Guan Cha Zhe Wang·2025-10-16 08:39Core Insights - The upcoming 2025 Tmall Double 11 event is set to officially start on October 20 at 8 PM, with Alibaba's Taobao platform president highlighting unprecedented growth opportunities for brands, summarized as "three super" benefits: Super Increment, Super Hub, and Super Engine [1][8]. Group 1: Super Increment - Taobao Flash Sale has rapidly developed since its launch, achieving a peak daily order volume of 120 million within four months, with an average of 80 million orders on Sundays in August, and a total monthly trading buyer count of 300 million, contributing to a 20% year-on-year increase in daily active users on Taobao [3][7]. - In August, 77 brands achieved monthly transaction amounts exceeding 10 million, while 490 brands surpassed 1 million in transactions, indicating significant brand growth through Taobao Flash Sale [3][7]. Group 2: Super Hub - Taobao's membership program is evolving into a super hub that integrates various consumption scenarios, providing brands with the opportunity to precisely operate and market to 1 billion consumers [3][5]. - The number of platinum and above members in Taobao has exceeded 100 million, showcasing strong purchasing power with over 90 days of annual spending on the platform [5][7]. Group 3: Super Engine - The 88VIP membership program, the largest paid e-commerce membership system in China, has reached 53 million members, with members exhibiting consumption power and loyalty several times higher than non-members, contributing over 55% of sales for leading brands [5][6]. - The average annual spending per 88VIP member is nine times that of non-members, highlighting the program's effectiveness in driving brand growth [5][7]. - For the upcoming Double 11, 88VIP will enhance its offerings with 50 billion yuan in consumption vouchers and continue the "no-threshold 10% discount" strategy from the 618 shopping festival [5][7]. Group 4: Overall Market Dynamics - This year's Double 11 marks the 17th event and the first since Taobao's upgrade to a comprehensive consumption platform, with new sectors such as dining, travel, and entertainment joining, revitalizing the platform's growth potential [8].