Alibaba Expands Instant Commerce, Investing 10B Yuan with Ele.me

Earnings Call

May 15, 2025

Alibaba's management discussed their instant commerce strategy and recent investments:
1. Instant commerce is not new for Alibaba, having invested in ele.me and developed Freshippo previously.
2. The market potential is huge, potentially reaching 1 billion users in China.
3. Alibaba has advantages including Taobao's large user base, mature merchant ecosystem from ele.me, and robust logistics.
4. A two-week trial of "Taobao Gou" exceeded expectations in scale growth and efficiency.
5. Long-term benefits expected include increased Taobao app engagement and user base growth.
6. Alibaba plans to invest 10 billion yuan with ele.me to grow the instant commerce business.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.

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Instant commerce is not new for Alibaba, having invested in ele.me and developed Freshippo previously.<br>2. The market potential is huge, potentially reaching 1 billion users in China.<br>3. Alibaba has advantages including Taobao's large user base, mature merchant ecosystem from ele.me, and robust logistics.<br>4. A two-week trial of \"Taobao Gou\" exceeded expectations in scale growth and efficiency.<br>5. Long-term benefits expected include increased Taobao app engagement and user base growth.<br>6. Alibaba plans to invest 10 billion yuan with ele.me to grow the instant commerce business.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"89988","symbol_name":"阿里巴巴-WR","start_time":0,"source_url":"","article_id":"1114272989","we_media_id":"1002722034","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1114272989","pubTimestamp":1747313155,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Earnings Call","introduction":"real-time reporting","home_visible":1,"id":"1002722034","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"summary":"Alibaba's management discussed their instant commerce strategy and recent investments:1. Instant commerce is not new for Alibaba, having invested in ele.me and developed Freshippo previously.2. The ma","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"89988":"阿里巴巴-WR","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"translate_title":"阿里巴巴-SW拓展即时商务，与饿了么投资100亿元","themeId":"3e249ca6f6cb48c9bb9756592dd5d8b5","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":1,"09988":1,"BABA":1},"content_text":"Alibaba's management discussed their instant commerce strategy and recent investments:1. Instant commerce is not new for Alibaba, having invested in ele.me and developed Freshippo previously.2. The market potential is huge, potentially reaching 1 billion users in China.3. Alibaba has advantages including Taobao's large user base, mature merchant ecosystem from ele.me, and robust logistics.4. A two-week trial of \"Taobao Gou\" exceeded expectations in scale growth and efficiency.5. Long-term benefits expected include increased Taobao app engagement and user base growth.6. 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