淘宝闪购宣布坚决投入、加大投入、长期投入即时物流新基建

Core Insights - The new era of consumer demand has shifted from seasonal to on-demand, with a focus on 24/7 availability, as highlighted by the Vice President of Taobao Flash Purchase, Chen Hao [1] - 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, including takeout, will exceed 5 trillion RMB, with instant retail accounting for approximately 2.5 trillion RMB [1] Group 1 - Taobao Flash Purchase is committed to investing in instant logistics infrastructure to enhance rider support and professionalization, aiming to provide a one-stop instant lifestyle service [1] - The platform has integrated brand renewal, product, inventory, logistics, and marketing for better service delivery [3] - 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 [3] Group 2 - The company leverages AI technology to optimize logistics by matching millions of riders, stores, and products for faster and more accurate fulfillment [3] - The focus on all-time consumption scenarios is reshaping the logistics landscape by allowing consumers to order and enjoy products at any time [3]