Zhong Guo Ji Jin Bao·2025-10-17 01:32Core Insights - This year's Tmall "Double 11" will be the first to fully implement AI, enhancing consumer experience and e-commerce operations [1] - Alibaba executives emphasized that effective AI applications will address consumer pain points and drive merchant growth, unlocking unprecedented growth opportunities in the consumer market [1] Group 1: AI and Consumer Growth - Tmall President, Jia Luo, stated that the intersection of AI and large-scale consumption presents a historic opportunity for brand growth, with Tmall investing heavily in AI to enhance product capabilities and support quality brand upgrades [2] - Tmall plans to distribute 50 billion yuan in consumer vouchers during the Double 11 period, with AI "Smart Benefit Engine" improving voucher distribution efficiency by 15% [2][3] - The platform's computing power has increased by 40 times, significantly improving product recommendation accuracy and boosting purchase efficiency by 25% [2] Group 2: Brand and Membership Insights - Taobao Platform President, Chuandan, highlighted three new growth drivers for brands: Super Increment (Taobao Flash Sale), Super Hub (Taobao Membership), and Super Engine (88VIP) [4] - Taobao Flash Sale achieved a peak daily order volume of 120 million within four months of launch, contributing to a 20% year-on-year increase in daily active users [4] - The 88VIP membership program has reached 53 million members, with members exhibiting significantly higher purchasing power and loyalty, contributing over 55% of top brand sales [5] Group 3: AI Applications and Merchant Support - The platform's AI capabilities allow for full-chain AI integration in brand operations, covering analysis, product management, and audience engagement, saving merchants hundreds of millions in costs [3] - AI tools have improved traffic matching efficiency, with search relevance increasing by 20 percentage points and ad ROI rising by 12% [6] - Taobao has introduced six AI shopping applications to enhance consumer experience, including "AI Universal Search" and "AI Try-On" [7]