
China Market Pulse 2026-11-12
Tmall's Double Eleven event captivates audiences with an AI comic drama showcasing 15 brand IPs. Meanwhile, Japanese brand Campus, under Guoyu, embarks on a global rebranding journey to become a leading learning brand by 2025. Thunderbird's innovative refund policy boosts esports engagement, while AI continues to revolutionize the advertising industry. Additionally, brands tap into the emotional power of TV characters for advertising, and foreign confidence in China's core assets grows, bolstered by government stabilization policies.
Tmall's AI Comic Drama Boosts Double Eleven Engagement

Tmall's Double Eleven event premiered an innovative AI comic drama that featured 15 brand intellectual properties (IPs). This engaging and humorous storyline aimed to enhance consumer participation and appreciation for the brands involved. The integration of AI technology in the production of the comic drama marks a significant development in how brands can engage with audiences during major sales events in China.
Campus Brand Undergoes Global Rebranding

The Japanese stationery brand Campus, part of Guoyu, is undergoing a significant rebranding process with the goal of becoming a global learning brand by 2025. This involves introducing a new visual identity that supports diverse learning styles. The rebranding initiative is geared towards refreshing the brand's image and expanding its appeal to a broader international audience.
Thunderbird's Refund Strategy Elevates Esports Engagement

Thunderbird has implemented a bold reverse marketing strategy by offering refunds if they fail to win the championship in the esports sector. This daring approach has successfully boosted brand awareness and consumer engagement. By taking such a risk, Thunderbird demonstrates a creative tactic to connect with its target market and stand out in the competitive esports industry.
AI Transforming the Advertising Industry

The traditional advertising industry is experiencing a transformative shift as companies increasingly turn to data-driven marketing and artificial intelligence (AI). This evolution is moving the industry away from the conventional bidding process, suggesting that AI's role in shaping advertising strategies is becoming more significant. Brands are leveraging these technologies to optimize their campaigns and target audiences more effectively.
Brands Leverage TV Characters for Emotional Advertising

Brands in China are increasingly creating advertisements that resonate emotionally with audiences by leveraging popular TV characters. This strategy is proving effective in enhancing their market presence. By tapping into the emotional connections that audiences have with these characters, brands can create more relatable and engaging advertising content.
Foreign Confidence in China's Core Assets Grows

Foreign institutions are showing increased confidence in China's core assets, supported by government policies aimed at ensuring market stability. This positive outlook is notably focused on key sectors such as energy and storage. The stabilization mechanisms in place are expected to deepen the value of base allocations for financial instruments like the Huatai-PineBridge CSI 300 ETF.