阿里巴巴集团业务结构再生变，阿里业务结构正式从"1+6+N"收缩为四大业务，全面聚焦"电商、云+AI"。 证券时报记者 聂英好 阿里巴巴近两年来在业务架构调整上动作频频，从投资版图收缩到业务板块重新划分，无一不体现其战略聚焦的 意图。 近日，记者从阿里巴巴官网发现，阿里旗下业务从原有的六大业务集团被划分为四大业务类别，分别为阿里巴巴 中国电商集团、阿里国际数字商业集团、云智能集团以及所有其他业务。 整合集团业务架构 具体来看，阿里巴巴中国电商集团中的电商板块包含淘宝、天猫、闲鱼、飞猪旅行；即时零售板块包括淘宝闪 购、饿了么；批发板块为1688业务。 阿里中国电商集团在2024年11月正式建立。2024年11月21日，阿里巴巴成立了全新的电商事业群，新事业群直接 将此前拆分的淘宝天猫集团、国际数字商业集团，以及1688、闲鱼等电商资源重新整合，形成国内外全产业链覆 盖的电商超级业务单元。 今年6月，阿里正式将饿了么、飞猪合并入阿里电商事业群。8月初，淘宝上线了全新的大会员体系，打通饿了 么、飞猪等阿里系资源，覆盖吃喝玩乐、衣食住行等生活场景。 所有其他类别的业务包括钉钉、夸克、高德地图、菜鸟、优酷、大麦娱乐、盒 ...

阿里巴巴集团业务结构再生变，阿里业务结构正式从"1+6+N"正式收缩为四大业务，全面聚焦"电商、云+AI"。 "1+6+N"架构成为历史 记者从阿里巴巴官网发现，阿里旗下业务从原有的六大业务集团被划分为四大业务类别，分别为阿里巴巴中国电商集团、阿 里国际数字商业集团、云智能集团以及所有其他业务。 具体来看，阿里巴巴中国电商集团中的电商板块包含淘宝、天猫、闲鱼、飞猪旅行；即时零售板块包括淘宝闪购、饿了么； 批发板块为1688业务。 阿里中国电商集团在2024年11月正式建立。2024年11月21日，阿里巴巴成立了全新的电商事业群，新事业群直接将此前拆分的 淘宝天猫集团、国际数字商业集团，以及1688、闲鱼等电商资源重新整合，形成国内外全产业链覆盖的电商超级业务单元。 今年6月，阿里正式将饿了么、飞猪合并入阿里电商事业群。8月初，淘宝上线了全新的大会员体系，打通饿了么、飞猪等阿 里系资源，覆盖吃喝玩乐、衣食住行等生活场景。 所有其他类别的业务包括钉钉、夸克、高德地图、菜鸟、优酷、大麦娱乐、盒马、阿里健康、橙狮体育等。 从变化来看，原有的本地生活集团的业务被拆分，饿了么被归入阿里中国电商集团，高德被划分至所有其他类 ...

Core Viewpoint - Alibaba has restructured its business from the previous "1+6+N" model to a simplified framework consisting of four main business categories, focusing on e-commerce and cloud + AI [4][6]. Group 1: Business Structure Changes - Alibaba's new business structure includes four main categories: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and all other businesses [1][4]. - The Alibaba China E-commerce Group encompasses various segments such as Taobao, Tmall, Xianyu, and Fliggy for e-commerce, as well as instant retail and wholesale operations [3][5]. - Other business categories include DingTalk, Quark, Gaode Map, Cainiao, Youku, Damai Entertainment, Hema, Alibaba Health, and Orange Lion Sports, with significant restructuring of local life services [6][7]. Group 2: Strategic Focus - The restructuring reflects Alibaba's strategic intent to concentrate resources on its most promising sectors, particularly e-commerce and cloud services [7][8]. - Alibaba has divested from non-core assets like Hema Retail and Intime Department Store, reallocating resources to enhance its competitive edge in e-commerce and cloud intelligence [7][8]. - The company aims to integrate AI technology across all business segments, with a focus on innovation and market competitiveness [8]. Group 3: Future Outlook - Alibaba's leadership has indicated that the core strategic direction for the next three to five years will revolve around e-commerce and "AI + Cloud" [7][8]. - The company plans to increase investments in cloud and AI infrastructure to drive innovation and operational efficiency across various sectors [8]. - Alibaba is transitioning from an "internet company" to an "AI-driven technology company," positioning AI as a central competitive advantage [8].

文/卢晓 其中，电商是阿里巴巴的压舱石业务。2024年11月，阿里巴巴整合国内和海外电商业务成为电商事业 群，由原负责海外电商业务的蒋凡带领。2025财年财报显示，淘天集团和国际数字商业集团合并占据了 中国电商集团板块目前包括淘宝、天猫、淘宝闪购、闲鱼、1688，以及今年6月从原本地生活集团并入 的饿了么和飞猪。阿里CEO吴泳铭当时在内部信中，将饿了么和飞猪的并入看作是阿里从电商平台走向 大消费平台的战略升级。 而所有其他板块则囊括了钉钉、夸克、高德地图，菜鸟、优酷、大麦娱乐、盒马、阿里健康、橙狮体 育。原有"1+6+N"架构中的本地生活、菜鸟和虎鲸文娱（原阿里大文娱）三大集团不见身影。 但据接近阿里的相关人士表示，阿里官网的四大业务板块图只是根据其2025财年年报更新了业务分类， 并不意味着新的组织架构调整 。据今年6月发布的阿里2025财年财报，2026财年淘天集团、饿了么与飞 猪将整合成为中国电商事业群，把电商平台升级为大消费平台，同时，菜鸟、高德及虎鲸文娱集团将重 分类至所有其他。 更新业务分类是阿里聚焦电商和云两大核心业务的再次体现。 2023年9月，蔡崇信和吴泳铭分别自张勇手中接棒掌舵阿里巴巴，电 ...

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]

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]

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。 ...

Core Insights - Users reported that Apple phones experienced location inaccuracies, showing users in Sichuan while they were actually in Beijing [1] - Affected applications include Gaode Map, Didi, shared bicycles, and KEEP, indicating a broader issue with location services [2] - Similar location issues were noted in 2024, suggesting a recurring problem potentially linked to network base station errors [2]

Core Viewpoint - The article discusses the transformation of Gaode Map into a fully AI-driven service, referred to as "Xiao Gao Teacher," which enhances user experience by providing personalized travel and lifestyle recommendations based on real-time data and user preferences [21][52]. Group 1: Transformation of Gaode Map - Gaode Map has evolved from a simple navigation tool to an intelligent assistant that integrates various aspects of travel and daily life [21][36]. - The introduction of the ST-MAC system allows for multi-agent collaboration, enabling the app to understand and fulfill complex user requests [25][27]. - The AI system can dynamically adjust travel plans based on real-time conditions, such as traffic and user preferences, creating a seamless experience [33][47]. Group 2: User Experience Enhancement - Users can interact with "Xiao Gao Teacher" to plan routes, find dining options, and manage schedules without needing to break down the steps themselves [14][16]. - The system can handle multiple dimensions of user needs, such as location, weather, and real-time traffic, to provide tailored recommendations [28][30]. - The app's ability to learn from user interactions allows it to refine its suggestions over time, enhancing the overall user experience [33][52]. Group 3: Integration of Services - Gaode Map aims to integrate various services, such as transportation, dining, and leisure activities, into a cohesive user experience [36][52]. - The app's architecture allows for the inclusion of third-party services, transforming them into active components of the travel experience [36][52]. - The focus has shifted from merely providing directions to creating a comprehensive service that anticipates user needs and preferences [53][54].

Core Viewpoint - The article discusses the transformation of AI from a "dialogue tool" to an "action partner," emphasizing the importance of long-term, real, and closed-loop data in enhancing AI capabilities and applications in the mapping industry [3][11][12]. Group 1: AI Transformation in Mapping - Gaode has announced a comprehensive AI transformation, launching "Gaode Map 2025," which upgrades the map into an AI-native application based on spatial intelligence [3][4]. - The new AI capabilities allow the map to not only connect starting points and destinations but also to "see, reason, and act," evolving from a simple navigation tool to a spatial intelligent agent [4][5]. - The essence of spatial intelligence is to perceive, reason, and make decisions in three-dimensional space and time, enabling the map to understand dynamic traffic, geographical features, and user intentions [5][6]. Group 2: Data Accumulation and AI Training - Over the past 20 years, Gaode has accumulated vast amounts of data, creating a rich training ground for AI, which includes traffic patterns, road conditions, and user interactions [6][7]. - The AI system can provide real-time warnings and predictions, enhancing safety by expanding the warning time window from seconds to 1-2 minutes [6][7]. - Gaode's AI capabilities are built on a foundation of extensive temporal and spatial data, allowing for proactive risk assessment and decision-making [7][8]. Group 3: User-Centric AI Features - Gaode's AI assistant, "Xiao Gao Teacher," is designed to understand user needs and generate personalized travel plans, integrating various services seamlessly [8][9]. - The AI system emphasizes "spatiality," adapting recommendations based on the user's location, time, and context, thus enhancing the relevance of suggestions [9][10]. - The platform's AI capabilities are structured to handle both high-frequency scenarios with quick responses and more complex planning tasks that require deeper understanding [9][10]. Group 4: Strategic Vision and Future Outlook - Gaode's CEO emphasizes that the shift to spatial intelligence is not just a trend but a necessary evolution, as the company aims to connect the digital and physical worlds [11][13]. - The company views spatial intelligence as a core component of its mission to improve travel and life experiences, positioning itself as a leader in the AI-driven mapping industry [12][13]. - The future of mapping is envisioned as a dynamic, intelligent system that not only provides directions but also enhances overall travel efficiency and safety [27][28].