BABA(US:BABA) Yahoo Finance·2026-01-09 02:31Regulatory Changes - China has introduced new regulations to curb aggressive competition in e-commerce, prohibiting major platforms like Alibaba from coercing merchants into promotions or deep discounts [1] - The regulations will take effect in February and follow warnings to Alibaba, JD.com, and Meituan regarding disruptive pricing tactics [1] Impact on Companies - Shares of Alibaba and JD.com declined as investors assessed the implications of increased regulatory oversight [2] - Meituan reported its first loss in nearly three years, attributing it to "irrational competition" and ongoing price wars with Alibaba and JD.com amid weak consumer demand [3] Strategic Adjustments - Alibaba has restructured its delivery and retail strategy by phasing out its food-delivery brand Ele.me, integrating it into its instant-retail strategy [4][5] - The company is enhancing its logistics network and unifying various platforms under a coordinated delivery workforce, while launching a unified membership program to increase customer loyalty [6]