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Core Viewpoint - The article discusses the intense competition between traditional e-commerce platforms and instant retail, emphasizing that Meituan is the aggressor in this battle, aiming to redefine consumer expectations regarding time and space in shopping [3][4][5][6]. Group 1: Competition Dynamics - The competition is not merely about winning or losing but is a life-and-death struggle for survival between traditional e-commerce and instant retail [4][5]. - Meituan's aggressive push into instant retail, particularly through its Xiaoxiang supermarket initiative, has put significant pressure on traditional e-commerce platforms [5][6]. - Other e-commerce platforms are now forced to respond to Meituan's advances to protect their market share and customer base [7][8]. Group 2: Concept of Time in E-commerce - Instant retail addresses the immediate consumer need for products, which traditional e-commerce struggles to fulfill due to longer delivery times [11][12][16]. - Consumers often prefer to pay a premium for immediate access to products rather than wait for delivery, highlighting the limitations of traditional e-commerce [15][20]. - The convenience of 30-minute delivery from instant retail can lead to a permanent shift in consumer behavior, making traditional e-commerce less appealing [21][22]. Group 3: Concept of Space in E-commerce - Instant retail can change consumers' perceptions of space, as it allows for the immediate acquisition of goods without the need to store them at home [23][25]. - Traditional e-commerce requires consumers to occupy physical space with products, while instant retail offers the possibility of freeing up that space [28][30]. - The shift towards instant retail could lead to a significant reduction in the need for consumers to stockpile goods, fundamentally altering the e-commerce landscape [29][32]. Group 4: Market Implications - The potential loss of customers to instant retail could destabilize traditional e-commerce platforms, as these customers help to dilute operational costs [36][38]. - The article draws parallels between the fragility of large systems and the potential impact of losing even a small percentage of customers on traditional e-commerce platforms [39][42]. - Meituan's determination to dominate the market is evident, as it consolidates resources to focus on its instant retail strategy, indicating a serious threat to traditional e-commerce [43][44].