中国女性敏感肌深度分析与适敏彩妆研究报告 ©2024 iResearch Inc. 报告阅读说明 ...

垂直起降 2024年中国低空经济前景研究报告 部门：艾瑞研究院 署名：李超 ©2024 iResearch Inc. CONTENTS 01 低空经济宏观发展环境 目 录 Macroanalysis ...

Industry Overview - The instant delivery industry in China is defined as a logistics service that responds immediately to user demands and delivers items within an agreed time frame, primarily serving local, immediate needs within a 3-kilometer radius [2] - The industry is closely tied to instant commerce, with food delivery being the core category, while other categories like groceries, pharmaceuticals, and desserts are rapidly gaining penetration [2] - The industry size reached 3410 billion yuan in 2023 and is projected to exceed 8100 billion yuan by 2028, driven by the increasing penetration of instant commerce across various categories, scenarios, and time periods [3] Business Models and Key Players - Instant delivery platforms act as intermediaries linking merchants, consumers, and delivery personnel, leveraging large-scale order data to optimize their systems [2] - Major players like Ele.me and Meituan dominate the market, with their delivery services (Fengniao and Meituan Delivery) handling millions of daily orders [2] - The industry operates through two main delivery models: dedicated delivery (专送模式) and crowdsourced delivery (众包模式), which together create a flexible and elastic delivery workforce [48] Market Dynamics and Growth Drivers - Instant commerce is the primary source of orders for instant delivery, with food delivery accounting for nearly 80% of total orders [14] - The industry benefits from urbanization, increased population density, and growing consumer acceptance, with the urbanization rate reaching 66.2% in 2023 and online food delivery users hitting 530 million [16] - The industry is expanding into new categories and scenarios, including groceries, pharmaceuticals, and home services, with potential for further growth in both urban and rural markets [14][16] Technological Advancements - AI and smart logistics systems are increasingly being applied to improve the efficiency and intelligence of instant delivery operations [5] - Platforms use data-driven algorithms to optimize route planning, order batching, and delivery efficiency, reducing marginal costs and improving rider productivity [39][40] - Smart logistics systems also play a crucial role in managing the delivery process, from order allocation to performance evaluation, ensuring a seamless experience for all stakeholders [50][51] Employment and Labor Market Impact - The instant delivery industry serves as a significant "employment reservoir," providing flexible job opportunities, especially for rural migrants and those transitioning from traditional industries [45] - In 2023, platforms like Meituan and Ele.me employed over 600,000 and 300,000 active riders, respectively, highlighting the industry's role in creating jobs and supporting economic stability [45] - The industry is also addressing labor rights and welfare, with platforms implementing measures to ensure timely payment, safety, and skill development for riders [77][78] Future Outlook - Instant delivery is increasingly recognized as a critical infrastructure for local life services, supporting consumption, employment, and social welfare [5] - The industry is expected to continue its rapid growth, driven by technological advancements, expanding consumer demand, and government support for high-quality development [41] - Emerging markets and the extension of mature market scenarios are expected to create significant incremental growth opportunities for the industry globally [5]