Group 1 - Alibaba is upgrading its instant retail service "Taobao Hourly Delivery" to "Taobao Flash Purchase," launching in over 50 cities and aiming for nationwide coverage by May 6 [1] - The upgrade will focus on three main areas: consumer side with over 10 billion yuan in subsidies, supply side with full access to Ele.me's offerings including food delivery, and organizational side with Taobao Flash Purchase taking full responsibility for instant retail operations [1] - The decision to launch ahead of the "May Day" holiday is influenced by competitive pressure from JD and Meituan, who are actively subsidizing their services to attract consumers and merchants [1][2] Group 2 - JD has initiated a 10 billion yuan subsidy for its food delivery service, prompting Meituan to announce a 100 billion yuan investment in the restaurant industry over the next three years [2] - Ele.me has also increased its platform subsidies, launching a campaign exceeding 10 billion yuan just before the "May Day" holiday, indicating a fierce competition among the three companies in the instant retail market [2]
加入京东美团战局 淘宝 “小时达” 升级为淘宝 “闪购”