Core Viewpoint - The official announcement on December 5 states that the "Ele.me" app will be fully upgraded to "Taobao Flash Purchase," marking a significant shift in branding and service integration within Alibaba Group's strategy for the consumer and service e-commerce sector [1]. Group 1 - The upgrade aims to enhance service capabilities, product technology, user trust, and organizational resilience, reflecting a comprehensive renewal of Ele.me's offerings [1]. - This transition is seen as a strong signal of Alibaba Group's continued investment in the consumer and service e-commerce market [1]. - Alibaba's management emphasized that Taobao Flash Purchase has completed rapid scale expansion in its first phase, with economic efficiency optimization in the second phase, laying a foundation for sustainable long-term development in the food delivery business [1]. Group 2 - Since its launch in May, Taobao Flash Purchase has become a primary entry point on the Taobao app, leveraging the strengths of both Taobao and Ele.me [1]. - In the past six months, Taobao Flash Purchase achieved a peak daily order volume of 120 million, with an average of 80 million orders on Sundays in August, and monthly active users surpassing 300 million, contributing to a 20% year-on-year increase in daily active users on the mobile Taobao app [1].
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