Core Insights - The 2025 Tmall "Double 11" pre-sale commenced on October 15, achieving impressive results in the first hour, with 35 brands surpassing 100 million yuan in sales and 1802 brands doubling their sales compared to the previous year [1] - Taobao Live emerged as a significant highlight during this consumption surge, with the number of users paying deposits experiencing double-digit growth and the number of live streaming rooms exceeding last year's levels [1] Group 1 - Li Jiaqi's live streaming room and other top Taobao live streaming rooms showed remarkable performance, with visitor numbers increasing by over 45% in the first hour and GMV for add-to-cart items showing positive year-on-year growth [3] - Key categories such as beauty, maternal and infant products, fashion, and food saw sales growth of nearly 80%, with over twenty popular items quickly selling out on the first day of the "Double 11" pre-sale [3] - The "Li Jiaqi Live Streaming Room Super Beauty Festival" became a focal point, with 39 products exceeding sales of 100,000 units on the first day [3] Group 2 - Domestic brands have significantly increased their participation on mainstream e-commerce platforms, with their market share rising from 40% to 66%, and live streaming rooms like Li Jiaqi's becoming crucial for showcasing these brands [4] - Domestic brands are establishing deep connections with young consumers through variety shows and top live streaming rooms, exemplified by Li Jiaqi leading 12 domestic beauty brands to open a pop-up store in Paris [4] - Brands such as Proya, Winona, and Naturie quickly entered the top twenty in Tmall's beauty sales within just four hours of the pre-sale, with Proya achieving the top position, highlighting the synergy between quality domestic products and live streaming marketing [4]
李佳琦直播间助推国货崛起,双11预售热潮引爆消费