2 1 Shi Ji Jing Ji Bao Dao·2025-06-24 09:24Core Insights - The integration of Ele.me and Fliggy into Alibaba's e-commerce business unit has significantly elevated Jiang Fan's importance within the company [1] - Jiang Fan's leadership marks a shift from a "dispersed operation" to a "coordinated collaboration" approach in Alibaba's e-commerce strategy, responding to competition from Pinduoduo, JD.com, and Meituan [1][2] - Jiang Fan's return to Alibaba as a partner and his subsequent leadership of the entire e-commerce unit represents a pivotal moment in his career, showcasing his ability to drive growth in both domestic and international markets [1][3] Company Strategy - Alibaba's e-commerce unit aims to consolidate all internal e-commerce resources to enhance service for both domestic and global consumers, with Jiang Fan as a key figure in this dual-market strategy [2] - The recent structural adjustments, including the incorporation of Ele.me and Fliggy, signify Alibaba's transition to a "big consumption platform," particularly strengthening its position in the instant retail sector [2] - The combination of Ele.me's delivery capabilities with Taobao's flash purchase service has positioned Alibaba to compete more effectively against rivals like Meituan and JD.com in the instant retail market [2] Challenges and Opportunities - Jiang Fan faces significant challenges, including the complexities of organizational integration and profitability pressures, as he seeks to demonstrate both his personal capabilities and Alibaba's agility under the new structure [3] - The emphasis on resource integration and core focus reflects a keen understanding of industry trends, with a strategic push towards rapid expansion in instant retail [3] - The internal message from Wu Yongming highlights a need for Alibaba to "return to its roots and re-entrepreneur," indicating that Jiang Fan's current role may be one of the most challenging phases in his career [3]