20240306_京东_2024年零售行业新品趋势报告_48页.pdf

2024 2023 2ZXCXwPqNmPoPqOtQrMoRnM9P9R6MsQmMpNqMkPnNnOjMqQrO9PrRvNxNmQyRxNrRpQCONTENTS2024 010203040504 08 13 17 43 3401 2024 2023 1,260,582 2023 5.2%2023 GDP()()+6.3%+9.2%202320222021202020193 4 5 6 7 8 9 10 11 12 2023202220212020201912 1 2 3 4 5 6 7 8 9 10 11 12 2023 5 2024 IQ GfK 2023 vs 2022 82.5%2023 2023 vs 2.8%8.3%3.2%8.2%6.5%8.6%6.7%9.7%6 2024 2023 10.3%(+7.3)12%42%97,590 108,042 119,642 130,174 24.9%24.5%27.2%27.6%2020 2021 2022 2023 7802 25%2024 90%25%/9 2024 IP 35%32%25%23%23%22%20%19%15%14%12%IP 40%38%43%34%32%32%89%10-2024|3C|11 2024,2 30 25%25 70%7700 10%2025 72022 1.6 2.6 2022 2015 99.8%12 1303 GMV 2024 2 2023 MAT2021 MAT2022 MAT2023 GMV GMV MAT2022 MAT2023MAT2022 MAT2023 TotalGMV 14 3C 2024 30%+30%MAT2022 MAT2023 15 TA 2024 1 16 35 65%52%50%11%55%34%55%45%1704 2024 Hello,AI!182024 01#xxx xxx 192024,20/-60%-40%-20%0%0 420%653%97%118%66%61%/2024 EDC x 21 2024 ta#02 222024 24 104%99%82%79%74%61%58%39%35%30%39%30%27%21%15%/Omega-3/DHA TOP5 40+27%49+44%5966%7645%11140%23 24 2024 N TOP3 242024#ta#03 25 45 15 30 -2024 26+399%238%105%88%81%46%2024 272024 1 1#1 04 28 2024 1 29/2024 30 2024 05#31 IP 2024 376%66%3000%+95%1000%167%2000%335%1000%32 IP 2024 332024 06#City Walk342024 352.8 1.8 1.2/2023 年“一老一小一宠”状 况 64%90%352%240%691%900%/2024,AI 24 KTV 362024 07#=#372024+5886%+2732%+219%+222%38+=/2024 mini,20 Mini,Pro 392024 08 Hello,AI!5G AI ChatGPT Sora AI AI AI,AI C#AI#402024,AI C AI C AI AR CES 41+=AI AGI AI AI PC AI XR+463%AR AI 2024 AI AI Apple Vision Pro 3D 42 4305 2024 01 0203 0444 2023 2024 2024 45 TGI TGI=/*100TGI TGI=100 100 TGI 1000 118-25 12012%226-35 56056%336-45 21421%446+10610%2023 11-12 18 2023 11-12 6 2 8 246NIQ NIQ 100 The Full View NIQ 1923 Advent International/C2M 47 x C2M x NIQ NIQ X C2M x C2M x NIQ x C2M xNIQ L 48