阿里巴巴,大调整
中国基金报·2025-08-22 12:46

Core Viewpoint - Alibaba has restructured its business into four major groups: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and "All Other" businesses, aiming to enhance operational efficiency and respond to market competition [2][4]. Group Summaries Alibaba China E-commerce Group - This group includes platforms such as Taobao, Tmall, Xianyu, Fliggy, Taobao Flash Sale, Ele.me, and 1688, consolidating resources to strengthen core e-commerce capabilities [2][4]. Alibaba International Digital Commerce Group - Comprises international platforms like AliExpress, Trendyol, Lazada, Daraz, and Alibaba.com, focusing on expanding global reach [2][4]. Cloud Intelligence Group - This group is primarily represented by Alibaba Cloud, which continues to be a significant part of Alibaba's business strategy [4]. All Other Businesses - This category includes DingTalk, Quark, Tongyi, Gaode Map, Cainiao, Youku, Damai Entertainment, Hema, and Alibaba Health, indicating a shift in strategic priority towards supporting core operations rather than independent expansion [4][5]. Organizational Structure Changes - The previous "1+6+N" structure proposed by former CEO Daniel Zhang has been phased out, with a focus now on core e-commerce and AI initiatives. The new e-commerce business group integrates various e-commerce operations under a unified leadership [6][7]. Market Context - The local lifestyle service market in China is projected to grow from CNY 19.5 trillion in 2020 to CNY 35.3 trillion by 2025, with online penetration increasing from 24.3% to 30.8% during the same period, highlighting the competitive landscape Alibaba is navigating [7].