3 6 Ke·2025-10-21 01:16Core Insights - The growth trajectory of Taobao Flash Sale is being closely monitored, especially during the "Double 11" shopping festival, which serves as a critical testing ground for its strategies and objectives [1][3] Group 1: Business Performance - Taobao Flash Sale has stabilized its daily order volume at over 80 million, with peak orders reaching 120 million per day since its launch in June 2025 [2] - The platform has successfully driven a 20% year-on-year increase in daily active users on the mobile app [2] - The order structure has shifted, with retail orders surpassing double digits in October, indicating a strategic pivot in platform operations [1] Group 2: Growth Strategy - The management emphasizes that growth targets are focused on continuous expansion rather than merely maintaining scale [4] - The integration of cross-selling between food delivery and e-commerce is becoming significant, enhancing user experience and driving new demand [1][4] - Future growth is anticipated to reach a trillion scale within three years, as indicated by company leadership [5] Group 3: Operational Efficiency - The company is prioritizing overall flow, delivery, and supply improvements to sustain demand and growth, contrasting with the traditional spike in demand seen during "Double 11" [7] - A focus on optimizing user structure, order structure, and fulfillment efficiency is being implemented to enhance operational performance [8][9] - The introduction of a marketing incentive engine aims to improve subsidy efficiency, ensuring that discounts are effectively targeted to the right users and scenarios [9]