BABA(US:BABA) Sou Hu Cai Jing·2025-07-15 12:41Core Insights - Alibaba's founder Jack Ma has requested that Taobao Flash Sales stabilize at 80 million orders, prioritizing capability enhancement and foundational consolidation before pursuing higher targets [2][3] - The previous "Tic-Toc Rhythm" plan aimed for a weekly surge in order volume, potentially compromising system stability and logistics if pursued blindly [2] - Taobao Flash Sales is set to implement "Super Saturdays" for 100 days, offering a total of 188 million yuan in consumer red envelopes to encourage low-price purchases [2] Group 1 - Taobao Flash Sales achieved a daily active user count exceeding 200 million, with a 15% week-on-week net increase [3] - The order fulfillment rate remains stable at 96% under the 80 million order scale, indicating a focus on maintaining operational efficiency [3] - Jack Ma's directive to stabilize at 80 million orders reflects a strategic shift from mere order volume to creating ecological value, laying the groundwork for future targets like the 100 million orders goal on August 7 [3] Group 2 - Goldman Sachs forecasts that Alibaba and JD's food delivery businesses will incur losses of 41 billion yuan and 26 billion yuan respectively over the next 12 months, while Meituan's EBIT is expected to decline by 25 billion yuan [2] - Following a subsidy war, Meituan's instant retail order volume reached a new high of 150 million orders as of July 12 [3]