Core Insights - The 17th "Double Eleven" event concluded with instant retail emerging as the biggest surprise, showcasing significant growth in sales figures [1] - Comprehensive e-commerce platforms achieved sales of 1.619 trillion yuan, a year-on-year increase of 12.3%, while instant retail sales reached 67 billion yuan, soaring 138.4% year-on-year [1] Group 1: Instant Retail Growth - Instant retail has become a core growth avenue for platforms amid peak traffic benefits, with daily order volume for same-city delivery increasing over 50% compared to last year [1] - Food and beverage categories saw substantial growth, with beverage orders up over 160% and fast food orders increasing by 110% [1] - Major platforms are actively expanding their instant retail offerings, with Taobao Flash Sale collaborating with over 37,000 brands and 400,000 stores, and JD integrating instant retail into its core strategy [1] Group 2: Logistics and Delivery Innovations - SF Express Same City provides integrated supply chain solutions, partnering with major retailers like Sam's Club and Yonghui Supermarket to offer customized services [2] - To alleviate logistics pressure, platforms are promoting unmanned delivery, with SF Express deploying over 800 unmanned vehicles across more than 100 cities [2] - The "last mile" delivery strategy has significantly improved efficiency, with daily order volume during "Double Eleven" surpassing last year's peak by over 106% [2] Group 3: Market Transformation - Instant retail is fundamentally altering the competitive landscape of "Double Eleven," reflecting changes in consumer habits and testing commercial infrastructure [2] - The value of neutral third-party instant delivery platforms is increasingly recognized due to their comprehensive service capabilities [2]
即时零售引爆“双十一”新战局，顺丰同城日均单量激增超50%