和讯·2025-05-08 09:47Core Viewpoint - The article discusses the competitive landscape of the instant retail market in China, highlighting the strategic moves of major players like Alibaba's Taobao Flash Sale and Ele.me in response to the aggressive tactics of competitors such as JD.com and Meituan [4][10]. Group 1: Market Dynamics - The instant retail battle intensified with Taobao Flash Sale's promotion of "milk tea free order cards," leading to over 10 million daily orders within six days, showcasing the effectiveness of subsidies and low prices [4][6]. - Ele.me's market share has declined to below 30%, and the company has struggled to achieve profitability, making its recent aggressive strategies crucial for survival [7][9]. - The rapid growth of Taobao Flash Sale's orders indicates a successful integration of food delivery and e-commerce, with the potential to reshape the market dynamics [5][10]. Group 2: Strategic Importance - Alibaba views instant retail as a strategic growth area, leveraging its vast ecosystem to support Ele.me and enhance its market position [5][11]. - The integration of instant retail with e-commerce allows for a more comprehensive service offering, catering to both immediate and planned consumer needs [16]. - The competition for delivery riders has intensified, with companies like JD.com and Meituan implementing aggressive recruitment and retention strategies to ensure service reliability [17][18]. Group 3: Consumer Behavior and Trends - The promotion of low-cost products and social sharing features has driven user engagement and community buzz, significantly increasing new user acquisition for platforms like Taobao Flash Sale [6][7]. - The rise of instant retail is changing consumer habits, with users increasingly turning to these platforms for urgent needs, including high-value items like electronics [15]. - The article notes a significant increase in the sales of various product categories on Ele.me, indicating a broader acceptance of food delivery services beyond traditional offerings [14].