Core Insights - The rapid growth of Meituan's lightning warehouse model has transformed the instant retail landscape in China, with the number of warehouses increasing from approximately 2,000 in 2022 to over 30,000 by October 2024, achieving an average daily order volume of 12 million and annual sales of 250 billion yuan [2][3] - Other platforms, such as Ele.me and JD, are also entering the instant retail space, with Ele.me aiming to establish 100,000 near-field brand flagship stores within three years and JD completing its "warehouse-store integration" to enhance order fulfillment efficiency [3][4] Meituan Lightning Warehouse Expansion - Meituan's lightning warehouse concept was created in response to unmet consumer demands for niche products, leading to a significant increase in the number of warehouses and product offerings [2] - By 2027, Meituan plans to exceed 100,000 lightning warehouses, with a projected market size of 200 billion yuan [2] Competitor Strategies - Ele.me launched the "Qinglan Plan" to support new merchants with reduced technical service fees and traffic support, aiming for rapid expansion [3] - JD's 7Fresh supermarket has completed its "warehouse-store integration" to improve online order fulfillment times and resource utilization [4] Lightning Warehouse Types - Lightning warehouses can be categorized into three types: large chain brands, small and medium-sized chains, and individual merchants transitioning from traditional stores [4] Notable Brands in Lightning Warehouse Ecosystem - Brands such as Miniso, Huijia, and Dolphin Purchase are leveraging the lightning warehouse model to meet consumer needs with rapid delivery times and diverse product offerings [5][6][7][8][9][10][11][12][13][19][20] - Miniso's 24-hour superstore model focuses on high-demand products in urban areas, achieving over 500 stores within ten months [6] - Huijia's online supermarket operates 24/7, significantly reducing delivery times for essential goods [8] - Panda Busy targets county-level markets with a community service model, achieving a strong presence in lower-tier cities [9] Operational Efficiency and Supply Chain Management - Brands like Huijia and Dolphin Purchase utilize advanced supply chain management and data analytics to optimize inventory and reduce delivery times [11][10] - The operational strategies of these brands include flexible franchise models and centralized supply chains to enhance efficiency and reduce costs [12][19] Market Trends and Future Outlook - The instant retail market is expected to continue growing, driven by consumer demand for convenience and rapid delivery, with various brands adopting innovative strategies to capture market share [2][3][4][5][6][7][8][9][10][11][12][13][19][20]
24小时营业的赛博仓库：细数闪电仓里的千亿大生意
3 6 Ke·2025-08-03 23:41