Core Viewpoint - The Chinese government emphasizes the need to effectively unleash domestic demand and implement actions to boost consumption, with a focus on the growth of instant retail as a new business model that integrates online and offline services [1] Group 1: Market Potential and Challenges - The instant retail market in China is expected to exceed 2 trillion yuan by 2030, indicating significant growth potential [1] - However, the industry faces challenges due to "involutionary" low-price subsidy strategies that threaten the health of the retail ecosystem and the survival of offline businesses [1][2] - Many merchants report that low-price strategies lead to high sales but significantly reduce profit margins due to operational costs [2] Group 2: Regulatory and Industry Responses - The China Chain Store & Franchise Association has called for the regulation of low-price subsidy competition to maintain market order and protect consumer rights [2][3] - The National Market Supervision Administration has urged major platforms to adhere to laws and regulations, promoting a healthy ecosystem for all stakeholders involved [3] - Major platforms like Meituan, Taobao, Ele.me, and JD have publicly advocated for resisting disorderly competition [3] Group 3: Balancing Pricing and Value - The current pricing strategies are altering the price system, making it difficult for businesses to enhance quality and innovate [4] - The industry is encouraged to shift from scale competition to value creation, focusing on sustainable business practices [6][8] - A balanced approach to pricing and flow is essential for controlling costs and maintaining customer loyalty [5] Group 4: Technological and Operational Innovations - The industry is exploring technological empowerment of supply chains, optimizing user experiences, and creating win-win models for sustainable development [1][7] - There is a strong emphasis on improving logistics efficiency and service quality through better warehouse management and customer service systems [6][7] - The integration of consumer behavior data analysis is seen as a way to enhance demand forecasting and supply chain optimization [7] Group 5: Future Directions - The industry is urged to establish a "triangular support system" that includes cold chain storage and cloud warehouses to improve logistics efficiency [7] - Platforms are encouraged to focus on quality enhancement rather than engaging in price wars, which can harm long-term sustainability [8] - The goal is to transform delivery services from a burden into a growth driver for businesses, allowing them to focus on product quality and customer service [9]
即时零售 寻求颠覆与重构的破立平衡
Zheng Quan Ri Bao·2025-08-01 15:43