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阿里内部资源整合新思路:高德地图、菜鸟、优酷、大麦娱乐归入“所有其他”
第一财经· 2025-08-22 15:55
2025.08. 22 本文字数:1478,阅读时长大约2分钟 作者 | 第一财经 陈杨园 阿里官网的业务板块发生了变化。 8月22日,记者发现,阿里巴巴官网"我们的业务"板块变更,从六大业务集团+其他业务变更为阿里 中国电商集团、阿里国际数字商业集团、云智能集团及所有其他业务。 具体来看, 饿了么、飞猪归入阿里中国电商集团,过往"1+6+N"六大业务集团中的菜鸟集团、阿里 大文娱集团、本地生活集团不再单列,高德地图、菜鸟、优酷、大麦娱乐归入"所有其他"板块,阿 里云的"通义"TOC部分也进入"所有其他"板块,与夸克并列。 | 文化和价值观 里程碑 领导团队 | 我们的业务 | | | | --- | --- | --- | --- | | 阿里巴巴中国电商集团 | 阿里国际数字商业集团 | 云智能集团 | 所有其他 | | 电商 | 零售 | | | | 淘宝 | AliExpress | 〔-〕阿里云 | 今初訂 | | TMALL天短 | trendyol | | ○ 夸克 | | 間更 | Lazada | | ◎通义 | | ~ 78猪旅行 | Daraz | | ◎可通地图 | | 郎时零售 | ...
美股异动丨阿里巴巴涨近4%,阿里官网重新归纳四大业务板块
Ge Long Hui· 2025-08-22 15:05
Group 1 - Alibaba's stock rose nearly 4%, reaching $122.8 [1] - The company's official website has restructured its business segments from six major business groups plus other businesses to four main groups: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and all other businesses [1] - Ele.me and Fliggy have been incorporated into the Alibaba China E-commerce Group, while Gaode Map, Cainiao, Youku, and Damai Entertainment fall under "all other" [1] Group 2 - The changes in the business segment classification on Alibaba's website do not indicate an organizational restructuring, and there have been no changes in internal reporting [1]
阿里官网重新归纳四大业务板块:电商、云和“所有其他”
Di Yi Cai Jing· 2025-08-22 14:31
Core Viewpoint - Alibaba has restructured its business segments on its official website, consolidating from six major business groups to four main segments: Alibaba China e-commerce group, Alibaba International Digital Commerce group, Cloud Intelligence group, and all other businesses [1] Group 1: Business Segment Changes - The new structure includes the integration of Ele.me and Fliggy into the Alibaba China e-commerce group [1] - Previously separate groups such as Cainiao, Alibaba Digital Entertainment, and Local Services are no longer listed individually and are now categorized under "all other" [1] - Other entities like Gaode Map, Cainiao, Youku, and Damai Entertainment have also been moved to the "all other" segment, along with the TOC part of Alibaba Cloud [1] Group 2: Organizational Structure - The changes in the business segments do not indicate any adjustments to the organizational structure, and internal reporting remains unchanged [1]
阿里官网重新归纳四大业务板块
第一财经· 2025-08-22 09:44
2025.08. 22 微信编辑 | 小羊 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 , 欢 迎 提 供 。 专 用 邮 箱 : bianjibu@yicai.com (注:我们会对线索进行核实。您的隐私将严格保密。) 推荐阅读 多地遴选小学教师转岗初中 作者 | 第一财经 陈杨园 8月22日,阿里巴巴官网"我们的业务"板块变更,从六大业务集团+其他业务变更为阿里中国电商集 团、阿里国际数字商业集团、云智能集团及所有其他业务。饿了么、飞猪归入阿里中国电商集团,高 德地图、菜鸟、优酷、大麦娱乐等归入"所有其他"。据了解,阿里官网业务板块划分并不代表组织 架构调整,内部汇报暂未发生变化。 ...
“围剿”携程
3 6 Ke· 2025-08-15 11:47
由于不可抗力,携程在2020~2021年的收入断崖式下滑,深陷亏损泥潭。直到2022年,随着国内旅游市场回暖,携程才等来春天。 三大势力想要重分酒旅蛋糕? 携程稳坐OTA头把交椅的时间很久了。 早在21年前,是的,就是刀郎刚刚唱火《2002年的第一场雪》的时候,携程那一年营收3.34亿元,净利润1.33亿元。 更值得肯定的是,自此之后的15年时间里,携程的业绩一路上扬,到2019年收入翻百倍,达到332.05亿元,净利润69.98亿元。 转折出现在2020年。 国家文旅部数据显示,2024年,国内居民出游56.2亿人次,同比增长14.8%;国内居民出游总花费约5.8万亿元,同比增长17.1%。 行业热度不断升温,资本市场的反映尤其敏锐。去年,携程半年内市值暴涨1000亿港元,一度超越了百度,毛利率也达到令人羡慕的程度:81%。 在国内,凡是没有高精尖核心技术作为护城河的赛道,一定会有对手前来搅局,互联网黑话称之为"一起卷,把价格打下来"。 于消费者而言,乐见其成。 于平台而言,酒旅生意开始吸引更多玩家的目光。 当下,竞争白热化的存量市场正经历着新一轮洗牌——类似即时零售"三国杀",老牌OTA劲旅、互联网大厂、 ...
阿里巴巴20250812
2025-08-12 15:05
Summary of Alibaba's Conference Call Company Overview - **Company**: Alibaba Group - **Fiscal Year**: 2025 Key Points Financial Performance - Alibaba returned a total of **$11.91 billion** to shareholders in FY 2025, including **$4.6 billion** in cash dividends, resulting in a shareholder yield of approximately **5.6%** [2][4] - The company has a remaining buyback capacity of **$20 billion** as of March 2025 [4] - EBITDA is expected to face pressure due to increased investment in instant retail, with a projected decline of approximately **17%** in Q2 [4][12] Strategic Initiatives - Alibaba is investing at least **¥50 billion** in instant retail, indicating a proactive approach to capital management and return strategies [2][5] - The organizational restructuring focuses on a big consumption strategy, integrating Ele.me and Fliggy into the core business, managed by Jiang Fan [2][6] - The launch of the "Big Member" system in August 2025 aims to enhance user stickiness across platforms like Taobao, Ele.me, and Fliggy [2][8] Market Dynamics - The stock price performance in 2025 has been significantly driven by AI applications, particularly the launch of Deepseek and the MCP service [3] - Traditional e-commerce revenue is primarily driven by GMV and commission rates, with limited room for commission monetization improvements [7] - The impact of the flow tax on advertising revenue is expected to be limited for Alibaba compared to live-streaming merchants [8] Algorithm and User Engagement - Adjustments in algorithm recommendation strategies have shifted from a low-price focus to a more comprehensive evaluation of store and product ratings, enhancing user experience [9][10] - The company is emphasizing brand voice and quality-price ratio rather than solely competing on price [11] Instant Retail and Market Growth - Instant retail is seen as a new growth point, with significant potential in the market, projected to grow substantially by 2030 [13][15] - Non-food instant retail is expected to expand significantly, with a market size forecasted to reach **¥3 trillion to ¥4 trillion** [15] Cloud Business Outlook - Alibaba Cloud is projected to have a revenue target of **¥100 billion** to **¥110 billion** for external cloud services and **¥18 billion** to **¥21 billion** for AI cloud revenue [4][17] - The average daily API call volume for Bailian reached **1.11 billion**, with a year-end target of **1.5 billion** [4][17] International Business and Valuation - The international business strategy focuses on reducing losses, with positive performance in regions like the Middle East and Europe [21] - The estimated valuation range for the cloud business is between **3 to 5 times PS**, with expected revenue of approximately **¥146 billion** [22] Future Expectations - The third quarter of 2025 is anticipated to be competitive, impacting overall EBR for the company [23] - Projections for FY 2026 revenue are expected to reach **¥2.2 trillion**, contingent on the performance of instant retail and cloud business growth [24] Key Takeaways for Upcoming Reports - Key focus areas for the upcoming Q2 2025 report include the level of investment in instant retail, data supporting e-commerce growth, and the performance of cloud services [25][26] This summary encapsulates the critical insights from Alibaba's conference call, highlighting the company's strategic direction, financial performance, and market outlook.
淘宝闪购骑手新工装曝光,印满阿里系品牌logo
Xin Lang Ke Ji· 2025-08-11 17:21
Core Viewpoint - The new uniforms for Taobao Flash delivery riders have been revealed, featuring prominent logos of Alibaba's core brands, effectively turning the riders into "walking advertisements" for the company [1]. Group 1 - The new uniforms are primarily orange and black, resembling racing suits, combining dynamic design with functionality [1]. - The uniforms prominently display logos from various Alibaba businesses, including Taobao Flash, 1688, Hema, Ele.me, Alipay, Quark, Fliggy, Alibaba Cloud, Gaode Map, and Damai, highlighting the company's extensive brand ecosystem [1]. - A delivery rider expressed excitement about the new uniform, indicating that it is visually appealing and has generated positive feedback among peers [1][3].
理想高管曝光水军兼职群任务:恶意评论1.5元一条;刘作虎明确OPPO没有造车计划;淘宝App首页新增「飞猪」一级入口丨雷峰早报
雷峰网· 2025-08-07 00:43
Group 1 - Li Auto's product line head exposed a chat screenshot revealing a malicious comment task group, offering 1.5 yuan per comment and 5 yuan per image related to negative behaviors of Li Auto vehicles [3][4] - Li Auto's CEO Li Xiang stated that the company is facing the largest smear campaign in automotive history but remains focused on improving its products and services [4] - OPPO's Chief Product Officer Liu Zuohu confirmed that OPPO has no plans to enter the automotive market, emphasizing the importance of focusing on core mobile phone business and related products [6] Group 2 - Xiaomi's mobile phone market share in Europe has reached 23%, surpassing Apple, with a growth of 11% in Q2 2025 [7] - Xiaomi remains the only brand among the top three to maintain growth, competing closely with Apple and Samsung [7] - In the Chinese market, Xiaomi achieved a 16.63% share in new phone activations, ranking first with 11.42 million units activated, a year-on-year increase of 7.39% [7] Group 3 - Li Auto, China Automotive Research, and Dongfeng Liuzhou Auto released a joint statement regarding the i8 crash test, clarifying that the test aimed to validate the vehicle's safety performance [9] - The three parties called for self-discipline in the automotive industry to avoid unfair competition and promote integrity in product development and marketing [9] Group 4 - Taobao App has added a new "Fliggy" entry point on its homepage, integrating travel services such as flight and hotel bookings [10] - This move is expected to enhance user engagement and support brand marketing for Fliggy [10] Group 5 - Xiaopeng Motors announced that the pre-sale of the new P7 model exceeded 10,000 units in just 6 minutes and 37 seconds [13] - The new P7 features a range of configurations, including a long-range version with 820 km and a high-performance version with a 0-100 km/h acceleration in 3.7 seconds [13] Group 6 - Tencent has launched its 2026 campus recruitment, focusing heavily on AI-related positions, reflecting the industry's growing demand for talent in this area [16] - Other tech giants like Alibaba and ByteDance are also ramping up their campus recruitment efforts, indicating a strong market for AI professionals [16] Group 7 - Nvidia responded to concerns about its H20 chip, asserting that it does not contain backdoors or monitoring software, following a meeting with the Cyberspace Administration of China [36] - The company emphasized its commitment to building secure and reliable hardware systems [36] Group 8 - Tesla is facing a lawsuit from shareholders alleging securities fraud related to its Robotaxi program, claiming the company concealed significant risks associated with its autonomous vehicles [38] - Elon Musk criticized the lawsuit as a baseless collective action driven by opportunistic lawyers [38]
淘宝App新开“飞猪”入口 预订酒店、机票无需跳转其它应用
Feng Huang Wang· 2025-08-06 12:52
Group 1 - The Taobao App has added a new "Fliggy" entry at the top, alongside other tags like "Flash Purchase" and "National Subsidy" [1] - Users can now book hotels, flights, and other services directly through the "Fliggy" entry within the Taobao App without needing to open other applications [1] - The order page on Taobao has introduced a "Travel" button, allowing users to view their Fliggy-related orders directly [1] Group 2 - Taobao 88VIP has introduced a new membership benefit, allowing users to receive a 90-day trial card for Hema X membership [1] - This promotional activity runs from August 4 to September 10, marking the first integration between Taobao 88VIP and Hema's membership system [1]
淘宝即将上线大会员体系:打通饿了么、飞猪、盒马
第一财经· 2025-08-05 07:28
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]