Xin Lang Cai Jing·2025-12-07 03:09Core Insights - Ele.me has officially announced that its app will be fully transformed into "Taobao Flash Purchase" after the latest update, signaling a strategic shift within Alibaba Group towards a focus on large-scale consumer platforms [1][2] - The chairman and CEO of Ele.me, Fan Yu, emphasized the unprecedented collaboration within the Alibaba family, showcasing the group's commitment to reshaping market dynamics and enhancing its capabilities in the consumer service sector [1][2] Company Strategy - The transformation of the Ele.me app is viewed as a significant signal of Alibaba Group's continued investment in the large consumer and service e-commerce sector [1][2] - Fan Yu highlighted the journey of Ele.me over the past 18 years, which has built a service system connecting hundreds of millions of users and millions of merchants, reflecting the company's foundational goals [1][2] Market Positioning - During a recent earnings call, Alibaba's management noted that Taobao Flash Purchase has successfully completed rapid scale expansion in its first phase, with economic efficiency optimization in the second phase meeting expectations [1][2] - This progress is seen as a foundation for the long-term sustainable development of the food delivery business and reinforces Alibaba's commitment to long-term investments in instant retail [1][2]