仅从二季度各项数据来看，阿里在第一阶段的外卖大战已经取得了初步胜利。 正如阿里巴巴中国电商事业群CEO蒋凡在财报电话会上所说："淘宝闪购第一阶段目标首先是用户规模和心智，已经超预期实现。" 尽管外卖大战同样也影响了阿里的盈利表现，但相比京东和美团，冲击力反而是最小的。 今年二季度，阿里经调整EBITA同比下降14%至388.44亿元；非公认会计准则口径下，净利润为335.1亿元，同比下降18%，低于市场预期，主要是因为阿 里在本季度加大了对即时零售的投入。 据蒋凡介绍，淘宝闪购上线四个月来，在订单规模、用户规模、商家供给和运力规模等方面均超出预期，而且外卖到家的订单份额已经行业领先。 蒋凡分享了几个数字：今年8月，淘宝闪购日订单峰值达到1.2亿单，周日均订单达到8000万单；用户侧，淘宝闪购月度活跃用户达3亿，比4月之前增长 200%。 从商家供给侧来看，大量新商户加入淘宝闪购，尤其是优质供给达到行业领先水平；在运力规模方面，淘宝闪购的日均活跃骑手已经超过200万规模，对 比四月增长3倍。 一如京东入局外卖强调的引流作用，蒋凡同时也强调了淘宝闪购对电商业务的拉动：闪购拉动手淘8月DAU增长20%，闪购作为一个 ...

中经记者李立上海报道 当全球都在怀念"经济上行的美"，外界普遍认为行业、平台增长开始放缓，美妆市场还有新故事吗？ 日前在一年一度的"美妆界奥斯卡"天猫金妆奖上，淘宝天猫快消&运动&奢品&汽车行业总经理激云在 现场透露了一个颇具想象力的消息："天猫很快将推出远近场一体化方案，我向各位保证，这个经营方 案不会是原来的新零售再来一遍。" 8月29日，阿里巴巴电商事业群CEO蒋凡在财报电话会上首次拆解"淘宝闪购"，曲线证实了这种"想 象"。"平台将引入天猫品牌线下门店加入淘宝闪购，预计未来三年百万家品牌线下门店入驻，淘宝闪购 和即时零售将为平台实现1万亿元交易增量。"蒋凡表示。 淘宝闪购将如何掀起美妆新增长风暴？ 闪购牵手美妆？ 美妆一旦与淘宝闪购牵手，会讲出怎样的新故事？ 据激云在现场透露："天猫很快将会推出远近场一体化方案。"远近场一体化方案直指阿里现阶段重点投 入的淘宝闪购。 在阿里最新的2026财年第一季度财报分析会上，关于非餐品类，蒋凡谈到淘宝闪购的战略规划。平台将 非餐饮在即时零售的业态将分为两部分，一部分是近场原生模式，一部分则是远近场结合模式。 "我们会结合以往经验，帮助品牌在线上线下做到一盘货、一盘 ...

Core Viewpoint - Alibaba is positioning itself in the competitive landscape of instant retail, emphasizing the historical opportunity presented by near-field e-commerce rather than merely focusing on the intense competition in the food delivery sector [2][4]. Group 1: Market Strategy - Alibaba's strategy encompasses a comprehensive layout of "B2C e-commerce + instant retail + food delivery + offline," which is seen as more diversified compared to competitors [2][4]. - The company is not prioritizing the development of offline retail formats, focusing instead on enhancing its existing business models [3][4]. Group 2: Performance Metrics - In August, Taobao Flash Purchase reached a peak daily order volume of 120 million, with a weekly average of 80 million, leading to a 200% increase in monthly active buyers compared to April [5][6]. - The platform's daily active riders exceeded 2 million, marking a threefold increase since April, indicating significant growth in operational capacity [5][6]. Group 3: Economic Impact - The integration of Taobao Flash Purchase with the broader e-commerce business has resulted in a 20% increase in daily active users for the Taobao app, enhancing overall user engagement and advertising revenue [5][6]. - The company anticipates that the Flash Purchase and instant retail segments will generate an additional 1 trillion yuan in transactions over the next three years, driven by the onboarding of one million brand stores [4][12]. Group 4: Operational Efficiency - Alibaba is focusing on improving operational efficiency through user structure optimization, order structure enhancement, and cost reduction in logistics, with expectations of halving losses in unit economics [6][8]. - The company is transitioning Tmall Supermarket from a traditional B2C model to a near-field Flash Purchase model, aiming for faster delivery while maintaining competitive pricing [10][11]. Group 5: Industry Dynamics - The shift from a single dominant player in the food delivery market to multiple platforms is seen as beneficial for both merchants and consumers, fostering competition and innovation [7][12]. - The emergence of instant retail is viewed as an opportunity for B2C e-commerce platforms to adapt and transform in response to changing consumer demands and market dynamics [11][12].

Core Insights - Alibaba Group reported its first-quarter financial results for fiscal year 2026, showing a revenue of RMB 247.65 billion, a year-on-year increase of 2%. Excluding disposed businesses, the revenue growth would be 10%. Net profit surged by 76% to RMB 42.38 billion [1] - The "instant retail" business of Alibaba's China e-commerce group generated RMB 14.78 billion in revenue, up 12% from RMB 13.20 billion in the same period last year, primarily driven by increased order volume from "Taobao Flash Purchase" [1] - Alibaba's adjusted EBITA decreased by 14% to RMB 38.84 billion, attributed to investments in Taobao Flash Purchase and user experience, partially offset by double-digit revenue growth in the e-commerce group [1] Financial Performance - Revenue for the first quarter of fiscal year 2026 was RMB 247.65 billion, with a 2% year-on-year growth. Adjusted for disposed businesses, the growth rate would be 10% [1] - Net profit reached RMB 42.38 billion, reflecting a significant increase of 76% year-on-year [1] - The adjusted EBITA for the quarter was RMB 38.84 billion, down 14% compared to the previous year [1] Business Strategy - Alibaba's CEO emphasized the importance of AI and cloud technology as key strategic opportunities for the company, with a capital expenditure of RMB 38.6 billion in AI and cloud for the quarter [3] - The company aims to create a comprehensive consumption platform that meets the needs of 1 billion consumers, focusing on integrating instant retail and e-commerce [4] - Alibaba plans to maintain a startup mentality over the next three years, continuously investing in core businesses to enhance competitive advantages [4] Market Competition - Alibaba's executives acknowledged the competitive landscape in the instant retail sector, noting that they are working to improve efficiency and increase the proportion of high-value orders [5] - The company expects Taobao Flash Purchase to generate an additional RMB 1 trillion in transactions over the next three years [5] - Competitors like Meituan are also facing challenges, with their core local business segment experiencing a 75.6% decline in operating profit year-on-year due to intense competition [6]

每经记者｜陈婷 每经编辑｜董兴生 如火如荼的外卖大战行至8月，备受关注的淘宝闪购交出自4月底推出以来的首份成绩单。 8月29日，阿里巴巴集团发布2026财年第一季度（截至2025年6月30日止季度）财报，收入为人民币 2476.52亿元，同比增长2%。若剔除已处置业务（高鑫零售、银泰）的影响，同口径收入同比增长将为 10%。净利润为人民币423.82亿元，同比增长76%。 值得一提的是，报告期内，阿里巴巴中国电商集团的"即时零售"业务收入为人民币147.84亿元，较2024 年同期的131.96亿元增长12%，主要得益于"淘宝闪购"带来的订单量增长。 与此同时，阿里在该季度的经调整EBITA(息税及摊销前利润)同比下降14%至人民币388.44亿元，也主 要归因于对淘宝闪购以及用户体验、用户获取和科技的投入，部分被阿里巴巴中国电商集团的双位数收 入增长以及多项业务运营效率的提升所抵销。 财报提及，即时零售业务快速取得阶段成果，8月前三周带动淘宝App的月度活跃消费者同比增长 25%。阿里高管在随后的财报分析师电话会上表示，5月以来，阿里在即时零售领域的投入快速取得了 阶段效果，并产生了积极的协同效应。其透露， ...

2025.08. 29 本文字数：1175，阅读时长大约2分钟 作者 | 第一财经 陈杨园 "7月以来，淘宝闪购日订单峰值达到了1.2亿单。"8月29日，阿里巴巴二季度财报电话会上，阿里 电商事业群CEO蒋凡首次公布这项数据。他透露，淘宝闪购整体的月度活跃用户数达到3亿，对比4 月前增长300%，日均活跃骑手数达到200万的规模，比4月份增长三倍，"淘宝闪购第一阶段的目标 是用户的规模和心智。经过过去几个月的发展，我们第一阶段的目标已经超预期实现。" 成本的优化，他透露，因为短期运力不足，七八月份阿里对运力做了额外的大规模投资，后续物流成 本会显著下降。预计未来在保持消费者当前优惠投入的情况下，UE亏损可以缩减一半。 另一方面，阿里强调闪购业务对电商的带动。"我们不会单独看外卖的盈利情况，考虑到电商的综合 收益，我们认为在长期保持价格竞争力的前提下，闪购对平台整体产生正向经济收益。"蒋凡表示， 闪购流量上涨带来了电商广告和CMR的提升、用户活跃度提升以及市场费用的减少，这个趋势在后 续的持续经营中会扩大。蒋凡预计，未来三年内，闪购和即时零售为平台带来1万亿的交易增量。 此外，蒋凡还提到，目前阿里闪电仓已超过5 ...

新浪科技讯 8月29日晚间消息，在2025年6月份季度财报分析师电话会上，阿里巴巴中国电商事业群 CEO蒋凡首次详解淘宝闪购战略。他表示，淘宝闪购在订单规模、用户规模、商家供给和运力等方面均 超出预期，外卖到家订单已行业领先，淘宝闪购在规模和心智上的阶段性目标已经超预期实现，长期将 在效率上实现行业领先。 他同时介绍，闪购显著带动淘宝电商业务，用户规模和活跃度持续增长，可以在长期保持价格竞争力的 前提下，对平台整体产生明显正向经济收益。他预计未来三年内随着百万品牌门店入驻，闪购和即时零 售将为平台实现1万亿交易增量。 蒋凡介绍，今年8月，淘宝闪购的日订单峰值达到1.2亿单，周日均订单量达到8000万单，带动闪购整体 的月度交易买家数达到3亿，对比今年4月增长了200%。 从商家供给侧来看，随着业务规模的快速增长，大量新商户加入淘宝闪购，优质供给达到行业领先水 平。在运力规模方面，闪购的日均活跃骑手已经超过200万的规模，对比4月增长3倍，"经过过去几个月 的发展，我们第一阶段的目标已经超预期实现。" 蒋凡称，闪购拉动手淘8月DAU增长20%，流量上涨带来了广告和CMR上涨，并提升用户活跃度，起到 拉新与减少流 ...

Core Viewpoint - Alibaba reported its Q1 FY2026 financial results, showing a revenue of 247.65 billion yuan, a 2% year-over-year increase, and a net profit of 42.38 billion yuan, a 76% year-over-year increase. However, non-GAAP net profit decreased by 18% to 33.51 billion yuan [1]. Financial Performance - Revenue for Q1 FY2026 was 247.65 billion yuan, reflecting a 2% increase year-over-year [1]. - Net profit reached 42.38 billion yuan, marking a significant 76% increase year-over-year [1]. - Non-GAAP net profit was reported at 33.51 billion yuan, which is an 18% decline compared to the previous year [1]. Business Development and Strategy - The company is focusing on expanding its instant retail and food delivery services, with significant investments planned for these sectors [2]. - The management highlighted the growth opportunities in the Chinese instant retail market and shared plans for the investment strategy in this area [2]. Flash Purchase Business Insights - The flash purchase service has seen substantial growth, achieving a peak daily order volume of 120 million and a weekly average of 80 million orders in August [3]. - Monthly active users for the flash purchase service reached 300 million, representing a 200% increase compared to before April [3]. - The number of active delivery riders has tripled since April, reaching 2 million, contributing to over a million new jobs created [3]. Impact on E-commerce - The flash purchase service has positively influenced overall user engagement on the platform, with a 20% increase in daily active users (DAU) for August [4]. - Increased user activity has led to higher advertising revenue and reduced marketing expenses due to improved user retention and acquisition [4]. Operational Efficiency and Economic Model - The company is focused on improving operational efficiency as it scales its flash purchase service, aiming to close the efficiency gap with competitors [5]. - Short-term improvements in unit economics (UE) are expected through user structure optimization and increased order value [6]. - Long-term strategies include enhancing logistics efficiency and reducing costs as order volumes stabilize [6]. Non-Food Retail Development - The company is expanding its non-food retail categories through a dual approach of near-field native models and a combination of near and far-field strategies [7]. - The number of flash warehouses has exceeded 50,000, with a year-over-year order growth of over 360% [7]. - The integration of Tmall's offline stores into the flash purchase platform is anticipated to enhance consumer experience and drive new business growth [8]. Future Projections - The company expects that the flash purchase and instant retail initiatives will generate an additional 1 trillion yuan in transactions over the next three years [8]. - The competitive landscape in the food delivery sector is evolving, providing more choices for merchants and consumers, which is seen as beneficial for the industry in the long run [8].

Core Viewpoint - The article highlights consumer dissatisfaction with Alibaba's Tmall Supermarket, particularly regarding counterfeit products and inadequate customer service responses, leading to a call for accountability and better consumer protection [1][4][7]. Group 1: Consumer Experience - A long-term consumer of "Xinshi Tang" Yuling Gao purchased counterfeit products from Tmall Supermarket, which deviated significantly from the expected quality and characteristics [3]. - The consumer experienced physical discomfort after consuming the counterfeit product and faced unhelpful responses from customer service, which insisted the product was compliant [3][4]. - The article mentions multiple instances of other consumers facing similar issues with counterfeit products and poor customer service, indicating a systemic problem within the platform [4]. Group 2: Customer Service Issues - Public data reveals that as of May 28, 2025, Tmall's complaint response rate was only 5.53%, and the completion rate was 5.41%, ranking at the bottom among major e-commerce platforms [4]. - The article criticizes the customer service team's dismissive responses, which include phrases like "the product is fine" and "the inspection report is compliant," reflecting a lack of genuine support for consumers [4][5]. Group 3: Call for Accountability - The consumer has initiated formal complaints through platforms like 12315 and Black Cat Complaints, indicating a willingness to pursue legal action if necessary [5]. - The article emphasizes the need for Alibaba to uphold its commitments to consumer protection, particularly regarding the "genuine product guarantee" promised to VIP members [7]. - The author urges Alibaba's leadership to recognize the importance of consumer trust and social responsibility over mere financial metrics [7].

Group 1 - The core viewpoint of the news is the collaboration between Yuhang District and Chun'an County to promote high-quality development of the platform economy through a "platform + industry" approach [1][2] - The event gathered representatives from Chun'an's specialty industries such as tea, beverages, and condiments, alongside platform enterprises from Yuhang like Taobao, Tmall, and Hema, to explore cooperation opportunities [1][2] - Key partnerships were established during the meeting, including collaboration between the Qiantang Lake beer industry and Hema for brand development, and initial supply intentions between Chun'an's condiment industry and Tmall [2] Group 2 - The exchange activity is part of a series aimed at enhancing the integration of platform and traditional industries, fostering a new perspective on digital and intelligent transformation for traditional sectors [2] - Future plans include deepening cross-regional exchanges with cities like Lin'an and Qingyuan, establishing a regular platform for industry exchanges, and optimizing service support systems to achieve regional collaborative development [3] - The initiative aims to provide a replicable model for industry cooperation that supports rural revitalization through digital empowerment, contributing to farmers' income growth and common prosperity [3]