BABA(US:BABA) Sou Hu Cai Jing·2025-09-22 12:56Core Insights - Taobao is investing 1 billion yuan in marketing subsidies for this year's Double 11 overseas sales, aiming to help 100,000 merchants double their overseas transactions [2][10] - The Double 11 event will launch simultaneously in 20 countries and regions, featuring five different language versions to cater to global consumers [2] - Taobao's unique "0 return and refund, 0 operational cost" model allows merchants to easily sync their existing stores to international platforms, with the platform covering returns and providing a complete overseas sales chain [2][10] Marketing Strategy - The marketing investment of 1 billion yuan will support new user growth overseas, with cross-border free shipping and return services available on 12 international sites during Double 11 [6] - Special promotions include "0 threshold free shipping" in Hong Kong and Macau, and significant shipping vouchers in Taiwan, Singapore, Malaysia, and Australia [6] User Engagement - Taobao will introduce an interactive game "Taobao Wonderland" for non-Chinese users, allowing daily check-ins to earn rewards that can be used for discounts on purchases, with first-time orders during Double 11 eligible for a "1 yuan flash sale" [9] - The platform will focus on key industries such as apparel, 3C digital products, furniture, outdoor sports, toys, and automotive parts, launching dedicated industry channels during the sales event [9] Market Position - Over 1 million merchants are expected to sell internationally during Double 11, with 400 million cross-border products available, positioning Taobao as the most comprehensive cross-border e-commerce platform [10] - The rapidly growing overseas market presents a significant opportunity for merchants to expand and capture new revenue streams during this year's Double 11 [10]