阿里电商重组，蒋凡成关键先生

新熵11-22 18:29

三年放逐，海外战绩长脸，蒋凡杀回阿里权力中心。原创@新熵作者丨晓伊编辑丨蕨影因绯闻被发配边缘三年后，蒋凡手握漂亮的海外战绩，杀回阿里权力中心。11月21日，阿里巴巴集团CEO吴泳铭发布全员信，宣布集团成立阿里电商事业群，全面整合淘宝天猫集团、国际数字商业集团以及1688、闲鱼等电商业务，形成覆盖国内外全产业链的业务集群，任命蒋凡担任CEO，向自己汇报。吴泳铭在信中如此解释成立新电商事业群的目的，“...

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Key","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"09988":0.9,"BABA":0.6,"HBBD.SI":0.6},"content_text":"三年放逐，海外战绩长脸，蒋凡杀回阿里权力中心。原创@新熵作者丨晓伊编辑丨蕨影因绯闻被发配边缘三年后，蒋凡手握漂亮的海外战绩，杀回阿里权力中心。11月21日，阿里巴巴集团CEO吴泳铭发布全员信，宣布集团成立阿里电商事业群，全面整合淘宝天猫集团、国际数字商业集团以及1688、闲鱼等电商业务，形成覆盖国内外全产业链的业务集群，任命蒋凡担任CEO，向自己汇报。吴泳铭在信中如此解释成立新电商事业群的目的，“阿里电商事业群将通过整合集团内的所有电商资源，激发多年沉淀的能力，服务好国内和全球消费者，同时帮助更多中小企业同步拓展国内及海外市场。”消息一经传出，引起广泛热议，毕竟，不少人对这位阿里高管曾经的桃色新闻仍记忆犹新。为何偏偏是他再度回到权力中心？阿里此举成立新电商事业群又意欲何为？谈到蒋凡，不得不提到两个人，美团创始人王兴和初代网红张大奕。大概四五年前，王兴在朋友圈发表观点，认为接下来电商就看拼多多的黄峥和淘宝天猫的蒋凡这两个非常聪明的人如何较量，可见其对蒋凡的欣赏。当时的蒋凡也确实担得起这样的褒奖。2019年时，年仅33岁的蒋凡就被任命为天猫总裁，还出现在阿里合伙人名单里。而更早之前，蒋凡在阿里内部也屡次立下功劳，如掌管手机淘宝后只用一年时间就将其DAU翻了一番。但英雄难过美人关，就在蒋凡事业的高光时刻，他被曝出已婚还和初代网红张大奕纠缠不清，也因此被取消阿里合伙人身份、记过、降级，并被调往海外，分管全球速卖通和国际贸易业务。被调往新成立的海外数字商业板块，分管速卖通、国际贸易等海外业务，此举一度被外界认为是“发配边疆”。如今看来，这何尝不是阿里给予蒋凡的一次戴罪立功机会，毕竟海外业务曾被阿里写进战略，重要程度有目共睹，只是新成立，也代表着未知的挑战，极具考验领导者的各项能力。蒋凡成功把握此次契机。据阿里巴巴集团 11 月 15 日发布的 2025 年财年二季度（即 2024 年自然年三季度）业绩报告，阿里国际数字商业集团收入达 316.72 亿元，同比增长 29%，是阿里旗下增速最快的业务板块，主要得益于跨境业务增长，其中速卖通 Choice 业务订单同比增幅达 60%。值得一提的是，据每日人物报道，蒋凡被调离海外业务后，一度很低调，忙着出差招人做调研，一开始交出的答卷也并不亮眼，直到2023年第一季度才迎来强劲增长，海外业务同比增长29%，蒋凡也因此在当年7月再次被纳入阿里合伙人名单中。阿里电商事业群CEO的位置，实属重磅，除了淘天集团，还包括国际数字商业集团以及1688、闲鱼等电商业务，蒋凡此次回归也可谓是更上一层楼。但，为何独独是蒋凡扛起重任？阿里此番整合又有何用意？有业内人士指出，这跟吴泳铭自己的用人偏好有关，喜欢任用年轻、技术出身的高管。此外，阿里当下也需要一个有能力的管理层稳住军心，带领淘天、1688、闲鱼等电商业务继续向前。此番调整前，阿里旗下共六大业务集团，分别是淘天集团、云智能集团、阿里国际数字商业集团、菜鸟集团、本地生活集团以及大文娱集团。淘天集团向来是阿里的核心业务，对总营收的贡献将近一半，但近年来面临拼多多等新崛起电商的挑战。根据阿里巴巴最新季度的业绩报告，2024年三季度，淘天集团的总营收为989.94 亿元，同比增长1%；同时，经调整EBITA同比下降5%至445.9亿元，其盈利能力处于下滑通道。端倪早已显现。早在去年11月，阿里市值首次被拼多多超过，创始人马云罕见地在内网分享长文反思过去一年阿里的变化，“要认清自己，重回客户价值轨道。”而阿里国际数字商业集团，也就是此前蒋凡所掌管的业务板块，近年来增长强劲。此消彼长下，也难怪阿里不想到蒋凡，毕竟对方年轻有能力，之前带领的业务也从边缘变成了重要业务，且是确定性有更大增长空间的市场，如果将两者整合，是否会发挥出更大的效用？诚如吴泳铭在全员信中所述，“激发多年沉淀的能力，同时帮助更多中小企业同步拓展国内及海外市场。”","kind":null,"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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