2亿单外卖的周末：骑手日赚千元，奶茶店忙到崩溃

Core Insights - The takeaway from the recent surge in the food delivery market is driven by substantial subsidies from major platforms, resulting in over 200 million orders on July 5 [1][4][8] - Despite the high order volume and increased earnings for delivery personnel, the stock performance of platforms like Meituan and Alibaba remains lackluster, indicating a persistent cycle of "burning money for growth" [1][9] Group 1: Market Performance - On July 5, the combined order volume from Taobao Flash Sale, Meituan, and JD Delivery exceeded 200 million [2][4] - Meituan reported over 1.2 billion orders for the day, with more than 1 billion being food orders [4] - Taobao Flash Sale achieved a daily order volume of over 80 million, with active users reaching 200 million [2] Group 2: Consumer Behavior - The day saw a significant increase in orders for tea and coffee, with some stores reporting order volumes rising from around 100 to over 500 [5] - Delivery personnel experienced a substantial increase in earnings, with some reporting daily earnings exceeding 700 yuan due to high subsidies [4][5] Group 3: Subsidy Impact - The surge in orders was primarily fueled by aggressive subsidies from platforms, with Taobao Flash Sale announcing a 50 billion yuan subsidy plan [8] - Meituan offered substantial discounts, including "0 yuan drinks" and significant cash vouchers, leading to orders being fulfilled at minimal costs to consumers [8] - However, the high subsidy costs have raised concerns about profitability for merchants, as some reported lower profits despite higher sales volumes [9] Group 4: Stock Market Reaction - Following the surge in orders, stock prices for major platforms like Meituan and Alibaba showed minimal movement, with Meituan down 1.49% and Alibaba down 0.29% [9] - The ongoing high subsidy rates are expected to slow down the growth rate of core local business revenues for Meituan [9]