Alibaba's "1+6+N" reporting method has entered history, and the group has redefined its four major business structures

Zhitong
2025.08.22 07:19
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Alibaba has updated its business structure, dividing it into four categories: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and all others. This marks the end of the "1+6+N" model launched in 2023. The company will announce its quarterly results for the period ending June 30 on August 29, and is expected to disclose more information about its business structure. Alibaba is adjusting its structure to respond to market changes and integrating multiple businesses to enhance user experience

According to Zhitong Finance APP, Alibaba (09988) will announce its quarterly results for the period ending June 30 on August 29, and the market expects more information regarding its business structure to be disclosed at that time. It is understood that Alibaba has recently updated its business introduction page. As of August, the company is divided into four major categories: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and all other categories, indicating that the "1+6+N" structure launched in 2023 will become part of history.

In November last year, Alibaba established the "E-commerce Business Group," merging Taobao, Tmall, and international digital commerce operations, with partner Jiang Fan taking unified responsibility for the E-commerce Business Group. In recent months, Alibaba has restructured its business again, such as merging the food delivery service Ele.me with Taobao Flash Purchase and launching real-time retail operations. The outside world expects Alibaba is adjusting its structure to respond to market changes.

Alibaba's website shows that the Cainiao Group and the Digital Entertainment Group (which includes businesses like Damai Entertainment and Youku) that were previously part of six major business groups have been reclassified as all other categories. Previously, the local life group's Fliggy travel and Taobao Flash Purchase have been incorporated into the Alibaba China E-commerce Group.

In its annual report released in June, Alibaba also revealed that to promote the "user-first" strategy and further optimize the overall user experience, in the fiscal year 2026, Taotian Group, Ele.me, and Fliggy will be integrated into the China E-commerce Business Group, upgrading the e-commerce platform to a large consumption platform. Meanwhile, Cainiao, Amap, and Whale Entertainment Group will be reclassified to all other categories.

Previously, Alibaba's "1+6+N" business classification represented "1" Alibaba Group, which includes "6" major business groups: Taotian Group, Cloud Intelligence Group, Local Life Group, Alibaba International Digital Commerce Group, Cainiao Group, and Digital Entertainment Group. "N" consists of multiple smaller business companies, such as Alibaba Health, Hema, etc

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