BABA(US:BABA) 3 6 Ke·2025-11-10 00:17Core Insights - The competition in instant retail is intensifying, with major players like Meituan, Taobao, and JD investing over 100 billion yuan to capture a share of the e-commerce market, which has a total transaction volume exceeding 10 trillion yuan annually [1][12] - The sports marketing landscape is evolving, with local events like "Su Super" and "Zhe BA" becoming focal points for these companies, targeting a broad consumer base [1][8] - Meituan has rebranded its "Meituan Flash Purchase" as an independent brand, while JD launched its "Self-operated Seconds Delivery" service, expanding its reach to over 2,400 counties and cities in China [1][12] Company Strategies - Taobao Flash Purchase has engaged in athlete endorsements, partnering with notable athletes like Wu Yanni and Liu Xiang to enhance brand visibility and connect with the concept of speed [1][2] - Meituan has signed prominent athletes Fan Zhendong and Sun Yingsha as brand ambassadors, leveraging their substantial fan bases for marketing purposes [2] - The recent rebranding of the "Ele.me" app to "Taobao Flash Purchase" signifies a strategic shift, with new uniforms for delivery riders designed to resemble F1 racing suits, aligning with sports marketing strategies [4][5] Marketing Initiatives - Taobao Flash Purchase has invested in local sports events, becoming a key sponsor for "Su Super" and "Zhe BA," with sponsorship deals amounting to 10 million yuan for the latter [8][11] - The integration of sports marketing across Alibaba's various platforms is facilitated by Orange Lion Sports, which manages sports-related operations for multiple Alibaba applications [11] - The upcoming Milan-Cortina Winter Olympics is anticipated to provide further opportunities for competition among these major players in the sports marketing arena [12]