电商，变了！

Group 1: Instant Retail Market Dynamics - The instant retail market in China is experiencing a "subsidy war," with major players like Alibaba, Meituan, and JD.com investing billions in subsidies to attract consumers [3][4] - JD.com has launched its "Double Hundred Plan," committing over 10 billion yuan to support brands achieving significant sales milestones [3] - The market is projected to grow from 650 billion yuan in 2023 to 2 trillion yuan by 2030, expanding beyond food delivery to include daily necessities and other high-frequency categories [4] Group 2: Traditional E-commerce Transformation - Traditional e-commerce is shifting from price competition to an efficiency revolution, focusing on operational efficiency and user experience [5][6] - Tmall has changed its traffic distribution mechanism to favor quality over low prices, promoting a more sustainable competitive environment [5] - JD.com is leveraging AI technology to enhance efficiency, aiming to reduce costs and improve profitability for both consumers and merchants [6] Group 3: Ecosystem Collaboration - Major platforms are integrating resources to create cross-business and cross-scenario collaborative networks, enhancing user engagement and profitability [6][7] - Alibaba is merging its various services to create a closed-loop system that boosts user activity and diversifies revenue streams [7] - Regulatory bodies are increasing oversight in the e-commerce sector to ensure fair competition and protect consumer rights [7][8]