Xin Lang Ke Ji·2025-08-29 13:52Core Viewpoint - Alibaba's Taobao Flash Sale significantly boosts the overall user scale and activity of the mobile Taobao platform, indicating a positive trend for the e-commerce business [1] User Engagement - Taobao Flash Sale has led to a 20% increase in daily active users (DAU) for mobile Taobao in August, enhancing user engagement and activity days [1] - The higher frequency of the Flash Sale scenario has contributed to a notable increase in user activity on the platform [1] Revenue Impact - Increased traffic from the Flash Sale has resulted in higher advertising revenue and Customer Marketing Revenue (CMR) [1] - Enhanced user engagement and the ability to attract new users while reducing churn have allowed the company to decrease marketing expenses [1] - The company anticipates that this positive trend will continue and further enhance e-commerce revenue in the medium to long term [1]