BABA(US:BABA) Zheng Quan Ri Bao Wang·2025-12-10 06:11Group 1 - The core viewpoint of the reports 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%, significantly surpassing other e-commerce apps [1] - The post-00s demographic shows a stable online consumption willingness, with nearly 95% of this group exhibiting medium to high consumption intent, and their spending capacity primarily concentrated in the range of 1,000 to 2,999 yuan, indicating strong consumption potential and a mature consumption structure [1] - The interest preferences of the post-00s users are notably in areas such as sharing, food, and anime/second dimension, which are reflected in the consumption trends and ecological structure of the Taobao and Tmall platforms [1] Group 2 - In the trendy toy industry, which is primarily driven by the post-00s demographic, products such as blind boxes, anime peripherals, and dolls saw growth exceeding double digits during the Double 11 shopping festival, with over 300,000 new toy products launched [2] - Taobao's young-oriented 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, making the post-95s and post-00s the main participants [2] - The rapid growth of Taobao's flash sales, which primarily target a young audience, has contributed to a significant influx of new young users, with 72% of instant retail users being under 35 years old according to Nielsen IQ's 2024 annual online shopping trend report [2]