news flash·2025-06-23 05:17Core Insights - Taobao Flash Sale and Ele.me reached a peak order volume of nearly 60 million during the 618 shopping festival, with Taobao Flash Sale accounting for approximately 40 million and Ele.me over 20 million [1] - By August 30, 2023, the combined order volume is expected to reach around 80 million [1] - The period from April 30 to August 30 marks the first phase of Alibaba's instant retail strategy, focusing on order volume, daily active users (DAU), and purchase frequency [1] Company Strategy - Taobao Flash Sale has seen significant growth in DAU and purchase frequency following support measures [1] - Ele.me's current core goal remains profitability, but it may shift focus to GMV/order volume after being integrated into Alibaba's e-commerce business group [1] - Instant retail is considered a top priority for Alibaba's e-commerce operations [1] Competitive Landscape - Alibaba's internal assessment indicates a competitive stance against Meituan and JD, with a belief that having more cash will lead to victory in the long run [1] - A review of the instant retail business strategy and investment will take place after the summer season ends, based on performance data [1]