BABA(US:BABA) Zheng Quan Ri Bao Wang·2025-07-03 12:47Core Insights - Taobao Flash Sale has announced a substantial investment of 50 billion yuan to subsidize users and merchants, aiming to boost sales and enhance consumer experience [1][2] - The first day of subsidies saw a significant increase in orders, with 589 retail brands experiencing over 100% growth in order volume compared to the launch date of the Taobao Flash Sale on May 2 [1] - The platform is expected to continue its growth trajectory, with a focus on various product categories, including food, pharmaceuticals, electronics, and seasonal items [1][2] Group 1 - On the first day of the subsidy program, notable order increases were recorded, including a 504% rise for Nongfu Spring, 467% for Lenovo, and 350% for Philips [1] - The search and order volume for summer-related products surged, with desktop fans and air conditioners seeing a 230% and 220% increase in search volume, respectively [1] - Taobao Flash Sale has partnered with merchants in the swimwear category, reporting a 400% week-on-week growth in swimwear orders since joining the platform [2] Group 2 - Over the next 12 months, Taobao Flash Sale plans to distribute 50 billion yuan in direct subsidies to consumers and merchants through various promotional strategies [2] - The platform aims to stimulate consumer activity and support merchant growth through measures such as store subsidies, product discounts, and reduced commission fees [2] - Within two months of its launch, Taobao Flash Sale, in collaboration with Ele.me, has surpassed 60 million daily orders [3]