Industry Overview - The report highlights that the apparel consumption in China is expected to show a significant increase in quality and trend integration by autumn and winter of 2025, with a total consumption amount of 386.9 billion yuan in the first quarter of 2025, reflecting a year-on-year growth of 3.4% [1][18][22] - The apparel industry is experiencing a dual-driven growth model, with internal factors driven by technological innovation and emotional value, while external factors are supported by AI technology across the entire industry chain [1][25][28] Core Consumer Groups - High-consumption groups are identified as the core driving force for Tmall apparel, characterized by their pursuit of quality, novelty, and trendiness, with a TGI (Target Group Index) of 292 for quality luxury purchases and 212 for trend exploration [2][34][36] - The average number of items purchased by high-consumption groups has increased significantly, with a notable rise in the number of categories and brands they engage with [2][39] Category Trends - The report outlines that functional and aesthetic considerations are becoming increasingly important, with specific trends noted in categories such as down jackets, jackets/coats, knitwear, and loungewear [3][47] - For down jackets, the sales cycle has extended, with a focus on price ranges of 200-600 yuan for women's and 200-800 yuan for men's, while emphasizing functional technology and diverse scenarios [3][52] - The knitwear category is seeing rapid growth in the 1000 yuan price range, with a shift towards high-quality materials and intricate designs [3][47] Style Trends - The report identifies several emerging style trends, including "Country Calling," "Light Punk," "Demure," and "Cozycore," each characterized by unique aesthetics and material preferences [4][5] - Emotional value is highlighted as a significant factor in consumer preferences, with styles reflecting a desire for comfort and cultural identity [4][5] Merchant Strategies - Tmall suggests that merchants focus on "trend co-creation and omnichannel marketing," utilizing tools like TMIC to capture material, design, and scenario trends while leveraging AI technology to optimize supply chains and marketing strategies [5][28] - The emphasis is placed on product innovation and differentiation in style, alongside targeted marketing efforts during key promotional periods [5][28]