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天猫618第一阶段:成交破亿品牌数增长40%

亿邦动力 2026-06-02 11:12
亿邦动力 2026/06/02 11:12

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这篇文章主要公布了今年天猫618第一阶段的核心成交数据,整体大促增长表现超出预期,核心干货信息如下:

1. 整体品牌增长情况:第一阶段共有超40000个品牌成交额实现翻倍,成交破亿的品牌数量同比去年增长40%,破亿且保持双位数增长的直播间数量同比增长50%,大促整体增长势头强劲。

2. 新品与新品类表现:成交破千万的新品数量同比增长60%,成交TOP100单品中新品占三分之一,已有160个趋势品类在第一阶段成交破亿,多个细分品类实现翻倍级增长。

3. 新品牌表现:新品牌增长势头迅猛,首次参加天猫618就成交破千万的新品牌数量同比增长67%,入驻不满3年的新品牌中共有329个拿下细分赛道冠军。

本次天猫618第一阶段的成交数据,能为品牌商提供清晰的消费趋势参考,辅助品牌做好后续布局,核心干货如下:

1. 整体大盘趋势:大促市场增长空间充足,破亿品牌数量同比增长40%,超4万个品牌实现成交额翻倍,直播间带货拉动效果显著,美妆、服饰两大品类用户复购率均超过40%,用户粘性和市场容量都十分可观。

2. 消费需求趋势:用户对新品的接受度大幅提升,成交破千万的新品数量同比增长60%,多个趋势品类实现爆发式增长,AI智能硬件、猫狗烘焙粮、美丽诺羊毛户外服饰、变形家具都保持远高于平均的增速,其中AI眼镜同比增长达到9倍。

3. 品牌增长机会:新品牌突围机会充足,首次参加大促就成交破千万的新品牌数量同比增长67%,入驻不满3年的新品牌已有329个拿下细分赛道冠军,切入细分新赛道就能实现增长。

本次天猫618第一阶段的数据,给线上卖家指明了新的增长方向和机会,核心干货内容如下:

1. 增量市场机会:多个细分赛道呈现爆发式增长,是卖家切入的优质方向,已有160个趋势品类成交破亿,其中AI智能硬件整体增长80%,AI眼镜增长9倍,猫狗烘焙粮增长超200%,美丽诺羊毛户外服饰增长66%,变形家具增长超50%,市场需求充足。

2. 新卖家新品牌机会:平台对新卖家十分友好,首次参加天猫618的新品牌中,成交破千万的数量同比增长67%,入驻不满3年的新品牌已经有329个拿下细分赛道冠军,新卖家切入小众细分赛道更容易突围。

3. 运营布局提示:直播间带货对增长的拉动作用明显,破亿且保持双位数增长的直播间同比增长50%,新品拉动效果突出,TOP100单品中新品占三分之一,卖家可以重点布局新品运营和直播间带货。

本次天猫618公开的消费数据,给工厂指明了产品生产设计方向,也带来了新的商业机会,核心干货如下:

1. 生产设计需求方向:多个新品类呈现爆发式增长,工厂可以结合数据调整生产研发方向,当前市场需求增速较高的品类包括AI智能硬件尤其是AI眼镜、宠物烘焙粮、美丽诺羊毛户外服饰、功能变形家具、个护新品、新中式服饰等,这些赛道需求远高于传统品类。

2. 自有品牌商业机会:天猫平台给新工厂品牌提供了充足的增长空间,入驻不满3年的新品牌就有329个成为细分赛道冠军,工厂可以脱离代工模式,依托平台大促的流量扶持打造自有品牌,切入细分赛道就能获得增长。

3. 数字化转型启示:当前市场对新品的接受度很高,成交破千万的新品数量同比增长60%,工厂可以加快推新节奏,贴合消费趋势研发新品,依托电商大促实现新品打爆,加快自身数字化转型的步伐。

本次天猫618第一阶段的增长数据,反映了当前电商行业的新趋势,给服务商明确了客户需求方向,核心干货如下:

1. 行业发展整体趋势:本次大促整体增长强劲,破亿品牌数量同比增长40%,新品牌增长势头远优于成熟品牌,市场上品牌的大促增长、新品打爆需求十分旺盛,新品牌的全链路运营服务需求缺口较大。

2. 客户核心痛点与需求:当前品牌普遍将新品和直播间作为大促增长核心,破亿且双位数增长的直播间同比增长50%,成交TOP100单品中新品占三分之一,品牌对新品打爆、直播间运营、流量投放的专业服务需求很高。

3. 新业务拓展机会:多个细分趋势品类爆发,这些赛道的玩家以新品牌居多,对店铺运营、品牌策划、用户运营的需求更强,服务商可以针对性深耕这些细分赛道,开发匹配的服务方案,抢占新的市场空间。

本次天猫618第一阶段的成果,给各类电商平台的招商、运营提供了清晰的参考方向,核心干货如下:

1. 商家端核心需求:做好大促运营能有效满足商家的增长需求,本次大促超4万个品牌实现成交额翻倍,新品牌增长空间充足,优质的大促运营能有效吸引商家入驻,提升平台对商家的吸引力。

2. 平台运营方向参考:新品和新品牌已经成为平台增长的核心动力,本次成交破千万的新品数量同比增长60%,首次参加大促成交破千万的新品牌数量同比增长67%,平台可以加大对新品和新品牌的扶持力度,重点挖掘细分赛道的新品牌商家。

3. 趋势布局与风险规避:平台可以提前布局高增长趋势品类的招商工作,本次已有160个趋势品类成交破亿,多个细分品类实现爆发式增长,同时可以引导商家加强直播间运营,带动平台整体成交额增长,避开传统品类增长乏力的风险。

本次天猫618第一阶段的成交数据,反映了当前国内电商零售产业的多个新动向,对消费零售产业研究有重要参考价值,核心干货如下:

1. 产业发展新动向:消费分级背景下,细分市场的增长空间已经被验证,入驻天猫不满3年的新品牌就有329个成为细分赛道冠军,覆盖新中式女装、AI陪伴机器人、男士彩妆等多个小众方向,细分赛道已经成为新品牌突围的主要路径。

2. 大促增长新逻辑:新品牌和新品已经取代传统头部品牌,成为大促增长的核心动力,本次破亿品牌数同比增长40%,成交破千万的新品牌数量同比增长67%,成交TOP100单品中新品占三分之一,电商大促的增长逻辑已经发生转变。

3. 品类与渠道新趋势:AI相关硬件、宠物用品、功能家居等品类呈现高速增长,反映了消费升级下的需求变化,同时直播对品牌增长的拉动作用越发突出,破亿且保持双位数增长的直播间同比增长50%,直播已经成为品牌大促增长的标配渠道。

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声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

This article releases core transaction data from the first phase of this year's Tmall 618 Mid-Year Shopping Festival, showing the overall growth of the promotion outperformed market expectations. Key takeaways are as follows:

1. Overall brand growth: More than 40,000 brands saw their transaction volume double in the first phase. The number of brands that crossed the 100 million yuan ($14.2 million) transaction threshold increased 40% year-over-year, and the number of live broadcast rooms that exceeded 100 million yuan in transactions while maintaining double-digit growth rose 50% year-over-year, pointing to strong overall growth momentum for the promotion.

2. Performance of new products and new categories: The number of new products that surpassed 10 million yuan ($1.42 million) in transactions increased 60% year-over-year, and new products accounted for one-third of the top 100 best-selling SKUs. A total of 160 trending categories already crossed 100 million yuan in transaction volume in the first phase, with multiple niche categories registering 100%+ growth.

3. Performance of new brands: New brands are seeing rapid growth momentum. The number of new brands that crossed the 10 million yuan transaction threshold in their first Tmall 618 participation increased 67% year-over-year, and 329 new brands that have been on the platform for less than three years already claimed the top spot in their niche segments.

Transaction data from the first phase of this year's Tmall 618 Mid-Year Shopping Festival provides clear consumer trend references for brands to inform their subsequent strategic planning. Key insights are as follows:

1. Overall market trends: The promotion market offers abundant room for growth. The number of brands exceeding 100 million yuan in transactions increased 40% year-over-year, over 40,000 brands doubled their transaction volume, and live-stream commerce delivered strong growth-driving effects. The cosmetics and apparel categories both posted repurchase rates above 40%, indicating solid user stickiness and considerable market capacity.

2. Consumer demand trends: Consumer acceptance of new products has increased significantly. The number of new products exceeding 10 million yuan in transactions rose 60% year-over-year, and multiple trending categories have seen explosive growth. Categories including AI-powered hardware, baked pet food for cats and dogs, merino wool outdoor apparel, and multi-functional transformable furniture have all posted growth rates far above the market average, with AI glasses growing 900% year-over-year.

3. Growth opportunities for brands: There is ample room for new brands to break out. The number of new brands that crossed 10 million yuan in transactions in their first 618 participation increased 67% year-over-year, and 329 new brands that have been on Tmall for less than three years have already taken the top spot in their niche segments. Growth is achievable by targeting emerging niche segments.

Data from the first phase of Tmall 618 this year points to new growth directions and opportunities for online sellers. Key takeaways are as follows:

1. Incremental market opportunities: Multiple niche segments are experiencing explosive growth, making them attractive entry points for sellers. A total of 160 trending categories have already crossed 100 million yuan in transactions, with AI hardware overall growing 80% year-over-year, AI glasses up 900%, baked cat and dog food up over 200%, merino wool outdoor apparel up 66%, and transformable furniture up over 50%, indicating strong underlying market demand.

2. Opportunities for new sellers and new brands: The platform is highly supportive of new sellers. Among new brands participating in Tmall 618 for the first time, the number that crossed 10 million yuan in transactions increased 67% year-over-year, and 329 new brands less than three years post-onboarding have already become niche segment leaders. New sellers are more likely to break through by targeting small, niche segments.

3. Operational guidance: Live-stream commerce delivers notable growth traction. The number of live broadcast rooms exceeding 100 million yuan in transactions with double-digit growth increased 50% year-over-year, and new products also drive strong performance, accounting for one-third of the top 100 best-selling SKUs. Sellers should prioritize new product development and live-stream commerce operations.

Publicly released consumer data from this year's Tmall 618 provides clear guidance for factories on product design and development, and unlocks new business opportunities. Key insights are as follows:

1. Product design and development directions: Multiple new categories are seeing explosive growth, allowing factories to adjust their R&D and production strategies based on data. High-growth categories currently include AI-powered hardware (especially AI glasses), baked pet food, merino wool outdoor apparel, multi-functional transformable furniture, new personal care products, and new Chinese-style apparel, all of which face far stronger demand than traditional categories.

2. Private label business opportunities: Tmall offers substantial room for growth for new factory-owned brands, with 329 brands less than three years old already topping their niche segments. Factories can move beyond pure OEM/ODM models to build their own brands leveraging Tmall's 618 traffic support, and achieve growth by targeting niche segments.

3. Insights for digital transformation: Consumers now show high acceptance of new products, with the number of new products crossing 10 million yuan in transactions up 60% year-over-year. Factories can accelerate their new product launch cycles, develop new products aligned with consumer trends, leverage large e-commerce promotions to turn new products into hits, and speed up their own digital transformation.

Growth data from the first phase of this year's Tmall 618 reflects new trends in the e-commerce industry, clarifying evolving client demand for service providers. Key takeaways are as follows:

1. Overall industry development trends: The promotion delivered strong overall growth, with the number of 100 million yuan-plus transaction brands up 40% year-over-year. New brands are outperforming established mature brands by a wide margin, creating strong market demand for promotion growth support and new product launch services, with a large gap in full-scale operational services for new brands.

2. Core client pain points and demand: Brands have broadly positioned new products and live streaming as core growth drivers for big promotions. The number of live broadcast rooms exceeding 100 million yuan in transactions with double-digit growth increased 50% year-over-year, and new products account for one-third of the top 100 best-selling SKUs. Brands have strong demand for professional services focused on new product launch, live broadcast operations, and traffic placement.

3. New business expansion opportunities: Multiple niche trending categories are booming, and players in these segments are mostly new brands with stronger demand for store operations, brand strategy, and user engagement services. Service providers can deepen their focus on these niche segments, develop tailored service solutions, and capture new market share.

The results from the first phase of this year's Tmall 618 provides clear reference points for merchant recruitment and platform operations for all types of e-commerce platforms. Key insights are as follows:

1. Core merchant needs: High-quality promotion operations effectively meet merchant growth demand. During this promotion, over 40,000 brands doubled their transaction volume, and new brands enjoy substantial room for growth. Strong promotion operations can effectively attract merchant onboarding and boost the platform's appeal to brands.

2. Guidance for platform operations: New products and new brands have become core growth drivers for platforms. The number of new products crossing 10 million yuan in transactions increased 60% year-over-year, and the number of new brands crossing 10 million yuan in their first promotion rose 67% year-over-year. Platforms should increase support for new products and new brands, and prioritize sourcing new brand merchants in niche segments.

3. Trend positioning and risk mitigation: Platforms can proactively advance recruitment in high-growth trending categories; 160 trending categories already crossed 100 million yuan in transactions in the first phase, with multiple niche segments seeing explosive growth. Platforms can also guide merchants to strengthen live-stream operations to drive overall GMV growth, and mitigate the risk of slowing growth in traditional categories.

Transaction data from the first phase of this year's Tmall 618 reveals multiple new shifts in China's domestic e-commerce retail industry, offering important reference value for consumer retail research. Key insights are as follows:

1. New industry trends: Against the backdrop of consumption stratification, the growth potential of niche markets has been fully validated. 329 new brands that have been on Tmall for less than three years have become segment leaders, covering niche areas including new Chinese-style women's wear, AI companion robots, men's cosmetics and more. Niche segments have become the primary path for new brands to break through.

2. The new logic of promotion growth: New brands and new products have replaced traditional leading brands as the core growth engine for large e-commerce promotions. The number of 100 million yuan-plus transaction brands increased 40% year-over-year, the number of new brands crossing 10 million yuan in transactions rose 67% year-over-year, and new products account for one-third of the top 100 best-selling SKUs. This signals a fundamental shift in the growth logic of e-commerce promotions.

3. New trends in categories and channels: AI-related hardware, pet products, and functional home goods have posted rapid growth, reflecting shifting demand amid consumption upgrading. Meanwhile, live streaming has an increasingly prominent role in driving brand growth, with the number of 100 million yuan-plus transaction live broadcast rooms with double-digit growth up 50% year-over-year. Live streaming has become a standard channel for brands to drive growth during large promotions.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

截至5月31日,天猫618第一阶段,超40000个品牌成交额翻倍,破亿品牌数同比增长40%,破亿且双位数增长的直播间同比增长50%。

新品表现上,开卖后上线且成交破千万新品数增长60%,成交TOP100单品中,新品占三分之一。其中,《恋与深空》往日回信·邮品纪念礼盒成交超5000万,追觅X60 Pro Steam蒸汽版成交超6000万,Ulike Air20蓝宝石冰点脱毛仪成交超9000万。

新品类方面,开售首周期,160个趋势品类成交破亿。美丽诺羊毛户外服饰同比增长66%;AI智能硬件同比增长80%,其中AI眼镜同比增长9倍;猫狗烘焙粮同比增长超200%;变形家具同比增长超50%。

此外,今年天猫618,美妆、服饰的复购率均超过40%。

第一次参加天猫618的新品牌,成交破千万的数量同比增长67%。入驻天猫不超过3年的新品牌中,有329个成为了细分赛道冠军,包括新中式女装赛道的序缇质造、AI陪伴机器人赛道的Fuzozo芙崽、男士彩妆赛道的绿所、扫床机器人赛道的喵卫、吐司机赛道的SMEG等。

文章来源:亿邦动力

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