Sou Hu Cai Jing·2025-07-11 01:37Core Viewpoint - The takeaway from the article is that the food delivery battle has entered a new phase, characterized by significant competition and strategic shifts among major players like Meituan, Alibaba, and JD.com in the instant retail sector. Group 1: Market Dynamics - Meituan announced that its daily order volume for instant retail has surpassed 120 million, with over 100 million in food delivery orders [1] - Taobao Shanguo reported a daily order volume exceeding 80 million, with non-food orders surpassing 13 million, and over 200 million active users on the platform [1] - JD.com launched the "Double Hundred Plan" to support quality food merchants through a comprehensive service system aimed at sustaining online business growth [1] Group 2: Subsidy Strategies - Taobao Shanguo initiated a large-scale subsidy plan of 50 billion yuan to strengthen its competitive position in instant retail [3] - Meituan is also increasing its delivery subsidies, offering a long-term coupon package valued at 600 yuan for just 9.9 yuan [3] Group 3: Offline Expansion - The article emphasizes that offline supermarket and front warehouse construction are crucial for enhancing delivery efficiency, with major players accelerating their offline strategies [3] - Hema, as a leader in new retail, has opened over 430 stores and plans to open nearly 100 more by 2025 [3][12] - JD.com’s 7Fresh has rapidly expanded, with plans to achieve full coverage in Beijing by the end of the year [4][12] Group 4: Business Models and Strategies - Hema's CEO has implemented a dual-driven strategy focusing on Hema Fresh and Hema NB to maximize market share and profitability [7][8] - JD.com’s 7Fresh employs a unique "1+N" business model, combining large central stores with smaller satellite stores to enhance delivery efficiency and reduce operational costs [15] - Meituan is restarting its offline supermarket business to enhance market competitiveness and user loyalty [6][18] Group 5: Future Outlook - The competition in instant retail will hinge on the integration of online and offline resources, supply chain efficiency, and the ability to offer a diverse range of high-quality products and services [18]