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Core Viewpoint - The rise of instant retail is becoming a significant trend in the retail industry, with major e-commerce platforms like JD.com and Alibaba's Taobao actively participating in this space during the 618 shopping festival, while Pinduoduo has yet to announce its entry [2][3][4]. Group 1: Instant Retail as a New Trend - Instant retail is recognized as the next major trend in retail development, emerging as a response to the saturation of traditional e-commerce and increasing customer acquisition costs [2]. - The scale of instant retail in China reached 650 billion yuan in 2023, with a year-on-year growth rate of 29%, and is expected to exceed 2 trillion yuan by 2030 [2]. - The shift towards instant retail is seen as a way to redefine retail boundaries and leverage local supply capabilities [2]. Group 2: Pinduoduo's Strategic Positioning - Pinduoduo has initiated a "100 billion support" program for merchants, indicating a strategic shift and awareness of the importance of instant retail [4]. - The current stage of instant retail development is reminiscent of Pinduoduo's early days in e-commerce, suggesting potential alignment with its growth strategy [4]. - Despite the potential, Pinduoduo has not yet officially entered the instant retail market, possibly due to challenges in establishing a delivery team [6][8]. Group 3: Market Dynamics and Opportunities - The potential for instant retail in lower-tier markets is significant, with government initiatives promoting the development of modern rural service industries [5]. - The user base for instant logistics in China is projected to reach 799 million by 2024, with a growth rate of 9.1%, and is expected to surpass 1 billion by 2030 [5]. - The trend of instant retail mirrors the earlier e-commerce penetration into lower-tier markets, suggesting a similar opportunity for Pinduoduo [6]. Group 4: Economic Context and Entrepreneurial Leadership - The recovery of the real economy is a key theme in China's economic landscape, with consumer spending playing a foundational role in GDP growth [15]. - The return of influential entrepreneurs like Liu Qiangdong is seen as a boost to consumer confidence and market dynamics [21]. - The need for strong leadership from entrepreneurs like Huang Zheng of Pinduoduo is emphasized, particularly in navigating the current economic challenges [22][23].