从“送餐”到“送万物”，看即时零售如何激活万亿消费市场

Group 1 - The core concept of "instant retail" is emerging, allowing consumers to receive a wide range of products, including groceries and personal care items, within a short delivery time, often as fast as half an hour [1][3] - Companies are adapting their supply chains to meet consumer demand for faster delivery, with a central warehouse model enabling goods to reach stores within 48 hours and then to consumers in about 30 minutes [3] - Instant retail is gaining traction, with a significant increase in demand and sales, as evidenced by a company reporting 600,000 monthly orders, which account for approximately 70% of its total sales [3][5] Group 2 - The Chinese government is promoting the integration of online and offline retail through policies aimed at enhancing instant retail, encouraging innovative models like "store-warehouse integration" [5][7] - Major platforms, such as Meituan, are rapidly expanding their instant retail capabilities, with Meituan reporting over 18 million daily orders for non-food items in the first quarter of 2025 [5] - The instant retail market in China is projected to exceed 2 trillion yuan by 2030, indicating strong growth potential and positioning it as a key driver for consumer spending and quality upgrades [7]