【导读】饿了么正式更名为"淘宝闪购" 经过过去半年快速增长后，站在全新市场格局下的淘宝闪购，迈出新阶段的重要步伐。 12月5日上午，淘宝闪购官方正式宣布：即日起"饿了么"App在更新至最新版本后将全面焕新为"淘宝闪购"。 淘宝闪购方面向记者表示："更新是为了更好，更好也激励我们常新。"这是饿了么多年沉淀的服务和履约能力、产品技 术、用户信任与组织韧性的全面检验和焕新升级，由此将更深度融入阿里集团"大消费平台"战略，释放更大价值，在服务 用户、商家、骑士的道路上迈出更关键的一步。 阿里加码对即时零售长期投入新信号 饿了么App正式焕新为淘宝闪购 此次饿了么App的全量焕新，被视为是阿里集团对大消费和服务电商赛道继续投入的重要信号。在近期财报电话会上，阿 里巴巴管理层强调：淘宝闪购在第一阶段完成了规模的快速扩张，第二阶段的经济效益优化符合预期，这为外卖业务长期 可持续发展奠定了基础，也增加了在即时零售长期投入的决心。 今年5月，"淘宝闪购"正式成为淘宝App首页一级入口。融合淘宝和饿了么的优势资源与能力，在过去半年内，淘宝闪购日 订单峰值达1.2亿单。8月的周日均订单达8000万单，整体月度交易用户数突破3亿，并 ...

2025.12. 05 媒体报道称，这是菜鸟近期新布局的社区团购业务，采取源头供货、成团发货、驿站自提的模式，目 前尚处于早期阶段。12月4日，记者就此向阿里巴巴求证，截至发稿暂未获得回应。 本文字数：1218，阅读时长大约2分钟 作者 | 第一财经 陈杨园 阿里悄然又上线了一个社区团购业务。近日，记者发现，菜鸟驿站上线了一个新业务"源选集市"，官 网页面信息显示，这个业务主打"源头供货 驿站严选"，目前已上线了部分"源选商品"，由菜鸟驿站全 程提供服务保障。 记者体验发现，目前，"源选集市"的用户登录方式仅为菜鸟会员、钉钉或阿里巴巴员工账号，网页商 品仅有特仑苏牛奶250ml*16盒、整箱肉松饼、卫生纸6包等5个选项，均售0.01元，记者在北京尝试 购买，可正常完成付款下单但无法操作进一步提货等。整体来看，"源选集市"仍处于业务试水早期， 不过，比起业务本身，更值得关注的是阿里再度释放出对社区团购业务的热情。 今年3月，淘宝旗下社区团购业务淘宝买菜在多地宣布取消次日自提服务，调整为产地直发、快递到 家模式，标志着阿里在社区团购业务上的撤退。在即时零售兴起，同时拼多多、美团在社区团购占据 主要市场地位的情况下 ...

Group 1 - The core viewpoint of the report is that Alibaba's traditional e-commerce has a strong advantage and is expected to maintain market share stability, while its cloud business has significant growth potential driven by AI [1] - The adjusted net profit estimates for Alibaba for FY2026-2028 are projected to be 107.9 billion, 149.4 billion, and 175.8 billion RMB, with corresponding adjusted PE ratios of 24.8, 17.9, and 15.2 times [1] - The target market capitalization is set at 3.36 trillion RMB, with a target price of 192.48 HKD, and the report initiates coverage with a "Buy" rating [1] Group 2 - Alibaba's entry into instant retail through food delivery has led to a recovery in user activity, with DAU increasing by 3% to 19% from May to October [2] - The order volume peaked at 120 million in July, with market share in the mainstream food delivery sector rising from 29.4% in Q4 2024 to 42.8% in Q3 2025 [2] - The number of delivery personnel increased by over 240% from April to August 2025, indicating improved fulfillment capabilities [2] Group 3 - Alibaba Cloud is recognized as a "full-stack AI company," pursuing top-tier self-research capabilities in AI chips, cloud computing platforms, and foundational large model capabilities [3] - The cloud service operates in 29 public cloud regions and 92 availability zones globally, with over 3,200 edge nodes [3] - Alibaba's annual capital expenditure exceeds 100 billion RMB, with significant advancements in its Qwen series large models and leading technology in its PPU chip [3]

【阿里加码对即时零售长期投入新信号：饿了么App正式焕新为淘宝闪购】智通财经12月5日电，经过 过去半年快速增长后，站在全新市场格局下的淘宝闪购，迈出新阶段的重要步伐。12月5日上午，其官 方正式宣布：即日起"饿了么"App在更新至最新版本后将全面焕新为 "淘宝闪购"。 "更新是为了更好， 更好也激励我们常新。"淘宝闪购表示，"这是饿了么多年沉淀的服务和履约能力、产品技术、用户信任 与组织韧性的全面检验和焕新升级，由此将更深度融入阿里集团'大消费平台'战略，释放更大价值，在 服务用户、商家、骑士的道路上迈出更关键的一步。" 在近期财报电话会上，阿里巴巴管理层强调：淘 宝闪购在第一阶段完成了规模的快速扩张，第二阶段的经济效益优化符合预期，这为外卖业务长期可持 续发展奠定了基础，也增加了在即时零售长期投入的决心。 转自：智通财经 ...

人民财讯12月5日电，淘宝闪购12月5日宣布，即日起，"饿了么"App在更新至最新版本后将焕新为"淘 宝闪购"。与此同时，原涉及"饿了么"品牌表达的各个场景，近期也将陆续完成向"淘宝闪购"的升级。 （原标题："饿了么"App将焕新为 "淘宝闪购"） ...

Core Insights - Ele.me has officially announced the rebranding of its app to "Taobao Flash Purchase," marking a significant shift in its service and operational strategy [1][2] - The rebranding is part of Alibaba Group's broader "big consumption platform" strategy, aimed at enhancing user, merchant, and delivery rider services [1][2] Group 1: Business Performance - Taobao Flash Purchase has achieved a peak daily order volume of 120 million and an average of 80 million orders on Sundays in August, with monthly active users surpassing 300 million [2] - The latest quarterly financial report indicates a 60% year-on-year growth in instant retail revenue during the period from July to September 2025, alongside improved unit economics [2] Group 2: Strategic Implications - The transition of the Ele.me app is seen as a strong signal of Alibaba's continued investment in the big consumption and service e-commerce sectors [2] - Alibaba's management emphasized that the rapid expansion phase of Taobao Flash Purchase has been completed, and the focus is now on optimizing economic benefits, laying a foundation for sustainable long-term growth in the delivery business [2]

Group 1 - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 72.75%, Green Power Environmental (01330) at 69.12%, and Haotian International Construction Investment (01341) at 68.59% [1][2] - Alibaba-W (09988), Meituan-W (03690), and Pop Mart (09992) saw the largest increases in holding amounts over the last five trading days, with increases of +3.691 billion, +1.948 billion, and +1.239 billion respectively [1][2] - The companies with the largest decreases in holding amounts over the last five trading days include Zijin Mining (02899) with a decrease of -1.162 billion, SMIC (00981) with -0.924 billion, and China Mobile (00941) with -0.458 billion [1][3] Group 2 - The latest holding ratios for the top 20 companies in Hong Kong Stock Connect show that China Telecom has 10.096 billion shares, Green Power Environmental has 0.280 billion shares, and Haotian International Construction Investment has 7.440 billion shares [2] - The top 10 companies with the largest increases in holdings over the last five trading days include ZTE Corporation (00763) with +0.860 billion, China Merchants Bank (03968) with +0.809 billion, and UBTECH (09880) with +0.557 billion [2] - The top 10 companies with the largest decreases in holdings over the last five trading days include China Construction Bank (00939) with -0.452 billion, Southern Hengtong Technology (03033) with -0.445 billion, and Lenovo Group (00992) with -0.403 billion [3]

阿里再度释放出对社区团购业务的热情。 比起业务本身能够创造的价值，社区团购在如今的电商战局中更被关注的是它对各个环节能力、服务对象的补充。艾媒咨询创始人兼首席分析师张毅表示， 阿里重启社区团购的核心价值要回归到发展"大消费"的背景，在用户增量见顶的情况下，电商对开拓高频次消费产品的焦虑难以消解。同时，社区团购可以 完善本地生活的零售生态，也能够激活菜鸟驿站的价值、巩固零售末端的线下网络。 阿里悄然又上线了一个社区团购业务。近日，记者发现，菜鸟驿站上线了一个新业务"源选集市"，官网页面信息显示，这个业务主打"源头供货 驿站严 选"，目前已上线了部分"源选商品"，由菜鸟驿站全程提供服务保障。 媒体报道称，这是菜鸟近期新布局的社区团购业务，采取源头供货、成团发货、驿站自提的模式，目前尚处于早期阶段。12月4日，记者就此向阿里巴巴求 证，截至发稿暂未获得回应。 漫花抽纸 加厚式卫生纸 超能洁净柔护洗衣液 6包装 四边压花更厚更好用 3瓶2袋组合装 ¥ 0.01 拉 ¥0.01 今年3月，淘宝旗下社区团购业务淘宝买菜在多地宣布取消次日自提服务，调整为产地直发、快递到家模式，标志着阿里在社区团购业务上的撤退。在即时 零售 ...

Core Insights - The top short-selling stocks include New World Development Co. Ltd. (80016), China Resources Beer (80291), and Tencent Holdings Ltd. (80700), all with a short-selling ratio of 100% [1][2] - Alibaba (09988), Xiaomi (01810), and Tencent (00700) lead in short-selling amounts, with respective values of 1.872 billion, 977 million, and 831 million [1][3] - The highest deviation values are recorded for Bank of China Hong Kong (82388), Shenzhou Holdings (00861), and Jianxi Technology (09877), with deviations of 45.36%, 43.94%, and 40.98% respectively [1][3] Short-Selling Ratio Rankings - New World Development Co. Ltd. (80016) has a short-selling amount of 44,700 with a 100% short-selling ratio and a deviation of 24.05% [2] - China Resources Beer (80291) shows a short-selling amount of 24,700 with a 100% short-selling ratio and a deviation of 37.48% [2] - Tencent Holdings Ltd. (80700) has a short-selling amount of 1.2686 million with a 100% short-selling ratio and a deviation of 37.41% [2] Short-Selling Amount Rankings - Alibaba (09988) leads with a short-selling amount of 1.872 billion, a short-selling ratio of 21.34%, and a deviation of 4.76% [3] - Xiaomi (01810) follows with a short-selling amount of 977 million, a short-selling ratio of 12.64%, and a deviation of -3.24% [3] - Tencent (00700) has a short-selling amount of 831 million, a short-selling ratio of 8.90%, and a deviation of -6.11% [3] Deviation Value Rankings - Bank of China Hong Kong (82388) has a short-selling amount of 1.5519 million, a short-selling ratio of 82.36%, and a deviation of 45.36% [3] - Shenzhou Holdings (00861) shows a short-selling amount of 1.2769 million, a short-selling ratio of 56.97%, and a deviation of 43.94% [3] - Jianxi Technology (09877) has a short-selling amount of 280,600, a short-selling ratio of 52.61%, and a deviation of 40.98% [3]

新浪科技讯 12月5日上午消息，今日，据官方12月5日一早消息：即日起"饿了么"App在更新至最新版本 后将全面焕新为 "淘宝闪购"。 12月4日晚，有用户发现饿了么公众号名称已更新为"淘宝闪购"。此前，有部分用户也发现饿了么手机 App的图标、名称也已自动更新至"淘宝闪购"，从应用程序产品模块和使用功能来看，最新版APP暂无 调整，视觉元素更新为橙色。 在近期财报电话会上，阿里巴巴管理层也强调：淘宝闪购在第一阶段完成了规模的快速扩张，第二阶段 的经济效益优化符合预期，这为外卖业务长期可持续发展奠定了基础，也增加了在即时零售长期投入的 决心。 责任编辑：宋雅芳 12月4日晚，有用户发现饿了么公众号名称已更新为"淘宝闪购"。此前，有部分用户也发现饿了么手机 App的图标、名称也已自动更新至"淘宝闪购"，从应用程序产品模块和使用功能来看，最新版APP暂无 调整，视觉元素更新为橙色。 在近期财报电话会上，阿里巴巴管理层也强调：淘宝闪购在第一阶段完成了规模的快速扩张，第二阶段 的经济效益优化符合预期，这为外卖业务长期可持续发展奠定了基础，也增加了在即时零售长期投入的 决心。 责任编辑：宋雅芳 新浪科技讯 12月5日上 ...