阿里生态合力下，饿了么以增长刷新市场想象力

Core Insights - Alibaba Group's financial report for Q4 and the full year of FY2025 shows strong growth driven by Ele.me and Gaode, with local life group revenue reaching 16.134 billion yuan, a 10% increase from 14.628 billion yuan in the same period of 2024 [1] - Ele.me's operational efficiency has improved, leading to significant business growth, particularly during the recent "May Day" holiday, where several brands saw order volumes increase dramatically [1][5] Group 1: Business Performance - Ele.me's revenue growth is attributed to the effective use of Alibaba's ecosystem, enhancing the engagement of merchants, consumers, and delivery riders [1][7] - The "May Day" holiday saw brands like Nayuki Tea and Kudi Coffee experience order volume increases of over 200% on Ele.me, showcasing the platform's strong market performance [5][6] - From April 30 to May 5, Ele.me and Taobao Flash Sale achieved over 10 million daily orders, with significant growth in various food categories [5][6] Group 2: Strategic Initiatives - Ele.me launched the "Hungry Subsidy Over 10 Billion" promotion to stimulate growth, focusing on consumer experience and merchant operational efficiency [3][4] - The collaboration with Taobao Flash Sale has allowed Ele.me to leverage Taobao's traffic, resulting in a substantial increase in merchant order volumes [5][8] - The integration of AI technology is expected to enhance both merchant and consumer experiences, with tools like the "AI Business Assistant" being introduced to support digital operations [10][11] Group 3: Market Outlook - The Chinese instant retail market is projected to grow significantly, with a current size of 650 billion yuan and an annual growth rate of 28.89%, indicating a strong potential for Ele.me's growth [9] - Alibaba's strategy emphasizes user-centric and AI-driven approaches, which are expected to guide Ele.me's long-term growth trajectory [10][12] - The company is committed to social responsibility, ensuring fair treatment and income for delivery riders through transparent algorithms and support measures [11][12]