36氪未来消费·2025-06-23 07:16Core Insights - The article discusses the significant progress made by Alibaba in the instant retail sector, particularly through the collaboration between Taobao Flash Purchase and Ele.me, which saw peak orders surpassing 60 million during the 618 shopping festival [3]. Group 1: Order Volume and Growth - During the 618 shopping festival, Taobao Flash Purchase and Ele.me combined orders exceeded 60 million, with Taobao Flash Purchase accounting for nearly 40 million and Ele.me over 20 million [3]. - The order volume for Taobao Flash Purchase has seen rapid growth since its launch on May 2, with the initial target of 10 million orders reached in just 6 days, significantly faster than the expected timeline [3][4]. - By August 30, the order volume is projected to reach around 80 million, indicating strong growth potential in the instant retail market [4]. Group 2: Strategic Focus and Integration - Instant retail has become a top priority for Alibaba's e-commerce business, with various strategic moves made since Q2 to emphasize its importance [4][5]. - The integration of Ele.me and Fliggy into the restructured Alibaba e-commerce group aims to enhance resource collaboration and streamline decision-making processes [5]. - Alibaba's CEO has indicated a focus on saturated investment strategies to optimize business collaboration and leverage the strengths of different business units [5]. Group 3: Market Potential and Future Plans - The current market size for instant retail in China is estimated at 500-600 million people, with potential growth to 1 billion, suggesting significant room for expansion [5]. - A review of the instant retail strategy will be conducted at the end of summer to refine future approaches and investments based on performance data [6].