阿里大消息!饿了么、飞猪加入
BABABABA(US:BABA) 券商中国·2025-06-23 09:17

Core Viewpoint - Alibaba is integrating Ele.me and Fliggy into its China e-commerce business group, marking a strategic upgrade towards becoming a comprehensive consumer platform focused on enhancing user experience and optimizing business models [1][4][5]. Group 1: Integration of Businesses - Ele.me and Fliggy will continue to operate under their current management structures, with their leaders reporting to the CEO of Alibaba's e-commerce group, Jiang Fan [2]. - The integration aims to leverage the strengths of each platform to create a more complete consumer service system, particularly enhancing collaboration in the instant retail sector between Taobao Flash Sale and Ele.me [6]. Group 2: Strategic Upgrade - The shift towards a large consumer platform is intended to provide better discounts and convenience for consumers while creating new business opportunities for brands and merchants [6][8]. - The recent performance of Taobao Flash Sale, which saw over 40 million daily orders shortly after its launch, indicates strong growth potential, with a double-digit increase in active users during the recent 618 shopping festival [7]. Group 3: Future Outlook - The strategic adjustment is expected to further enhance Alibaba's resource integration and expand the development space for Taobao Flash Sale [8]. - The establishment of the Alibaba e-commerce group aims to consolidate various e-commerce resources to better serve both domestic and global consumers, while also supporting small and medium enterprises in expanding their markets [11].