Express News | Citic sec: The overall valuation attractiveness of the e-commerce sector is expected to improve.
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Guosen International: Policy bullishness promotes the recovery of the large cap e-commerce market.
With the recent introduction of a series of economic stimulus policies by the government, including the nationwide subsidy policy for trading in old for new, the domestic e-commerce large cap is expected to see a recovery, thereby driving the valuation repair of the e-commerce sector.
The longest november 11 shopping festival-related in history has come to an end! The new platform has changed the e-commerce landscape, with the 'cats and dogs' shifting from fierce battles to cooperation.
①In 2024, the november 11 shopping festival-related promotion ended, and the Tmall gala was discontinued. jd.com and Tmall have shifted from competition to cooperation, and the new platform is changing the e-commerce landscape. ②Since the birth of november 11 shopping festival, it has driven the development of digitization, cloud computing, logistics, etc., and is also the 'best exam room' for businesses to adjust their operation strategies. ③When november 11 shopping festival-related returns to normalcy, e-commerce companies are faced with the challenge of finding the next revolutionary new model with significance.