BABA(US:BABA) Xin Lang Ke Ji·2025-07-29 07:53Core Insights - Taobao Flash Sale has seen a significant increase in new brand entries, with a 110% month-over-month growth in July compared to June, adding over 12,000 new non-food brand stores [3]. Group 1: Brand Entry and Growth - The new brand entry is characterized by a diverse range of categories, with the highest proportions coming from 3C digital products, apparel and sports, and alcoholic beverages [3]. - Vivo leads the 3C digital category with 1,500 new stores, while the apparel and sports sector saw Shengdao launch over 1,200 stores [3]. - Major liquor brands are also expanding their presence, with Moutai and Xijiu entering the platform, planning to launch 1,000 stores by mid-August [3]. Group 2: Sales Performance - Xiaomi, an early entrant, has over 7,000 stores on Taobao Flash Sale, with daily orders increasing fourfold compared to May after a coupon campaign [4]. - Apple has onboarded over 3,000 authorized stores, achieving a doubling of daily orders since its initial entry [4]. - Miniso has fully integrated 4,500 stores, with daily orders exceeding 20,000, 80% of which come from new users [4]. Group 3: Order Volume Trends - Since its launch in May, Taobao Flash Sale has consistently set new daily order records, reaching peaks of over 9 million orders on consecutive weekends [4].