BABA(US:BABA) Xin Hua Cai Jing·2025-10-16 11:31Core Insights - The 2025 Tmall "Double 11" event will officially start on October 20 at 8 PM, with Alibaba's Taobao platform president highlighting unprecedented growth opportunities for brand merchants, potentially opening up a "trillion-level new market" [1] Group 1: Brand Growth Opportunities - Current brand growth is characterized by three "super" elements: "Super Increment" represented by "Taobao Flash Sale," "Super Hub" centered around "Taobao Big Membership," and "Super Engine" driven by "88VIP" [5] - The "Taobao Flash Sale" business has shown strong growth, achieving a peak daily order volume of 120 million within four months of launch, with an average weekly order volume of 80 million in August and monthly active buyers exceeding 300 million [5] - The "Taobao Big Membership" system is evolving into a "Super Hub" that connects online and offline services, providing a comprehensive service chain for brands to operate effectively with 1 billion consumers [5] Group 2: Integration of AI Technology - This year marks the full integration of AI technology into Tmall's "Double 11," enhancing various aspects such as traffic distribution, consumer experience, and merchant operations, thereby advancing e-commerce towards greater intelligence [5]