3 6 Ke·2025-06-23 05:17Core Insights - The peak order volume for Taobao Flash Sale and Ele.me during the 618 shopping festival has exceeded 60 million orders, with Taobao Flash Sale accounting for nearly 40 million and Ele.me over 20 million [1] - The order volume has significantly increased since the launch on May 2, with the initial target of reaching 10 million orders achieved in just 6 days, and the subsequent milestone of 20 million orders reached in a short time [1] - Internal forecasts predict that the combined order volume for Taobao Flash Sale and Ele.me could reach around 80 million orders by August 30 [1] Strategic Developments - The period from April 30 to August 30 marks the first phase of Alibaba's instant retail strategy, focusing on key metrics such as order volume, Daily Active Users (DAU), and purchase frequency [2] - Following the support for Taobao Flash Sale, there has been a noticeable increase in DAU and purchase frequency, with the app's open rate improving significantly [2] - Alibaba's management views instant retail as a top priority, with a strategy to leverage cash reserves to outlast competitors like Meituan and JD [2] Organizational Changes - Alibaba Group CEO Wu Yongming announced the integration of Ele.me and Fliggy into the reorganized Alibaba e-commerce business group, which will report to CEO Jiang Fan [3] - There are plans to establish an independent division for the Flash Sale business, managed by senior executives from the Taotian Group [3] - The e-commerce group aims to enhance user engagement and scale through active investment in instant retail, with a projected market size for instant retail in China expected to grow from 500-600 million to 1 billion users [3]