告别“饿了么”？阿里即时零售进入新阶段

Core Viewpoint - Alibaba is accelerating the integration of its instant retail business, which has seen significant growth in order volume, particularly during the "Double 11" shopping festival, with over 100 million orders generated by Taobao Flash Purchase [2][3]. Group 1: Instant Retail Business Growth - As of November 5, Taobao Flash Purchase has surpassed 100 million orders during the "Double 11" period, with nearly 20,000 restaurant brands and 863 non-restaurant brands seeing over 100% growth in transaction volume compared to pre-"Double 11" levels [2]. - The rebranding of Ele.me to Taobao Flash Purchase indicates a strategic shift to enhance brand recognition and integrate services, with delivery capabilities now fully supporting Taobao Flash Purchase orders [3][4]. Group 2: Infrastructure and Investment - Alibaba is investing 2 billion yuan to establish a new convenience store brand, "Taobao Convenience Store," which will focus on flash warehouses rather than traditional retail, aiming to provide 24-hour service with delivery within 30 minutes [5]. - The company plans to open 2,000 stores in 200 major cities over the next year, collaborating with quality merchants under a brand authorization model, thus maintaining a light asset approach to rapidly expand its business [5][6]. Group 3: Competitive Landscape - The competition in instant retail is intensifying, with Meituan also launching initiatives to build brand-specific flash warehouses, indicating a shift towards localized service delivery and quality standards [6].