BABA(US:BABA) Xin Lang Ke Ji·2025-11-11 00:30Core Insights - The 2025 Double 11 event marks the first full participation of Taobao Flash Sale and the complete implementation of AI within the Alibaba ecosystem [2][3] - Taobao Flash Sale has significantly boosted market share for Alibaba, particularly benefiting from substantial subsidies, but faces challenges in rapid expansion and internal coordination [3][4] Group 1: Performance and Growth - During the Double 11 period, Taobao Flash Sale achieved over 100% growth in transaction volume for 19,958 dining brands and 863 non-dining brands compared to pre-Double 11 figures [4] - Taobao Flash Sale has attracted over 1 billion new users, with expectations of generating trillions in new business in the coming years [4][6] - The company has set ambitious performance targets for all related businesses, often doubling last year's goals, leading to increased pressure on employees [3][6] Group 2: Internal Challenges - The rapid expansion of Taobao Flash Sale has led to significant internal pressure, with employees expressing concerns over workload and alignment of benefits [3][4] - There are issues with information flow and business barriers within the organization, complicating the collaborative process among various business units [7][9] - Employees have noted discrepancies in understanding and executing the new membership system across different business lines, leading to operational complexities [9][10] Group 3: Strategic Adjustments - Alibaba has undergone a major restructuring of its e-commerce business, consolidating various platforms under a new e-commerce group led by Jiang Fan [5][6] - The company is prioritizing its main app's growth while attempting to integrate Taobao Flash Sale with other services like Ele.me and Fliggy [10] - Despite the challenges, there is a general consensus among employees that all business lines are experiencing growth, indicating a positive outcome from the ongoing adjustments [10]