Mei Ri Jing Ji Xin Wen·2025-10-17 05:14Core Insights - This year's Tmall "Double 11" marks a significant transformation, being the first in the era of big consumption and the first fully AI-integrated event, emphasizing the platform's investment in growth [1][6][12] AI Integration - Tmall will distribute 50 billion yuan in consumer vouchers, with some being allocated through the AI "Smart Benefit Engine," which has shown a 15% increase in voucher conversion rates compared to previous years [2][4] - The platform has achieved a 40-fold increase in computing power through AI investments, enhancing product recommendation accuracy and boosting purchase efficiency by 25% [4][5] - Tmall has developed an AIGX technology system that integrates various AI functions for comprehensive e-commerce operations, although experts note that AI is still in a conceptual phase and primarily serves as an auxiliary tool [3][4] Strategic Developments - The current "Double 11" is the first under the leadership of Jiang Fan, who has restructured Alibaba's e-commerce group to enhance resource integration and focus on big consumption [6][10] - Tmall and Taobao Flash Sale will collaborate closely during this event, allowing flagship stores to connect with Flash Sale, thereby integrating online and offline operations [7][9] Market Positioning - The integration of instant retail into "Double 11" is expected to create significant business growth, with experts suggesting that the synergy between online and offline channels will enhance consumer engagement [11][12] - Tmall's deep relationships with brand merchants position it favorably in the competitive landscape, with expectations of substantial growth opportunities as it leverages its advantages [10][12]