3 6 Ke·2025-09-12 11:16Core Insights - The pre-sale of iPhone 17 has sparked a competitive battle between Meituan and Taobao, both launching their flash sale announcements simultaneously [1][10] - The term "first launch" has evolved from a traditional marketing tool to a strategic battleground, reflecting supply chain capabilities and user engagement in the context of instant retail [4][6] Group 1: Competitive Landscape - Meituan claims to "redefine the first launch," while Taobao asserts "full series launch," indicating a fierce competition for market share [4][10] - The competition is not merely about timing but also about establishing trust in delivery speed and reliability, which is crucial for future retail dominance [6][10] Group 2: Evolution of Retail Strategies - Instant retail is reshaping consumer expectations, with platforms focusing on high-frequency, high-value products like electronics and cosmetics [10][12] - Brands are increasingly integrating instant retail into their product launch strategies, viewing it as essential for reaching high-end consumers and enhancing brand perception [10][12] Group 3: Future Implications - The battle between Meituan and Taobao signifies a shift from a "shelf era" to a "speed era" in retail, where the focus is on delivery efficiency and consumer experience [12][13] - As logistics and delivery systems improve, instant retail platforms are expected to encroach further into traditional e-commerce territory, altering consumer shopping expectations [10][12]