外卖格局跃迁 专家：激活消费与就业良性循环

Core Insights - The recent development in the food delivery and e-commerce sectors is characterized by a transformation rather than a competition, creating new opportunities for all stakeholders involved [1] - The growth in order volume and revenue in the food delivery sector has led to significant job creation, with businesses planning to expand their workforce in response to increased demand [1][2] - The rise of new service-oriented e-commerce is enhancing consumer convenience and driving a positive cycle of consumption and employment [2][3] Group 1 - The "new service industry e-commerce" is experiencing substantial market growth, significantly increasing consumption density and benefiting the entire supply chain [1] - "Wan Jia Zao An" reported a 30% increase in order volume and total revenue over the past two months, necessitating the hiring of additional staff across its 50 stores in Beijing [1] - The number of delivery orders at a specific station increased from approximately 4,000 to 9,000 in two months, leading to an increase in the number of riders from 100 to around 150 [2] Group 2 - The competitive landscape among platforms is enhancing consumer service accessibility, allowing for previously unachievable late-night consumption [2] - The emergence of new e-commerce models, such as Taobao Flash Purchase, is stimulating consumption and improving platform and merchant performance, as well as rider income [3] - The development of new service industry e-commerce is identified as a crucial method for promoting high-quality employment across various sectors, including logistics and manufacturing [3]