外卖市场理性竞逐，稳就业、促消费价值凸显

Group 1 - The new service industry is rapidly creating job opportunities, with platforms like Taobao Flash Delivery reporting over 2 million active riders daily in August, generating over 1 million new jobs compared to the same period last year [1] - The number of riders earning over 10,000 yuan in July increased to 2.8 times that of the previous year, indicating significant income growth in the sector [1] - The overall number of delivery riders in the food delivery market has shown a notable increase, with a year-on-year growth rate of 74.8% for new blue-collar jobs in the delivery sector [1][2] Group 2 - The consumption spillover effect is significant, with each 1 yuan coupon from Taobao Flash Delivery driving an additional 6.76 yuan in consumer spending, encompassing both delivery and various online and offline purchases [2] - The rise of instant retail and new consumption habits is reshaping consumer expectations for quick delivery across various categories, from food to personal care products [2] - The "warehouse-store" model has matured, with Taobao Flash Delivery operating around 50,000 front warehouses, enhancing the ability to meet urgent consumer needs [2] Group 3 - The food delivery market has also contributed to indirect employment and supported the growth of small and medium-sized businesses, with significant increases in hiring within the restaurant sector [3] - Over 300,000 small shops achieved peak sales on Taobao Flash Delivery on the first day of autumn, and over 640,000 stores saw a more than 100% increase in night orders since July [3] - Platforms are enhancing worker protections, with Taobao Flash Delivery and Ele.me providing subsidies for pension and medical insurance, covering up to 100% of costs [3]