E-Commerce Morning Brief: Douyin E-Commerce Launches Special Governance of Cleaning Appliances; Kuaishou’s Q2 Online Marketing Service Revenue Reaches RMB 20.6 Billion

News 1: Douyin E-Commerce Launches Special Governance of Cleaning Appliances, Focusing on Cracking Down on False Publicity and Fake Reviews

Douyin E-Commerce announced in an official statement that recently, through proactive pre-inspection, the platform found that some merchants and influencers exaggerate cleaning performance, make out-of-scope after-sales claims, and create the illusion of “side-by-side testing under identical conditions” by switching product samples or altering test environments when promoting cleaning appliances. The platform has promptly identified and removed relevant non-compliant content to avoid misleading consumers and disrupting the fair competition order. To further regulate the promotion order of cleaning appliance products, protect the legitimate rights and interests of consumers, and maintain a truthful, objective and fair content e-commerce environment, the platform will continue to strengthen its pre-emptive content blocking capabilities, with a focus on cracking down on violations such as false publicity of product functions, fake reviews, malicious disparagement of competing products, and false claims of after-sales benefits.

News 2: Kuaishou’s Q2 Online Marketing Service Revenue Reaches RMB 20.6 Billion, AIGC Short Video Marketing Spend Surges Over 70% Year-on-Year

In the second quarter of 2026, Kuaishou’s online marketing service revenue reached RMB 20.6 billion. Content consumption, local life services and AI application industries continued to drive the growth of non-e-commerce marketing services. During the quarter, Kuaishou built scenario-based marketing material production agents, driving AIGC short video marketing spend up more than 70% year-on-year. As of June, the supply of short dramas, including both live-action and AI-generated ones, increased more than fivefold compared to January, and short drama online marketing spend in the second quarter rose more than 100% year-on-year.

During Kuaishou’s 2026 Q2 earnings call, Cheng Yixiao, founder and CEO of Kuaishou Technology, said that AI is continuously reducing content production costs and lowering the threshold for creation, driving rapid growth in the supply of content such as animated dramas and short series. In 2025, Kuaishou had 60,000 animated drama episodes, and the number is expected to reach 500,000 in 2026.

News 3: Tuhu Car Care’s Workshop Stores in Xinjiang and Gansu Both Surpass 100 Locations, Franchise Fees Cut by 50%

The number of Tuhu Car Care workshop stores in the Xinjiang Uygur Autonomous Region and Gansu Province has both exceeded 100. In the two regions, Tuhu has formed a tiered coverage network spanning provincial capitals, prefecture-level cities, county-level regions and townships. To further deepen its presence in the northwest region, Tuhu is offering a 50% direct discount on franchise fees for newly signed stores in Xinjiang and Gansu. Combined with other relevant policies under its “10,000 Towns, 10,000 Stores 2.0” initiative, the discount will help franchisees further reduce operating costs and accelerate store rollouts.

News 4: Douyin E-Commerce Releases 2026 Pet Consumption Report: County-level Factories Contribute Over 90% of Transaction Volume

The 2026 Douyin E-Commerce Pet Industry Consumption Trend Report shows that more than 103 million people purchased daily necessities for their pets on the platform in the past year. County-level industrial clusters contributed over 90% of total transaction volume, accounting for more than 86% of merchants on the platform, with county-level physical factories forming the backbone of pet daily necessities manufacturing.

In the past year, more than 140,000 pet industry cluster merchants on the platform saw their transaction volume jump from zero to the million-yuan level, and 495 county-level industrial clusters recorded transaction volume exceeding 100 million yuan. In terms of consumption trends, refined and science-based pet care has become the mainstream. Cat and dog food remains the largest category, while AI smart pet care devices are seeing explosive growth. Under the live-streaming e-commerce ecosystem, “reverse customization” demands from pet owners are driving rapid iteration of brand products.

News 5: Former ByteDance PR Director Yang Jibin Has Joined DJI

Yang Jibin, former public relations director at ByteDance, is reported to have joined drone manufacturer DJI, taking a position in DJI’s marketing department. According to public records, Yang spent many years in ByteDance’s public relations system and is a senior PR practitioner in the industry. He was deeply involved in major PR projects including the high-profile dispute between ByteDance and Tencent, and has extensive experience in public opinion crisis management and brand communication for large internet companies. Previously, on December 8, 2025, Yang announced his departure from ByteDance via a WeChat Moments post and officially joined Li Auto, with widespread speculation at the time that he would take on a core PR leadership role at the electric vehicle maker.

News 6: Trump Administration Cracks Down on Tariff Evasion, Targets Chinese Goods Transshipped Through Low-Tariff Intermediate Countries

According to foreign media reports, the White House recently released a report titled The Great Transshipment Heist, which defines the practice of transshipping Chinese goods through low-tariff intermediate countries as a deliberate act to conceal the true country of origin of the goods. The administration’s new round of crackdown on tariff evasion may trigger broader disputes over the definition of “Made in China” in the future.

The current U.S. tariff policy has objectively prompted companies to adjust their production and shipping routes to avoid tariffs, increasing the complexity of trade law enforcement. The core difficulty of this crackdown lies in clarifying product origin determination standards against the backdrop of globalized supply chains. Once relevant rules are adjusted, they may disrupt the existing international trade order and affect U.S. trade relations with countries and regions including China and ASEAN.

News 7: SHEIN Launches Dual-Mode Investment Promotion for Pet Supplies in the Second Half of the Year, Halloween Costumes and Christmas Pet Beds Highlighted as Key New Product Directions

As the autumn seasonal shift, Halloween and Christmas three major consumption nodes approach, demand in the overseas pet supplies market continues to grow. SHEIN has simultaneously released investment promotion guidelines for two cooperation models for pet supplies: agency operation and semi-fulfilled by SHEIN. The agency operation model mainly focuses on daily consumables and light-weight festive new products, covering multiple categories including pet hoodies, sweaters and coats, cosplay headwear and party accessories, interactive toys and leashes, autumn and winter beds and mats, as well as feeding, cleaning and grooming appliances. For Halloween, the platform is prioritizing cosplay costumes and photo prop sets; for Christmas, the focus is on festive beds and gift sets. The semi-fulfilled by SHEIN model focuses more on large-sized and high average order value products, recruiting merchants for items that are difficult to cover under the agency operation model due to packaging restrictions, such as extra-large pet cages and fences, floor-to-ceiling cat trees, pet strollers, airline-approved pet carriers, and car pet beds. Merchants opting for this model are required to have overseas warehouse stocking and fulfillment capabilities.

News 8: Cainiao Opens Two More Overseas Warehouses in Europe

Cainiao and 4PX Global Supply Chain have opened two new warehouses in Paris, France and Mannheim, Germany, supporting large item storage and local delivery, with the first container of goods already received at both locations. Since April this year, Cainiao has opened 7 new warehouses in Europe, located in the Netherlands, France, Spain, Poland, the United Kingdom and Germany, including two in France. Chen Taotao, Vice President of Cainiao and General Manager of its Overseas Supply Chain Business Unit, said that the rising demand for warehousing and supply chain services in Europe is driven by European tax reform in the short term. In the long run, as “Created in China” products gain widespread popularity and e-commerce penetration in Europe increases, there is still significant room for growth in demand for logistics and supply chain services in the region.

That’s all for today’s morning brief. For more e-commerce insights, stay tuned to Ebrun’s audio news.

This article was first published on the official website of Ebrun.