Core Insights - Alibaba's founder Jack Ma and CEO Wu Yongming were spotted at Ele.me's work area, reportedly participating in a weekly meeting for Taobao Flash Sale [3] - Wu Yongming announced via an internal email that Ele.me and Fliggy will join Alibaba's China e-commerce business group, indicating a strategic upgrade from an e-commerce platform to a large consumer platform [5] Group 1: Strategic Moves - The integration of Ele.me and Fliggy into Alibaba's e-commerce group aims to streamline key business decisions while maintaining independent operations [5] - This strategic shift is partly in response to increased competition from JD.com, which has accelerated its expansion into food delivery and travel services [5] Group 2: Performance Metrics - Taobao Flash Sale, launched in April, has shown significant growth, with daily order volume exceeding 40 million within a month and reaching over 60 million by June 23 [5] - Retail orders for Taobao Flash Sale have increased by 179% year-on-year, with an on-time delivery rate of 96% [5] Group 3: Future Plans - Alibaba is likely to enhance resource integration and increase investment in the instant retail sector, potentially allowing for cross-platform benefits such as shared membership points and discounts among Taobao, Ele.me, and Fliggy [7]

出品：新浪财经上市公司研究院 作者：木予 6月16日美股盘后，昔日的"即时零售第一股"达达集团发布公告称，公司已完成私有化交易，正式成为京东集团的全资子公司并从纳斯达克退市，结束了为 期五年的资本市场征程。截至当日收盘，达达集团每股价格仅约1.96美元，较发行价跌去87.8%；市值最终定格在5.06亿美元，与2020年12月最高点相比蒸 发逾120亿美元。 而同为即时配送平台的闪送仍在苦苦挣扎。上市后短短八个月的时间，公司股价从发行价16美元/股降至2.90美元/股，跌幅高达81.9%，期间甚至一度触底至 2.01美元/股。目前，闪送的市值仅剩2.06亿美元，对比上市首日高点暴跌超九成；流动性严重匮乏、市场关注度奇低，年内日均换手率还不到0.1%。 （来源：wind） 业绩光速"变脸"、自造血能力堪忧，投资者们纷纷对闪送按下不信任键。即时配送市场竞争波谲云诡，公司此时转向十分拥挤的B2C赛道又胜算几何？ 连续两个季度净亏损 巨头环伺订单量下滑 自2024年10月IPO以来，闪送接连交出了两份令人失望的"成绩单"。 据公告显示，2024年闪送实现总营收44.68亿元，同比下降1.3%，为近六年来首次缩水；净亏损 ...

Group 1: Trade and Economic Activity - The Horgos port in Xinjiang has adopted a "24-hour non-stop" operation mode since August 15, 2023, to meet the growing trade demands between China and Kazakhstan [1] - As of June 17, 2023, the number of people entering and exiting through Horgos port reached 644,000, a year-on-year increase of 35.4%, while the number of vehicles was 230,000, up 40.3% [5] - Horgos port is continuously improving its customs infrastructure and optimizing inspection processes to enhance efficiency and facilitate international trade [7] Group 2: Cross-Border Services and New Business Models - The Horgos International Border Cooperation Center is witnessing the emergence of new business models, including cross-border medical services, multilingual e-commerce live streaming, and cross-border retail [8] - Xi'an has become a popular city for Central Asian students to study and start businesses, benefiting from the Belt and Road Initiative and increased cultural exchanges [10][12] - The import and export volume between Shaanxi and Central Asian countries is steadily increasing, with a projected growth of 48.1% to reach 8.575 billion yuan in 2024 [14] Group 3: Instant Retail Market - Instant retail is evolving from food delivery to a broader range of products, allowing consumers to receive various goods within a short time frame [16] - A chain retail brand has implemented a model where goods can be delivered from a central warehouse to stores within 48 hours and to consumers within half an hour, significantly improving operational efficiency [18][19] - The instant retail market in China is expected to exceed 2 trillion yuan by 2030, becoming a new engine for activating consumer potential and promoting quality consumption upgrades [21]

Core Viewpoint - Alibaba's strategic shift from an "e-commerce platform" to a "big consumption platform" is marked by the integration of Ele.me and Fliggy into its China e-commerce business group, aiming for deeper collaboration and resource allocation [2][5][12]. Group 1: Strategic Integration - The decision to merge Ele.me and Fliggy into the e-commerce group is seen as a decisive move to enhance Alibaba's competitive edge in the market [5][14]. - This integration is driven by the explosive growth of Taobao Flash Sales, which saw daily order volumes exceed 40 million shortly after launch, indicating significant potential for the "instant retail + e-commerce" model [4][6][8]. - The restructuring aligns with Alibaba's goal to create a "super app" that consolidates various services, enhancing user engagement and reducing customer acquisition costs [11][12]. Group 2: Market Performance - Taobao Flash Sales achieved a peak daily order volume of 60 million during the 618 shopping festival, showcasing its rapid growth and the potential to rival Ele.me [4][6]. - Ele.me has maintained its position as the second-largest player in the food delivery market, while Fliggy holds a significant share in the OTA market, indicating strong underlying business fundamentals [5][9]. - Fliggy's performance during the 618 event showed a 25% increase in transaction volume, with a 30% growth in user transactions, highlighting its robust market presence [9]. Group 3: Future Opportunities - The integration of Ele.me and Fliggy into Alibaba's ecosystem is expected to create new consumption scenarios, such as combining travel and shopping, thereby enhancing customer experience [10][12]. - The move is anticipated to open new growth avenues for merchants, allowing them to leverage Alibaba's integrated platform for faster delivery and increased visibility [13][14]. - Industry experts believe that this strategic adjustment will enable Alibaba to better meet diverse consumer needs across local life services, instant retail, and B2C e-commerce [12][16].

618大促刚结束不久，即时零售领域再掀波澜。记者留意到，6月23日，美团宣布全面拓展即时零售，这 是该平台大幅加码即时零售的又一动作。据了解，今年618大促期间，尽管是即时零售的"首战"，但它 们成为本轮电商大促的"爆点"，为平台带来"久违"的高增速。实际上，不仅是美团，京东、阿里也在加 快即时零售布局步伐，从内部架构调整到整体业务策略变动，预示着新一轮即时零售的"战火"会在这个 夏季开启。 对于即时零售的抢攻，京东、阿里也在作出相应的业务调整。据了解，京东为酒店、餐饮成立了新通路 事业部。618期间，京东集团创始人、董事局主席刘强东公开了做外卖的逻辑，"前端卖饭菜永远不赚 钱，要靠供应链赚钱。" 值得留意的是，6月23日，阿里巴巴集团CEO吴泳铭发布全员邮件，宣布即日起饿了么、飞猪合并入阿 里中国电商事业群。行业分析指出，飞猪属于阿里系的酒旅业务，也正是京东全新酒旅业务的竞争对 手。 今年618即时零售大爆发 今年的618，是即时零售首次"参战"，从多方公布的数据显示，即时零售为一直在存量中寻求突破的电 商大促带来新的流量。京东总结今年618的特点时就提及，即时零售爆发，京东外卖日订单量突破2500 万单。 ...

其次，我们强调商品丰富性的重要性。在即时零售模式下，虽然交易起始于线上，但商品的质量与多样 性仍然是吸引并留住消费者的核心。我们协助客户优化非烟商品结构，引入更多符合市场需求的新品， 同时加强库存管理，确保商品迭代更新迅速，满足消费者日益增长的个性化、多样化需求。这样的策略 不仅提升了终端形象，还有效培养了稳定的回头客群体。 在快速变化的商业环境中，"以客户为中心，共创价值"已成为各行各业服务的核心理念。作为汉阳烟草 一名客户经理，我深刻体会到，在当前产品同质化严重、线上购物平台蓬勃发展的背景下，如何帮助零 售客户提升非烟商品的盈利水平，不仅是提升客户满意度的关键，更是推动零售业转型升级的重要一 环。 近期，我们围绕"让客户更满意，我们在行动"主题活动，深入探索和实践了一系列创新策略，旨在为客 户打开非烟商品经营的新窗口，拓宽盈利渠道。 首先，我们聚焦于打造"即时零售"的新模式。在这个时间就是金钱的时代，消费者对于速度和便捷性的 追求日益增强。因此，我们鼓励并指导客户入驻各大即时零售平台，利用数字化系统实现商品、订单、 库存、价格的一体化管理。通过"线上下单，附近门店发货，快速配送到家"的服务流程，不仅缩短了 ...

Core Viewpoint - Pinduoduo's subsidiary, Duoduo Maicai, is entering the instant retail market to compete with established giants like JD, Taobao, and Meituan, with plans to launch its service in August [1][3]. Group 1: Market Context - The rise of instant retail is driven by modern urban lifestyles, with consumers increasingly demanding faster delivery times, making instant retail a mainstream shopping habit [3]. - Competitors like JD's "秒送" have established strong logistics networks, while Taobao and Meituan leverage their extensive ecosystems to expand service offerings [3]. Group 2: Strategic Intent - Pinduoduo's move into instant retail is a proactive strategy to defend its market share against the rapid growth of competitors, which could threaten its core offerings in staple goods [4]. - The shift towards instant retail is seen as both a defensive measure and a bid for future market leadership, as consumer preferences evolve towards speed [4]. Group 3: Challenges and Opportunities - Duoduo Maicai has a strong foundation in community group buying but faces challenges as this market matures, necessitating new growth avenues [6]. - Instant retail poses significant challenges to Pinduoduo's traditional logistics model, which relies on third-party logistics providers, as the industry demands near-instant delivery [7]. - To address these challenges, Duoduo Maicai plans to collaborate with third-party delivery platforms like Flash Delivery and SF Express to enhance its delivery efficiency [7]. Group 4: Future Outlook - The success of Duoduo Maicai in the instant retail space will depend on its ability to leverage its existing resources and partnerships to meet consumer demands for speed and service quality [9]. - The upcoming launch is expected to inject new energy into the e-commerce sector, intensifying competition and fostering innovation [9].

雷峰网获悉，6月23日，美团旗下社区团购业务美团优选全面调整，全国多省市显示暂停服务。就在当 天，美团也宣布全面发力即时零售业务。 据雷峰网了解，美团优选还保留了部分城市，广东的惠州、东莞、佛山和浙江的杭州等地会继续运营。美 团方面当天发内部邮件称，优选决定进行战略转型升级，同时退出部分亏损区域。 投资方无一例外赞成此事，他们终于等到美团决定战略调整优选的这一天。 雷峰网访问的不少本地生活行 业人士也认为，美团做了一个难而正确的决定。6月23日当天，二级市场很快对这一战略调整作出了反 应，美团股价当日收盘涨幅拉升了两个点。 一位美团人士告诉雷峰网，美团优选业务调整之前还有约万人规模团队。按照美团的规划，不会裁员，而 是将优选的人员转到"快买优"体系的快驴和小象超市业务。当然，美团出海业务Keeta也需要一部分人 员，据悉此前就有不少美团优选团队活水到出海业务。（更多美团优选撤退的故事和即时零售趋势内容可 添加微信 zymcfip 交流~） 01 优选迅速调整前后 " 美团决定将小象超市推向所有一二线城市，比行业人预期早了一 年。 " 作者丨应梅 编辑丨董子博 美团业务战略层面迎来大调整。 6月23日当天11点 ...

01 " 淘宝闪购的迅速壮大，证明了大消费平台拓展市场、拉动内需的 潜力。 " 作者丨刘伟 编辑丨林觉民 阿里正在用行动证明，零售之战不是低价内卷，而是激活消费新增量 。 6 月 23 日，阿里巴巴集团 CEO 吴泳铭发布全员邮件，宣布即日起，饿了么、飞猪合并入阿里中国电商 事业群。接下来，饿了么、飞猪将继续保持公司化管理模式，业务决策执行上与中国电商事业群集中目 标、统一作战。 相对于业务调整，同时披露的另一组数字更加引人关注， "淘宝闪购联合饿了么发布，日订单数已超6000 万"，并特别披露，其中零售订单同比增长179%。 显 然这两件事紧密相关，正是淘宝闪购两个月来突飞猛进的订单数给了阿里信心，特别是零售订单 的 同 比增 速。 这些都是零售订单，与餐饮外卖无关，都是给电商商家带来真实生意增量，在当前消费行业陷 入低价内卷，亟需新方向的背景下，这无疑格外宝贵。 吴泳铭在全员邮件中表示，这是阿里从电商平台走向大消费平台的战略升级。未来，阿里将更多从用户角 度出发优化整合业务模式和组织形态，为用户创造更丰富优质的生活消费体验。 在行业 几大电商巨头都在 鏖战 即时零售 之时，阿里则提出了 一体化大消费平台 ...

Core Viewpoint - The competition in the instant retail market has intensified, with major players like Meituan, Alibaba, and JD.com making strategic moves to capture market share and reshape the e-commerce landscape [2][3][8]. Group 1: Meituan's Strategic Moves - Meituan announced a significant expansion of its instant retail business, with its Xiaoxiang Supermarket set to cover all first- and second-tier cities [2]. - Concurrently, Meituan has decided to withdraw its Meituan Preferred service in several provinces, citing operational efficiency and strategic realignment [3][4]. - The company reported a substantial loss of 7.3 billion yuan in its new business segment, primarily attributed to the Meituan Preferred service, although losses have narrowed [3][8]. Group 2: Market Dynamics and Competition - The instant retail market is now characterized by a four-way competition involving Meituan, Alibaba, JD.com, and Pinduoduo, each adjusting their strategies to capture consumer demand [2][8]. - Meituan's focus on improving delivery efficiency through its rider network and flash warehouses is seen as a competitive advantage in this new retail landscape [7]. - The recent actions by Alibaba to integrate Ele.me and Fliggy into Taotian further emphasize the importance of instant retail in the overall e-commerce strategy [8][9]. Group 3: Consumer Behavior and Market Challenges - Consumers are likely to shift to other platforms like Pinduoduo for grocery needs due to higher prices at Xiaoxiang Supermarket compared to Meituan Preferred [5][6]. - The transition from Meituan Preferred to Xiaoxiang Supermarket may lead to user attrition, as consumers seek more cost-effective options [4][6]. - The evolving consumer preferences indicate that instant retail may not completely replace traditional e-commerce but will coexist, catering to different product categories [9].