BABA(US:BABA) Guang Zhou Ri Bao·2025-05-05 14:24Core Insights - The entry of JD.com into the food delivery market has intensified competition, initially between JD.com and Meituan, but now also involving Taobao and Ele.me as of the pre-May Day period [2][4] - Ele.me reported that as of May 5, 2023, at 20:28, orders from Taobao's flash purchase exceeded 10 million within just six days of its launch [2][4] Group 1 - Taobao Flash Purchase announced a long-term benefit starting May 6, offering consumers chances to receive free meal vouchers and collaborating with Ele.me to distribute 100 million cups of beverages [4] - The upgrade of Taobao's "Hourly Delivery" to "Taobao Flash Purchase" on April 30, with Ele.me ensuring delivery services, has led to a significant increase in order volume during the May Day holiday [4][5] - In 39 cities, including Chongqing, Shenzhen, and Guangzhou, daily order numbers have surpassed historical peaks, with over 1,000 brands on Ele.me achieving record sales [4][5] Group 2 - Following the nationwide launch of Taobao Flash Purchase on May 2, many beverage stores experienced a surge in orders, with some brands seeing daily order volumes increase nearly threefold [5] - The tea brand "Moli Nai Bai" sold over 100,000 cups, while "Nai Xue's Tea" reported over 200% year-on-year growth in delivery orders [5] - Other food brands, such as "Mi Cun Ban Fan," also reported significant order increases, with nearly 100% growth compared to April, attributing this to the collaboration between Taobao Flash Purchase and Ele.me [5]