2030年中国即时消费市场规模超 5 万亿人民币，淘宝闪购：持续推进城市骑士职业化

Core Insights - The rapid growth of online retail in China, with a 9.8% increase in the first three quarters, is driven by digital consumption, green consumption, and the rise of instant e-commerce [1] - Morgan Stanley projects that by 2030, the instant consumption market in China will exceed 5 trillion RMB, with instant retail accounting for approximately 2.5 trillion RMB [1] - The transformation in consumer demand is shifting from seasonal to immediate, creating a new era of consumption characterized by "instant purchase and enjoyment" [1] Group 1 - The online service consumption grew by 20.2%, while instant e-commerce sales increased by 24.3% [1] - Taobao Flash Purchase has launched over 300,000 stores in the past year and has more than 18,000 SKUs in its flash warehouses, with daily active riders exceeding 2 million and peak daily orders reaching 120 million [2] - The platform aims to leverage AI technology to enhance fulfillment speed and accuracy by matching millions of riders, stores, and products [2] Group 2 - Taobao Flash Purchase introduced the industry's first AI assistant to provide real-time support for riders, with over 60 million proactive services daily and 78% of riders finding it useful [2] - The "City Rider Orange Plan" was launched to upgrade rider support and incentives, including free uniform updates and the establishment of "Rider Day" to show appreciation [2][3] - The initiative also includes insurance subsidies for riders, covering at least 50% of costs for those willing to pay for pension and medical insurance, with full subsidies for team leaders and honorary riders [3] Group 3 - The "Five Ones" service upgrade addresses key daily needs of riders, including smart charging stations, emergency medical supplies, high-quality bedding in rider apartments, meal options, and enhanced access to facilities [3] - The plan aims to improve the overall experience and welfare of riders, ensuring their health and operational efficiency [3]