以下文章来源于时代财经APP ，作者庞宇 时代财经APP . 聚焦于企业财经新闻，互联网新闻信息服务许可证编号：44120230006 商家打单机"快冒烟"。 文 ｜ 庞宇 编辑 ｜ 罗丽娟 来源｜ 时代财经APP（ID： tf-app） 封面来源 ｜ 视觉中国 刚过去的7月第一个周末，外卖补贴大战掀起高潮，相关话题冲上多个平台热搜。阿里巴巴旗下淘宝闪购、美团两大平台"天降"优惠券，彻底点燃消费者的 热情，史无前例的"爆单"盛况让商家和骑手始料未及。 "太突然了""一下就爆单了""骑手都忙疯了""后面实在忙不过来只能暂时关闭线上外卖渠道。"——回忆起这场补贴风暴，杭州本地某连锁超市的店长向时代 财经表示。 不停地吐出订单的打单机、忙得不可开交的店员和骑手、以及刷屏各大社交平台的"薅羊毛"晒图，共同创造了中国互联网史上难得一见的即时零售对决图 景。 而这一盛况仍将持续上演。时代财经从接近阿里人士处了解到，上周六是阿里巴巴制定的百日闪购增长计划的第一个冲单日。自7月起，淘宝闪购推出"超级 星期6"活动，消费者每个周六都可在这里买到优惠力度更大的商品，领取涵盖5个时段的加码券包，包括早餐、午餐、晚餐、下午茶及夜宵时 ...

Core Insights - The article discusses the strategic importance of AI-driven spreadsheet tools in the digital transformation of businesses, highlighting how companies like DingTalk and Feishu are leveraging these tools to enhance operational efficiency and data management [11][39][40]. Group 1: Importance of Spreadsheets - Spreadsheets are identified as a fundamental unit in digital transformation, addressing common pain points in document management and data flow within organizations [7][8]. - The evolution of spreadsheets from basic data recording tools to integral components of business processes is emphasized, with a focus on their role in facilitating collaboration and automation [10][21]. - The article notes that the familiarity of users with spreadsheets provides a significant advantage in promoting new functionalities without extensive retraining [19][20]. Group 2: Competitive Landscape - DingTalk and Feishu are positioned as key players in the AI spreadsheet market, each adopting different strategies: DingTalk focuses on a productivity suite for industry-specific solutions, while Feishu targets knowledge-intensive enterprises with high-quality service [33][34][39]. - DingTalk's approach is described as "top-down," leveraging its large user base and low-cost offerings to penetrate the market, while Feishu employs a "bottom-up" strategy, emphasizing product quality and user experience [36][62]. - The article suggests that both companies face challenges in monetizing their spreadsheet tools, with DingTalk adopting a "free + premium" model and Feishu focusing on high-value subscriptions for larger clients [40][42]. Group 3: Future Outlook - The potential for third-party competitors, such as WeChat Work and Notion, to disrupt the market is acknowledged, particularly if they integrate AI capabilities into their existing tools [64][66]. - The article concludes that the ultimate success of DingTalk and Feishu will depend on their ability to transition from mere tools to comprehensive platforms that create an ecosystem around their spreadsheet offerings [72].

Group 1: Core Insights - The recent surge in consumer spending on food delivery is driven by aggressive subsidies from various platforms, leading to a significant increase in order frequency among consumers [1][3] - The competition in the instant retail market has intensified, with major players like Alibaba, Meituan, and JD.com investing billions in subsidies, resulting in record-high daily order volumes [3][4] - The traditional e-commerce sector is shifting from price wars to efficiency-driven competition, focusing on operational improvements and user experience [5][6] Group 2: Market Dynamics - Instant retail is projected to grow from 650 billion yuan in 2023 to 2 trillion yuan by 2030, expanding beyond food delivery to include daily necessities and other high-frequency categories [4] - Major brands have reported substantial sales growth after participating in promotional activities on platforms like JD.com and Taobao, indicating a robust market response [4] - The efficiency revolution in traditional e-commerce is characterized by a shift in focus from gross merchandise volume (GMV) to enhancing operational efficiency and customer satisfaction [5][6] Group 3: Ecosystem Collaboration - Companies are increasingly integrating resources to create cross-business and cross-scenario collaborative networks, which are essential for sustaining competitive advantage [7][8] - Meituan has successfully leveraged its high-frequency delivery service to drive customer engagement in other high-margin sectors like hotel and travel [8] - Regulatory bodies are enhancing oversight in the e-commerce sector to ensure fair competition and protect consumer rights, which is expected to foster a healthier market environment [9]

这些案例充分体现了AI筛查的价值，相当一部分癌症患者可以通过早发现、早干预来治愈。事实上， 早在去年峰会期间，阿里达摩院便首次分享了自研的多癌早筛AI技术。这一突破迅速引发连锁反应 ——联合国世卫组织（WHO）数字健康合作中心和达摩院达成战略合作，面向全球推广，让更多医疗 资源不均衡的发展中国家和地区共享AI前沿成果。 当地时间7月9日，在瑞士日内瓦召开的联合国AI for Good峰会上，阿里达摩院受邀分享多癌早筛AI的最 新进展。该技术已覆盖全球9个国家和地区，服务2000万人次，推动AI成为人类社会抗击癌症的重要工 具。 癌症是一项全球公共卫生难题。据世卫组织，三分之一的癌症可通过早筛早治实现治愈，但目前业内仍 缺乏可靠的癌症早筛手段。 达摩院医疗AI实验室多癌筛查负责人、资深算法专家张灵在峰会上介绍，达摩院创新性地提出"平扫 CT+AI"技术路线，基于门诊和体检大量使用的平扫CT影像，可利用AI识别人眼难以发现或容易忽略的 病变。 据了解，这种高可及、低成本的新方法，可有效筛查威胁人类健康的多种主要癌症。目前，已应用于胰 腺癌、食管癌、胃癌、结直肠癌、肝癌等癌症，骨质疏松、脂肪肝等慢性病，以及主动脉综 ...

益禾堂外卖业务负责人谌鸣表示，淘宝闪购上线近两个月，益禾堂外卖订单整体增长了3至4倍，收入和 利润基本都较去年翻番。500亿补贴上线后，门店为此延长了营业时间，周末高峰甚至凌晨三点才结 束。订单也攀上了个新台阶，最近订单较前几周又增长了近50%。 据介绍，淘宝闪购500亿补贴旨在破解商家"内卷式"竞争，在拉动城市消费内需的同时，以流量反哺线 下商业和服务业，为中小商家创造生意增量，提振了城市老字号和小店的经营活力。数据显示，近一周 中小商家生意订单增长约120%。 以南京为例，在淘宝闪购补贴所带来的消费热度叠加"苏超"赛事的高人气拉动下，南京商家永民手作的 生意环比增长超过1倍，补贴带来的订单中超过60%均为品牌新客。 7月2日，淘宝闪购启动总额高达500亿元的补贴计划，仅一周时间便展现出显著成效。最新数据显示， 在大消费场景带动下，4124个餐饮品牌生意突破历史峰值，2318个非餐饮品类订单量翻倍。淘宝闪购的 补贴计划，激发了消费热情，带动各地商家生意增长。 在500亿补贴上线第一周，大量餐饮商家实现了生意破峰，4124个品牌破峰次数达9818次，其中95%为 城市区域连锁品牌，有效激发城市特色消费活力。此 ...

天热没人进店？那就让骑手把饭送上门 位于槐萌区的八珍竹升面，是一家新开的广式清汤面馆。开店的是90后的创业者小浦，在广州工作过的 他，希望将健康的广式饮食引入到济南本地。 创业不易，对没做过餐饮的他更是如此。"我的门店上新有两个多月了，但刚开业没多久就赶上了高温 天气。夏天一热，堂食就掉下来了。中午有几个稀稀拉拉的客人，连房租、人力的成本都不够。" 夏日热潮下，烤肉香、火锅鲜、点心甜……济南一家家的街边门店，前台外卖机不断弹出外卖小票，商 家忙着准备热气腾腾的美食；而在另一端，写字楼的打工族和居民楼的年轻人，正忙着分享大额免单 券，"安排"自己一周外卖订单，足不出户享受全城美食。 一单单外卖，在炎炎夏日，串联起整个城市经济，让地道城市美食不在受限于物理距离，满足更多用户 的美食需求，生长出新的经济增量。 据悉，自淘宝闪购500亿补贴上线以来，在"大消费平台"战略加持下，城市服务消费被不断激活，商家 订单呈现爆发式增长，济南地区餐饮商家订单增长超100%，多个品类订单量实现翻番。在济南，一家 家餐饮小店店主用他们的故事，诠释着济南人的质朴厚道，更展现着涌动于城市中的旺盛消费活力。 都说"新人"入行总是要交些学费 ...

今年7月，跟酷暑一块到来的，还有持续升温的外卖补贴大战。 2025年，一度稳固的外卖市场"双雄并立"格局被京东的强势入局而重生变数，一场围绕"即时零售流量 入口"的激烈争夺战骤然升级。美团依托其庞大且高效的即时配送"地网"占据市场主，饿了么背靠阿里 生态，凭借支付宝、淘宝等超级入口的深度协同，稳守阵地。而新锐京东，则携其强大的供应链与"品 质+低佣金"策略，直击美团腹地。 短短一个周末，电商巨头们以史无前例的补贴力度，共同点燃了一场单日总量破2亿的超级订单大战。 美团服务器甚至一度出现异常。 而这场行业的竞争，表面是外卖订单的激增，其深层实质则是三大巨头凭借各自不可复制的核心优势 ——美团的履约效率、京东的供应链品质、饿了么的生态协同——对未来万亿级即时零售市场关键流量 入口的卡位与争夺，行业格局正加速重塑。 外卖大战的背后是对即时零售流量入口的争夺 在过去的很长时间，外卖市场已经很长时间呈现出"双雄并立"的格局。 美团作为行业龙头，2024年底用户数超7.7亿，相当于一半中国人都用过它，800多万骑手每天处理六七 千万订单，稳稳占据70%的市场份额。更厉害的是，美团构建了庞大的本地生活网络，大众点评、共享 ...

【搜狐美食综合】7月8日，京东外卖宣布投入超100亿元启动"双百计划"，目标扶持200个餐饮品牌销量破百万。首批战绩同步曝光：瑞幸、库迪、蜜雪冰城 等成为京东外卖首批销量破亿品牌；霸王茶姬、古茗、塔斯汀、华莱士等超10个品牌销量破千万；肯德基、麦当劳、海底捞、星巴克、汉堡王、小菜园、南 城香、鱼你在一起、袁记云饺、紫燕百味鸡等集体跻身"百万俱乐部"。 此前48小时，淘宝闪购与美团已打响前哨战：淘宝闪购联合饿了么抛出 500亿补贴，宣称日订单破8000万单；美团随后发布战报，截至当日22时54分，其即 时零售订单量已突破1.2亿单，其中餐饮类订单超过1亿单，显示出平台在高峰时段的强大承载能力和用户需求热度。 与此同时，美团与阿里巴巴两大平台纷纷加码发放大额外卖优惠券，包括"满25减21""满25减20""满16减16"等多张无门槛券，部分外卖订单甚至实现"零元 购"。 一方面，头部品牌集体卷入低价漩涡，库迪咖啡美式价格下探至3.99元； 2025年一季度，太二、怂火锅、九毛九、肯德基、必胜客等知名品牌客单价持续下 滑。 目前，外卖大战的最大战场是低客单价市场。"从商业化上，为了活下去，必须走性价比。客单价只会越 ...

Core Insights - The domestic food delivery market is experiencing intense competition, with Alibaba and Meituan issuing large subsidies, leading to a surge in consumer orders and even system crashes due to high demand [1][2] - Taobao Shanguo, launched on May 2, has seen rapid growth, surpassing 80 million daily orders within two months, with a significant subsidy plan of 50 billion yuan to stimulate consumption [1][2] - The competition has shifted from price-based to value-based, with platforms focusing on enhancing user experience and service quality [4][5] Market Dynamics - The number of orders has dramatically increased, with over 40 cities reporting new peak order volumes, and cities like Chengdu seeing over 100% growth [2] - Instant retail is evolving beyond food delivery, focusing on "time-space efficiency," with platforms like Taobao Shanguo and Meituan Shanguo competing in a broader retail landscape [3][4] - The competition is not just about subsidies; it also involves the sustainability of business practices and the long-term viability of the market [5] Regulatory Environment - Regulatory bodies have emphasized the need for fair competition and the protection of merchants' interests, urging platforms to operate within legal frameworks and ensure consumer safety [4][5] - The focus is on avoiding price wars and promoting healthier competition to prevent market instability and protect smaller businesses from being overwhelmed by larger competitors [5]

"外卖战"愈发激烈，阿里继续"烧钱"模式。 据追风交易台消息，汇丰最新研报显示，阿里将在未来几个季度继续加大即时零售（Insta）和外卖业务（FD）投资。虽然阿里将大幅投资外卖和即时零 售业务拖累短期盈利，但这些因素已基本反映在股价中，云计算业务保持强劲增长势头，AI领域领先地位为长期价值提供支撑。该行依然维持阿里巴巴 买入评级，但将目标价从176美元下调至150美元，较当前股价107.99美元仍有38.9%上涨空间。 自2024年4月以来，外卖配送和即时零售竞争愈发激烈。美团在4月14日推出为期三年、总额1000亿元人民币的外卖支持计划，并在5月26日宣布"不惜一切 代价赢得竞争"。京东则在4月11日启动为期一年、总额100亿元人民币的外卖补贴项目。 对比之下，阿里"外卖战"相对较晚，其7月2日推出为期一年、总额500亿元人民币的外卖补贴计划。 但阿里增长势头迅猛。根据第三方数据，阿里在外卖和即时零售市场的份额从2024年的20%以上快速提升至2025年7月5日的36%，美团为55%，京东为 9%。这一显著增长得益于饿了么和飞猪整合进入淘宝天猫、领导层整合、激进补贴策略以及流量支持。 汇丰预计阿里巴巴将在未 ...