Core Insights - The internet industry witnessed significant developments on April 30, with Ele.me launching a "super 10 billion" promotional campaign and Taobao's instant retail service "Xiaoshida" rebranding to "Taobao Flash Purchase," marking Taobao's entry into the takeaway market [1][2] Group 1: Market Developments - Taobao Flash Purchase has been launched in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen, although it is not yet available in Jinan [2] - The price comparison for a popular meal set across platforms shows that Taobao Flash Purchase and Ele.me have competitive pricing, but Meituan offers the lowest prices [5] - The collaboration between Taobao and Ele.me aims to enhance user experience by providing significant discounts and integrating Taobao's e-commerce advantages with Ele.me's delivery services [5][7] Group 2: Competitive Landscape - The partnership between Taobao and Ele.me is expected to leverage Taobao's vast user base and advanced recommendation algorithms to boost Ele.me's order volume [7] - The total subsidy from the three major platforms (Meituan, Ele.me, and Taobao) is projected to reach 30 billion yuan, indicating a fierce price competition in the market [7] - The current market share shows Meituan leading with 65%, followed by Ele.me at 33%, while JD's instant delivery service is gaining traction with over 10 million daily orders [10]
淘宝下场做外卖,能否与饿了么一起站稳脚跟