证券时报·2025-08-06 09:15Core Viewpoint - Alibaba is transitioning from an e-commerce platform to a comprehensive consumer platform by launching a new membership system that integrates various services, enhancing user experience across multiple lifestyle scenarios [2][3]. Group 1: Membership System Overview - The new membership system, launched on August 6, includes integration with Alibaba's resources such as Ele.me and Fliggy, covering various lifestyle aspects like dining, entertainment, and travel [1][2]. - The membership is structured into six tiers: Bronze, Silver, Gold, Platinum, Diamond, and Black Diamond, with Platinum and above members able to subscribe to 88VIP for 88 yuan [3]. - Different membership levels offer exclusive discounts and services, including shopping discounts, food delivery benefits, travel perks, and ride-hailing discounts, all available for free to users [3]. Group 2: Strategic Implications - Analysts believe the membership system will enhance user engagement on Taobao, increasing consumption frequency across different scenarios and improving user retention [3]. - The integration of Ele.me and Fliggy into Alibaba's e-commerce group signifies a strategic upgrade towards a broader consumer platform, focusing on user-centric business model optimization [2][3]. - The launch of the membership system marks a significant step in resource integration, scenario connectivity, and user experience enhancement for Alibaba [3].