Xin Lang Ke Ji·2025-12-07 03:15Core Viewpoint - The official announcement from Ele.me indicates a complete rebranding of its app to "Taobao Flash Purchase," reflecting Alibaba Group's strategic commitment to the consumer services sector [1] Group 1: Company Strategy - Alibaba Group's partner and Ele.me's CEO, Fan Yu, emphasized the unprecedented collaboration within the Alibaba family to implement a strong and cohesive cross-organizational effort [1] - The launch of Taobao Flash Purchase is seen as a significant move to reshape the market landscape, showcasing Alibaba's strategic determination and capability in the "big consumer platform" arena [1] Group 2: User Engagement and Growth - Ele.me has built a life service system that connects hundreds of millions of users and millions of merchants over its 18-year journey, driven by the evolving demands for instant life services [1] - The company acknowledges the necessity for continuous growth and self-innovation to meet the advancing needs of users [1] Group 3: Financial Performance and Future Outlook - The complete overhaul of the Ele.me app signals Alibaba Group's ongoing investment in the consumer and service e-commerce sector [1] - During a recent earnings call, Alibaba's management highlighted that Taobao Flash Purchase has successfully completed rapid scale expansion in its first phase, with economic efficiency optimization in the second phase meeting expectations, laying a foundation for the long-term sustainable development of the delivery business [1]