淘宝闪购推出的第219天，饿了么也变作了"橙色"。 淘宝闪购推出的第219天，饿了么也变作了"橙色"。 12月5日，饿了么官方正式宣布：即日起"饿了么"App更新至最新版本后将全面焕新为 "淘宝闪购"。 一个夏天的即时零售大战过后，为何迎来了这样的变动？对此，淘宝闪购的表态是："更新是为了更 好，更好也激励我们常新。" 一场面向未来的新战役开启了。饿了么焕新的背后，淘宝闪购将更多承担起阿里推进"远近中场"结合的 全新故事与想象力，同时，这也标志着阿里对大消费平台战略有了更清晰的谋划、更坚定的投入决心。 随着饿了么的焕新，即时零售的故事正式翻开了下一页：阿里的大消费战舰正全速驶向广阔的蓝海。 "焕新"之际 今年4月，淘宝天猫旗下即时零售业务"小时达"正式升级为"淘宝闪购"，并在淘宝App首页以一级流量入 口展示。淘宝闪购的推出被业界视作一支推动大批品类及品牌投入即时零售的有生力量，依托饿了么成 熟的仓配、算法、地图等基础能力，兵分两路，在拿下餐饮订单增长的同时，打开即时零售战场的想象 空间。 阿里最新财报数据显示，第三季度，阿里即时零售业务收入同比增长60%。今年8月，淘宝闪购的日订 单峰值便达到1.2亿单，周 ...

半年多，一千亿，这轮外卖大战的账本已经摊开在台面上。 根据摩根大通测算，美团按日单量大约占市场50%，淘宝闪购约42%，京东8%。美团与淘宝闪购各自占据半壁江山，京东积累经验与口 碑，"美团一家独大"的外卖时代已经结束。 一、外卖大战真正比的是什么 如果仅聚焦于外卖领域的短期攻防，各方各有得失；但如果把视角从"外卖"本身，拉长到即时零售消费场景，以及大消费和服务电商赛道，答 案就开始变得清晰起来。 美团遭遇上市以来最大亏损，利润下跌198亿元；阿里和京东净利润也出现下降。三家巨头在外卖和即时零售赛道上，半年合计投入超过千亿 元，而换来的，是一个被重新改写的市场格局，更是激活万亿级即时消费需求、重构零售效率的全新产业机会。 今年以来，在阿里生态协同加持下，原本以外卖见长的饿了么完成了一次关键升级：从一个蓝色外卖App，全面焕新为在品牌认知层面，拥有 外卖优势与即时零售双重品牌认知的 "淘宝闪购"橙色品牌。 此次饿了么APP全量焕新为淘宝闪购，被视为是阿里集团对大消费和服务电商赛道继续投入的重要信号。在业内分析看来，此次品牌焕新发 布，不只是平台顺应当下消费趋势变化进行的主动升级举措，更将进一步带来商业范式和市场 ...

来源：猎云精选，文/韩文静 12月5日上午，淘宝闪购官方正式宣布：即日起"饿了么"App在更新至最新版本后，将全面焕新为"淘宝闪购"。 这一动作标志着，运行十余年的"饿了么"品牌全面融入了淘宝生态。 但这场更名并非突兀转身，而是阿里在即时零售赛道持续加码的必然，回溯其布局轨迹可见清晰脉络： 从今年4月淘宝"小时达"升级为"淘宝闪购"，到6月业务架构调整将饿了么并入淘天，再到11月"饿了么"App内测版本更名为"淘宝闪购"——每一步都在为如 今的全面融合铺路。 这份对闪购业务坚定投入的决心，核心底气源于扎实的业务验证成果。 阿里的最新财报显示，2025年Q2即时零售收入同比增长60%，主要得益于淘宝闪购带来的订单增长；非茶饮订单占比突破75%，单位经济效益显著改善。规 模与效率同步提升，证明其模式已走出"烧钱换增长"的旧路径，进入可持续发展的成熟周期。 当供给端的全品类拓展、履约端的效率优化、用户端的心智培育、流量端的全域联动在后台完成深度协同后，前台的品牌统一，便只是顺理成章的一步。 此次更名不仅是阿里酝酿已久的一场整合落地，更是其向市场释放的明确信号：即时零售已从试验田升级为主战场，而阿里寄予厚望的大消费战 ...

Core Viewpoint - The rebranding of Ele.me to Taobao Flash Purchase signifies Alibaba's strategic shift towards a unified big consumption platform, enhancing its competitive edge in the instant retail market [1][8][14]. Group 1: Strategic Developments - On December 5, Ele.me officially announced its rebranding to "Taobao Flash Purchase," marking a significant strategic transition [1]. - The integration of Taobao Flash Purchase and Ele.me has positioned Alibaba firmly at the top of the instant retail industry, with a focus on a comprehensive big consumption strategy [2][5][12]. - Alibaba's recent financial report indicated a 60% year-on-year increase in instant retail revenue, reaching 22.9 billion yuan, highlighting the success of this strategic shift [1][2]. Group 2: Operational Improvements - Since September, improvements in logistics efficiency, high customer retention rates, and increased average order values have significantly enhanced the unit economic model of Alibaba's instant retail business [2][11]. - The launch of new services during the Double 11 shopping festival, such as "25 yuan large red envelopes" and "20-minute free delivery," has further improved user experience and service capabilities [6][10]. Group 3: Market Performance - During the Double 11 event, Taobao Flash Purchase exceeded expectations, with a notable increase in transaction volume and a diverse range of product categories [6][7]. - The integration has attracted over 37,000 brands and 400,000 stores to Taobao Flash Purchase, including major brands like Apple and Huawei, facilitating a seamless online-offline shopping experience [7][12]. Group 4: Future Outlook - Alibaba aims to leverage the synergies within its ecosystem to enhance the growth potential of Taobao Flash Purchase, targeting a trillion-yuan transaction increase over the next three years [9][14]. - The focus will shift towards optimizing user experience and catering to high-value customers, moving beyond mere delivery speed to a comprehensive strength in traffic, user engagement, supply, and fulfillment [10][11].

Core Viewpoint - Zhuhai Free Trade Group (600185.SH) plans to transfer 100% equity of Gree Real Estate to Tuo Jie Holdings for a transaction price of 5.518 billion yuan, aiming to accelerate its complete divestment from real estate and focus on its core duty-free business in the consumer sector [1] Group 1 - The company is shifting its main business focus from real estate to a consumer business centered around duty-free operations [1] - The transaction price for the equity transfer is set at 5.518 billion yuan [1] - This move is part of the company's strategy to establish itself as a major player in the consumer industry, targeting the Guangdong-Hong Kong-Macao Greater Bay Area and expanding nationally and internationally [1] Group 2 - The company aims to enter a new phase of high-quality development by fully committing to its consumer strategy [1] - The divestment from real estate is expected to enhance the company's operational focus and efficiency [1] - The company is positioning itself to build a comprehensive consumer industry group [1]

Core Viewpoint - The company plans to transfer 100% equity of Gree Real Estate to Tuo Jie Holdings for a transaction price of 5.518 billion yuan, aiming to accelerate its complete divestment from real estate and focus on its core duty-free business [1] Group 1: Company Strategy - The company’s main business prior to the transaction was centered around large consumer businesses with a focus on duty-free and real estate [1] - Post-transaction, the company will concentrate on a large consumer strategy, establishing itself as a major player in the Guangdong-Hong Kong-Macao Greater Bay Area, while also expanding its reach nationally and internationally [1] - The transaction marks a significant step towards high-quality development for the company [1]

Core Viewpoint - Alibaba is accelerating the integration of Taobao Flash Sale and Ele.me, as evidenced by the recent job postings for similar positions, indicating a strategic move towards unified marketing and operational strategies in the instant retail sector [3][7][8] Group 1: Job Postings and Responsibilities - New job postings for positions such as "BD Manager" and "Experience Interaction - Taobao Flash Sale" suggest a merging of responsibilities between Taobao Flash Sale and Ele.me, focusing on business cooperation and market strategy execution [3][5] - The job responsibilities include managing Taobao's flash sale business and Ele.me's business partnerships, highlighting a collaborative approach to market strategy [5][7] Group 2: Strategic Developments - Since the launch of Taobao Flash Sale on April 30, it has utilized Ele.me's logistics and delivery infrastructure, marking a significant strategic partnership in the instant retail space [7] - The recent branding changes, including the renaming of the Ele.me app to Taobao Flash Sale, indicate a deeper integration and potential rebranding strategy aimed at enhancing market presence [7][8] Group 3: Future Outlook - The future of Ele.me's integration into Taobao Flash Sale remains uncertain, but the recent developments suggest a strong ambition from Alibaba to dominate the instant retail market [8] - The introduction of a unified delivery outfit for riders from both platforms signifies a commitment to brand synergy and operational efficiency in the competitive landscape of instant retail [7][8]

Core Insights - Alibaba is accelerating its ambition to capture the mindshare in the instant retail sector through the integration of Taobao Flash and Ele.me [1][7][8] Group 1: Recruitment and Integration - Alibaba has recently posted multiple job openings for positions that indicate a merging strategy between Taobao Flash and Ele.me, including roles such as marketing product specialists and business development managers [1] - The job postings suggest that the operational and marketing strategies of Taobao Flash and Ele.me are increasingly converging, with specific roles focusing on both platforms [1][7] - A notable job listing for a "Taobao Flash & Ele.me BD Manager" highlights responsibilities that encompass both platforms, indicating a strategic alignment [1] Group 2: Strategic Developments - Since the launch of Taobao Flash on April 30, it has integrated Ele.me's full supply chain, leveraging Ele.me's existing local infrastructure for delivery [7] - The recent rebranding of the Ele.me app to Taobao Flash has sparked speculation about further brand integration, with new job roles emphasizing a unified operational approach [7][8] - Alibaba's strategy includes a collaborative effort in the instant retail and "big consumption" sectors, as evidenced by the introduction of a unified delivery outfit for riders from both platforms [7] Group 3: Future Outlook - The potential complete integration of Ele.me into Taobao Flash remains uncertain, but the current developments indicate a strong push towards a cohesive brand identity in the instant retail market [8] - The rebranding efforts and job postings reflect Alibaba's commitment to expanding its presence in the instant retail space, moving beyond traditional food delivery to encompass a broader range of consumer goods [8]

Group 1 - The core point of the article is that Zhuhai免税集团 is divesting its real estate business by transferring 100% equity of Zhuhai Gree Real Estate Co., Ltd. to Zhuhai Toujie Holdings Co., Ltd., marking a significant asset restructuring [1][2] - This move indicates the company's determination to focus on the duty-free business, following a strategic shift that began with the acquisition of a 51% stake in Zhuhai Duty-Free Enterprise Group Co., Ltd. and the divestment of five real estate subsidiaries [2][3] - The company has faced substantial losses in its real estate sector, with cumulative losses nearing 4 billion yuan from 2022 to 2024, prompting the decision to exit this business [3] Group 2 - The duty-free business has become the main revenue driver for the company, generating 11.31 billion yuan in revenue and 3.91 billion yuan in net profit in the first half of 2025, significantly improving the overall financial situation [3] - The divested Gree Real Estate reported a net profit loss of 3.36 billion yuan in the first half of 2025, with total assets of 133.65 billion yuan and a net asset value of only 7.87 billion yuan [3] - Looking ahead, the company aims to establish itself as a major player in the large consumption sector, enhancing its asset structure and operational efficiency through this restructuring [4]

Core Viewpoint - Zhuhai Duty Free Group is accelerating its exit from the real estate sector by transferring 100% equity of Zhuhai Gree Real Estate Co., Ltd. This transaction is expected to constitute a major asset restructuring and is aimed at focusing on the core duty-free business and large consumer industry development [3][5]. Group 1: Company Restructuring - The transaction involves cash payment and does not include share issuance, with Zhuhai Investment Holding Co., Ltd. as the buyer, which is controlled by the Zhuhai State-owned Assets Supervision and Administration Commission [3][4]. - The restructuring process began last year, with the company successfully integrating 51% equity of Zhuhai Duty Free Enterprise Group Co., Ltd. and divesting five real estate subsidiaries outside Zhuhai [3][4]. Group 2: Financial Performance - As of June 30, 2025, the book value of the company's real estate-related inventory is approximately 7.8 billion yuan. The company has committed to gradually liquidating or disposing of its remaining real estate business within five years after the major asset restructuring is completed [4][5]. - In the first half of the year following the restructuring, Zhuhai Duty Free Group reported revenue of 1.74 billion yuan, a year-on-year decline of 45.62%, and a net profit attributable to shareholders of -274 million yuan, which is an improvement of 280 million yuan compared to the previous year [6]. Group 3: Future Outlook - The company aims to establish itself as a large consumer industry group based in the Guangdong-Hong Kong-Macao Greater Bay Area, expanding its reach nationwide and internationally, and entering a new phase of high-quality development [7].