BABA(US:BABA) Sou Hu Cai Jing·2025-11-05 01:30Core Insights - The competition in the instant retail market is intensifying this year, with major players like Taobao Flash Purchase, Meituan, and JD engaging in rapid "minute-level" races to capture market share [1][5] - The controversy surrounding the potential renaming of Ele.me to Taobao Flash Purchase highlights the aggressive market presence and strategy of Taobao Flash Purchase in the instant retail sector [1][3] Group 1: Business Integration and Strategy - Ele.me and Taobao Flash Purchase are collaborating to leverage each other's strengths, with Ele.me benefiting from the non-food traffic generated by Flash Purchase, while Flash Purchase utilizes Ele.me's established supply chain resources [1][3] - Alibaba's organizational restructuring, which includes integrating Ele.me and Fliggy into its China e-commerce business group, signifies a strategic shift towards becoming a comprehensive consumer platform [4] - The integration of resources between Ele.me and Taobao Flash Purchase has led to a significant increase in daily orders for Taobao Flash Purchase, surpassing 60 million orders [5] Group 2: Market Dynamics and Competition - The rapid growth of Taobao Flash Purchase is attributed to Ele.me's existing infrastructure and the high-frequency demand for low-ticket items, such as beverages, during the summer [6][7] - The competition between Alibaba's Taobao Flash Purchase and Meituan has intensified, with both platforms achieving daily order volumes of 120 million, indicating a fierce battle for market dominance [6][7] - The expansion of Taobao Flash Purchase into non-food categories has allowed it to tap into a broader market, with over 140,000 new non-food offline stores added within two months of its launch [7] Group 3: Consumer Engagement and Experience - The integration of instant retail services into the broader e-commerce ecosystem is expected to enhance consumer experience by providing a one-stop solution for various product categories [8][9] - Alibaba is focusing on enhancing its membership system to increase consumer loyalty, with over 100 million platinum and above members who exhibit high purchasing frequency [9] - The launch of new convenience store formats and partnerships with well-known brands aims to meet consumer demands for immediate delivery across a wider range of products [8][9]