Li Jiaqi and Weiya paid more than 1 billion yuan in advance on the first day of the opening of the double 11 e-commerce war

category:Finance
 Li Jiaqi and Weiya paid more than 1 billion yuan in advance on the first day of the opening of the double 11 e-commerce war


Benefit from this, net red economy concept stock nearly two trading days continuously pull up. As of the close of October 22, electroacoustic shares were trading, with SAIC Group up 11.29% and xuanya international up 8.38%. Since the 20th, the shares of electroacoustic have risen 47.46%, 60.26% and 33.65% respectively.

The total orders of Li Jiaqi and Weiya exceeded 1 billion yuan on the first day

October 21 is the first day of the pre-sale of tmalls double 11 campaign. According to Taobaos live broadcast data, during the live broadcast from the evening of October 20 to the early morning of 21, the total advance payment of Li Jiaqi and Weiyas studio exceeded 1 billion yuan.

In terms of viewing volume, Li Jiaqi and Weiya had received 160 million and 140 million cumulative views respectively as of 2:00 on the 21st. In the 10 minutes after 0:00 on the 21st, Taobaos live broadcast led transactions exceeded that of the whole day of last year, especially in the area of beauty, pre-sale was particularly hot.

Zhigua data from the third-party Taobao live data analysis platform shows that Li Jiaqi ranks first in the first day of the double 11 live broadcast, with an estimated sales volume of 10 million pieces and a turnover of 3.911 billion yuan; Weiya ranks second, with an estimated sales volume of 7.2058 million pieces and an estimated turnover of 3.866 billion yuan. Based on this calculation, Li Jiaqi and Weiya sold nearly 8 billion yuan of products on the same day.

Source: Taobao live broadcast, microblog

As of the morning of October 22, 2.1 billion and 2.23 billion microblog topics had been read by Li Jiaqi and Weiya, respectively. In the same period last year, only 600 million and 300 million microblog related topics were read.

Alibaba said in this years double 11 press conference that this year will be the largest double 11 of the history of platform funding.. Jiang Fan, President of Taobao tmall, said that this years e-commerce war was a little earlier than that of Israel.

Mainstream e-commerce companies such as tmall, jd.com, Xiaomi and Netease koala started the double 11 pre-sale on October 21, while Suning e-commerce started warming up on October 19. The mainstream shopping methods include the pre-sale deposit reduction, cross store full reduction, and 10 billion subsidy. Different from previous years, there are basically two rounds of pre-sale links. Consumers can buy in two waves. November 1-3 is the first wave, and November 11 is the second wave. This means that this years double-11 is three days more than in previous years.

The biggest increment of double 11 by live broadcasting with goods

According to the data of the Ministry of Commerce, in the first half of 2020, there were more than 10 million live e-commerce events, more than 400000 active anchors, more than 50 billion viewers, and more than 20 million goods on the shelves. In addition, according to the report on live e-commerce towards a trillion market released by KPMG and Ali Research Institute, the overall scale of live e-commerce will exceed trillion this year, and will continue to maintain a high growth rate next year, with the scale expected to be close to 2 trillion yuan.

Tianfeng securities analysis points out that the pre-sale data can be used as the pre-sale indicators of the double 11 performance. It is suggested to focus on the performance of the pre-sale data and the investment opportunities brought by the high prospect in the e-commerce field. The specific targets include Alibaba, Jingdong and pinduoduo of zhonggai shares; China youzan and Weimeng group of Hong Kong stocks; worth buying, Saturday, one online and one innovation in a shares. In addition, e-commerce platform competition is conducive to promotion and order promotion, which is good for the logistics sector.

Shanxi Securities pointed out that the pre-sale of double 11 in disguised form has lengthened the activity cycle, superimposed with live sales. The sales volume of this years double 11 continued to rise year-on-year. It is suggested to pay attention to the companies with higher sales volume in the clothing sector. Kaiyuan Securities believes that the double 11 in 2020 will not only open up the double pre-sale mode. After the successful trial of live e-commerce in the double 11 in 2019, it is expected to show the scene of competing for the best in 2020, and various platforms have launched diversified playing methods to attract consumers to shop. Guohai Securities predicts that this years double 11 online shopping amount is expected to reach a new high. In terms of industry categories, apple and Huawei have recently released new flagship mobile phones, which are expected to continue to lead the digital sales of mobile phones. The lifestyle that pays more attention to cleanliness and hygiene is also expected to increase the sales volume of personal care products. The lazy economy and housing economy will bring about a sustained growth in the demand for leisure food and health food. Editor: Cao Shuai source: China Securities Journal u00b7 China Securities Network Author: Liu Yang editor: Zhong Qiming_ NF5619

Shanxi Securities pointed out that the pre-sale of double 11 in disguised form has lengthened the activity cycle, superimposed with live sales. The sales volume of this years double 11 continued to rise year-on-year. It is suggested to pay attention to the companies with higher sales volume in the clothing sector.

Kaiyuan Securities believes that the double 11 in 2020 will not only open up the double pre-sale mode. After the successful trial of live e-commerce in the double 11 in 2019, it is expected to show the scene of competing for the best in 2020, and various platforms have launched diversified playing methods to attract consumers to shop.

Guohai Securities predicts that this years double 11 online shopping amount is expected to reach a new high. In terms of industry categories, apple and Huawei have recently released new flagship mobile phones, which are expected to continue to lead the digital sales of mobile phones. The lifestyle that pays more attention to cleanliness and hygiene is also expected to increase the sales volume of personal care products. The lazy economy and housing economy will bring about a sustained growth in the demand for leisure food and health food.

Editor: Cao Shuai