Group 1 - Tmall's "Double 11" event in 2025 achieved record growth, with nearly 600 brands surpassing 100 million in sales and 34,091 brands doubling their sales compared to last year [1][4] - Tmall's president, Jialuo, stated that the growth was driven by support for quality brands and original merchants, along with the largest consumer investment in the platform's history [1] - The event provided a significant platform for new and original brands, with 406 new brands ranking first in trending categories, and 26 new brands achieving over 100 million in sales [4] Group 2 - A total of 14,246 new products surpassed 1 million in sales during "Double 11," with 30% of products that exceeded 100 million in sales being new [4] - Tmall's 88VIP membership reached a new high, with daily order numbers increasing by 31% year-on-year, and 14.5 million new members added to brand flagship stores [4] - This year's "Double 11" marked the first event with full participation from Taobao's upgraded consumer platform and the comprehensive application of AI, leading to significant increases in sales and user engagement [5]

Core 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]

Core Insights - Tmall's "Double 11" event in 2025 achieved its best growth in four years, with nearly 600 brands surpassing 100 million in sales and 34,091 brands doubling their sales compared to last year [1][3] - The event highlighted the success of new and original brands, with 406 new brands ranking first in trending categories and 26 new brands exceeding 100 million in sales [3][4] Brand Performance - Major brands such as Apple, Haier, Midea, Xiaomi, and Nike each surpassed 1 billion in sales during the event [1] - A total of 14,246 new products achieved over 1 million in sales, with a significant portion of these being new launches [3] Consumer Engagement - Tmall's 88VIP membership reached a new high, with daily order numbers increasing by 31% year-on-year and 1.45 million new members added to brand flagship stores [3][4] - The event saw the largest consumer investment in Tmall's history, with AI-driven strategies significantly boosting user engagement and order volume [4] Platform Innovations - This year's "Double 11" marked the first participation of Taobao's upgraded consumption platform and the full application of AI technologies [4] - Tmall's integration with Taobao led to record-breaking sales for travel services and a substantial increase in retail orders through Taobao Flash Sale [4]

Core Insights - Tmall's "Double 11" event in 2025 achieved its best growth in four years, with nearly 600 brands surpassing 100 million yuan in sales [1][2] - The event saw significant participation from new brands, with 406 new brands ranking first in trending categories and 26 new brands exceeding 100 million yuan in sales [1] - Tmall's strategy focused on supporting quality brands and original merchants, leading to substantial consumer investment and enhanced sales performance [2] Group 1: Sales Performance - Tmall's "Double 11" event recorded a total of 34,091 brands with sales doubling compared to the previous year, and 18,048 brands saw sales growth exceeding three times [1] - Notable brands such as Apple, Haier, and Xiaomi each achieved over 1 billion yuan in sales during the event [1] - The event marked a historic high for Tmall, with the best overall growth in four years after excluding refunds [1][2] Group 2: New Product Launches - A total of 14,246 new products achieved sales exceeding 1 million yuan, with 30% of products surpassing 100 million yuan in sales [2] - High-profile new products like iPhone 17 Pro Max and Lululemon's Wunder Puff jacket made their debut during the event, achieving over 100 million yuan in sales [2] Group 3: Technological Integration and Consumer Engagement - This year's "Double 11" was the first to fully integrate AI applications, with the AI "Smart Benefit Engine" driving a significant increase in daily orders [2] - Tmall's consumer investment was the largest in its history, resulting in an 86% increase in daily active users for brands [2] - The event also saw a 30% year-on-year growth in transactions for Fliggy, Tmall's travel platform, indicating a broader impact on the consumer ecosystem [2]

Core Insights - The 2025 Tmall "Double 11" event achieved the best growth in four years, with nearly 600 brands surpassing 100 million yuan in sales [1][2] - Tmall's president highlighted the significant consumer investment and support for quality brands and original merchants as key drivers of this growth [1][2] Group 1: Sales Performance - A total of 34,091 brands saw year-on-year sales growth of over 100%, with 18,048 brands growing more than three times and 13,081 brands growing over five times compared to the previous year [1] - Major brands such as Apple, Haier, Midea, Xiaomi, and Nike each achieved sales exceeding 1 billion yuan [1] - 14,246 new products generated over 1 million yuan in sales, with 30% of products exceeding 100 million yuan in sales [2] Group 2: Strategic Initiatives - Tmall's "Double 11" marked the first event with full participation from Taobao's upgraded consumer platform and the comprehensive application of AI [2] - The event featured the largest consumer investment in Tmall's history, utilizing AI "Smart Benefit Engine" for decision-making and distribution, resulting in an 86% increase in daily active users for brands [2] - Tmall has committed to supporting quality brands and original merchants, allocating strategic resources to enhance brand growth [2]

Core Insights - Tmall achieved its best growth in four years for the "Double 11" shopping festival in 2025, with significant increases in brand sales and consumer engagement [2][4][5] Sales Performance - Nearly 600 brands surpassed 100 million yuan in sales, with 34,091 brands experiencing year-on-year growth, and 18,048 brands seeing growth exceeding three times [2][4] - Major brands like Apple, Haier, and Xiaomi each recorded sales exceeding 1 billion yuan [2][4] Consumer Engagement - Tmall's "Double 11" saw a historic high in consumer investment, with AI-driven strategies leading to an 86% increase in daily active users [4][5] - The number of daily orders for Tmall's brand instant retail increased by 198% compared to September [4] Brand Development - The event provided a significant platform for new and original brands, with 406 new brands ranking first in trending categories and 26 new brands achieving over 100 million yuan in sales [5][11] - 14,246 new products surpassed 1 million yuan in sales, with 30% of products exceeding 100 million yuan being new launches [5] Membership Growth - The 88VIP membership program reached a new high, with a 31% increase in daily order purchases and 14.5 million new members added to brand flagship stores [5][11] Strategic Initiatives - Tmall's strategy focused on supporting high-quality brands and original merchants, with resources directed towards these groups to drive growth [4][11] - The integration of AI capabilities enhanced operational efficiency and consumer engagement, contributing to a more intelligent marketing and decision-making process [10][11]

Core Insights - Tmall achieved its best growth in four years during the "Double 11" shopping festival in 2025, with significant increases in brand sales and consumer engagement [1][2]. Group 1: Sales Performance - Nearly 600 brands achieved over 100 million yuan in sales, with 34,091 brands doubling their sales year-on-year, and 18,048 brands increasing sales by over three times [1][2]. - Major brands such as Apple, Haier, and Xiaomi each surpassed 1 billion yuan in sales [1]. - The integration of AI "Smart Benefit Engine" led to an 86% increase in daily average order users [2]. Group 2: Consumer Engagement - The number of 88VIP members reached a new high, with daily average order purchasers increasing by 31% [3]. - The introduction of new products saw 14,246 items achieving over 1 million yuan in sales, with 30% of products exceeding 100 million yuan being new releases [3]. Group 3: Strategic Initiatives - Tmall's "扶优" strategy focuses on supporting high-quality consumers and original brands, directing resources and discounts towards these groups [11]. - The platform has optimized its operational framework, enhancing algorithms and product capabilities to improve user experience [10]. - Flash sales have become a new growth engine, with approximately 37,000 brands and 400,000 stores participating, facilitating a deep integration of online and offline sales [10].

Core Insights - Tmall achieved its best growth in four years during the 2025 "Double 11" shopping festival, with nearly 600 brands surpassing 100 million yuan in sales and over 34,000 brands experiencing year-on-year growth [1][2] Group 1: Sales Performance - Tmall's "Double 11" saw significant sales growth, with 34,091 brands doubling their sales compared to last year, and 18,048 brands increasing sales by over three times [1][2] - Notable brands such as Apple, Haier, and Xiaomi each surpassed 1 billion yuan in sales during the event [1] - The integration of AI technology led to an 86% increase in daily average order users, showcasing the impact of AI on consumer engagement [2][3] Group 2: Brand and Consumer Engagement - The event provided a platform for new brands, with 406 new brands ranking first in trending categories, and 26 new brands achieving over 100 million yuan in sales [2][3] - The number of 88VIP members reached a new high, with daily average order users increasing by 31% year-on-year [3] Group 3: Strategic Initiatives - Tmall's strategy focused on supporting high-quality brands and original merchants, with significant resources allocated to enhance brand growth [2][11] - The "Flash Sale" business has become a new growth engine, with approximately 37,000 brands and 400,000 stores participating, indicating a shift in user demographics towards younger and higher-income consumers [10][11] - Tmall's "扶优" (supporting excellence) strategy targets high-quality consumers and merchants, aiming for long-term healthy development of the platform [11]

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].

Core Insights - Tmall's Double 11 event in 2025 achieved its best growth in four years, driven by strong consumer investment and support for quality brands and original merchants [1][6] Group 1: Sales Performance - Nearly 600 brands achieved over 100 million in sales, with 34,091 brands doubling their sales compared to last year [1] - 18,048 brands saw sales growth exceeding three times, while 13,081 brands experienced growth over five times compared to the previous year [1] - Major brands like Apple, Haier, Midea, Xiaomi, and Nike each surpassed 1 billion in sales [1] Group 2: New Brands and Products - 406 new brands topped trend categories, with 26 new brands achieving over 100 million in sales and 188 new brands exceeding 10 million [5] - 14,246 new products sold over 1 million, with 30% of products that surpassed 100 million in sales being new [5] - Notable new products included iPhone 17 Pro Max and OPPO Find X9 Pro, which debuted during this year's event [5] Group 3: Consumer Engagement - Tmall's 88VIP membership reached a new high, with daily order numbers increasing by 31% year-on-year [5] - The integration of AI "Smart Benefit Engine" led to an 86% increase in daily order users [6] - Tmall's Double 11 is recognized as the most significant growth opportunity for quality brand merchants throughout the year [6]