阿里2026财年一季度收入同比增2%

Core Insights - Alibaba Group reported Q1 FY2026 (Q2 2025) financial results with total revenue of 247.65 billion yuan, a year-on-year increase of 2% [1] - Net profit reached 42.38 billion yuan, showing a significant year-on-year growth of 76% [1] - Operating cash flow decreased by 39% year-on-year, amounting to 20.67 billion yuan [1] Business Performance - The newly formed Alibaba China E-commerce Group, resulting from the integration of Taotian Group, Ele.me, and Fliggy, generated revenue of 140.07 billion yuan, a 10% increase year-on-year [1] - The monthly active consumers on the Taobao app grew by 25% year-on-year in the first three weeks of August, driven by the Taobao Flash Sale business [1] - The number of Taobao 88VIP members surpassed 53 million, continuing to grow at a double-digit rate [1] Flash Sale Business - In August, Taobao Flash Sale reached a peak daily order volume of 120 million, with a weekly average of 80 million orders [2] - The monthly transaction buyer count for Flash Sale increased to 300 million, representing a 200% growth compared to April [2] - CEO Jiang Fan indicated that Flash Sale is expected to contribute an additional 1 trillion yuan in transactions over the next three years as more brands join the platform [1]