LGECH D2C Daily Report

업데이트: 2026-08-25

Channel × Product Performance · Period 08/01 - 08/24 · Unit: K USD · Rate: ¥6.78/USD · Net GMV = GMV - Cancel

Today Net GMV당일 Net GMV (2026-08-24 당일)25.7 K USD

MTD Net GMV월 누계 Net GMV (08/01 - 08/24)470.7 K USD

Net GMV Target AchievementGMV 목표 달성률77.2%470.7 / 610 K USD

平台别 Net GMV vs Target플랫폼별 Net GMV vs 목표Unit: K USD / 단위: K USD

Net GMVTarget

产品别 Net GMV / 前月同期제품별 Net GMV / 전월 동기

MTD前月同期(전월 동기)

平台 Target 达成率플랫폼 목표 달성률

LG.COM118Net GMV K USDProg.

91.0%

Retail JD348Net GMV K USDProg.

81.3%

Retail TM4Net GMV K USDProg.

8.4%

W/M219

前月同期 189 K USD전월 동기

↑16.1%

REF58

前月同期 67 K USD전월 동기

↓14.3%

LTV139

前月同期 106 K USD전월 동기

↑31.0%

MNT54

前月同期 48 K USD전월 동기

↑11.7%

PC0

前月同期 2 K USD전월 동기

↓99.5%

A/P1

前月同期 0 K USD전월 동기

↑117.7%

产品别 Traffic & GMV 分析 (by Channel)제품별 유입 및 GMV 분석 (채널별)

8/24 Daily · Aug MTD · vs Jul. Same Period · Net GMV Unit: K USD · ASP Unit: USD/EA 8/24 당일 · 8월 누계 · 7월 동기 대비 · GMV 단위: K USD · ASP 단위: USD/EA

UV / Cart Customers / EA / Net GMV / ASP / CVR

Channel 채널	Product 제품	8/24 Daily8/24 당일						Aug MTD Aug 1 - Aug 248월 1일~8월 24일 누계						vs Jul. Same Period Jul. 1 - Jul. 247월 1일~7월 24일 대비						KPI제품별 KPI
Channel 채널	Product 제품	UV	Cart Customers	EA	Net GMV K USD	ASP USD/EA	CVR	UV	Cart Customers	EA	Net GMV K USD	ASP USD/EA	CVR	UV	Cart Customers	EA	Net GMV	ASP	CVR pp	Target K USD	Prog.
D2C	W/M	3,851	173	19	5.0	263	0.49%	110,571	3,616	413	219.0	530	0.37%	↓3.0%	↓20.2%	↑3.8%	↑16.1%	↑11.9%	↑0.02pp	237.1	92.4%
D2C	REF	1,858	75	5	8.0	1,591	0.27%	37,011	1,078	50	57.5	1,150	0.14%	↓4.6%	↓22.3%	↓25.4%	↓14.3%	↑14.8%	↓0.04pp	72.1	79.7%
D2C	LTV	4,138	121	7	9.5	1,363	0.17%	100,107	2,314	116	139.1	1,199	0.12%	↑31.2%	↓8.0%	↑3.6%	↑31.0%	↑26.4%	↓0.03pp	237.7	58.5%
D2C	MNT	2,505	76	3	3.1	1,047	0.12%	42,095	984	98	54.0	551	0.23%	↑95.4%	↑10.3%	↑66.1%	↑11.7%	↓32.7%	↓0.04pp	58.2	92.7%
D2C	PC	31	2	0	0	0	0.00%	1,527	9	0	0	0	0.00%	↑84.9%	↓47.1%	↓100.0%	↓99.5%	↓100.0%	↓0.12pp	4.4	0.2%
D2C	A/P	50	3	0	0	0	0.00%	2,039	40	4	1.1	273	0.20%	↓31.3%	↑135.3%	↑100.0%	↑117.7%	↑8.8%	↑0.13pp	0.6	193.0%
D2C	TTL	12,433	450	34	25.6	754	0.27%	293,350	8,041	681	470.7	691	0.23%	↑15.3%	↓14.1%	↑6.6%	↑14.0%	↑7.0%	↓0.02pp	610.1	77.1%
LG.COM	W/M	174	0	5	4.8	958	2.87%	14,929	91	79	64.2	812	0.53%	↑16.9%	↑21.3%	↑229.2%	↑153.4%	↓23.0%	↑0.34pp	58.4	109.8%
LG.COM	REF	65	1	5	8.0	1,591	7.69%	4,370	7	20	28.3	1,413	0.46%	↓8.7%	↓75.9%	↓20.0%	↓11.4%	↑10.8%	↓0.06pp	19.6	144.0%
LG.COM	LTV	140	4	2	2.1	1,044	1.43%	7,716	41	14	16.5	1,178	0.18%	↑90.8%	↑57.7%	↑40.0%	↑107.9%	↑48.5%	↓0.07pp	41.9	39.4%
LG.COM	MNT	233	1	2	2.0	981	0.86%	12,953	45	14	9.1	648	0.11%	↑241.5%	↓57.1%	↓17.6%	↓50.9%	↓40.4%	↓0.34pp	9.8	92.5%
LG.COM	PC	28	0	0	0	0	0.00%	1,384	9	0	0	0	0.00%	↑133.0%	↑28.6%	↓100.0%	↓100.0%	↓100.0%	↓0.17pp	-	-
LG.COM	A/P	21	0	0	0	0	0.00%	721	0	0	0	0	0.00%	↓73.7%	↓100.0%	-	-	-	0.00pp	-	-
LG.COM	TTL	661	6	14	16.8	1,200	2.12%	42,073	193	127	118.0	929	0.30%	↑46.4%	↓20.9%	↑64.9%	↑37.6%	↓16.6%	↑0.03pp	129.7	90.9%
JD	W/M	2,627	143	12	2.0	168	0.46%	68,781	2,849	320	153.1	478	0.47%	↓6.1%	↓24.1%	↓8.6%	↑6.4%	↑16.4%	↓0.01pp	146.3	104.6%
JD	REF	1,784	74	0	0	0	0.00%	25,105	901	30	30.4	1,012	0.12%	↓5.8%	↓21.9%	↓28.6%	↓13.9%	↑20.6%	↓0.04pp	48.1	63.1%
JD	LTV	3,298	110	5	7.5	1,490	0.15%	77,324	2,032	97	120.0	1,238	0.13%	↑29.5%	↓7.2%	↑2.1%	↑28.3%	↑25.6%	↓0.03pp	182.6	65.8%
JD	MNT	1,161	66	1	1.2	1,178	0.09%	23,696	880	83	43.7	527	0.35%	↑33.7%	↑11.8%	↑97.6%	↑46.6%	↓25.8%	↑0.11pp	46.3	94.3%
JD	PC	3	2	0	0	0	0.00%	143	0	0	0	0	0.00%	↓38.4%	↓100.0%	-	-	-	0.00pp	4.4	0.2%
JD	A/P	16	2	0	0	0	0.00%	1,177	28	4	1.1	273	0.34%	↑659.4%	↑115.4%	↑100.0%	↑117.7%	↑8.8%	↓0.95pp	0.6	193.0%
JD	TTL	8,889	397	18	10.7	592	0.20%	196,226	6,690	534	348.3	652	0.27%	↑10.4%	↓15.4%	↑0.6%	↑14.9%	↑14.3%	↓0.03pp	428.3	81.3%
TM	W/M	1,050	30	2	-1.8	-905	0.19%	26,861	676	14	1.7	122	0.05%	↓3.8%	↓3.4%	↓41.7%	↓91.2%	↓84.9%	↓0.03pp	32.4	5.3%
TM	REF	9	0	0	0	0	0.00%	7,536	170	0	-1.1	0	0.00%	↑2.7%	↓17.1%	-	-	-	0.00pp	4.4	-25.1%
TM	LTV	700	7	0	0	0	0.00%	15,067	241	5	2.6	517	0.03%	↑20.3%	↓19.9%	↓28.6%	↓45.3%	↓23.4%	↓0.02pp	13.2	19.5%
TM	MNT	1,111	9	0	0	0	0.00%	5,446	59	1	1.2	1,175	0.02%	↑20846.2%	-	-	-	-	↑0.02pp	2.1	57.1%
TM	PC	0	0	0	0	0	0.00%	0	0	0	0	0	0.00%	-	-	-	-	-	0.00pp	-	-
TM	A/P	13	1	0	0	0	0.00%	141	12	0	0	0	0.00%	↑104.3%	↑500.0%	-	-	-	0.00pp	-	-
TM	TTL	2,883	47	2	-1.8	-905	0.07%	55,051	1,158	20	4.4	218	0.04%	↑15.0%	↓4.1%	↓35.5%	↓81.9%	↓71.9%	↓0.03pp	52.1	8.4%

说明：本模块为 Net GMV 流量漏斗分析，按渠道(C) × 产品(P) 维度展开；D2C = LG.COM + JD + TM 合计；Cart Customers 以加购人数为日常大盘口径；JD 使用"加购客户数"，TM 使用"商品加购人数"，LG.COM 使用原表"加购数"。Prog. = Aug 1 - Aug 24 Net GMV。본 모듈은 GMV 유입 퍼널 분석으로 채널(C) × 제품(P) 차원으로 전개됩니다. D2C = LG.COM + JD + TM 합계입니다. Cart Customers는 일상 대시보드 기준의 장바구니 고객수입니다. JD는 가구매 고객수, TM은 상품 가구매 인원, LG.COM은 원본의 가구매 수를 사용했습니다. Prog. = 8월 1일~8월 24일 Net GMV입니다.

全产品 SKU 实绩详细전 제품 SKU 실적 상세

Unit: RMB / 단위: RMB(8/24 Daily · 08/01-08/24 MTD · vs 07/01-07/24 · Showing 91 models with sales) (8/24 당일 · 08/01-08/24 누계 · 대비 07/01-07/24 · 판매 발생 91개 모델)

Product	Model	专供 전용	8/24 Daily8/24 당일						Aug MTD Aug 1 - Aug 248월 1일~8월 24일 누계						Jul. MTD Jul. 1 - Jul. 247월 1일~7월 24일 누계						vs Jul. Same Period Jul. 1 - Jul. 247월 1일~7월 24일 대비
Product	Model	专供 전용	UV	Cart	EA	Net GMV	ASP RMB	CVR	UV	Cart	EA	Net GMV	ASP RMB	CVR	UV	Cart	EA	Net GMV	ASP RMB	CVR	UV	Cart	EA	Net GMV	ASP	CVR
WM	S3CW	-	0	0	0	-	0	0%	10	60	71	390,500	5,500	710.0%	0	0	0	-	0	0%	-	-	-	-	-	↑710.0pp
WM	FCY10R4M	O	477	21	3	7,882	2,627	0.6%	11,208	420	100	191,002	1,910	0.9%	8,098	441	106	188,809	1,781	1.3%	↑38.4%	↓4.8%	↓5.7%	↑1.2%	↑7.2%	↓0.4pp
WM	FCY10Y4M	O	585	17	4	9,095	2,274	0.7%	16,214	380	75	134,897	1,799	0.5%	9,480	365	64	105,250	1,644	0.7%	↑71.0%	↑4.1%	↑17.2%	↑28.2%	↑9.4%	↓0.2pp
WM	SC5GMR80H	-	266	21	-1	-18,998	0	-0.4%	4,924	249	6	119,742	19,957	0.1%	4,755	270	3	57,382	19,127	0.1%	↑3.6%	↓7.8%	↑100.0%	↑108.7%	↑4.3%	0.0pp
WM	FCY10Y4M+RH10V3MVTW	O	183	7	1	6,499	6,499	0.5%	8,235	181	16	85,715	5,357	0.2%	16,472	372	11	67,808	6,164	0.1%	↓50.0%	↓51.3%	↑45.5%	↑26.4%	↓13.1%	↑0.1pp
WM	FCY90N2W	-	144	4	3	150	50	2.1%	2,739	127	36	57,298	1,592	1.3%	9,942	419	81	123,702	1,527	0.8%	↓72.5%	↓69.7%	↓55.6%	↓53.7%	↑4.2%	↑0.5pp
WM	FCY90M2P	-	158	14	2	5,754	2,877	1.3%	4,363	179	20	39,314	1,966	0.5%	2,930	255	32	63,574	1,987	1.1%	↑48.9%	↓29.8%	↓37.5%	↓38.2%	↓1.1%	↓0.6pp
WM	SC5MBR80H	O	348	17	0	-	0	0%	5,925	247	2	38,113	19,056	0.0%	10,257	330	8	145,040	18,130	0.1%	↓42.2%	↓25.2%	↓75.0%	↓73.7%	↑5.1%	↓0.1pp
WM	S3GHM	O	414	12	0	-	0	0%	11,470	432	4	37,998	9,500	0.0%	9,115	315	13	112,596	8,661	0.1%	↑25.8%	↑37.1%	↓69.2%	↓66.3%	↑9.7%	↓0.1pp
WM	FCV13G4W+RH10V9AV4W	-	124	6	0	-	0	0%	4,256	173	5	35,537	7,107	0.1%	3,683	178	2	17,788	8,894	0.1%	↑15.6%	↓2.8%	↑150.0%	↑99.8%	↓20.1%	0.0pp
WM	FH12X9WCA	-	32	1	0	-	0	0%	1,768	47	3	29,967	9,989	0.2%	848	41	3	20,748	6,916	0.4%	↑108.5%	↑14.6%	0%	↑44.4%	↑44.4%	↓0.2pp
WM	DH12X4SC2	-	17	1	0	-	0	0%	785	14	4	29,932	7,483	0.5%	116	6	0	-	0	0%	↑576.7%	↑133.3%	-	-	-	↑0.5pp
WM	FMY10Y4PF	O	50	2	0	-	0	0%	1,021	57	13	24,689	1,899	1.3%	1,402	62	9	14,319	1,591	0.6%	↓27.2%	↓8.1%	↑44.4%	↑72.4%	↑19.4%	↑0.7pp
WM	FN23BQH	-	48	2	0	-	0	0%	1,820	47	2	23,998	11,999	0.1%	3,221	108	1	1,434	1,434	0.0%	↓43.5%	↓56.5%	↑100.0%	↑1573.5%	↑736.8%	↑0.1pp
WM	FCW12Y4WA	-	89	5	0	-	0	0%	2,582	61	6	22,969	3,828	0.2%	1,716	57	5	10,755	2,151	0.3%	↑50.5%	↑7.0%	↑20.0%	↑113.6%	↑78.0%	↓0.1pp
WM	S3IF	-	35	2	0	-	0	0%	1,289	56	2	19,727	9,864	0.2%	1,235	60	4	37,181	9,295	0.3%	↑4.4%	↓6.7%	↓50.0%	↓46.9%	↑6.1%	↓0.1pp
WM	FMW10Y4WA	-	69	5	1	2,782	2,782	1.4%	1,870	66	7	19,640	2,806	0.4%	1,387	86	5	6,091	1,218	0.4%	↑34.8%	↓23.3%	↑40.0%	↑222.4%	↑130.3%	0.0pp
WM	DH12X4WC2	-	16	0	1	4,800	4,800	6.2%	936	28	3	18,717	6,239	0.3%	261	10	1	6,969	6,969	0.4%	↑258.6%	↑180.0%	↑200.0%	↑168.6%	↓10.5%	↓0.1pp
WM	FCW12D4WA	-	56	2	0	-	0	0%	1,361	40	6	16,800	2,800	0.4%	989	60	11	42,747	3,886	1.1%	↑37.6%	↓33.3%	↓45.5%	↓60.7%	↓27.9%	↓0.7pp
WM	SC5MSR40	-	36	2	0	-17,999	0	0%	1,890	86	2	14,599	7,300	0.1%	3,244	157	1	18,399	18,399	0.0%	↓41.7%	↓45.2%	↑100.0%	↓20.7%	↓60.3%	↑0.1pp
WM	WT1310BGA	-	24	1	1	11,684	11,684	4.2%	1,765	14	1	11,684	11,684	0.1%	3,585	25	6	60,434	10,072	0.2%	↓50.8%	↓44.0%	↓83.3%	↓80.7%	↑16.0%	↓0.1pp
WM	RH10V9AV4W	-	5	0	0	-	0	0%	720	14	2	11,666	5,833	0.3%	150	15	0	-	0	0%	↑380.0%	↓6.7%	-	-	-	↑0.3pp
WM	FN23WQH	-	32	1	0	-	0	0%	1,356	24	1	10,999	10,999	0.1%	1,077	57	2	20,898	10,449	0.2%	↑25.9%	↓57.9%	↓50.0%	↓47.4%	↑5.3%	↓0.1pp
WM	FW12X4WC2+DH12X4WC2	-	25	5	0	-	0	0%	656	34	2	10,769	5,384	0.3%	709	30	0	-	0	0%	↓7.5%	↑13.3%	-	-	-	↑0.3pp
WM	FH12X9BCA	-	27	1	0	-	0	0%	832	20	2	10,549	5,274	0.2%	430	19	0	-	0	0%	↑93.5%	↑5.3%	-	-	-	↑0.2pp
WM	FW12X4WC2	-	26	2	1	4,399	4,399	3.8%	847	12	2	9,136	4,568	0.2%	855	16	3	10,309	3,436	0.4%	↓0.9%	↓25.0%	↓33.3%	↓11.4%	↑32.9%	↓0.2pp
WM	FW12X4SC2	-	22	1	0	-	0	0%	727	8	2	8,530	4,265	0.3%	380	12	1	4,274	4,274	0.3%	↑91.3%	↓33.3%	↑100.0%	↑99.6%	↓0.2%	0.0pp
WM	FCW12Y4PA	-	20	1	0	-	0	0%	355	22	3	8,126	2,709	0.8%	388	22	4	11,616	2,904	1.0%	↓8.5%	0%	↓25.0%	↓30.0%	↓6.7%	↓0.2pp
WM	FMW10Y4WA+RH10V9AV4W	-	58	1	0	-	0	0%	1,286	40	1	7,308	7,308	0.1%	9	1	0	-	0	0%	↑14188.9%	↑3900.0%	-	-	-	↑0.1pp
WM	FMY10Y4PF+RH10V3PV8WS	-	93	4	0	-	0	0%	2,537	92	1	6,800	6,800	0.0%	3,460	145	1	6,599	6,599	0.0%	↓26.7%	↓36.6%	0%	↑3.0%	↑3.0%	0.0pp
WM	FY14CJ0E	-	21	1	1	6,263	6,263	4.8%	513	10	1	6,263	6,263	0.2%	613	30	0	-	0	0%	↓16.3%	↓66.7%	-	-	-	↑0.2pp
WM	RH10X76V2N	-	4	0	1	6,250	6,250	25.0%	9	1	1	6,250	6,250	11.1%	0	0	0	-	0	0%	-	-	-	-	-	↑11.1pp
WM	FA12DA2C	-	10	0	1	5,347	5,347	10.0%	26	2	1	5,347	5,347	3.8%	30	0	0	-	0	0%	↓13.3%	-	-	-	-	↑3.8pp
WM	RH10V3MVTW	-	25	0	0	-	0	0%	972	12	1	5,098	5,098	0.1%	782	12	0	-	0	0%	↑24.3%	0%	-	-	-	↑0.1pp
WM	RH10V9PV2WR	-	24	2	0	-	0	0%	1,097	24	1	4,844	4,844	0.1%	441	29	5	27,633	5,527	1.1%	↑148.8%	↓17.2%	↓80.0%	↓82.5%	↓12.4%	↓1.0pp
WM	FY10EK2E	-	14	0	0	-	0	0%	382	9	2	4,222	2,111	0.5%	353	19	1	3,485	3,485	0.3%	↑8.2%	↓52.6%	↑100.0%	↑21.1%	↓39.4%	↑0.2pp
WM	FCV13G4W	-	26	0	0	-	0	0%	1,972	37	1	3,674	3,674	0.1%	803	46	1	4,164	4,164	0.1%	↑145.6%	↓19.6%	0%	↓11.8%	↓11.8%	0.0pp
WM	FA12CA2C	-	25	1	0	-	0	0%	534	18	4	3,657	914	0.7%	939	42	5	29,164	5,833	0.5%	↓43.1%	↓57.1%	↓20.0%	↓87.5%	↓84.3%	↑0.2pp
Ref	F664MEH95D	-	123	5	3	37,788	12,596	2.4%	1,593	55	11	136,151	12,377	0.7%	732	37	5	62,980	12,596	0.7%	↑117.6%	↑48.6%	↑120.0%	↑116.2%	↓1.7%	0.0pp
Ref	F544MMB95D	-	261	10	1	9,594	9,594	0.4%	7,276	181	8	83,426	10,428	0.1%	5,091	107	9	84,874	9,430	0.2%	↑42.9%	↑69.2%	↓11.1%	↓1.7%	↑10.6%	↓0.1pp
Ref	F544MEH62D	-	170	6	0	-	0	0%	10,876	303	8	43,061	5,383	0.1%	10,377	340	8	49,157	6,145	0.1%	↑4.8%	↓10.9%	0%	↓12.4%	↓12.4%	0.0pp
Ref	S653MWW87D	-	173	6	0	-	0	0%	2,424	80	4	41,732	10,433	0.2%	4,756	177	3	29,494	9,831	0.1%	↓49.0%	↓54.8%	↑33.3%	↑41.5%	↑6.1%	↑0.1pp
Ref	F544MEP62D	-	77	3	1	6,544	6,544	1.3%	1,808	72	5	32,722	6,544	0.3%	2,717	100	4	27,632	6,908	0.1%	↓33.5%	↓28.0%	↑25.0%	↑18.4%	↓5.3%	↑0.2pp
Ref	S674MEG11D	-	264	13	0	-	0	0%	3,110	111	7	24,712	3,530	0.2%	4,917	210	14	56,874	4,062	0.3%	↓36.8%	↓47.1%	↓50.0%	↓56.5%	↓13.1%	↓0.1pp
Ref	S674MPY11D	-	140	7	0	-	0	0%	2,136	72	5	10,180	2,036	0.2%	2,069	102	13	46,366	3,567	0.6%	↑3.2%	↓29.4%	↓61.5%	↓78.0%	↓42.9%	↓0.4pp
Ref	S653MPY33D	-	72	1	0	-	0	0%	1,429	20	1	9,005	9,005	0.1%	1,748	46	3	19,633	6,544	0.2%	↓18.2%	↓56.5%	↓66.7%	↓54.1%	↑37.6%	↓0.1pp
Ref	F544MEH85D	-	457	14	0	-	0	0%	3,590	97	1	8,897	8,897	0.0%	3,658	132	4	36,299	9,075	0.1%	↓1.9%	↓26.5%	↓75.0%	↓75.5%	↓2.0%	↓0.1pp
TV	75QNED82BCA	O	255	8	0	-	0	0%	5,643	157	18	100,563	5,587	0.3%	5,219	160	12	56,048	4,671	0.2%	↑8.1%	↓1.9%	↑50.0%	↑79.4%	↑19.6%	↑0.1pp
TV	75QNED85BCA	-	153	6	1	6,554	6,554	0.7%	3,811	80	11	78,825	7,166	0.3%	2,824	103	1	7,428	7,428	0.0%	↑35.0%	↓22.3%	↑1000.0%	↑961.2%	↓3.5%	↑0.3pp
TV	OLED77C6PCA	-	225	7	0	-	0	0%	7,503	163	5	77,950	15,590	0.1%	2,142	72	7	98,840	14,120	0.3%	↑250.3%	↑126.4%	↓28.6%	↓21.1%	↑10.4%	↓0.2pp
TV	OLED77G6PCA	-	180	8	0	-	0	0%	1,955	75	2	71,498	35,749	0.1%	1,985	107	-1	-36,499	0	-0.1%	↓1.5%	↓29.9%	↓300.0%	↓295.9%	-	↑0.2pp
TV	OLED55G6PCA	-	233	2	0	-	0	0%	7,443	163	7	64,979	9,283	0.1%	3,173	88	11	118,959	10,814	0.3%	↑134.6%	↑85.2%	↓36.4%	↓45.4%	↓14.2%	↓0.2pp
TV	65QNED82BCA	O	934	18	1	4,499	4,499	0.1%	17,974	315	19	63,658	3,350	0.1%	16,129	387	19	74,714	3,932	0.1%	↑11.4%	↓18.6%	0%	↓14.8%	↓14.8%	0.0pp
TV	OLED83C6PCA	-	70	1	0	-	0	0%	1,965	57	2	56,998	28,499	0.1%	2,447	94	2	56,998	28,499	0.1%	↓19.7%	↓39.4%	0%	0%	0%	0.0pp
TV	OLED48C6PCA	-	222	6	0	-	0	0%	6,909	145	9	53,070	5,897	0.1%	4,030	104	3	19,892	6,631	0.1%	↑71.4%	↑39.4%	↑200.0%	↑166.8%	↓11.1%	0.0pp
TV	OLED65B6PCA	-	166	4	0	-	0	0%	3,573	78	5	39,491	7,898	0.1%	535	19	4	43,476	10,869	0.7%	↑567.9%	↑310.5%	↑25.0%	↓9.2%	↓27.3%	↓0.6pp
TV	100QNED85BC	-	10	0	0	-	0	0%	278	13	2	38,948	19,474	0.7%	274	4	0	-	0	0%	↑1.5%	↑225.0%	-	-	-	↑0.7pp
TV	85QNED82BCA	O	135	6	1	7,979	7,979	0.7%	5,686	118	5	38,928	7,786	0.1%	5,773	202	3	23,788	7,929	0.1%	↓1.5%	↓41.6%	↑66.7%	↑63.6%	↓1.8%	0.0pp
TV	86QNED85BCA	-	72	2	0	-	0	0%	2,124	51	5	38,271	7,654	0.2%	1,893	87	2	17,242	8,621	0.1%	↑12.2%	↓41.4%	↑150.0%	↑122.0%	↓11.2%	↑0.1pp
TV	OLED65G6PCA	-	123	6	1	18,199	18,199	0.8%	2,782	81	2	36,368	18,184	0.1%	1,824	70	1	-265	-265	0.1%	↑52.5%	↑15.7%	↑100.0%	↓13823.8%	↓6961.9%	0.0pp
TV	OLED55C6PCA	-	105	8	0	-	0	0%	3,213	104	4	31,627	7,907	0.1%	3,020	110	11	78,881	7,171	0.4%	↑6.4%	↓5.5%	↓63.6%	↓59.9%	↑10.3%	↓0.3pp
TV	OLED77B6PCA	-	157	3	0	-	0	0%	2,811	55	2	28,998	14,499	0.1%	605	18	1	15,999	15,999	0.2%	↑364.6%	↑205.6%	↑100.0%	↑81.2%	↓9.4%	↓0.1pp
TV	OLED65C6PCA	-	159	10	1	13,469	13,469	0.6%	3,431	77	2	26,968	13,484	0.1%	3,908	92	1	13,999	13,999	0.0%	↓12.2%	↓16.3%	↑100.0%	↑92.6%	↓3.7%	↑0.1pp
TV	75MRGB86BCA	-	56	2	1	7,599	7,599	1.8%	1,766	32	3	24,604	8,201	0.2%	956	39	1	8,506	8,506	0.1%	↑84.7%	↓17.9%	↑200.0%	↑189.3%	↓3.6%	↑0.1pp
TV	OLED42C6PCA	-	92	4	0	-	0	0%	2,478	78	4	24,366	6,092	0.2%	3,641	140	1	6,123	6,123	0.0%	↓31.9%	↓44.3%	↑300.0%	↑297.9%	↓0.5%	↑0.2pp
TV	OLED48B6PCA	-	109	2	0	-	0	0%	2,158	45	3	17,997	5,999	0.1%	1,059	17	0	-	0	0%	↑103.8%	↑164.7%	-	-	-	↑0.1pp
TV	65MRGB86BCA	-	155	1	1	6,374	6,374	0.6%	3,933	78	3	17,582	5,861	0.1%	1,923	32	2	12,752	6,376	0.1%	↑104.5%	↑143.8%	↑50.0%	↑37.9%	↓8.1%	0.0pp
TV	OLED55B6PCA	-	84	2	0	-	0	0%	1,600	50	1	6,999	6,999	0.1%	832	26	0	-	0	0%	↑92.3%	↑92.3%	-	-	-	↑0.1pp
TV	OLED55B5XCA	-	0	0	0	-	0	0%	84	6	2	4,557	2,278	2.4%	18	0	0	-	0	0%	↑366.7%	-	-	-	-	↑2.4pp
MNT	27UP850K-W	-	468	17	0	-	0	0%	3,881	204	36	69,764	1,938	0.9%	276	20	0	-	0	0%	↑1306.2%	↑920.0%	-	-	-	↑0.9pp
MNT	39GX950B-B	-	106	5	0	-	0	0%	1,826	57	4	49,871	12,468	0.2%	1,538	72	10	122,990	12,299	0.7%	↑18.7%	↓20.8%	↓60.0%	↓59.5%	↑1.4%	↓0.5pp
MNT	32GX870B-B	-	143	5	1	8,199	8,199	0.7%	4,270	85	6	48,664	8,111	0.1%	1,677	68	5	41,645	8,329	0.3%	↑154.6%	↑25.0%	↑20.0%	↑16.9%	↓2.6%	↓0.2pp
MNT	27G850A-B	-	144	15	1	3,089	3,089	0.7%	2,078	95	15	46,865	3,124	0.7%	1,003	41	1	3,854	3,854	0.1%	↑107.2%	↑131.7%	↑1400.0%	↑1116.0%	↓18.9%	↑0.6pp
MNT	52G930B-B	-	26	1	0	-	0	0%	1,107	29	3	43,572	14,524	0.3%	1,035	49	-1	-14,999	0	-0.1%	↑7.0%	↓40.8%	↓400.0%	↓390.5%	-	↑0.4pp
MNT	25G590B-B	-	961	6	0	-	0	0%	8,503	106	4	31,966	7,992	0.0%	12	0	0	-	0	0%	↑70758.3%	-	-	-	-	0.0pp
MNT	45GX950A-B	-	160	6	0	-	0	0%	2,666	72	2	23,998	11,999	0.1%	488	7	1	13,999	13,999	0.2%	↑446.3%	↑928.6%	↑100.0%	↑71.4%	↓14.3%	↓0.1pp
MNT	32GX850A-B	O	34	0	0	-	0	0%	1,996	39	4	19,366	4,842	0.2%	5,353	239	6	29,994	4,999	0.1%	↓62.7%	↓83.7%	↓33.3%	↓35.4%	↓3.2%	↑0.1pp
MNT	27G64NA-B	-	69	3	0	-	0	0%	2,219	101	13	18,187	1,399	0.6%	1,577	71	2	2,798	1,399	0.1%	↑40.7%	↑42.3%	↑550.0%	↑550.0%	0%	↑0.5pp
MNT	40U990A-W	-	30	0	1	10,924	10,924	3.3%	628	7	1	10,924	10,924	0.2%	417	11	2	23,398	11,699	0.5%	↑50.6%	↓36.4%	↓50.0%	↓53.3%	↓6.6%	↓0.3pp
MNT	PU615U	O	14	2	0	-	0	0%	404	9	1	6,789	6,789	0.2%	413	7	2	13,998	6,999	0.5%	↓2.2%	↑28.6%	↓50.0%	↓51.5%	↓3.0%	↓0.3pp
MNT	27GX704A-B	-	8	0	1	2,374	2,374	12.5%	452	6	2	4,558	2,279	0.4%	124	7	2	4,748	2,374	1.6%	↑264.5%	↓14.3%	0%	↓4.0%	↓4.0%	↓1.2pp
MNT	27GX700A-B	-	48	1	0	-	0	0%	1,393	31	1	3,299	3,299	0.1%	722	28	5	18,035	3,607	0.7%	↑92.9%	↑10.7%	↓80.0%	↓81.7%	↓8.5%	↓0.6pp
MNT	32GS94U-B	-	13	0	0	-	0	0%	725	12	1	3,039	3,039	0.1%	81	6	0	-	0	0%	↑795.1%	↑100.0%	-	-	-	↑0.1pp
MNT	24G411B-B	-	10	1	0	-	0	0%	811	13	4	2,513	628	0.5%	1,162	44	10	6,557	656	0.9%	↓30.2%	↓70.5%	↓60.0%	↓61.7%	↓4.2%	↓0.4pp
MNT	27G810A-B	-	48	1	0	-	0	0%	900	12	1	2,299	2,299	0.1%	411	27	0	-	0	0%	↑119.0%	↓55.6%	-	-	-	↑0.1pp
MNT	32G620B-B	-	6	1	0	-	0	0%	448	1	1	1,804	1,804	0.2%	94	2	0	-	0	0%	↑376.6%	↓50.0%	-	-	-	↑0.2pp
MNT	34U601B-B	-	0	0	0	-	0	0%	32	3	1	1,699	1,699	3.1%	159	3	1	1,599	1,599	0.6%	↓79.9%	0%	0%	↑6.3%	↑6.3%	↑2.5pp
PC	16Z90U-K.ALB7C	-	7	2	0	-	0	0%	465	2	1	14,999	14,999	0.2%	227	2	0	-	0	0%	↑104.8%	0%	-	-	-	↑0.2pp
A/P	AS60GHWZ0	O	50	3	0	-	0	0%	2,039	40	4	7,396	1,849	0.2%	2,967	17	2	3,398	1,699	0.1%	↓31.3%	↑135.3%	↑100.0%	↑117.7%	↑8.8%	↑0.1pp
etc	DK1E	-	0	0	0	-	0	0%	7	0	1	300	300	14.3%	2	0	0	-	0	0%	↑250.0%	-	-	-	-	↑14.3pp
etc	DK2A	-	0	0	1	300	300	0%	0	0	1	300	300	0%	0	0	1	200	200	0%	-	-	0%	↑50.0%	↑50.0%	0.0pp

口径：SKU 明细为 Net GMV 漏斗分析，参考 Excel 的 UV / Cart Customers / EA / Net GMV / ASP / CVR 格式；库存字段已去除。Cart Customers 口径：JD 使用 rawdata 的“加购客户数”，TM 使用“商品加购人数”，LG.COM 使用“加购数”。기준: SKU 상세는 Excel의 UV/Cart/EA/GMV/ASP/CVR 형식을 따른 GMV 퍼널 분석입니다. 재고 항목은 제외했습니다. Cart Customers 기준: JD는 가구매 고객수, TM은 상품 가구매 인원, LG.COM은 가구매 수를 사용했습니다.

平台别 Model Performance플랫폼별 Model Performance

MTD (08/01-08/24) vs 前月同期 (07/01-07/24) · Unit: K RMB / 단위: K RMB

Product	Model	Aug MTD Aug 1 - Aug 248월 1일~8월 24일 누계			Jul. MTD Jul. 1 - Jul. 247월 1일~7월 24일 누계			vs Jul. Same Period Jul. 1 - Jul. 247월 1일~7월 24일 대비
Product	Model	LG.COM	JD	TM	LG.COM	JD	TM	LG.COM	JD	TM
W/M	S3CW	390	-	-	-	-	-	NEW	-	-
	FCY10R4M	2	177	12	4	178	7	↓53.3%	↓0.6%	↑86.4%
	FCY10Y4M	-	126	8	2	83	20	-	↑52.6%	↓59.0%
	SC5GMR80H	-	120	-	17	40	-	-	↑199.3%	-
	FCY10Y4M+RH10V3MVTW	-	70	15	-	45	23	-	↑56.8%	↓33.2%
	FCY90N2W	-	57	-	-	121	2	-	↓52.8%	-
	FCY90M2P	-	42	-	-	57	7	-	↓25.4%	-
	SC5MBR80H	-	38	-	31	114	-	-	↓66.6%	-
	S3GHM	-	27	11	-	82	31	-	↓66.9%	↓64.6%
	FCV13G4W+RH10V9AV4W	-	36	-	-	18	-	-	↑99.4%	-
REF	F664MEH95D	88	48	-	63	-	-	↑40.0%	NEW	-
	F544MMB95D	58	26	-	72	13	-	↓20.0%	↑100.8%	-
	F544MEH62D	13	38	-	20	30	-	↓33.2%	↑27.1%	-
	S653MWW87D	-	42	-	-	30	-	-	↑41.4%	-
	F544MEP62D	33	-	-	20	8	-	↑66.8%	-	-
	S674MEG11D	-	25	-	4	53	-	-	↓53.0%	-
	S674MPY11D	-	10	-	4	42	-	-	↓75.8%	-
	S653MPY33D	-	9	-	20	-	-	-	NEW	-
	F544MEH85D	-	9	-	-	36	-	-	↓75.5%	-
	F554GBBV3B	-	-	-	-	-	-	-	-	-
LTV	75QNED82BCA	10	78	12	20	36	-	↓49.3%	↑118.5%	NEW
	75QNED85BCA	20	59	-	-	7	-	NEW	↑700.0%	-
	OLED77C6PCA	-	78	-	-	99	-	-	↓21.1%	-
	OLED77G6PCA	-	72	-	-	-	-	-	NEW	-
	OLED55G6PCA	-	65	-	-	119	-	-	↓45.4%	-
	65QNED82BCA	4	55	5	-	58	16	NEW	↓6.7%	↓67.9%
	OLED83C6PCA	-	57	-	-	57	-	-	0.0%	-
	OLED48C6PCA	-	53	-	-	20	-	-	↑166.8%	-
	OLED65B6PCA	-	40	-	-	44	-	-	↓9.2%	-
	100QNED85BC	39	-	-	-	-	-	NEW	-	-
MNT	27UP850K-W	8	62	-	-	-	-	NEW	NEW	-
	39GX950B-B	24	26	-	45	78	-	↓46.2%	↓67.2%	-
	32GX870B-B	8	41	-	33	8	-	↓76.4%	↑381.2%	-
	27G850A-B	3	44	-	0	3	-	↑460.0%	↑1194.1%	-
	52G930B-B	14	29	-	-	-	-	NEW	NEW	-
	25G590B-B	-	24	8	-	-	-	-	NEW	NEW
	45GX950A-B	-	24	-	-	14	-	-	↑71.4%	-
	32GX850A-B	-	19	-	-	30	-	-	↓35.3%	-
	27G64NA-B	-	18	-	-	3	-	-	↑550.0%	-
	40U990A-W	11	-	-	11	12	-	↓4.4%	-	-
PC	16Z90U-K.ALB7C	-	15	-	-	-	-	-	NEW	-
	14Z90S-G.AL55C	-	-	-	-	-	-	-	-	-
	16Z90SP-K.AL87C	-	-	-	-	-	-	-	-	-
	16Z90TP-G.AL87C	-	-	-	-	-	-	-	-	-
	16Z90TP-K.AL89C	-	-	-	-	-	-	-	-	-
	16Z90TR-E.AL88C	-	-	-	-	-	-	-	-	-
	16Z90U-G.AL87C	-	-	-	-	-	-	-	-	-
	16Z90U-G.AL88C	-	-	-	-	-	-	-	-	-
	16Z90U-K.ALB9C	-	-	-	14	-	-	-	-	-
	17Z90U-G.AL87C	-	-	-	-	-	-	-	-	-
A/P	AS60GHWZ0	-	7	-	-	3	-	-	↑117.6%	-

数据范围：每个品类仅展示 MTD Net GMV TOP10 型号（共 45 个型号），全品类共 100 个有销售型号 · 蓝色深浅表示同列内 GMV 数值相对大小，越深越大데이터 범위: 각 카테고리별 MTD Net GMV 상위 10개 모델만 표시 (총 45개), 전체 100개 판매 모델 · 파란색 음영은 동일 열 내 상대적 GMV 크기를 나타내며, 진할수록 큰 값

AI InsightAI 인사이트

基于当前数据表现的业务优化建议与数据质量提醒

1.【8月整体达成：与时间进度基本持平，TV与TM拖后】8月达成首条。截至8/24，MTD累计 470.7K USD，达成率 77.2%，时间进度 77.4%，几乎与时间进度持平、仅落后 0.2pp。环比上月同期 +14.0%（前月同期 412.9K USD），整体增长稳健。今日单日 25.7K USD。剩余 7 天需追 139.3K USD 方可达 610K USD 月度目标，日均约 19.9K USD 即可追平，达成压力可控。但 TV（进度 58.5%）与 TM（8.4%）两渠道明显拖后，需针对性补量以防末端失速。

2.【集中度陷阱：PC头部微增掩盖品类全面停摆】集中度陷阱 — PC 品类：头部 TOP10 型号 GMV 仍 +0.1K，但品类总量 -2.1K、中长尾 -2.2K，呈头部微增、中长尾塌缩的掩蔽结构。PC 在 D2C、LG.COM、JD、TM 全渠道 GMV 均为 0，实际已全面停摆（环比上月同期 -99.5%）。头部极小的正增长掩盖了品类整体归零。建议立即排查 PC listing 与库存、补长尾型号、捆绑显示器或周边组合、强化搜索覆盖，切断单点依赖。

3.【单日单型号集中：LG.COM 8/10 由 S3CW 单型号驱动97.6%】单日单型号集中 — LG.COM 2026-08-10：型号 S3CW（WM）单日售出 71台，GMV 57,595.9 USD，占当日 LG.COM GMV 的 97.6%，ASP 811.2 USD。单型号驱动整日销售，单点依赖风险极高：一旦该型号断货或促销结束，当日业绩将断崖式回落。建议分散型号结构、保障 S3CW 库存水位，并以同档 FCY10R4M、FCY10Y4M 等承接流量，降低单型号波动对平台的冲击。

4.【渠道结构：JD占74%为核心，LG.COM领先，TM严重滞后净退货】渠道结构 — JD 为绝对核心，贡献 74.0% GMV（348.3K USD），达成率 81.3%；LG.COM 达成率 91.0%（118.1K USD），进度领先但未超目标，建议由冲量转向利润导向。TM 新店渠道严重滞后，MTD 仅 4.4K USD、达成率 8.4%，且今日单日 GMV 为 -1.8K USD（净退货）。渠道高度集中于 JD，需防范单一渠道波动对整体达成的冲击。

5.【增长亮点：TV领跑但进度最慢，WM/MNT接近达标】增长亮点 — TV 环比上月同期 +31.0%（139.1K USD）领跑，但进度率仅 58.5%，落后时间进度近 19pp，是后续补量最优先抓手；WM +16.1%（219.0K USD，进度 92.4%）稳健；MNT +11.7%（54.0K USD，进度 92.7%）接近达标；A/P +117.7%（1.1K USD）虽小但已 193.0% 超标。建议 TV 加大投放与机型矩阵，WM、MNT 守住达标势头。

6.【下滑预警：Ref三渠道一致走弱，高客单价转化承压】下滑预警 — Ref 环比上月同期 -14.3%（57.5K USD），达成率 79.7%，在 D2C（-14.3%）与 JD（-13.9%）双双回落，且 LG.COM Ref 亦 -11.4%，三渠道一致走弱，非偶发波动。Ref ASP 高达 1150.1 USD、CVR 仅 0.14%，高客单价转化漏斗承压。建议优化 Ref 详情页与套餐、针对以旧换新或大容量机型做定向促活，稳住第二大品类基本盘。

7.【流量效率：UV增速快于GMV，整体CVR小幅回落】流量效率 — 整体 UV 环比上月同期 +15.3%（293,350），快于 GMV 的 +14.0%，流量增长未充分转化为销售额。整体 CVR 0.23%，较上月同期 0.25% 下降 0.02pp；加购 8,041 较上月 9,359 亦回落。TV 与 Ref 高 ASP 品类 CVR 仅 0.12–0.14%，是典型转化洼地。建议强化详情页转化、客单价与搜索词覆盖，把增量 UV 转为实收。

8.【TM停摆风险：新店爬坡远不及预期，净退货拖累整体】TM 渠道停摆风险 — TM MTD 仅 4.4K USD，达成率 8.4%，今日单日 -1.8K USD 净退货，Ref 在 TM 为 -1.1K（净负）。WM 在 TM 环比 -91.2%、TV -45.3%，新店爬坡远不及预期。建议重审 TM 选品与上架（当前 SKU 覆盖窄）、搜索排名与加购转化，或重新评估资源投放优先级，避免持续拖累整体达成。

1.[8월 전체 달성: 경과율과 기본적 동일, TV·TM 지연] 8월 달성 1순위. 8/24 기준 MTD 누적 470.7K USD, 달성률 77.2%, 경과율 77.4%로 경과율과 사실상 동일하며 0.2pp 소폭 하회. 전월 동기 대비 +14.0%(전월 동기 412.9K USD)로 전반적 성장 안정적. 당일 25.7K USD. 잔여 7일 139.3K USD 추가 필요로 610K USD 월목표 도달, 일평균 약 19.9K USD면 추격 가능해 달성 압박 통제 가능. 단 TV(진도 58.5%) 및 TM(8.4%) 두 채널이 뚜렷이 지연되어 말기 실속 방지를 위한 채널별 보완 필요.

2.[집중도 함정: PC 상위 미세 증가가 카테고리 전면 중단 은폐] 집중도 함정 — PC 카테고리: 상위 TOP10 모델 GMV는 +0.1K 유지, 그러나 카테고리 총량 -2.1K, 중하위 -2.2K로 상위 미세 증가가 중하위 붕괴를 은폐. PC는 D2C·LG.COM·JD·TM 전 채널 GMV 0으로 실질적 전면 중단(전월 동기 대비 -99.5%). 극소 상위 증가가 카테고리 전체 제로화를 가림. PC 리스팅·재고 즉시 점검, 중하위 모델 보완, 모니터·주변기기 세트 구성, 검색 커버리지 강화로 단일 의존도 차단 권장.

3.[단일일 단일모델 집중: LG.COM 8/10 S3CW 단일모델이 97.6% 주도] 단일일 단일모델 집중 — LG.COM 2026-08-10: 모델 S3CW(WM) 당일 71대 판매, GMV 57,595.9 USD, 당일 LG.COM GMV 비중 97.6%, ASP 811.2 USD. 단일 모델이 일일 매출을 주도하여 단일 의존 리스크 극상: 해당 모델 품절 또는 프로모션 종료 시 당일 실적 절벽식 하락. 모델 믹스 분산, S3CW 재고 수준 확보, 동급 FCY10R4M·FCY10Y4M로 트래픽 이관하여 단일 모델 변동 충격 완화 권장.

4.[채널 구조: JD 74% 핵심, LG.COM 선행, TM 심각 지연·순반품] 채널 구조 — JD가 절대 핵심으로 GMV 74.0%(348.3K USD) 차지, 달성률 81.3%. LG.COM 달성률 91.0%(118.1K USD)로 진도 선행하나 목표 미달, 물량 확대에서 수익 중심으로 전환 권장. TM 신규 채널은 심각히 지연, MTD 4.4K USD, 달성률 8.4%, 당일 GMV -1.8K USD(순반품). JD 단일 채널 과도 집중으로 단일 채널 변동이 전체 달성에 미칠 충격 관리 필요.

5.[성장 하이라이트: TV 선두이나 진도 최저, WM/MNT 목표 근접] 성장 하이라이트 — TV 전월 동기 대비 +31.0%(139.1K USD) 선두, 단 진도율 58.5%로 경과율 대비 19pp 하회, 후속 보완 최우선 과제. WM +16.1%(219.0K USD, 진도 92.4%) 안정적, MNT +11.7%(54.0K USD, 진도 92.7%) 목표 근접, A/P +117.7%(1.1K USD) 규모 작으나 193.0% 초과 달성. TV 투입 및 라인업 확대, WM·MNT 달성세 유지 권장.

6.[하락 경보: Ref 3채널 일제히 약세, 고객단가 전환 압박] 하락 경보 — Ref 전월 동기 대비 -14.3%(57.5K USD), 달성률 79.7%, D2C(-14.3%)·JD(-13.9%) 동반 하락에 LG.COM Ref도 -11.4%로 3채널 일제히 약세, 일시적 변동 아님. Ref ASP 1150.1 USD·CVR 0.14%로 고객단가 전환 퍼널 압박. Ref 상세페이지·세트 최적화, 캐시백 또는 대용량 모델 타겟팅 프로모션으로 2대 품목 기본판 안정 권장.

7.[트래픽 효율: UV 증가율이 GMV 상회, 전체 CVR 소폭 하락] 트래픽 효율 — 전체 UV 전월 동기 대비 +15.3%(293,350)로 GMV +14.0%보다 빠름, 유입 증가가 매출로 미흡하게 전환. 전체 CVR 0.23%로 전월 0.25% 대비 0.02pp 하락, 장바구니 8,041도 전월 9,359 대비 감소. TV·Ref 고ASP 품목 CVR 0.12~0.14%로 전형적 전환 부진. 상세페이지 전환·객단가·검색어 커버리지 강화로 증가 UV를 실매출 전환 권장.

8.[TM 중단 리스크: 신규 램프업 기대 미달, 순반품이 전체 훼손] TM 채널 중단 리스크 — TM MTD 4.4K USD, 달성률 8.4%, 당일 -1.8K USD 순반품, Ref TM -1.1K 순负. WM TM 전월 대비 -91.2%, TV -45.3%로 신규 램프업 기대 크게 미달. TM 선별 상품·등록(SKU 커버리지 협소)·검색 순위·장바구니 전환 재점검, 또는 자원 배분 우선순위 재평가로 전체 달성의 지속적 훼손 방지 권장.