category-led · trend · comparison
Are AI Glasses Really Selling? H1 2026 Smart-Glasses Units and GMV
JD and Tmall smart-glasses categories serve as a retail proxy for tracking H1 2026 unit sales, GMV, ASP, and current brand concentration.
Research
Original analysis using traceable data, reviewed evidence and clearly stated limits.
All research
category-led · trend · comparison
During China's Appliance Subsidy Period, Did Growth Come From Volume or Product Mix?
A Tmall decomposition of air-conditioner, refrigerator, and washing-machine growth into units and average selling price.
category-led · trend · comparison
Robot Vacuum Growth Calls for Different JD and Tmall Playbooks
JD needs proof of volume quality, while Tmall also needs to validate whether a higher-value product mix can persist.