Core Insights - The 618 shopping festival saw a total e-commerce sales of 855.6 billion yuan, marking a 15.2% year-on-year growth, with instant retail leading the charge at an 18.7% growth rate [1] - Instant retail has emerged as a new battleground among major platforms like JD.com, Meituan, and Taobao, shifting consumer demand from bulk purchasing to immediate satisfaction [1][4] - The logistics sector, particularly last-mile delivery, has experienced significant growth, with SF Express reporting a daily order volume increase of over 50% compared to last year during the promotional period [3][6] E-commerce Performance - Instant retail sales surged, with categories such as beverages, supermarket goods, and fast food seeing order volumes double, while pharmaceuticals, beauty products, and maternal and infant goods experienced high double-digit growth [3][5] - Taobao's flash sales integrated over 3 million stores, enhancing the synergy between distant and local e-commerce, while Meituan focused on key categories like beauty and maternal products [5] Logistics and Delivery - SF Express has leveraged its flexible delivery network to support traditional logistics, achieving significant increases in last-mile delivery volumes, with daily averages far exceeding last year's peak [6][8] - The company has expanded its use of unmanned vehicles, increasing its operational scale to 200 units and achieving over 10,000 active routes monthly, enhancing delivery efficiency and precision [6] Market Dynamics - The competition among Taobao, JD.com, and Meituan in instant retail has driven traditional e-commerce logistics to new heights, with services like "express home delivery" being introduced [6] - SF Express has positioned itself as a key infrastructure provider in the local consumption ecosystem, facilitating efficient fulfillment for merchants and platforms while addressing traditional logistics' time constraints [8]
“史上最长618”收官，顺丰同城高峰期同城即配单量同比翻倍