公开数据是最好的注脚 ： 淘宝闪购8月 日订单峰值 达到 1.2亿单， 月度交易买家3亿 ， 最新 笔单 价环比8月上涨超过两位数， 证明了 平台正在从 前期的 铺量走向提质 。根据摩根大通的最新测 算，阿里巴巴在中国外卖市场的份额上升至42% 。 这些数字不仅为"饿了么+淘宝"的组合拳打出了声势， 撑起了淘宝闪购这块新品牌的长期价值， 更 让外界开始重新审视：在即时零售这片兵家必争之地，阿里究竟有着怎样的决心与潜力 ？ 作者丨 杨木森 编辑丨 刘恒涛 今年盛夏，即时零售赛道打响了一场罕见的"夏季战役"，如同烈日下的热浪，迅速席卷了整个行业。 在这场高强度对垒中，淘宝闪购展现出了令人侧目的组织协同性与强大战斗力。 新动向也接踵而来。 战役之后，"饿了么将升级为淘宝闪购"的消息，几乎成了业内心照不宣的共 识。对于普通用户而言，这或许只是手机屏幕上蓝色 图标 向橙色的一次更迭。然而，对于那些亲历 了外卖行业十余年沉浮的饿了么早期核心员工来说，升级的意义远不止于此。它代表着在经历激烈的 内外部博弈后，一个水到渠成的必然选择。一位早期成员特地撰文肯定："这是饿了么长期积累的配 送能力、商家供给网络和用户心智，与阿里巴 ...

Core Viewpoint - The article emphasizes that the ecological synergy and traffic supply are likely to enable Ele.me to continuously refresh market expectations through 2025 and beyond [1][3]. Financial Performance - Alibaba Group reported that Ele.me's local life group revenue reached 16.134 billion yuan for the fourth quarter of fiscal year 2025, a 10% increase from 14.628 billion yuan in the same period of 2024 [2]. - The operational efficiency of Ele.me has been improving, contributing to strong business growth amidst fierce competition in the food delivery market [2]. Business Strategy - Ele.me is leveraging Alibaba Group's ecological synergy to enhance the stickiness among merchants, consumers, and delivery riders, which is expected to facilitate both short-term business scale expansion and long-term growth certainty [2][9]. - The company initiated the "Hungry Subsidy Over 10 Billion" promotion on April 30, which significantly boosted order volumes and consumer engagement [5][6]. Market Dynamics - During the recent "May Day" holiday, several brands on Ele.me experienced a surge in orders, with some brands seeing order volumes increase by over 200% compared to the previous year [6][7]. - The collaboration with Taobao Flash Sale has allowed Ele.me to tap into a vast user base, resulting in a significant increase in order volumes and brand visibility [9][10]. AI and Technology Integration - Ele.me is focusing on AI-driven strategies to enhance user experience and operational efficiency, including the launch of AI management tools for merchants [12][13]. - The company is also implementing AI technology to improve food safety and compliance, thereby enhancing overall service quality [12][14]. Social Responsibility and Transparency - Ele.me is committed to social responsibility by improving communication with delivery riders and ensuring fair income distribution through transparent pricing algorithms [14]. - The company aims to maintain a low-profile approach in the competitive landscape, focusing on long-term growth rather than engaging in public disputes [14].