Zhong Guo Jing Ying Bao·2025-10-17 20:41Core Insights - The 17th Tmall "Double 11" event will be the first to fully incorporate Taobao Flash Sales, marking a significant shift in Alibaba's strategy to leverage traffic from the food delivery battle [2][4] - Taobao Flash Sales are expected to generate a trillion yuan in new revenue over the next five years, indicating strong growth potential for the platform [2] - The competition in instant retail is intensifying, particularly between Alibaba and Meituan, as both companies seek to capture market share in this emerging sector [5][6] Group 1: Taobao Flash Sales - Taobao Flash Sales have shown promising results, with peak daily orders reaching 120 million in August, a 200% increase from April [4] - The integration of Taobao Flash Sales allows brands to connect online and offline sales, enhancing customer experience and operational efficiency [4][6] - The platform has already onboarded 37,000 brands and 400,000 stores, indicating strong merchant interest and participation [4] Group 2: Competitive Landscape - Meituan is closely monitoring the "Double 11" event, suggesting that aggressive subsidies from competitors could prompt a response [2][5] - While JD.com has shifted focus away from food delivery for this event, it is still engaged in deep operational strategies within instant retail [5][6] - The competition is expected to escalate between Alibaba and Meituan, with both companies leveraging their respective strengths in instant retail [6][10] Group 3: Market Potential - The instant retail market is projected to reach 600 billion yuan by 2024, with Alibaba's Flash Sales expected to contribute significantly to this growth [9] - Industry experts predict that instant retail could meet the increasing consumer demand for fast delivery, particularly for urgent and perishable goods [10][11] - The integration of offline stores into the instant delivery network is anticipated to enhance conversion rates and customer retention [10][11]