Hua Er Jie Jian Wen·2025-08-29 14:38Core Viewpoint - Alibaba's CEO of China e-commerce, Jiang Fan, detailed the success and future expectations of Taobao Flash Purchase, highlighting its significant growth in order volume, user base, and merchant supply, which exceeded expectations [1][5][6]. Group 1: Performance Metrics - Taobao Flash Purchase achieved a peak daily order volume of 120 million and an average weekly order volume of 80 million in August, leading to a monthly active buyer count of 300 million, a 200% increase compared to April [1][6]. - The daily active riders for Flash Purchase exceeded 2 million, tripling since April, indicating substantial growth in logistics capacity [2][6]. - The collaboration between Flash Purchase and traditional e-commerce has resulted in a 20% increase in daily active users (DAU) for the main Taobao app in August [2][7]. Group 2: Strategic Developments - The company plans to onboard one million brand offline stores over the next three years, which is expected to generate an additional 1 trillion yuan in transaction volume through Flash Purchase and instant retail [1][4][12]. - Flash Purchase has developed over 50,000 lightning warehouses, with a year-on-year order growth of over 360%, and 25% of the supply comes from Alibaba's ecosystem [3][11]. - The integration of Tmall Supermarket into a near-field flash purchase model aims to enhance delivery efficiency while maintaining competitive pricing [4][11]. Group 3: Economic Impact - The competition in the food delivery sector has led to increased choices for merchants and consumers, fostering industry transformation and creating over one million direct jobs [4][12]. - The company anticipates that the ongoing competition will continue to drive economic growth and consumer spending [4][12].