Zheng Quan Ri Bao·2025-07-02 16:41Core Insights - Alibaba Group is launching a 50 billion yuan subsidy plan for its Taobao Flash Sale platform to boost merchant profits and stimulate business growth within 12 months [1][3] - The initiative signifies a new round of resource investment in the instant retail sector, aiming to integrate online traffic with offline service industries [1][2] Group 1: Market Dynamics - Since its launch in May, Taobao Flash Sale has surpassed 60 million daily orders, contributing to a significant increase in China's instant retail market from approximately 100 million to 160 million daily orders [2] - The platform has enhanced user engagement, leading to record user numbers and activity during the Tmall 618 shopping festival, with double-digit growth in purchasing users [2][4] Group 2: Strategic Integration - Taobao Flash Sale is a core component of Alibaba's "big consumption platform" strategy, integrating resources from Taobao, Tmall, Ele.me, and Fliggy to create a comprehensive consumer experience [2][4] - The platform is transitioning from a pure e-commerce model to a hybrid model that combines online and offline services, enhancing its market position [2][4] Group 3: Ecosystem Development - The subsidy strategy employs a "platform direct subsidy" model, allowing merchants to avoid price competition and fostering a sustainable business ecosystem [5] - This approach aims to alleviate the "involution" phenomenon in the industry, encouraging merchants to focus on service and product quality, ultimately improving consumer experience [5] - The 50 billion yuan investment is seen as a critical step towards building a healthy industry ecosystem, promoting collaboration among platforms, merchants, and consumers [5]