36氪·2025-04-30 13:55Core Viewpoint - The article discusses the launch of "Taobao Flash Purchase," an upgraded service from "Taobao Hourly Delivery," which aims to capture market share in the instant retail sector through significant subsidies and strategic partnerships with Ele.me [1][3][4]. Group 1: Market Strategy - Taobao Flash Purchase is set to roll out nationwide after initially launching in over 50 cities, with a subsidy scale exceeding 10 billion [1][3]. - The timing of the launch coincides with the May Day holiday, a peak period for consumer spending, enhancing its market entry impact [6][10]. - The strategy includes a focus on consumer rights, with substantial subsidies directed towards user benefits such as free orders and large discount coupons [7][8]. Group 2: Competitive Landscape - The competition is intensified by the entry of JD.com into the food delivery sector, prompting a response from Alibaba's ecosystem, particularly Taobao and Ele.me [10][12]. - The collaboration between Taobao and Ele.me leverages their combined strengths, allowing for efficient resource utilization and rapid customer acquisition [11][14]. - The article highlights the importance of a coordinated approach, where both platforms benefit from increased traffic and business opportunities [14]. Group 3: Unique Advantages - Taobao Flash Purchase differentiates itself through a wide range of product categories and established brand partnerships, aiming to cover 200 core chain brands [16][19]. - The service is supported by Ele.me's logistics network, ensuring delivery within 30 minutes, which enhances customer satisfaction [19][20]. - The integration of online and offline channels is emphasized, allowing brands to offer competitive pricing and quick delivery, thus expanding the instant retail market [30][34]. Group 4: Future Outlook - The article suggests that the true competition in the retail sector will hinge on the organic combination of comprehensive advantages across platforms [29][35]. - The shift from generic supply to brand supply in instant retail signifies the beginning of a new phase in China's e-commerce landscape [35].