12月4日，阿里巴巴在2026财年中期报告中披露，2025年5月，公司订立买卖协议，出售 Trendyol GO（为Trendyol全资拥有的子公司，于土耳其经营本地生活服务业务）85%的股 权。出售事项的现金对价约7亿美元（人民币50亿元），已于截至2025年9月30日止六个月期 间完成。 2025年第三季度，Trendyol并未被单独提及。阿里巴巴财报显示，该季度，阿里国际数字商业集团收入 同比增长10%至347.99亿元。利润端，经调整EBITDA盈利达1.62亿元，实现季度扭亏为盈，主要由物流 优化和投入效率共同提升所致。速卖通Choice业务的单位经济效益持续改善。 采写：南都N视频记者 黄培 公告称，出售事项产生的收益约60亿元，计入截至2025年9月30日止六个月未经审计简明合并利润表的 利息收入和投资净收益，主要虑及：已收现金对价；Trendyol GO净资产账面价值及对Trendyol GO15% 保留股权的公允价值。 据了解，Trendyol GO成立于2010年，由土耳其电商平台Trendyol运营。早在2018年，阿里即盯上中东市 场。据相关媒体报道，阿里当时以至少7.5亿美元收购了T ...

Core Insights - Alibaba's revenue for the quarter ending June 30, 2025, was RMB 247.65 billion (USD 34.57 billion), representing a year-on-year growth of 2% [1] - Operating profit decreased to RMB 34.99 billion (USD 4.88 billion), down 3% year-on-year, primarily due to a reduction in adjusted EBITA [1] - Net profit attributable to ordinary shareholders surged by 78% to RMB 43.12 billion (USD 6.02 billion), driven by changes in the valuation of equity investments and gains from the disposal of Trendyol's local services business [1] Financial Performance - AIDC's revenue grew by 19% year-on-year to RMB 34.74 billion (USD 4.85 billion), mainly due to strong performance in cross-border business [2] - Cloud Intelligence Group's revenue reached RMB 33.40 billion (USD 4.66 billion), a 26% year-on-year increase, driven by growth in public cloud services and AI-related product adoption [2] - AI-related product revenue has achieved triple-digit year-on-year growth for eight consecutive quarters, reflecting strong demand in the AI sector [2] Strategic Focus - The CEO emphasized a focus on consumer and AI + cloud strategies, leading to strong growth and significant synergies from integrating consumer platforms [3] - The CFO highlighted a 10% year-on-year growth in customer management revenue and a 26% increase in Cloud Intelligence Group revenue, reinforcing confidence in core business strengths [3] - The company plans to continue investing in instant retail and AI, aiming to capitalize on historical opportunities for long-term growth [3]