2 1 Shi Ji Jing Ji Bao Dao·2025-06-23 13:55Group 1 - Alibaba has merged Ele.me and Fliggy into its China e-commerce business group to enhance operational efficiency and unify goals in the instant retail and local life + tourism services sectors [2][4] - Meituan is expanding its instant retail operations, with plans to cover all first and second-tier cities and supply chains across 200 quality county-level agricultural areas [2][6] - The competition among e-commerce platforms is shifting from price wars to operational system capabilities, focusing on supply chain efficiency and service quality [2][6] Group 2 - Taobao's flash purchase service, in collaboration with Ele.me, has seen daily orders exceed 60 million, marking a significant increase from 40 million in less than a month [3][5] - The integration of Ele.me and Fliggy into the Taobao ecosystem aims to enhance resource allocation, improving delivery and product coverage in the instant retail sector [4][8] - The 618 shopping festival saw a 10% year-on-year increase in GMV for Taobao, indicating a rise in user engagement and platform activity [5][6] Group 3 - Instant retail has become a focal point in the 618 e-commerce battle, with a reported sales growth of 18.7% year-on-year, reaching 29.6 billion yuan [6][7] - The shift in competition strategy from subsidies to refined operational strategies emphasizes the importance of supply chain management and service capabilities [6][8] - Meituan has established over 30,000 flash warehouses nationwide, indicating a strong commitment to enhancing its instant retail service capabilities [7][8]