Core Insights - Alibaba's Taobao is launching a new membership system that integrates resources from Ele.me, Fliggy, and Hema, covering various consumer rights including shopping, food delivery, travel, and more, thereby expanding the 88VIP membership benefits [1][10] Membership Expansion - The new membership initiative allows 88VIP members to receive 90 days of free Hema X membership benefits, including discounts and free shipping, from August 4 to September 10 [1] - The 88VIP membership, launched in August 2018, has evolved to include various benefits across shopping, entertainment, and food delivery, with over 50 million members reported during the 618 shopping festival [9] Strategic Shift - The integration of more Alibaba platforms into the 88VIP system is seen as a significant step in Alibaba's strategy to transition from e-commerce to a broader consumer platform [9][10] - In June, Alibaba's CEO announced the incorporation of Ele.me and Fliggy into the Alibaba China E-commerce Group, maintaining their independent management while aligning their business decisions with centralized goals [9] Business Adjustments - Hema has announced the closure of its last Hema X membership store, indicating a strategic shift away from the membership store model, which was initially seen as a growth opportunity [10][11] - The Hema X membership store, which opened in October 2020, struggled to establish a competitive edge in the market, leading to a focus on Hema Fresh and Hema NB (Neighbour Business) for future growth [10][11] User Base and Cost Management - The integration of Hema into the 88VIP system is expected to leverage the existing user base to expand its customer reach [11] - As the membership base diversifies and benefits expand, Alibaba faces challenges in managing costs, user segmentation, and ensuring seamless integration of services across platforms [11]

Core Insights - Taobao is set to launch a new membership system that integrates resources from Ele.me, Fliggy, and Hema, covering various consumer needs such as shopping, food delivery, travel, and transportation [1] - The upgrade of 88VIP user benefits signifies a strategic move by Alibaba to transition from e-commerce to a comprehensive consumer platform [1] - The diversified membership benefits are expected to significantly enhance user activity on Taobao's main site and increase user loyalty [1]

Core Viewpoint - Alibaba is launching a new membership system that integrates various services across its ecosystem, marking a strategic shift from e-commerce to a comprehensive consumer platform [1] Group 1: Membership System - The new membership system will connect resources from Ele.me, Fliggy, and Hema, covering a wide range of consumer needs including shopping, food delivery, travel, and transportation [1] - The 88VIP user benefits will be significantly upgraded as part of this new initiative [1] Group 2: Strategic Shift - The integration of Ele.me and Fliggy into the China e-commerce business group signifies Alibaba's transition towards a broader consumer platform strategy [1]

Core Insights - Taobao is launching a new membership system that integrates resources from Ele.me, Fliggy, and Hema, covering various consumer needs such as shopping, food delivery, travel, and transportation [1] - The 88VIP user benefits will be significantly upgraded as part of this initiative [1] - This move signifies Alibaba's strategic shift from e-commerce to a broader consumer platform, with Ele.me and Fliggy being incorporated into the China e-commerce business group [1]

Core Insights - Taobao is launching a new membership system that integrates resources from Ele.me, Fliggy, and Hema, covering various consumer needs such as shopping, food delivery, travel, and transportation [1] - The 88VIP user benefits will be significantly upgraded, indicating a strategic shift towards a comprehensive consumer platform [1] - This move is seen as a key step in Alibaba's strategy to transition from e-commerce to a broader consumer platform, enhancing user engagement and loyalty on Taobao [1]

Group 1 - The core point of the news is that Hema X membership stores are closing, with only one remaining location in the country, as part of Hema's strategic business adjustment to focus on Hema Fresh and Hema NB [1] - Hema has announced plans to gradually phase out the traditional membership supermarket model, which was initially seen as a competitive move against Sam's Club and Costco [1] - Hema has successfully opened 72 Hema Fresh stores in 21 cities in 2024 and plans to open nearly 100 more in the 2025 fiscal year [1] Group 2 - Hema X membership has officially integrated with Taobao 88VIP, enhancing the value of the 88VIP membership and providing new growth opportunities for Hema [2] - The adjustment of the 88VIP membership system is part of Alibaba's strategy to deepen its "big consumption platform" approach, connecting Taobao flash sales with Ele.me [2] - As of this year, the number of 88VIP members has surpassed 50 million, indicating a significant potential customer base for Hema X membership [2]

饿了么、飞猪加入阿里中国电商事业群！ 6月23日，阿里巴巴集团CEO吴泳铭发布全员邮件宣布，即日起，饿了么、飞猪加入阿里中国电商事业群。 有行业人士分析称，在过去两个月，淘宝闪购协同各方展现出的业务潜力，促使阿里进一步坚定了加大投入、 整合资源的决心。本次调整，是为了给消费者更好地提供优惠与便利，也为品牌及商家探索新的商业模式和生 意增长创造更大空间。 淘宝闪购今年发力 今年5月2日，淘宝闪购正式上线，不到一个月，日订单量即超4000万。阿里巴巴2025财年第四季度及全年财报 业绩会曾透露，淘宝闪购无论在规模增长还是效率提升上均超出预期。 数据显示，在刚刚过去的天猫618，淘宝闪购用户规模和活跃度创下新高，平台购买用户数实现双位数增长， 618全周期天猫剔除退款后的GMV同比增长10%。在今年天猫618，品牌纷纷加码即时零售，3C数码、服饰、 快消、运动户外等行业多个品牌。 有分析认为，此次战略调整后，阿里加大力度整合集团资源，升级走向大消费平台，也有望为淘宝闪购带来更 多发展空间。 具体来看，范禹继续担任饿了么董事长兼CEO，南天继续担任飞猪CEO，两人均向阿里电商事业群CEO蒋凡汇 报。饿了么、飞猪继续保 ...