阿里合伙人瘦身：不在业务一线的基本都退出了

Core Viewpoint - Alibaba is undergoing significant organizational restructuring, focusing on streamlining operations and strategic refocusing, particularly within its partner system, which has seen a reduction in the number of partners to a historic low of 17 [3][4][11]. Summary by Sections Partner System Changes - Alibaba's partner team has decreased by 9 members, representing one-third of the total, marking the largest exit in the history of the partner system [4][11]. - The current partner committee has seen a change in one member, with Jiang Fan replacing Peng Lei, while the other four members remain unchanged [3][4]. Business Focus and Strategy - The restructuring signals a shift towards having more frontline business leaders in the decision-making body, with only 4 out of 17 partners being senior members not involved in day-to-day operations [4][5]. - The emphasis has shifted from internal value debates to focusing on growth and positioning, with e-commerce and AI + Cloud identified as the two main growth engines for Alibaba [4][5]. Financial Performance - For the fiscal year 2025, Alibaba reported revenues of 996.347 billion yuan, with a net profit increase of 77% to 125.976 billion yuan. E-commerce and cloud revenues grew by 8.3% and 11%, respectively [5][11]. - The company has exited several businesses, including Gao Xin Retail and Yintai Department Store, while achieving profitability in various segments like Gaode and Hema [5][11]. Partner Composition and Roles - The current 17 partners are divided into three tiers: 9 from e-commerce, cloud, and other businesses; 4 from the executive management team; and 4 senior partners focusing on cultural and strategic aspects [17][22]. - The partner system is designed to ensure the continuity of Alibaba's culture and values, with strict selection criteria emphasizing long-term commitment and cultural alignment [29][30]. Management and Decision-Making - The new CEO, Wu Yongming, has prioritized a user-first and AI-driven strategy, with a clear delineation of core and non-core business areas [24][25]. - The partner system allows for significant control over company decisions, with the ability to nominate board candidates and influence company direction [29][30].