BABA(US:BABA) Di Yi Cai Jing·2025-11-04 02:36Core Insights - The strategic importance of Ele.me and Taobao Flash Purchase is increasing for Alibaba's near and far field operations, with a potential merger being speculated [1][5] - Taobao Flash Purchase was launched in April 2023 as an upgrade of the "hourly delivery" service and has rapidly expanded its reach [3][4] Group 1: Business Integration - Ele.me has been integral to the launch of Taobao Flash Purchase, providing subsidies, supply chain support, and shared delivery resources [4] - The collaboration has led to significant growth, with Taobao Flash Purchase achieving a peak daily order volume of 120 million and a weekly average of 80 million orders by August 2023, resulting in a 200% increase in monthly active buyers compared to April [4] Group 2: Future Projections - Alibaba's CEO of China E-commerce, Jiang Fan, indicated that Taobao Flash Purchase has exceeded its initial scale and brand recognition goals, with plans to integrate offline stores into the platform, potentially onboarding one million brand stores in the future [4] - The company anticipates that the integration of flash purchase and instant retail could generate an additional 1 trillion yuan in transactions over the next three years [4]