BABA(US:BABA) Guan Cha Zhe Wang·2025-09-22 07:28Core Insights - Taobao Overseas plans to invest 1 billion yuan in marketing subsidies for this year's Double 11 event, aiming to help 100,000 merchants double their overseas sales [1][3] - The event will be launched simultaneously in 20 countries and regions globally for the first time [1][3] Group 1: Marketing Strategy - Taobao Overseas will offer five different language versions to cater to global consumers [3] - The platform provides a "0 return refund, 0 operating cost" model, allowing merchants to sign up for the "Overseas Growth Plan" and automatically sync their stores to overseas sites [3] - Since the launch of the Overseas Growth Plan in 2024, over 1 million merchants have joined, with the GMV growth rate of signed merchants being three times that of the overall overseas market [3] Group 2: User Engagement and Promotions - Taobao will introduce an interactive game called "Taobao Wonderland" for non-Chinese users, where daily check-ins can earn users "gold beans" that can be used for shopping discounts, up to 50% off [3] - New users in 16 countries and regions will enjoy a "1 yuan flash sale" for their first order during the Double 11 period [3] Group 3: Market Expansion - Over 1 million merchants are expected to sell to international markets during Double 11, with cross-border free shipping products reaching 400 million [3] - The rapid growth of the overseas market positions this year's Double 11 as a significant opportunity for Taobao merchants to tap into new revenue streams, with an estimated 100,000 merchants achieving doubled overseas sales [3]