Alibaba’s ‘instant commerce’ bet pays off: Taobao hits 100 million new orders

Nov 6, 2025

Alibaba Group Holding is seeing solid early results from its push into “instant commerce”, a shopping model the Chinese technology giant hopes will drive sales growth amid sluggish consumer spending and intensifying e-commerce competition. According to the latest company data, Taobao Shangou – Alibaba’s “instant buy and instant delivery” service – generated more than 100 million orders from new users brought to the Taobao app during the first three weeks of the Singles’ Day shopping festival as...

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