淘宝与饿了么的“闪购”6日奇袭，已让商家尝到即时零售红利

Core Insights - The collaboration between Ele.me and Taobao has resulted in a significant surge in orders, with Taobao Flash Sale achieving over 10 million daily orders within just six days of its launch [1][9] - The integration of Taobao's traffic and Ele.me's delivery capabilities has created a closed-loop ecosystem that enhances consumer engagement and order frequency [4][6] Group 1: Launch and Performance - Taobao Flash Sale was launched on April 30, leveraging Taobao's traffic and Ele.me's delivery services, resulting in a rapid increase in orders [1][2] - By May 6, 63 cities had surpassed their historical peak in daily logistics orders, with over 1,500 brands experiencing record sales on Ele.me [1][3] - The launch of Taobao Flash Sale led to a 200% year-on-year increase in milk tea delivery orders in cities like Guangzhou and Shenzhen [1][9] Group 2: Strategic Collaboration - The partnership is characterized by the combination of "massive traffic" and "instant fulfillment," allowing Taobao to bypass initial trial and error phases in its instant retail business [3][4] - Ele.me's established instant delivery infrastructure enables the transportation of various perishable goods, allowing for rapid entry into the instant retail market without heavy investments in offline infrastructure [3][4] Group 3: Merchant Benefits - Merchants have quickly recognized the opportunities presented by Taobao Flash Sale, with the service expanding from 50 cities to nationwide within just two days due to high demand [8][9] - The collaboration has proven beneficial for brands, with significant increases in order volumes, such as a 20-fold increase in flower orders during Valentine's Day [8][9] - Ele.me plans to invest over 1 billion yuan in 2025 to support merchants through various initiatives, including fee reductions and digital operational services [11][12] Group 4: Future Prospects - Taobao Flash Sale aims to expand beyond food delivery to include categories like apparel, beauty, and electronics, indicating a broader vision for instant retail [14][15] - The instant retail market in China is projected to grow significantly, with a market size expected to exceed 2 trillion yuan by 2030, highlighting the potential for further growth in this sector [14][15] - Ele.me's ongoing investment in instant retail and logistics aims to reshape consumer experiences and create new market opportunities for merchants [15]