Group 1 - Multiple tea beverage stocks in Hong Kong experienced significant gains, with Cha Bai Dao rising by 8.75%, Gu Ming by 8.27%, Nai Xue's Tea by 6.58%, and Mi Xue Group by 4.18% [1] - In the A-share market, related stocks also saw movements, with Hai Rong Technology and Guotou Zhonglu hitting the daily limit, and Jiahe Food increasing by 6.53% [3][4] Group 2 - On July 2, Taobao Flash Sale announced a substantial subsidy plan of 50 billion yuan, intensifying competition with Meituan and JD in the takeaway market [4][6] - On July 5, Taobao Flash Sale and Ele.me reported over 80 million orders in a single day, with non-food orders exceeding 13 million, while Meituan announced over 120 million instant retail orders, including over 100 million food orders [4][6] - Industry experts noted that the competition among Meituan, Taobao, and JD is significantly increasing the market share of fast-moving consumer goods in instant retail, presenting a strategic opportunity for traditional retail [6]
淘宝500亿元入局掀外卖大战高潮 “0元购”带动港股茶百道、古茗、奈雪大涨
Zhong Guo Jin Rong Xin Xi Wang·2025-07-07 03:54