财经观察|“饿了么”将退场?内测版本改名淘宝闪购,有何新指向?对消费者影响如何?
Sou Hu Cai Jing·2025-11-04 07:19

Core Viewpoint - The Ele.me app has been renamed to "Taobao Flash Purchase," currently in a gray testing phase, with no changes to user rights or delivery capabilities [1][3][6]. Group 1: Name Change and Testing Phase - The latest internal test version of the Ele.me app is now version 12.0.1, featuring the new name "Taobao Flash Purchase" and the slogan "Order food with confidence, enjoy timely delivery" [1][3]. - The new version is currently in gray testing, available only to a limited number of users [1][3]. Group 2: Delivery and Operational Changes - Delivery personnel in Shanghai have changed their uniforms from blue to orange and black since October, indicating a shift in branding [1][3]. - The delivery capacity of Ele.me is fully supporting orders from Taobao Flash Purchase, covering a wider range of products [3][6]. Group 3: Growth and Strategic Importance - Taobao Flash Purchase has seen rapid growth since its launch, with peak orders reaching 1.2 billion in August, and a 200% increase in monthly active buyers since April [6][7]. - The integration of Taobao Flash Purchase and Ele.me is part of Alibaba's strategy to enhance its "big consumption" model, aiming for a significant increase in transaction volume over the next three years [7].