阿里再变阵：「1+6+N」架构正在松动

Core Insights - Alibaba is undergoing significant organizational changes, with a focus on enhancing its competitive edge in the rapidly evolving retail landscape, particularly in instant retail [4][5][11] - The role of Jiang Fan has become increasingly pivotal, as he now oversees both the core e-commerce operations and the newly integrated instant retail and travel businesses [4][13][24] Organizational Changes - On June 26, Alibaba announced its fiscal year 2025 report, revealing a reduction in its partner list to 17, the lowest since its IPO in 2014 [1] - The Alibaba Partner Committee has been updated, with Jiang Fan replacing Peng Lei, indicating a shift in leadership dynamics [1][3] - The integration of Ele.me and Fliggy into Alibaba's China e-commerce group reflects a strategic move to consolidate resources in response to intensified competition from JD.com and Meituan [5][11] Performance Metrics - The launch of "Taobao Flash Purchase" has significantly boosted order volumes, with over 10 million daily orders reported shortly after its launch [8][10] - By June 23, the combined order volume of Taobao Flash Purchase and Ele.me exceeded 60 million, with retail orders increasing by 179% year-on-year [10][11] - Jiang Fan's leadership has resulted in notable growth in Alibaba's e-commerce segments, with the international digital commerce group's growth rate at 22% for Q1 2025 [14][16] Strategic Focus - Alibaba aims to leverage instant retail as a new growth engine for its e-commerce business, enhancing user engagement and driving higher transaction frequencies [16][19] - The integration of instant retail services is expected to elevate the overall activity on the Taobao app, mirroring strategies employed by competitors [17][19] - Jiang Fan emphasized the potential of combining instant retail with e-commerce to significantly enhance user engagement and scale [19][24] Leadership Dynamics - Jiang Fan's ascent within Alibaba's hierarchy reflects his growing influence, now being positioned as a key figure next to Chairman Cai Chongxin and CEO Wu Yongming [25] - The restructuring indicates a shift away from the previously established "1 + 6 + N" organizational framework, focusing instead on core business areas of e-commerce and AI + Cloud [20][22] - The consolidation of leadership under Jiang Fan suggests a strategic pivot towards a more unified approach in managing Alibaba's diverse e-commerce operations [24][25]