饿了么、飞猪并入电商事业群，阿里剑指大消费一体化布局

Core Insights - Alibaba Group's CEO Wu Yongming announced the merger of Ele.me and Fliggy into Alibaba's China e-commerce business group, marking a strategic upgrade from an e-commerce platform to a comprehensive consumer platform [1][4] - The integration aims to enhance user experience by optimizing business models and organizational structures from a user-centric perspective [4] Company Strategy - Ele.me's CEO Fan Yu and Fliggy's CEO Nan Tian will retain their positions and report directly to the head of the China e-commerce business group, Jiang Fan [1] - Both Ele.me and Fliggy will maintain their corporate management structures while aligning their business decisions with the goals of the China e-commerce business group [1] Industry Impact - The merger is expected to strengthen the synergy between the e-commerce platform and the food delivery service, enhancing exposure and order volume for Ele.me's restaurant partners through Alibaba's vast user traffic [4] - Ele.me's instant delivery capabilities will support Alibaba's fresh food and supermarket businesses, promoting a seamless "online shopping, instant delivery" experience [4] Market Positioning - The integration will facilitate Alibaba's unified layout in "in-store + at-home + travel" consumption scenarios, enhancing service capabilities and market competitiveness in the consumer sector [5] - Early signs of business synergy are evident, with Alibaba reporting that the newly launched Taobao Flash Sale achieved over 40 million orders within a month, and a double-digit growth in user purchases during the recent Tmall 618 sales event [5]