BABA(US:BABA) Zheng Quan Ri Bao Wang·2025-10-16 11:47Core Insights - The 2025 Tmall "Double 11" event will officially start on October 20 at 8 PM, marking the 17th edition of the event and the first one in the era of big consumption and AI integration [1] - Tmall President, Jia Luo, emphasized the significance of AI and big consumption as historical opportunities, aiming to enhance product capabilities and support quality brand upgrades for efficient growth [1] - Pre-sale data indicates strong performance, with 35 brands achieving over 100 million yuan in sales within the first hour and 1,802 brands doubling their sales compared to the previous year [1] AI and Brand Development - Tmall has invested heavily in AI research and development, resulting in a 40-fold increase in computing power and a 25% improvement in purchasing efficiency [2] - The platform now offers full AI integration across various operational aspects, potentially saving merchants hundreds of billions in costs [2] - Tmall flagship stores have been upgraded to a "smart" version, providing personalized experiences through real-time user demand sensing [2] Consumer Engagement and Market Expansion - Tmall has transformed into a major consumption platform with a user base of 53 million 88VIP members and 300 million monthly active users [2] - The integration of instant retail and e-commerce is expected to unlock a new market worth trillions [2] - The collaboration between Tmall and Taobao Flash Sale allows for a seamless online and offline shopping experience, with 37,000 brands and 400,000 stores already participating [2] Promotional Strategies - Tmall will distribute 50 billion yuan in consumer vouchers during the "Double 11" period, utilizing an AI "Smart Benefit Engine" to enhance the precision of voucher distribution [3] - The trial phase of the AI voucher distribution showed a 15% increase in conversion rates compared to previous methods [3]