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Moment

The Arithmetic Promo Died This Double 11

2026年11月13日 1 分钟阅读

Tmall flattened roughly 70 million items into single-item markdowns, JD dropped deposit pre-sales for in-stock shipping, and Douyin kept one-item cuts.

Across the 2026 Double 11 cycle, platforms converged on removing the arithmetic. Tmall scrapped its long-running cross-store threshold discount and applied flat official markdowns to about 70 million products; JD replaced deposit pre-sales with in-stock shipping and 30-day automatic price protection; Douyin and Pinduoduo stayed with single-item cuts. China Galaxy Securities read the change as partly a result of anti-involution policy and partly a response to more rational shoppers. The commercial read cuts both ways: lower decision cost for buyers, but the loss of a mechanism platforms used to lift basket size, and no place left to hide a pre-sale price increase.

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