券商中国·2025-12-05 01:56Core Viewpoint - Ele.me officially announced its rebranding to "Taobao Flash Purchase," indicating a strategic shift within Alibaba's e-commerce ecosystem [1][2]. Group 1: Rebranding and Strategic Changes - As of December 5, the Ele.me app will be updated to fully transition to "Taobao Flash Purchase," with all related branding changes expected to follow shortly [2]. - The launch of Taobao Flash Purchase on May 2 saw rapid growth, achieving over 40 million daily orders within a month, surpassing expectations in scale and efficiency [2]. - Following the rebranding, Ele.me and Fliggy will be integrated into Alibaba's China E-commerce Group, with both maintaining their management structures while aligning with the group's unified goals [2][3]. Group 2: Business Integration and Future Outlook - Alibaba is further consolidating its business operations, as indicated by the establishment of the Alibaba E-commerce Group, which integrates various e-commerce platforms including Taobao, Tmall, and others [3]. - The CEO of Alibaba emphasized that the evolving e-commerce landscape, both domestically and globally, will hinge on supply chain capabilities, fulfillment efficiency, and consumer service, which will shape future competitive dynamics [3].