天猫双11收官：四年来全周期最好增长 淘宝闪购订单涨2倍

Core Insights - Tmall's Double 11 event in 2025 achieved record-breaking sales, with nearly 600 brands surpassing 100 million in transactions and significant growth across various brands compared to the previous year [1][4] - The event marked the best growth in four years, driven by strong support for quality brands and original merchants, alongside the largest consumer investment in Tmall's history [1][5] Brand Performance - A total of 34,091 brands saw year-on-year growth, with 18,048 brands increasing sales by over 300% and 13,081 brands by over 500% [1] - Notable brands such as Apple, Haier, and Xiaomi each surpassed 1 billion in sales [1] New Brands and Products - 406 new brands ranked first in trending categories, with 26 new brands achieving over 100 million in sales and 188 over 10 million [4] - 14,246 new products surpassed 1 million in sales, with significant contributions from new launches like iPhone 17 Pro Max and OPPO Find X9 Pro [4] Consumer Engagement - The 88VIP membership program reached new heights, with a 31% increase in daily average order numbers year-on-year and an addition of 14.5 million new flagship store members [4] - The integration of AI technology led to an 86% increase in daily active users, enhancing consumer engagement during the event [5] Overall Event Impact - This year's Double 11 was the first to fully incorporate AI and new retail scenarios, resulting in record sales for various platforms, including a 30% year-on-year increase for Fliggy [4][5] - Tmall's strategic focus on supporting quality brands and original merchants solidified its position as a key growth platform for these brands [5]