BABA(US:BABA) Sou Hu Cai Jing·2025-07-06 08:38Core Insights - The article highlights the surge in consumer activity on food delivery platforms due to significant promotional discounts and coupons, leading to record order volumes over the weekend [6][16]. Group 1: Consumer Behavior - Consumers are actively engaging with various platforms to take advantage of substantial discounts, with some reporting they managed to secure three meals for just 10 yuan [1][3]. - The excitement around these promotions has led to a busy weekend for consumers, reminiscent of past online shopping frenzies [3][8]. Group 2: Platform Performance - Major platforms like Meituan and Taobao are aggressively issuing large amounts of discount coupons, resulting in a historic peak in order volumes, with Meituan reporting over 1.2 billion orders on July 5 [6][16]. - Meituan experienced server issues due to the overwhelming number of orders, indicating the high demand and engagement from users [6][12]. Group 3: Delivery Operations - Delivery personnel are facing increased workloads, with reports of riders completing numerous orders in a single morning, reflecting the heightened demand for food delivery services [10][12]. - The platforms are implementing supportive measures for delivery riders to manage the surge in orders effectively [12]. Group 4: Competitive Landscape - The competitive environment among e-commerce giants is intensifying, with significant financial resources being allocated to attract consumers through promotional activities [16]. - Taobao has initiated a 50 billion yuan subsidy plan, which has already led to a substantial increase in order volumes for both restaurant and small business sectors [16].