美团京东两大CEO隔空对垒，即时零售之战升级了

Core Viewpoint - Meituan's flash purchase service will be upgraded to an independent brand, enhancing its visibility and consumer recognition in the instant retail market [2][3]. Group 1: Meituan's Flash Purchase Development - Meituan's CEO Wang Puzhong announced the official launch of the instant retail brand, indicating that Meituan's flash purchase will operate as an independent brand [2]. - The flash purchase service has already surpassed 18 million orders, with a daily average of 10 million orders and a peak of 16 million orders reported in the third quarter of 2024 [2]. - The overall growth of Meituan's flash purchase orders exceeded 25% in 2024, achieving micro-profitability, estimated not to exceed 1 billion yuan [2]. Group 2: Competitive Landscape - Meituan's flash purchase is part of a broader trend among major internet companies, including JD.com and Alibaba, which are intensively expanding their instant retail services [3]. - JD.com has also upgraded its instant retail service to "JD Seconds," and is aggressively entering the food delivery market, aiming for a daily order volume of 5 million [3][4]. - The competitive dynamics are intensified by JD.com's "100 billion subsidy" initiative, which has significantly increased order volumes for participating merchants [4].