饿了么将更名
盐财经·2025-11-04 02:31

Core Viewpoint - The article discusses the rebranding of Ele.me to "Taobao Flash Purchase," which is part of Alibaba's strategy to integrate its instant retail services and enhance its competitive position against rivals like Meituan and JD.com [4][6]. Group 1: Rebranding and Strategic Integration - Ele.me has been officially renamed to "Taobao Flash Purchase" as part of Alibaba's instant retail strategy, aiming to unify the brand and improve delivery efficiency [4]. - The rebranding includes a visual overhaul, with new branding elements like the orange color scheme associated with Taobao, reinforcing brand identity [4]. - The integration of Ele.me into the instant retail framework is designed to support the goal of "30-minute delivery for everything" [4]. Group 2: Service Expansion and Performance Metrics - "Taobao Flash Purchase" is currently in a gray testing phase, offering food delivery and daily necessities to select users [2]. - The service has seen significant growth, with peak daily orders reaching 120 million and an average of 80 million orders on Sundays in August, contributing to a 20% increase in daily active users [5]. - The average number of active delivery riders has tripled since April, now exceeding 2 million [5]. Group 3: Future Projections and Business Development - Alibaba's CEO of the China e-commerce division, Jiang Fan, projects that the flash purchase and instant retail services will generate an additional 1 trillion yuan in transaction volume over the next three years [6]. - The launch of "Taobao Convenience Store" aims to provide a 24-hour shopping experience with 30-minute delivery, with plans to expand to over 200 cities [5][6].