Group 1 - The e-commerce and food delivery sectors in China have experienced a significant surge in growth, breaking previous limitations and expectations [1][2] - On July 7, Taobao Shanguo and Ele.me reported over 80 million daily orders, with non-food orders exceeding 13 million, while Meituan reached a record of 120 million daily retail orders on July 5 [1] - The entry of major platforms has led to a 105% increase in instant retail orders, reaching 170 million, indicating a shift from mere competition to genuine industry growth [1][2] Group 2 - Instant retail has evolved from a debated concept to a necessity, driven by urban density, advanced logistics, and changing consumer demands [2][3] - The competition in the "food delivery war" extends beyond subsidies, focusing on comprehensive business capabilities and location-based services [2][3] - The efficiency revolution in instant retail is expected to reshape supply chains and consumer behavior, enhancing the overall retail ecosystem [3] Group 3 - E-commerce remains a core revenue source for Chinese tech platforms, providing essential funding for long-term investments in advanced technologies like AI and cloud computing [4] - The evolution of e-commerce reflects continuous innovation, transitioning from traditional models to social commerce and live streaming, culminating in the rise of instant retail [4][5] - The active e-commerce market signals ongoing innovation in the consumer internet space, suggesting that the industry is far from reaching its peak [5]
“外卖大战”:能持续共赢的才是胜者
2 1 Shi Ji Jing Ji Bao Dao·2025-07-08 22:50