Group 1 - The core point of the article is that the well-known domestic liquor instant retail chain "Jiu Bian Li" has undergone a significant ownership change, with 51% of its shares auctioned off on the Taobao judicial auction platform [2][3] - The shares were acquired by Gongqingcheng Chuang Dongfang Huake Equity Investment Partnership (Limited Partnership) for approximately 63.9 million yuan, indicating a transfer of actual control of Jiu Bian Li [3] - The new controlling entity, Tianyin Communication Holdings Co., Ltd., is a publicly listed company in A-shares, known for its mobile distribution business and as a core agent for brands like Apple [3] Group 2 - Jiu Bian Li was once a star in the liquor O2O sector, boasting nearly 400 stores and a "20-minute delivery" service model, but has faced operational difficulties and significant losses, with over 100 million yuan in losses projected for 2024 and a substantial revenue decline in the first half of 2025 [4] - The challenges faced by Jiu Bian Li are attributed to the competitive environment in the liquor industry and internal crises stemming from the previous owner's disappearance [4] - Tianyin Communication's acquisition is viewed as a strategic cross-industry move, potentially leveraging Jiu Bian Li's operational experience and retail network to create synergies with its existing channel business and explore new growth opportunities [4][5] Group 3 - The success of this transaction in reversing Jiu Bian Li's downward trend will depend on Tianyin Communication's ability to integrate resources and empower the business effectively [5]

Core Insights - The collaboration between Yuanqi Forest and Foxconn marks a significant step in the development of smart retail solutions, enhancing employee convenience and satisfaction within the Foxconn Shenzhen Longhua campus [1][2]. Group 1: Partnership Overview - Yuanqi Forest has launched a smart vending machine project in partnership with Foxconn, providing customized solutions to improve the quality of life for employees [1]. - The smart vending machines will utilize advanced AI recognition technology for a seamless shopping experience, allowing for "grab-and-go" purchases without the need for scanning [2]. Group 2: Market Context - The instant retail market in China is experiencing rapid growth, with an expected annual compound growth rate of 10% from 2024 to 2029, potentially reaching a market size of over 3.8 trillion yuan [1]. Group 3: Service and Product Offering - The collaboration emphasizes a diverse product range, including new beverage options and various food and lifestyle products, aimed at meeting the differentiated consumption needs of employees [2]. - Foxconn has set high standards for product selection and service quality, reflecting its commitment to employee welfare and satisfaction [2]. Group 4: Cultural Integration - The partnership integrates technology with human-centric values, promoting a culture of care and innovation within the workplace [3]. - A "Happy Shopping Carnival" event was organized to engage employees, featuring interactive games and promotional offers, further enhancing the shopping experience [3].

作者丨赵天舒 整理丨新经销 在美团体系中，闪电仓是承接即时零售需求的一条核心基础设施。美团闪购便利店闪电仓闪电帮帮运营团队牵头搭建了B端采购平台"闪电帮帮"，该团队负 责人长期与品牌方、经销商、服务商和仓店紧密协同，对一线供给问题有着非常直接的体感。 在本次"即时零售供给高峰论坛"上，并未泛泛而谈风口、机会，而是聚焦在一个更务实的问题：品牌要真正把闪电仓渠道做稳、做大，必须补上"四堂必修 课"。 为帮助更多读者深入理解这一领域的最新动向，特此整理美团闪购便利店闪电仓闪电帮帮运营负责人在论坛上的分享内容，呈现给大家。 从"30分钟送达"到"场景化供给" 在多数人的理解中，即时零售首先意味着"30分钟送达"、"就近发货"。但以美团闪电仓为代表的新业态，正在把竞争焦点从"更快"推向"更准"。 美团闪电仓是一种围绕线上需求重构的前置仓形态：仓即是店、店即是仓，选址、货盘、运营都以线上订单效率为核心。规划中，到2027年，闪电仓门店数 目标约10万家，对应2000亿元左右的交易规模，已成为快消品牌无法回避的增量渠道。 从消费侧看，闪电仓触达的主要以18～35岁人群为主，00后、95后、90后占比高。这一代消费者高度线上 ...

即时零售这轮渠道革命，苹果也无法置身事外，即便它并非电商平台公司。12月10日，苹果在中国内地 正式推出免费的三小时快送服务，涵盖手机、平板、笔记本等核心产品，覆盖苹果直营门店所在的主要 城市。 苹果版的"闪送"，是三年前配送业务的升级，当时它只在上海少数几个门店试水。三年后，国内即时零 售竞争方兴未艾。在阿里、京东、美团三大平台数百亿元真金白银的补贴轰炸下，被市场刺激或者"教 育"的，可不只是消费者，更有大大小小的品牌和商家，苹果也不例外。 作为创新最为活跃、竞争最为激烈的领域，渠道革命这些年每每上演，但苹果却往往不是反应最敏锐的 那个。 竞争在变，没有品牌能一劳永逸。 北京商报评论员 张绪旺 新的竞争格局已经形成。全球视野看，智能终端尤其手机走到了产品革命的前夜，但到底是AI改变历 史还是柔性屏幕主导未来，在爆款出现之前谁也下不了定论。 性能趋同直接导致手机市场的存量博弈，苹果与竞品的对决，已经变成近身绞杀，甚至很大程度上就是 渠道和服务的肉搏，毕竟产品本身的差异化微乎其微。 渠道和服务，追求的是贴近性和情绪价值。在中国市场，成功的品牌一定紧随形势，苹果来了也是学 徒。 以往，很多品牌重视渠道会被认为是" ...

即时零售这轮渠道革命，苹果也无法置身事外，即便它并非电商平台公司。12月10日，苹果在中国内地 正式推出免费的三小时快送服务，涵盖手机、平板、笔记本等核心产品，覆盖苹果直营门店所在的主要 城市。 苹果版的"闪送"，是三年前配送业务的升级，当时它只在上海少数几个门店试水。三年后，国内即时零 售竞争方兴未艾。在阿里、京东、美团三大平台数百亿元真金白银的补贴轰炸下，被市场刺激或者"教 育"的，可不只是消费者，更有大大小小的品牌和商家，苹果也不例外。 作为创新最为活跃、竞争最为激烈的领域，渠道革命这些年每每上演，但苹果却往往不是反应最敏锐的 那个。 性能趋同直接导致手机市场的存量博弈，苹果与竞品的对决，已经变成近身绞杀，甚至很大程度上就是 渠道和服务的肉搏，毕竟产品本身的差异化微乎其微。 渠道和服务，追求的是贴近性和情绪价值。在中国市场，成功的品牌一定紧随形势，苹果来了也是学 徒。 以往，很多品牌重视渠道会被认为是"笨办法"，因为增量市场里人们普遍认为"酒香不怕巷子深"。但到 了存量竞争，那些劳神费力的销售渠道和用户服务构筑了足够壁垒。 当然，渠道的多样多变还是带来不确定性，尤其是即时零售的大开大合，深刻改变了消费者 ...

除药品保障外，京东买药秒送还通过强化运力与延伸服务，为用户提供"速度"与"温度"并重的健康守 护。在配送端，加大一线运力储备，进一步满足用户急需用药需求，最快9分钟送药上门。在服务体验 端，将去年广受好评的"随单送温水"暖心举措全面升级，即日起至2026年3月期间，北京、天津、上 海、杭州、成都、武汉等7个城市的用户，通过京东买药秒送自营门店下单均可随单获赠一瓶温水，在 流感高发时节，获得切实的温暖守护。 面对本轮流感高发的挑战，京东买药秒送通过组建行业联盟、升级配送与服务体验，构建了"药品保 障、稳定价格、快速送达、人文关怀"的综合响应体系。京东买药秒送将持续联动产业链上下游合作伙 伴，致力于守护更多民众平稳度过流感季。 本报讯 （记者袁传玺）近期，中国疾控中心监测显示，目前全国共有17个省份流感处于高流行水平。 门急诊流感样病例检测阳性率已达51%，专家预计全国流感将在12月中旬达到高峰。面对当前流感高发 态势及快速增长的健康需求，保障相关药品稳定供应与可及性成为首要问题。 针对这一情况，京东买药秒送迅速响应，联合华润三九（000999）、东阳光（600673）药业、葵花药业 （002737）等25家国内 ...

市场扩容，迎来"奇点" 【导读】电商巨头加速布局，美妆、服饰、啤酒商争抢"分钟级"配送红利 即时零售行业正以惊人的速度扩张。数据显示，2025年即时零售市场规模预计将达9714亿元，并在2030年冲击2万亿元大关，年均复合增长率保持在25% 的高位。 电商平台的数据也在印证这一趋势，阿里巴巴、京东、美团三大巨头在今年第三季度为即时零售业务"烧掉"近600亿元，财报共同描绘出一幅高投入、高 增长的行业图景。 实际上，即时零售早在十年前便以生鲜O2O的形式崭露头角，其间历经了从生鲜O2O、社区团购到即时零售的概念变迁。尽管名称持续更迭，但商业模式 的核心始终未变：消费者线上下单，前置仓配送，送货上门。 2025年，一场以"分钟"为计时单位的零售革命在资本市场掀起波澜。商务部数据显示，今年即时零售市场规模预计将达到9714亿元，同比增长24.4%，距 离万亿元仅一步之遥。 这块万亿元级"蛋糕"正在吸引企业密集布局，也在重构美妆、服饰、食饮等消费板块的投资价值。 经过十余年的发展，即时零售终于摸索出较为健康的商业模型，并在今年迎来爆发"奇点"。华西证券（002926）分析认为，与传统零售相比，即时零售的 商业模式更易 ...

Core Insights - The instant retail market in China is projected to reach 971.4 billion yuan by 2025, with a year-on-year growth of 24.4%, nearing the trillion yuan mark [2][3] - Major e-commerce platforms are heavily investing in instant retail, with Alibaba, JD, and Meituan collectively spending nearly 60 billion yuan in the third quarter of this year [3] - The business model of instant retail, which focuses on rapid delivery from local warehouses, has evolved over the past decade and is now gaining traction among consumers, particularly the younger demographic [4][5] Market Expansion - The instant retail sector is expanding rapidly, with expectations to reach 2 trillion yuan by 2030, maintaining a compound annual growth rate of 25% [3] - Instant retail has transitioned from a focus on fresh produce to a broader range of products, including beauty and apparel, which are well-suited for quick delivery due to their high demand for timeliness [5][7] Consumer Behavior - The younger generation, particularly those born after 1995, prioritize delivery speed, with over 50% expecting same-day or even half-day delivery [3][4] - Instant retail aligns with the "immediate purchase and delivery" mindset of younger consumers, enhancing their shopping experience and brand loyalty [4] Channel Transformation - The shift towards instant retail is prompting a re-evaluation of market shares, with brands that embrace new channels likely to stand out [5] - Beauty products are among the fastest-growing categories in instant retail due to their high price points and urgent demand scenarios [5][7] Operational Innovations - Companies like Qingdao Beer have adapted their operations to leverage instant retail, achieving a nearly tenfold increase in gross merchandise volume (GMV) from 2 billion yuan to approximately 20 billion yuan over five years [8] - Instant retail is also enabling traditional retail businesses to transition from a "goods and venue" mindset to an "instant service" model, opening new growth avenues [8][10] Competitive Landscape - Despite the rapid growth, the instant retail sector is still in its early stages, with major players engaged in a subsidy war that raises questions about long-term profitability [10][11] - Retail brands face challenges from high platform fees and competition from e-commerce platforms that are also developing their own private label products, which can undermine traditional brands [11] Future Outlook - The future of retail is expected to be multi-faceted, with no single model completely replacing the others, as companies strive to find business models that fit the instant retail paradigm [11] - Companies that can enhance their supply chain responsiveness through digital transformation are likely to thrive in the instant retail era [11]

Core Viewpoint - The instant retail market in China is expected to reach 971.4 billion yuan in 2025, with a year-on-year growth of 24.4%, indicating a significant shift in consumer behavior towards faster delivery services [2][5]. Market Expansion - The instant retail industry is expanding rapidly, with projections indicating a market size of 2 trillion yuan by 2030 and a compound annual growth rate of 25% [5]. - Major e-commerce platforms like Alibaba, JD, and Meituan have invested nearly 60 billion yuan in instant retail in Q3 this year, highlighting the high investment and growth potential in this sector [5]. Consumer Behavior - The "post-95" generation values delivery speed more than previous generations, with over 50% preferring same-day or even two-hour delivery [5][6]. - Instant retail meets the demand for immediate gratification, reshaping consumer experiences and brand connections [6]. Channel Transformation - The beauty and personal care sector is experiencing significant growth in instant retail, with brands like Betaini and Proya quickly adapting to this model due to the high demand for timely delivery [8]. - Sportswear brands such as Li Ning and Anta are also entering the instant retail space, enhancing consumer convenience through local store fulfillment [10]. Operational Innovations - Qingdao Beer has successfully integrated instant retail, achieving a tenfold increase in GMV from 2 billion yuan to nearly 20 billion yuan in five years, with a compound annual growth rate exceeding 50% [11]. - Instant retail allows for cold chain delivery, ensuring product quality for sensitive items like fresh beer and frozen foods [10]. Market Dynamics - Instant retail is creating new growth avenues for retail companies, shifting from traditional "goods and space" models to "instant service" approaches [11]. - The "Good Idea Snack Paradise" brand has seen a 200% increase in order volume over three months, with over 90% of new customers coming from online channels [12]. Competitive Landscape - Despite the rapid growth, major players are currently in a "burning cash" phase, with significant cash flow losses reported by Meituan, Alibaba, and JD [13]. - Retail brands face challenges from aggressive platform subsidies and competition from private label products, necessitating a reevaluation of their business models [14]. - Companies that can enhance supply chain efficiency through digital transformation are likely to thrive in the instant retail era [14].

Core Insights - The article discusses the significant transformation of Ele.me into Taobao Flash Purchase, highlighting the strategic shift in the instant retail sector driven by Alibaba's commitment and resources [3][10][19] - It emphasizes the impressive performance metrics of Taobao Flash Purchase, including a peak daily order volume of 120 million and a monthly active buyer count of 300 million in August, indicating a transition from quantity to quality [2][11] Group 1: Strategic Shift and Market Position - The upgrade of Ele.me to Taobao Flash Purchase signifies a strategic alignment with Alibaba's broader consumer platform strategy, moving from a standalone delivery service to a key component of a comprehensive instant retail ecosystem [3][10] - This transition is seen as a response to the competitive landscape, where Ele.me aims to leverage its delivery capabilities to enhance Alibaba's overall service offerings [9][15] - The integration of Ele.me into Alibaba's ecosystem allows for improved resource allocation and operational efficiency, breaking the previous cycle of limited growth due to resource constraints [13][19] Group 2: Technological Advancements - Ele.me's evolution is supported by the implementation of AI technologies, which have transformed traditional operational models into data-driven systems, enhancing delivery efficiency and reducing costs [7][8] - The introduction of AI tools, such as the "Holo Shield" system and the AI assistant "Xiao E," has improved compliance and operational effectiveness, positioning Ele.me at the forefront of innovation in the delivery sector [7][8] Group 3: Market Dynamics and Consumer Engagement - The article notes that the shift to Taobao Flash Purchase is not merely a rebranding but a strategic move to capture consumer mindshare in the instant retail space, where the term "flash purchase" has been popularized by competitors [10][18] - The focus on high-frequency consumer categories, such as pharmaceuticals and convenience goods, aligns with the evolving demands of the market, allowing for a more comprehensive service offering [16][18] - The integration of Ele.me's delivery network with Taobao's extensive merchant resources enhances the overall consumer experience, facilitating faster and more diverse delivery options [11][19]