3 6 Ke·2025-06-24 10:44Group 1 - Alibaba has announced a restructuring, merging Ele.me and Fliggy into the Alibaba China E-commerce Group, with the aim of creating a more integrated business model focused on consumer needs [1][4][10] - The integration is part of Alibaba's strategy to transition from an e-commerce platform to a comprehensive consumer platform, enhancing synergies between different business units [1][2] - The merger is expected to facilitate deeper integration of Ele.me's delivery capabilities with Taobao's instant retail services, thereby achieving full-scenario coverage of "long-distance e-commerce + local retail" [1][3] Group 2 - The restructuring reflects a shift back to a centralized management model, moving away from the previous "1+6+N" framework, which had led to inefficiencies in collaboration among various business units [5][6] - Alibaba's focus on local life services, which represent a market exceeding one trillion yuan with relatively low penetration, indicates a strategic pivot towards high-growth areas [8] - The expansion of Jiang Fan's management scope to include core e-commerce businesses signals a consolidation of power within Alibaba, aimed at enhancing competitive strength against rivals like JD.com and Meituan [9][10]