BABA(US:BABA) Sou Hu Cai Jing·2025-06-25 11:14Core Insights - Alibaba's founder Jack Ma and CEO Wu Yongming were spotted at Ele.me's work area, reportedly participating in a weekly meeting for Taobao Flash Sale [3] - Wu Yongming announced via an internal email that Ele.me and Fliggy will join Alibaba's China e-commerce business group, indicating a strategic upgrade from an e-commerce platform to a large consumer platform [5] Group 1: Strategic Moves - The integration of Ele.me and Fliggy into Alibaba's e-commerce group aims to streamline key business decisions while maintaining independent operations [5] - This strategic shift is partly in response to increased competition from JD.com, which has accelerated its expansion into food delivery and travel services [5] Group 2: Performance Metrics - Taobao Flash Sale, launched in April, has shown significant growth, with daily order volume exceeding 40 million within a month and reaching over 60 million by June 23 [5] - Retail orders for Taobao Flash Sale have increased by 179% year-on-year, with an on-time delivery rate of 96% [5] Group 3: Future Plans - Alibaba is likely to enhance resource integration and increase investment in the instant retail sector, potentially allowing for cross-platform benefits such as shared membership points and discounts among Taobao, Ele.me, and Fliggy [7]