Sou Hu Cai Jing·2025-07-11 13:32Core Insights - Taobao Flash Sale has achieved over 80 million daily orders within just two months of launch, significantly boosting summer service consumption and increasing rider incomes [1] Group 1: Consumer and Merchant Benefits - Taobao Flash Sale initiated a substantial platform consumption coupon subsidy plan worth 50 billion, providing consumers with large red envelopes, free order cards, and official subsidized products, while merchants receive multiple forms of support [2] - The dual-subsidy model aims to break the "involution" competition among merchants, stimulating urban consumption and benefiting small businesses, thus enhancing the operational vitality of traditional stores [2] - The strategy creates a positive cycle where platform benefits lead to user gains and merchant growth, ensuring reasonable profit margins for merchants and fostering a healthier market environment [2] Group 2: Market Response and Innovation - The emergence of Taobao Flash Sale is seen as a significant innovation to boost consumer activity, aligning with government priorities to enhance consumption [3] - Merchants are exploring new online operational strategies and accumulating digital assets while moving towards more refined operational tactics [3] Group 3: Rider Support and Income Growth - The number of cities with daily orders exceeding one million has doubled since the subsidy launch, leading to a substantial increase in rider incomes by 30% to 50% [4] - Measures to support riders include enhanced order rewards, weather subsidies, and flexible delivery arrangements to ensure their safety and comfort during extreme weather conditions [4][6] - Ele.me has implemented a high-temperature care initiative, providing weather-related subsidies and optimizing delivery routes to reduce outdoor exposure for riders [4][5]