雷峰网·2025-06-24 12:55Core Viewpoint - Alibaba is transitioning from an e-commerce platform to a comprehensive consumer platform, leveraging the rapid growth of Taobao Flash Sales and the integration of Ele.me and Fliggy to enhance consumer experience and drive new consumption growth [2][3][17]. Group 1: Market Dynamics - Taobao Flash Sales has seen a significant increase in daily orders, surpassing 60 million, with retail orders growing by 179% year-on-year, indicating strong consumer demand for a comprehensive consumption platform [2][5]. - The integration of Ele.me and Fliggy into Alibaba's China e-commerce group is a strategic move to enhance business synergy and meet evolving consumer needs [13][15]. - The Chinese instant retail market is projected to grow from 650 billion in 2023 to over 2 trillion by 2030, highlighting the untapped potential in consumer demand [5][7]. Group 2: Consumer Behavior - Younger consumers, particularly those aged 35 and below, represent 72% of instant retail users, indicating a shift towards convenience and immediate satisfaction in shopping habits [12]. - The demand for instant retail is driving brands to focus on this segment, with significant sales increases observed during promotional events like the "618" shopping festival [16]. Group 3: Business Integration and Synergy - The merger of Ele.me and Fliggy into Alibaba's ecosystem allows for a seamless consumer experience, enabling users to manage travel and dining needs within a single platform [15][16]. - Brands are increasingly leveraging instant retail to enhance their market presence, with notable sales growth in various sectors, including 3C electronics and fast-moving consumer goods [16][17]. - The integration is expected to lower operational costs for merchants through unified platform management and data sharing, enhancing overall efficiency [16].