未来商业早参 | 京东推出“京喜自营”，闲鱼月活用户已达1.62亿

每日经济新闻07-02 10:56

| 2024年7月2日星期二 |NO.1国家邮政局：今年我国快递业务量已达800亿件国家邮政局监测数据显示，截至6月30日，今年我国快递业务量已达800亿件，比2023年提前59天。今年以来，我国快递市场继续快速发展，月均业务量超130亿件。特别是进入6月以来，在电商平台年中大促等利好因素的带动下，快递日均业务量超5亿件，市场规模加快扩大，在促进消费、服务生产和保障民生等方面发挥了积极作用。点评...

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|NO.1国家邮政局：今年我国快递业务量已达800亿件国家邮政局监测数据显示，截至6月30日，今年我国快递业务量已达800亿件，比2023年提前59天。今年以来，我国快递市场继续快速发展，月均业务量超130亿件。特别是进入6月以来，在电商平台年中大促等利好因素的带动下，快递日均业务量超5亿件，市场规模加快扩大，在促进消费、服务生产和保障民生等方面发挥了积极作用。点评：国家邮政局的监测数据表明，我国快递业务量的迅速增长是电商发展动力的一个重要体现，也是国内电商平台促销策略成功的一个直接结果。800亿件的业务量意味着巨大的物流需求和运营能力的考验。快递公司需要持续优化物流网络和提升智能化水平，以满足日益增长的市场需求。此外，这一数据还凸显了中国消费者对在线购物的持续青睐，以及快递业在推动中国新消费模式上扮演的关键角色。NO.2京东重塑低价抓手，京喜模式大调整从接近京东人士处获悉，几经沉浮的京喜业务再次迎来变化，新的名称是“京喜自营”，在内部被视为京东低价的重要抓手。目前，已经开始在低线城市放量招商，面对白牌商家推出全托管模式。简而言之，商家负责生产，京喜承担商家的运营、物流、售后等，京喜从中赚取商品价格差。上述人士还透露，该业务由先后负责过全渠道等业务的京东老人祁婷负责，直接向京东集团CEO许冉汇报。该团队已扩张到两百多人规模，其中采销人数超过三分之二。点评：京东对京喜模式的调整反映了其策略上对低线城市市场潜力的重视，以及在保持价格优势的同时提升服务质量的企图心。京喜自营的“全托管模式”能够吸引更多白牌商家合作，这表明京东正试图深化其供应链管理，并通过整合生产、运营到物流各环节来提升效率和下沉市场的渗透率。然而，这一模式对京东自身的业务运营和物流配送能力提出了更高要求，需要在降低成本和提升服务之间找到平衡点。NO.3QuestMobile：闲鱼MAU达1.62亿，同比增长19.1%QuestMobile最新报告显示，2024年4月，闲鱼月活用户已达1.62亿，同比增长19.1%。在各大主流电商类平台中，年轻人群对闲鱼的偏好最为突出。此外，闲鱼用户线上消费能力在2000元以上的高价值用户占比达52.7%，显著高于全网水平。点评：QuestMobile的数据显示，闲鱼在年轻人群中的受欢迎程度和用户粘性反映出二手市场的增长潜力。闲鱼月活用户数量的持续增长，以及其用户高价值消费能力的数据，展示了其作为一个平台在用户群体培育方面取得的成绩。随着消费者对可持续消费和价值再利用的重视，闲鱼有望在二手市场中继续占据领先地位，推动循环经济的发展。NO.4亚马逊云服务即将与核电公司达成电力供应协议据报道，亚马逊云服务（AWS）即将与星座能源（Constellation Energy）达成协议，从美国东海岸的一座核电站直接供电。点评：亚马逊云服务与核电公司达成电力供应协议，这一举措对于AWS在可持续能源利用方面的战略意义重大。亚马逊的这一步棋不仅体现了其对绿色环保的承诺，也为整个数据中心和云计算行业树立了积极的样本。直接采购清洁能源有助于降低运营成本并减少环境足迹，符合企业社会责任和长远发展战略。不过，在使用核能时也必须给予足够重视相关的安全和监管问题。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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