QM报告：淘宝“00后”用户规模达1.55亿，个性化供给圈粉年轻一代

Group 1 - The core viewpoint of the report indicates that by October 2025, the monthly active user base of Taobao's post-00s demographic is expected to reach 155 million, representing a year-on-year growth of 11.6% [1] - The report highlights that the online consumption willingness among the post-00s remains stable, with a significant increase in the middle-high willingness and capability groups, where nearly 95% of post-00s exhibit a high willingness to consume, primarily within the spending range of 1,000 to 2,999 yuan [1] - The interests of the post-00s users are notably in sharing, food, and anime/second dimension, reflecting their strong consumption potential and mature consumption structure [1] Group 2 - The characteristics of the post-00s are directly reflected in the consumption trends and ecological structure of the Taobao and Tmall platforms, where young users are continuously attracted by the diverse product offerings and personalized choices [3] - In the gold and jewelry sector, brands have launched thousands of IP co-branded gold products on Tmall this year, appealing to the purchasing power of the post-95s and post-00s, with many products selling out quickly during the Double 11 shopping festival [3] - The trend in the trendy toy industry shows that the post-00s are the main consumer group, with significant growth in blind boxes and anime-related products, where over 300,000 new trendy toys were released during Double 11, leading to double-digit growth [3] Group 3 - Taobao's youthful operations have become a key factor in attracting post-00s users, with interactive activities like guessing games and New Year wishes appealing to young people's interests [4] - The rapid growth of Taobao's flash sales has brought in a large number of young new users, with 72% of instant retail users being under 35 years old, according to Nielsen IQ's 2024 online shopping trend report [4]