Tmall President Jialuo has unveiled this year's operational strategy, emphasizing sustained investment in user base expansion, significant improvements in merchant profitability, and building AI-driven operational capabilities for brands. He stated, "By 2026, Tmall's investment in high-quality brands will become more robust and comprehensive."

Over the past year, brands on Tmall have achieved high-quality growth. The number of brands with annual transaction volumes exceeding 100 million yuan increased by 15% year-on-year, while over 13,000 brands with sales surpassing 10 million yuan recorded double-digit growth. The platform's high-net-worth user base, represented by the 88VIP membership program, has expanded to nearly 60 million members. Super new product launches on Tmall generated 120 billion yuan in transactions, with one blockbuster product exceeding one million yuan in sales every five minutes on average.

This year, Tmall will intensify investments in three key areas: First, the platform will increase consumer subsidies to connect high-quality products with more users. This includes boosting investment in 88VIP consumption vouchers to grow the high-net-worth user base for brands, expanding Taobao Coin incentives to help brands acquire new customers, and upgrading algorithms to ensure high-performing brands and products reach more consumers, driving both user engagement and transaction growth.

Second, Tmall will fully roll out two revenue-boosting tools: "Store AI Red Packets" and "Smart Ad Co-investment," aimed at increasing merchant profitability. The platform will allocate 10 billion yuan toward AI-driven red packets to accelerate the conversion of new and potential customers. For high-conversion advertisements launched by merchants, Tmall will co-invest intelligently, subsidizing product promotions. New super product launches will receive exclusive access to 60 billion in traffic, ensuring instant market success.

Additionally, Tmall will pioneer the development of AI-era operational capabilities for merchants. By the end of March, the platform will launch the e-commerce industry's first "Lobster Edition" business assistant, offering 24/7 support across the entire operational chain through AI-powered "lobster employees," enabling brands to operate efficiently at low cost. In customer service, where AI is already widely deployed, Tmall will invest trillions of tokens to upgrade AI-driven shopping guidance, enhancing professionalism and inquiry-to-order conversion rates.

"By 2026, Tmall will continue to fully support high-quality brands, providing merchants with the most stable profit environment and the most sustainable platform for brand growth," stated Tmall President Jialuo.