BABA(US:BABA) Shen Zhen Shang Bao·2025-10-16 22:57Core Insights - The 2025 Tmall "Double 11" event will officially start on October 20 at 8 PM, marking the 17th edition and the first fully AI-integrated event [1] - Tmall is investing a record 50 billion yuan in consumer vouchers to subsidize users, applicable to both Tmall and Taobao Flash Sale brands [1] Group 1: Sales Performance - In the first hour of the pre-sale on October 15, 35 brands achieved over 100 million yuan in sales, with 1,802 brands doubling their sales compared to the previous year [2] - The beauty category saw rapid growth, with 14 beauty products surpassing 100 million yuan in sales within the first four hours [2] - Key categories such as beauty, maternal and infant products, fashion, and food showed significant performance, with some categories experiencing nearly 80% growth [2] Group 2: AI Integration - Tmall is leveraging AI to enhance product capabilities and improve user engagement, aiming for a more efficient shopping experience [3] - The platform's computational power has increased by 40 times, improving the accuracy of product recommendations and boosting purchase efficiency by 25% [3] - Brands can now achieve full AI integration in their operations on Tmall, covering various aspects from business analysis to customer engagement [3] Group 3: AI Applications - Tmall introduced six new AI shopping applications to cater to diverse shopping needs, including "AI Universal Search" and "AI Try-On" [4] - AI tools have significantly improved operational efficiency for merchants, generating 2 billion images and 5 million videos monthly, with a 10% increase in product click-through rates [4] - The AI customer service tool "Xiaomimi 5.0" helps merchants reduce costs by 20 million yuan daily while increasing GMV by 19.12 million yuan [4] Group 4: AIGX Technology System - Tmall has established an AIGX technology system closely integrated with commercial scenarios, covering various e-commerce operational needs [5]