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“阿里太子”蒋凡周年考:收编饿了么、压拼多多、权力收拢
BABABABA(US:BABA) Sou Hu Cai Jing·2025-11-04 17:27

Core Insights - The article discusses the transformation of Ele.me from an independent food delivery platform to a part of the "instant retail" infrastructure under the brand "Taobao Flash Purchase" [3][4] - It highlights the strategic maneuvers by Jiang Fan to consolidate power within Alibaba's e-commerce empire over the past year [5][29] Group 1: Ele.me and Taobao Flash Purchase - Ele.me has undergone a rebranding to "Taobao Flash Purchase," indicating a shift towards integrating with Alibaba's broader e-commerce strategy [3] - Jiang Fan's leadership has turned around Ele.me's previously passive position in the market, enhancing its role within Alibaba [4][29] - The launch of Taobao Flash Purchase's group buying service has seen rapid user adoption, with over 400 million users engaging within 23 days of its launch [12] Group 2: Integration of Other Platforms - The integration of Hema (盒马) into the Taobao ecosystem is evident, as Taobao 88VIP members can now access Hema membership benefits, indicating a move towards a unified membership system [8] - The collaboration between Hema and Taobao aims to enhance user experience and drive incremental growth for Hema [8] - The strategic alignment of Gaode (高德) with Alibaba's local services is also highlighted, as it has begun to leverage its platform for local consumption recommendations [10][13] Group 3: Jiang Fan's Rising Influence - Jiang Fan has been appointed as the youngest member of Alibaba's partnership committee, reflecting the company's confidence in his leadership [19] - His authority has expanded significantly, overseeing both Ele.me and Fliggy (飞猪) as part of Alibaba's Chinese e-commerce group [22] - The potential for further integration of Gaode, Ele.me, and Taobao Flash Purchase into a cohesive local lifestyle platform is discussed, which could position Alibaba competitively against Meituan [17][29]