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双11,天猫“战报”来了!
中国基金报· 2025-11-15 04:12
Core Viewpoint - Tmall achieved its best growth in four years during the "Double 11" shopping festival, with significant increases in brand sales and consumer engagement [2][4]. Group 1: Sales Performance - Nearly 600 brands achieved sales exceeding 100 million yuan, with 34,091 brands seeing year-on-year growth [2]. - 18,048 brands experienced over 300% growth, while 13,081 brands saw over 500% growth compared to the previous year [2]. - Major brands like Apple, Haier, and Xiaomi each surpassed 1 billion yuan in sales [2]. Group 2: Strategic Initiatives - Tmall implemented its largest consumer investment in history, which contributed to the record growth [4]. - The introduction of the AI "Smart Benefit Engine" led to an 86% increase in daily order users [4]. - Tmall's strategy focused on supporting high-quality brands and original merchants, enhancing brand growth [4][12]. Group 3: New Brand Development - 406 new brands ranked first in trending categories, with 26 new brands achieving over 100 million yuan in sales [5]. - 14,246 new products sold over 1 million yuan, with 30% of products exceeding 100 million yuan being new releases [6]. Group 4: Consumer Engagement - The 88VIP membership program reached new heights, with daily order purchase numbers increasing by 31% year-on-year [6]. - The number of new members in brand flagship stores increased by 145 million [6]. Group 5: Business Model Evolution - Tmall's platform optimization included comprehensive upgrades in algorithms, product capabilities, and operational methods [11]. - The flash sale business has become a new growth engine, integrating offline stores with Tmall's online platform [12]. - Tmall's "Support Quality" strategy targets high-quality consumers and original merchants, focusing resources on these groups for sustainable growth [12].
2025年天猫双11收官 剔除退款后成交创新高
Group 1 - The core viewpoint of the articles highlights the significant growth and success of Tmall's Double 11 event in 2025, with nearly 600 brands achieving over 100 million in sales and many brands experiencing substantial year-on-year growth [1][2] - Tmall's president, Jialuo, stated that the event marked the best growth in four years, driven by strong support for quality brands and original merchants, as well as the largest consumer investment in the platform's history [1][2] - A total of 406 original brands achieved first place in trending categories during the event, with 26 new brands surpassing 100 million in sales and 188 new brands exceeding 10 million [1] Group 2 - This year's Double 11 was notable for being the first under the upgraded Taobao large consumption platform, with significant participation from Taobao Flash Sale and comprehensive AI application [2] - The integration of various platforms led to record-breaking sales for Fliggy, with a year-on-year growth of over 30%, and Taobao Flash Sale retail orders increasing by more than 200% compared to last year [2] - Tmall implemented the largest consumer investment in history and utilized AI "Smart Benefit Engine" for decision-making, resulting in an 86% increase in daily active users for brands [2]