中國618銷售創新高 但日均消費反而下跌

中國618購物節創紀錄銷售額 但日均消費反而下跌

記者:余詩菲、凱西·霍爾

北京 — 中國最大型的年中購物節「618」於星期三圓滿結束,儘管銷售總額創下新高,但因促銷期拉長,日均消費額反而有所下降,主辦方希望借此吸引消費者花更多錢。

根據零售數據提供商商湯數據(Syntun)公布,較長的促銷期令整體交易額(GMV)達到歷史新高的8556億元人民幣(約1190億美元),比去年同期的7428億元增長15.2%。GMV是電商行業常用的業績指標。

618購物節最初只是京東成立紀念日(6月18日)的一天促銷活動,現已發展成涵蓋所有主要電商平台長達一個月的盛事。

今年預售於5月13日展開,比2023年多出一星期,令日均消費額降至231億元,低於去年同期的248億元,路透社自行計算得出此數據。

數據顯示,阿里巴巴旗下天貓繼續保持銷售冠軍地位,緊隨其後的是京東、字節跳動旗下的抖音及拼多多。商湯數據未公佈各平台具體銷售額。

雖然數字亮麗,但中國作為全球第二大經濟體,零售業仍面臨就業穩定性不足、工資增長停滯及房地產危機等挑戰,消費者支出持續疲軟。

零售商及政府嘗試透過加大折扣力度和擴大消費補貼來刺激消費,不過分析師指出,促銷期拉長及全年折扣普及,反而削弱了消費者對節日促銷的熱情。

北京電影行業工作者徐斌琦表示:「618購物節沒什麼特別想買的,因為平時都有優惠,想買什麼隨時買都行。以護膚品為例,我用完才買,價格和618期間沒差。」

市場調研公司Worldpanel China總經理兼貝恩中國消費者報告共同作者李瑞秋分析,當消費者較為精打細算時,會選擇更實惠的替代品,折扣的影響力相對減弱。

她指出:「單純靠促銷折扣推動銷量增長將越來越困難。」

京東今年表示,618期間下單用戶數較去年翻倍,跨線上、線下及外賣平台的訂單超過22億筆。阿里巴巴則稱,618期間有453個品牌GMV超過1億元人民幣。

其中,GMV超過10億元的品牌包括蘋果、小米、華為、耐克、阿迪達斯、歐萊雅及露露檸檬等。

零售增長與補貼影響

儘管中國零售環境依然嚴峻,但整體消費近月有所回暖。官方數據顯示,5月份零售額同比增長6.4%,為2023年12月以來最快增速。

分析師認為,618提前開跑及政府對家電、手機等商品的消費補貼是主要推動因素。

WPIC Marketing + Technologies聯合創辦人兼CEO Jacob Cooke表示,618促銷期延長促使消費者提前購買,平滑了5月的消費曲線。

他說:「較長的618促銷期配合低價策略,有助維持數週內的消費熱度,對5月的零售表現有顯著貢獻。」

不過,分析師警告,隨著中央政府補貼資金減少,部分地區補貼項目暫停,可能會影響本月618銷售及整體消費,但預計7月會有更多資金投入。

匯豐分析師指出:「5月份以618促銷為起點的家電等主要補貼品類銷售快速增長,導致資金很快消耗殆盡。」

32歲的王女士反思消費習慣變化:「以前像雙十一、618這些節日會囤貨花不少錢,但現在我只買真正需要的東西。」

(美元兌人民幣匯率約1美元兌7.1910元人民幣)

評論與觀點

今年618購物節雖然創下了總銷售額新高,但日均消費額下滑反映出中國消費市場的深層變化。促銷期拉長固然能拉高整體交易額,但卻稀釋了節日的「集中爆發」效應,消費者的購物熱情被分散,反映出市場對傳統大促銷的依賴正在減弱。

此外,消費者越來越理性,習慣隨時隨地以折扣價購物,節日促銷已不再是唯一的購買時機。這對電商平台和品牌提出了更高的要求:如何通過個性化服務、產品創新和品牌價值來吸引消費者,而非單靠價格戰。

政府推動的消費補貼短期內能刺激購買力,但長遠來看,消費復甦還需依賴經濟基本面的改善,如就業穩定和收入增長。若這些關鍵因素未能同步提升,消費市場的活力仍將受限。

對港澳市場來說,中國內地消費趨勢的變化值得關注。港澳消費者的購物習慣亦可能逐漸向「隨需而購」轉變,零售商和品牌應及早調整策略,避免過度依賴節日促銷,尋找更持續且多元的消費增長點。

總括而言,618的數據告訴我們,中國消費市場正走向成熟和理性,未來的零售戰場將不再是單純的價格競爭,而是如何通過創新和服務贏得消費者心智。這對整個行業是一個挑戰,也是轉型升級的良機。

以上文章由特價GPT API KEY所翻譯及撰寫。

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