Grocery stores offer non-perishable food products, which are packaged in cans, bottles, and boxes, as well as fresh produce food products, such as fruits, vegetables, and herbs, provides essential nutrients and flavors for daily meals. The economic indicators that have a major impact on the sales of grocery products from online retail channels are the growing global population, internet penetration, urbanization, per capita income, and mobile subscription in developing countries.

The retailing of different types of baby products through online or e-commerce channels is referred to as online baby product retailing. Online retail provides the convenience of purchasing products online by availing of payment options such as cash-on-delivery (COD), credit and debit cards, and Internet banking transactions. The market includes sales through online retailing of baby care products to users globally. The market does not include the sales of baby products through offline stores.

自2024Q2以来，吉利、零跑、小鹏、小米等销量和份额持续上涨，龙头企业份额被蚕食，尾部企业出清。吉利、零跑、小鹏定位大众市场，通过极致性价比车型吉利星愿、吉利银河E5、零跑C10、小鹏MONA M03等带动销量持续增长，小米则依靠强大的品牌力获得增长，新 势力企业零跑、小鹏、小米的销量持续稳定在单季度8—12万辆之间。从份额角度看，这些企业的增长主要是蚕食了龙头企业的份额，比如比亚迪、特斯拉份额同比去年减少了5.1%、2.3%。

消费品行业：风格切换助力消费－10月港股消费行业观察

消费行业：9月社零可选品增速回暖，高基数下家电类增速边际放缓－事件点评