Nan Fang Du Shi Bao·2025-11-03 13:30Core Insights - The competition in instant retail has intensified, with major platforms like Taobao, Meituan, and JD.com focusing on supply chain infrastructure to enhance delivery efficiency and product availability [1][2][3] Group 1: Market Dynamics - Instant retail has reached a turning point, with increased consumer reliance and a significant rise in monthly consumption frequency [2] - The variety of consumption scenarios has expanded, moving from basic necessities to high-end products like the latest iPhone [2] - Nighttime orders have surged, with over 127 cities reporting a month-on-month growth exceeding 100% [2] Group 2: Challenges in the Industry - There is a growing issue of product homogeneity among instant retail warehouses, with 70% of products being similar across stores [3][4] - Merchants face challenges such as low brand recognition and weak digital capabilities, which hinder their competitiveness [3] Group 3: Strategic Initiatives - Taobao is investing in quality supply to create premium instant retail warehouses, aiming to address the brand recognition issue [3][4] - Meituan is collaborating with over 10,000 brands to build "official lightning warehouses," enhancing supply chain efficiency for well-known brands [4][6] Group 4: Supply Chain Innovations - The supply chain has become a critical battleground, with platforms like Taobao offering digital supply chain support and extended payment terms [6][7] - Taobao's new convenience store model aims to provide around 10,000 quality products, reducing operational costs and increasing profitability for merchants [6][7] Group 5: Operational Complexity - The complexity of operating physical stores involves various factors such as site selection, supply chain management, and cost control, which are significant challenges for instant retail [7][8]