外卖战火升级即时零售：6000万日单背后暗藏万亿市场争夺

Group 1 - JD announced a daily order volume exceeding 25 million during the "618" shopping festival, while Alibaba reported over 60 million daily orders for Taobao Flash Purchase in less than two months [1][5] - Retail orders have increased by 179% year-on-year, with an on-time delivery rate of 96% [1] - Meituan's 2023 annual report indicated an average daily order volume of approximately 53 million for its food delivery service [5] Group 2 - The competitive landscape of China's food delivery market is stabilizing, with Meituan and Ele.me holding a combined market share of 98% by 2024, where Meituan leads with 65% and Ele.me follows with 33% [8] - JD officially entered the food delivery market in early 2025, launching initiatives to recruit quality dining merchants and offering substantial subsidies [8] - The battle for market share has intensified among Alibaba, Meituan, and JD, with Alibaba integrating Ele.me and Fliggy into its China e-commerce business group [5][8] Group 3 - The upgraded Taobao Flash Purchase integrates offerings from Ele.me, Hema, and existing retail supplies, providing a unified entry point within the Taobao app [9] - As of May 5, Ele.me reported over 10 million daily orders from Taobao Flash Purchase just six days after its launch [9] - The competition has shifted from traditional food delivery to encompass a broader range of instant retail services, including fresh produce and daily necessities, with a projected market size exceeding 1 trillion yuan by 2025 [9]