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].

Core Viewpoint - 1688, Alibaba's oldest business, remains attractive to young users and continues to innovate, with significant growth in active buyers and AI integration [2][23][28] Group 1: Business Performance and User Demographics - In 2023, 1688 had over 260 million annual users, with 100 million engaging in transactions, and 55% year-on-year growth in active buyers expected by 2024 [2][22] - The platform has seen a surge in young buyers aged 25-30 from first and second-tier cities, many of whom use 1688 as a startup platform [2][22] - 1688's revenue and user scale are still less than one-tenth of Taobao and Tmall, but it has maintained its appeal to younger demographics [23] Group 2: AI Integration and Technological Advancements - 1688 has launched over 70 AI projects, narrowing down to 10 core directions, with a focus on enhancing user experience and operational efficiency [3][25] - The AI digital employee has evolved to version 3.0, providing a virtual team for merchants, significantly reducing the time required for product listings and operational tasks [11][14] - AI technology has improved platform conversion and repurchase rates by 20% to 30%, with expectations of a 50% to 100% increase by 2025 [28] Group 3: Strategic Developments and Future Outlook - 1688 has been upgraded to a primary business unit within Alibaba's Taotian Group, reflecting its strategic importance [20] - The introduction of new business lines, such as the "1688 Source Selection" brand and membership services, aims to cater to cost-conscious consumers [18][22] - The company is transitioning towards becoming a supply chain technology firm, with plans for full AI integration across all operational aspects in the next five years [24][28]

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].

Core Insights - Alibaba Group emphasizes AI as the core driver of business growth and future opportunities, committing to significant investments in AI infrastructure and technology [1][2][3] - The company reported a revenue of 996.347 billion yuan for the fiscal year 2025, with a net profit increase of 77% to 125.976 billion yuan [1] - Alibaba Cloud achieved double-digit revenue growth, with AI-related product revenue growing threefold for seven consecutive quarters [1] Business Strategy - The strategic focus is on "user-first" and "AI-driven" approaches, enhancing user experience and optimizing the merchant ecosystem [2] - Alibaba is actively investing in AI and cloud infrastructure, aiming to innovate and implement AI technologies across various industries [2][3] - The company is transitioning to a startup mentality to seize opportunities in the evolving market landscape [3] E-commerce Performance - Domestic e-commerce saw a 6% increase in customer management revenue, with the 88VIP membership growing to over 50 million [4] - International e-commerce, particularly through AliExpress and Trendyol, experienced a 33% revenue growth, benefiting from strong cross-border e-commerce performance [4] Innovation and User Growth - Strategic innovation businesses like 1688, Xianyu, DingTalk, and Quark continue to show steady growth, with Quark's user base exceeding 200 million [5] - DingTalk has become the largest efficiency office app in China, with an average of 42 million paid weekly active users as of March 2025 [5]

Core Viewpoint - Alibaba Group's 2025 fiscal year report highlights the effectiveness of its "user-first, AI-driven" strategy, showcasing significant financial growth and a focus on AI and cloud services as new growth engines [1][2]. Financial Performance - In the 2025 fiscal year, Alibaba's revenue reached 996.347 billion yuan, with net profit increasing by 77% to 125.976 billion yuan [2]. - The company achieved double-digit growth in cloud revenue, with AI-related product revenue experiencing triple-digit year-on-year growth for seven consecutive quarters [4]. Strategic Focus - Alibaba's leadership emphasizes a commitment to innovation and entrepreneurship, positioning AI as a core driver of future business growth [3][7]. - The company plans to invest over 380 billion yuan in AI and cloud infrastructure over the next three years, surpassing the total investment of the past decade [3]. AI and Cloud Development - Alibaba has released and open-sourced over 200 AI models, with total downloads exceeding 300 million, establishing a significant presence in the global AI model landscape [3][4]. - The company is accelerating the internationalization of its AI products, supporting Chinese enterprises in global markets [4][8]. Operational Efficiency - Various Alibaba platforms have shown improved operational efficiency, with Lazada expected to achieve profitability in the next fiscal year and other segments like Gaode and Hema also reporting positive financial results [6]. - The user base for Alibaba's AI flagship application, Quark, has grown significantly, with monthly active users surpassing 200 million [6]. Shareholder Value - Alibaba has optimized capital allocation, selling non-core assets and focusing on core business areas, which has led to significant cash recovery [5]. - The company repurchased shares worth 11.9 billion USD in the 2025 fiscal year, reducing total share capital by 5.1%, thereby enhancing earnings per share [11].

Group 1 - Lei Jun, founder and CEO of Xiaomi, stated that the past month has been the most challenging period since the company's inception, leading to a temporary pause in social media interactions [1] - Chongqing University reported that a student published 14 SCI papers and obtained 3 national invention patents, leading to an investigation revealing academic misconduct involving the student's parent [1] Group 2 - Apple has announced significant price reductions for the iPhone 16 Pro Max and iPhone 16 Pro, with reductions of $160 and $176 respectively, in preparation for the upcoming "6·18" sales event [2] - Alibaba's internal sources confirmed that Jack Ma's return to the company is impossible, emphasizing that he has never truly left [2] Group 3 - Alibaba's chairman, Cai Chongxin, highlighted the company's focus on two core strategic directions: e-commerce and cloud + AI, aiming to integrate AI into all business segments over the next three to five years [3] - JD.com's founder, Liu Qiangdong, was spotted in Japan wearing a shirt featuring the character "Pig Pig Hero," which is linked to a recent collaboration with JD's delivery service [4] Group 4 - Huiyuan Juice responded to negative rumors about its business, asserting that the company has been improving since its restructuring in 2022 and will take legal action against defamatory statements [5] - China has become the largest country in the world for renewable energy grid connection, with rapid development supported by technological innovation [5] Group 5 - The U.S. stock market showed mixed results, with major indices fluctuating and many Chinese concept stocks experiencing declines [5] - Various regions in China are actively promoting the sale of completed properties to address issues related to the pre-sale system, which has led to delivery risks and quality disputes [6] Group 6 - Reports indicated that Chen Lin, a former ByteDance executive, is not leaving the company to start a new venture, contrary to earlier rumors [6] - A procurement project at Chongqing Three Gorges University faced scrutiny due to a significant price discrepancy, leading to the termination of the procurement process [7][8] Group 7 - Apple is expected to launch its first foldable iPhone by the second half of 2026, with strong market demand anticipated for the new device [9] - The National Anti-Fraud Center app was temporarily removed from the Apple App Store but has since been restored [9] Group 8 - Li Auto announced that the cumulative delivery of its L7 model has surpassed 300,000 units [10] - Industrial and Commercial Bank of China confirmed that gold bars previously suspected of being counterfeit were found to be genuine and have been returned to the customer [10] Group 9 - Panasonic announced plans to cut 10,000 jobs globally, including 5,000 in Japan, as part of a strategy to terminate unprofitable businesses [10] - Rising rice prices in Japan have made rice a popular gift for Mother's Day, with prices reaching record highs [10] Group 10 - Google agreed to pay $1.375 billion to settle privacy-related allegations in Texas, resolving issues related to user data tracking [11] - OpenAI and Microsoft are negotiating changes to their partnership terms, which may allow OpenAI to go public while ensuring Microsoft retains access to AI technology [11] Group 11 - China has significantly reduced imports of beef and soybeans from the U.S., shifting to suppliers in South America and Europe [12] - The U.S. has experienced a price surge in various consumer goods following the imposition of tariffs, with significant increases reported in the prices of household items [12] Group 12 - Laikoo launched the world's first half-frame AI glasses, integrating advanced AI features for user interaction [13] - Taobao has introduced a desktop client focused on AI shopping assistant functionalities, currently available only for Windows [13] Group 13 - Songyan Power introduced a new generation of bionic robots, showcasing advanced features and customization options [14]

Core Strategy - Alibaba's future development will focus on two core businesses: e-commerce and cloud + AI [3] E-commerce Business - Despite being a traditional strength, e-commerce is viewed as a vertical category that does not dominate internet entry points [4] - Alibaba plans to leverage AI to reconstruct the e-commerce ecosystem, aiming to create new user entry points beyond traditional models [4] - Future e-commerce initiatives will include AI-driven personalized recommendations, social shopping, and virtual shopping assistants [4] Cloud + AI - Cloud computing and AI are identified as another major pillar for Alibaba's future growth [5] - Alibaba Cloud is positioned not just as infrastructure but as a key platform for AI technology implementation [5] - The company will increase investments in AI large models, computing infrastructure, and industry solutions to support intelligent upgrades across all businesses [5] Innovative Businesses - Several innovative businesses under Alibaba, including Xianyu, Quark, Gaode, DingTalk, and 1688, will utilize AI technology for new growth [6] Xianyu - Xianyu will enhance its second-hand trading ecosystem through AI for product matching, credit assessment, and transaction security [7] Quark - Quark will deepen its AI capabilities to provide more accurate search recommendations and knowledge services [8] Gaode - Gaode will integrate AI to optimize real-time navigation, traffic prediction, and local life services [9] DingTalk - DingTalk will strengthen its AI office assistant features to improve enterprise collaboration efficiency [10] 1688 - The 1688 platform will use AI to optimize supply chain matching, smart procurement, and merchant services, aiding the digital transformation of SMEs [11] AI Strategy - Alibaba's AI strategy encompasses not only technological upgrades but also business model innovation [12] - AI will facilitate user growth by creating new traffic entry points and overcoming traditional e-commerce limitations [12] - Efficiency will be enhanced through AI optimization in supply chain, logistics, and customer service, reducing costs and improving response times [13] - AI-driven features like personalized recommendations and virtual shopping assistants will increase user engagement [14] Future Outlook - Alibaba is transitioning from an "internet company" to an "AI-driven technology company" [15] - AI is positioned as the core competitive advantage for all businesses in the next three to five years [15] - The company emphasizes the necessity of integrating AI into every business segment to achieve breakthroughs [15]

5月10日是第21个"阿里日"。当日，阿里巴巴集团董事会主席蔡崇信佩戴新工牌，来到阿里亲 友见面会现场。蔡崇信在发言中向阿里亲友再次介绍了公司的核心战略——"电商、云+AI"， 并提到了闲鱼、夸克、高德、钉钉、1688等创新业务。 蔡崇信表示，阿里要把AI融入每一块业务、每一个环节，未来三年到五年，所有业务都应以 AI为驱动。"不光是对内，有很多生产力效率的增加，而且对用户、对客户也要用AI驱 动。"一年多前，阿里将"AI驱动"作为集团的战略重心之一，这一战略已初见成效。 蔡崇信表示："电商的业务并不占领对互联网的入口，因为电商是一个垂类，有更多其他的互 联网公司占据了对用户的入口。但如果我们能聚焦在AI上的话，也许我们可以把新的入口用 AI的方式做出来，让我们增加更多的用户。" 蔡崇信在讲话中回顾了自己加入阿里的故事。"我是个26年的老阿里人，加入阿里后，我的工 号是19号。阿里巴巴有18个创始人，我没有赶上前18位，后来其中有一个创始人临时退出 了。马老师就说你19号你就补上吧，你就算18个人里面其中之一。我就是之后补上去的。"有 趣的是，蔡崇信是阿里巴巴创始团队"十八罗汉"中唯一没有花名的成员，始终以本 ...