阿里巴巴：26年财年第一季度即时零售业务收入为人民币147.84亿元，同比增长12%

Core Insights - Alibaba reported a revenue of RMB 14.784 billion for its instant retail business for the three months ending June 30, 2025, representing a year-on-year growth of 12% driven by increased order volume from the launch of Taobao Flash Purchase in late April 2025 [1] - The monthly active consumers on the Taobao app increased by 25% year-on-year during the first three weeks of August, indicating strong consumer engagement [1] Financial Performance - Instant retail business revenue: RMB 14.784 billion, up 12% year-on-year [1] - Monthly active consumers growth: 25% year-on-year in August [1]