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热搜不断!美团发布战报:骑手收入翻倍,订单1.5亿单!
Zheng Quan Shi Bao·2025-07-13 04:34

Core Insights - The ongoing "subsidy war" among major delivery platforms has led to a significant increase in order volumes and rider incomes, with Meituan reporting a record 1.5 billion orders as of July 12, 2023 [1][3] - The competition is intensifying as platforms like JD.com and Alibaba's Taobao have entered the market, with substantial user engagement and order numbers reported [3][4] Summary by Category Order Volume and Rider Income - Meituan's instant retail order volume reached 1.5 billion, with over 50 million "hot orders" and 35 million "meal orders" [1] - Rider daily income increased by 111% and daily order volume grew by 33% from June 5 to July 5 [2] - The average monthly income for high-frequency riders exceeded 10,000 yuan, with over 400,000 riders earning more than 500 yuan daily [2][3] Competitive Landscape - The competition among Meituan, Ele.me, and JD.com has created a "three-way battle" in the delivery market, with each platform employing aggressive subsidy strategies [4] - JD.com launched its delivery service with a "zero commission" strategy, prompting Alibaba to enhance its Taobao service to compete [3][4] Consumer Behavior and Market Trends - Consumers have reported experiencing significant discounts, with some orders costing as low as zero yuan due to heavy subsidies [3] - However, there are indications that the intensity of subsidies may be decreasing, with some platforms limiting coupon usage to specific brands and locations [4] - Industry experts predict a shift in focus from "traffic + subsidies" to "supply + experience," emphasizing the importance of quality in the delivery service [4]