multi-frequency live broadcast services on platforms such as Tmall, Jingdong, Shake Sound and Fast Hand.

Good wife (603848.SH) disclosed that the company started preparing for this year's "Double Eleven" event very early, and both online and offline channels launched new products to attract consumers to participate in this event.

Wen | Xi pan

SOURCE: Investment Youdao, December 2023