Huan Qiu Lao Hu Cai Jing·2025-06-24 03:25Core Insights - Alibaba's CEO announced the integration of Ele.me and Fliggy into Alibaba's China e-commerce business group, marking a significant strategic move in the instant retail sector [1] - The integration aims to create a comprehensive consumer platform by merging e-commerce, local services, and travel consumption resources [1] - The decision reflects a shift from a single e-commerce platform to a broader consumer platform to enhance user experience [1] Group 1: Strategic Integration - Ele.me and Fliggy will now report to the CEO of Alibaba's e-commerce group, maintaining a corporate management model [1] - The e-commerce group was established in November last year, consolidating various domestic and international e-commerce operations [1] - This strategic move is seen as a response to the evolving consumer demands that a standalone e-commerce platform can no longer meet [1] Group 2: Performance Metrics - Taobao Flash Sale, in collaboration with Ele.me, has achieved over 40 million daily orders within a month of launch, with 75% of orders coming from non-tea beverages [2] - The platform's user engagement has significantly increased, with a double-digit growth in active users during the recent "618" shopping festival [2] - The integration is expected to enhance Fliggy's offerings by leveraging Taobao's user base and operational expertise, providing a one-stop travel booking service [2]