BABA(US:BABA) Zheng Quan Ri Bao Wang·2025-11-16 10:13Core Insights - Tmall's "Double 11" event in 2025 achieved the best growth in four years, driven by strong consumer investment and support for quality brands and original merchants [3][5] Sales Performance - Nearly 600 brands achieved sales exceeding 100 million yuan, with 34,091 brands doubling their sales compared to last year, and 18,048 brands seeing sales growth of over 300% [1] - 13,081 brands experienced sales growth exceeding 500% compared to the previous year [1] - Major brands such as Apple, Haier, Midea, Xiaomi, and Nike surpassed 1 billion yuan in sales [1] Brand Development - Tmall provided a significant platform for the growth of quality original brands, with 406 new brands ranking first in trending categories [4] - 26 new brands achieved sales over 100 million yuan, and 188 new brands surpassed 10 million yuan in sales [4] - Notable new products like iPhone 17 Pro Max and Clarins' Golden Serum achieved over 1 billion yuan in sales during their debut [4] Consumer Engagement - Tmall's 88VIP membership reached a new high, with daily order numbers increasing by 31% year-on-year [4] - The number of new members in brand flagship stores increased by 14.5 million [4] Technological Integration - This year's "Double 11" marked the first full participation of Taobao's upgraded consumer platform and the comprehensive application of AI [5] - The use of AI "Smart Benefit Engine" significantly boosted daily order numbers, with an 86% increase in daily users compared to last year [5] - Tmall's consumer investment this year was the largest in its history, contributing to the overall growth of the event [5]