BABA(US:BABA) Sou Hu Cai Jing·2025-08-04 14:16Group 1 - Taobao Flash Sale is leading a significant commercial transformation in the digital consumption wave, with over 12,000 non-food physical stores joining the platform in July, including well-known brands like Moutai and Semir, resulting in record daily order volumes [1] - In the past week, 57,000 non-food small stores on Taobao Flash Sale achieved historic order peaks, with over 100,000 stores doubling their monthly revenue, indicating strong momentum for the digital transformation of the retail sector [1] Group 2 - The demand for instant delivery has expanded Taobao Flash Sale's service scenarios beyond food to include 3C digital products, clothing, and beverages, catering to increasingly diverse consumer needs [3] - Brands like Lingerie Group have seen significant order growth after joining Taobao Flash Sale, with VERO MODA, ONLY, and JACK & JONES experiencing order increases of 5 times, 3 times, and nearly 2 times, respectively [3] - Chain brands are moving their offline stores to Taobao Flash Sale, enhancing shopping experiences and discovering new growth opportunities, with companies like Xiaomi achieving a 4-fold increase in daily order volume through targeted coupon distribution [3] Group 3 - County-level service consumption is also showing remarkable growth, with restaurant orders in places like Huaihua County and Lijin County increasing by over 10 times compared to June [4] - Over 60,000 county-level small stores have actively joined Taobao Flash Sale, with more than 120,000 stores seeing order volume growth exceeding 100% in July [4] - The booming takeaway market is not only expanding the service consumption market but also promoting regional consumption upgrades, enhancing local consumption potential and diversifying the market [4]