饿了么App正式更新为淘宝闪购 品牌场景将陆续完成升级

Group 1 - The core viewpoint of the article highlights the transformation of the "Ele.me" app into "Taobao Flash Sale," which signifies a strategic shift towards integrating with Alibaba's broader consumer platform strategy [1][2] - The launch of Taobao Flash Sale is seen as a comprehensive upgrade that leverages years of service, fulfillment capabilities, product technology, user trust, and organizational resilience from Ele.me [1][2] - The transition is expected to enhance user, merchant, and rider services, marking a significant step in Alibaba's commitment to the long-term investment in instant retail [1][2] Group 2 - In May, Taobao Flash Sale became a primary entry point on the Taobao app, achieving a peak daily order volume of 120 million and an average of 80 million orders on Sundays in August, with monthly active users surpassing 300 million [2] - The latest quarterly financial report indicates that instant retail revenue grew by 60% year-on-year during the period from July to September 2025, while also improving unit economic efficiency since September [2] - Alibaba's management emphasized that the rapid expansion phase of Taobao Flash Sale has been completed, and the focus is now on optimizing economic benefits, which lays a foundation for the sustainable development of the delivery business [2]