阿里Q2业绩：核心业务高质量增长阿里云增长再提速淘天订单量双位数增长

上游新闻11-15

11月15日，阿里巴巴集团发布2025财年Q2财报，季度收入2365.03亿元，同比增长5%，符合市场预期。聚焦“用户为先、AI驱动”坚定投入，阿里巴巴核心业务持续收获高质量增长。　　7月至9月，淘天订单量同比双位数增长驱动线上GMV增长，88VIP会员数持续双位数增长至4600万。今年“双11”期间，淘宝天猫GMV实现强劲增长，买家数量创历史新高。　　阿里巴巴集团CEO吴泳铭表示，“本季度，...

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digits","themeId":"b79c50b9b85ae382edd8ba143045081b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"09988":1,"BABA":1,"HBBD.SI":0.6},"content_text":"11月15日，阿里巴巴集团发布2025财年Q2财报，季度收入2365.03亿元，同比增长5%，符合市场预期。聚焦“用户为先、AI驱动”坚定投入，阿里巴巴核心业务持续收获高质量增长。　　7月至9月，淘天订单量同比双位数增长驱动线上GMV增长，88VIP会员数持续双位数增长至4600万。今年“双11”期间，淘宝天猫GMV实现强劲增长，买家数量创历史新高。 　　阿里巴巴集团CEO吴泳铭表示，“本季度，淘天业务持续对用户体验进行投入，丰富产品供给，以更好服务消费者。我们与科技同业建立长期合作，拓展淘宝和天猫平台上的支付和物流服务，预期对平台整体带来显著增量效应。”　　财报显示，阿里云收入较前数个季度加速增长，公共云产品收入实现双位数增长，AI相关产品收入实现三位数增长。吴泳铭表示，“我们对核心业务的前景较过往更有信心，并将继续投入以支持长期增长。” 　　“双11”买家数创历史新高，88VIP会员数达4600万人　　本季度，淘天集团持续投入用户体验提升，带来更高的购买频次，订单量同比双位数增长，带动线上GMV增长。高购买力人群88VIP会员数持续同比双位数增长，规模达到4600万人。　　近期，淘天对支付和物流服务商采取了更开放的策略，让更多消费者享受更便捷的购物体验，并提升商家经营效率。财报显示，淘天新交易用户的明显增长。　　“双11”前夕，淘天通过松绑“仅退款”、上线退货宝、上线体验分等一系列举措优化营商环境，带领行业摆脱低质低价内卷，帮助商家获得更多可持续增长。　　今年“双11”电商行业回归到价值导向的新起点，用户体验提升与商家经营环境改善形成互相促进的正循环：“双11”期间淘宝天猫GMV实现强劲增长，买家数量创历史新高，全周期有589个品牌成交额破亿元，刷新历史纪录。　　活跃用户、线上GMV的强劲表现，为平台商业化水平提升奠定坚实基础。财报显示，本季度淘天集团take rate同比保持稳定。AI驱动的营销工具“全站推广”对商家渗透率稳步提升，助力商家提升市场营销效率，进一步有节奏地提升商业化水平。　　阿里云增长加速，AI相关收入连续五个季度呈三位数增长　　聚焦“云+AI”一体化发展，阿里云商业化收入增长加速，季度收入同比增长7%，继续由公共云双位数增长驱动，AI相关产品收入已连续五个季度实现三位数同比增长；经调整EBITA同比增长89%。　　今年云栖大会上，阿里云全面升级AI基础设施，降低API调用费率，释放先进技术红利，加速大模型走进千行百业。通义千问新一代开源模型Qwen2.5发布，其旗舰版本Qwen2.5-72B在多项基准测试中表现强劲，超越行业对手。　　通义千问已成为全球最为广泛采用的开源模型之一。财报显示，自2023年首次开源至2024年9月30日，在Hugging Face社区已有超过7万个衍生模型是基于通义家族而开发。　　“AI驱动”战略落地一年来，阿里旗下多个业务发力AI。淘宝面向所有商家上线AI产品“生意管家”，今年“双11”累计服务400万商家，帮助中小商家生成超过1亿件商品及营销素材。近期阿里国际发布了大规模商用的翻译大模型。　　出海业务强劲增长，其他多业务经营提效与减亏有序进行　　出海业务继续保持强劲增长势头。本季度，阿里国际数字商业集团收入同比增长29%，速卖通、Trendyol等平台在特定区域的消费者心智不断提升，业务运营及投资效率稳定优化，速卖通Choice业务单位经济效益环比改善。　　速卖通和菜鸟之间的协同效应进一步增强，速卖通平均履约时长环比显著缩短。跨境物流履约解决方案收入增长，带动菜鸟季度收入同比增长8%。　　本地生活集团与大文娱集团的亏损均同比收窄，业务运营效率有计划、有节奏地优化。与此同时，饿了么、高德订单增长，业务规模提升。今年10月国庆假期期间，高德的日活跃用户峰值超过3亿，创历史新高。（资讯）（文章来源：上游新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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阿里Q2业绩：核心业务高质量增长 阿里云增长再提速 淘天订单量双位数增长

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阿里Q2业绩：核心业务高质量增长阿里云增长再提速淘天订单量双位数增长