Group 1 - The e-commerce and food delivery sectors in China have experienced a significant surge in growth, breaking previous limitations and expectations [1][2] - On July 7, Taobao Shanguo and Ele.me reported over 80 million daily orders, with non-food orders exceeding 13 million, while Meituan reached a record of 120 million daily retail orders on July 5 [1] - The entry of major platforms has led to a 105% increase in instant retail orders, reaching 170 million, indicating a shift from mere competition to genuine industry growth [1][2] Group 2 - Instant retail has evolved from a debated concept to a necessity, driven by urban density, advanced logistics, and changing consumer demands [2][3] - The competition in the "food delivery war" extends beyond subsidies, focusing on comprehensive business capabilities and location-based services [2][3] - The efficiency revolution in instant retail is expected to reshape supply chains and consumer behavior, enhancing the overall retail ecosystem [3] Group 3 - E-commerce remains a core revenue source for Chinese tech platforms, providing essential funding for long-term investments in advanced technologies like AI and cloud computing [4] - The evolution of e-commerce reflects continuous innovation, transitioning from traditional models to social commerce and live streaming, culminating in the rise of instant retail [4][5] - The active e-commerce market signals ongoing innovation in the consumer internet space, suggesting that the industry is far from reaching its peak [5]

质疑声也有。在公众对平台竞争合规性愈加敏感的今天，难免产生疑问：巨头们如此"撒钱"，真的健康 吗？对此，淘宝、美团均承诺此轮补贴由平台承担，不转嫁成本，不挤压商家。这一点需要社会监督。 补贴换市场是互联网企业的竞争策略，而竞争本身就是市场活力的最强注解。正是激烈的市场竞争，淬 炼出如今的行业巨头，构建起覆盖电商、外卖、打车、移动支付的庞大基础设施与成熟商业模式。平台 企业的竞争，不仅深刻改变了国人的生活方式，更助力我国移动互联网和数字经济全球领跑，为如今角 逐人工智能时代奠定了坚实基础。 竞争带来机会。人们渴望那种生机勃勃、热气腾腾，人人有奔头的繁荣气象。但阳光灿烂的日子是等不 来的，它需要各行各业敢于投资、勇于拼搏，共同驱动消费、投资、出口"三驾马车"跑起来。 此轮角逐虽为争夺即时零售市场，但若平台能坚持用真金白银拉动消费，重构利益分配，带动就业，真 正做到"卷自己不卷商家，补用户也补骑手"，那不仅有利于促消费，也有利于激发社会活力。 如果外卖界要写大事记，那2025年7月5日必须记上一笔——当天，美团毫无征兆地放出海量免费饮品券 和外卖优惠券，瞬间引爆流量，APP忙到闪崩，商家订单满墙。截至5日22时54 ...

紧随之后，淘宝闪购方面也公布了相关业务的进展。截至7月5日，淘宝闪购、饿了么双平台日订单量峰值突破 8000万，其中非餐饮订单超1300万。同时淘宝闪购方面透露，截止7月5日其日活跃用户数已超过2亿。 事实上，自今年年初京东正式上线京东外卖、挑起这一轮"外卖大战"以来，各平台便捷报频传。同时美团方面也 证实，从单日GMV和餐食外卖市场单量等角度看，其市占率依旧稳居70%左右。种种数据似乎在一定程度表明， 三方混战的同时、也做大了外卖市场这块蛋糕。 但不可忽视的是，繁荣之下的隐患已然开始浮现。 就在今年暑期消费旺季开启后的第一个周末，头部外卖平台就高调秀起了肌肉。 7月5日美团方面宣布，截至当天22时54分，该平台即时零售日订单已突破1.2亿单，其中餐饮订单超1亿单。作为 对比，去年美团的日订单峰值超过9000万单出现在8月7日。照此计算，今年其日订单峰值不仅提前了33天，还实 现了超过30%的增长。而这一历史性成绩也"挤爆"了美团的服务器，导致部分地区服务异常。 毕竟餐饮外卖并非新兴市场，商业模式已然非常成熟，所以补贴打法很难帮助平台构建根本性的优势。而当下外 卖平台之所以愿意这样投入，不过是为了为即时零售等 ...

Group 1 - The core point of the article indicates that the annual rate of Redbook commercial retail sales in the U.S. for the week ending July 4 is 5.9%, an increase from the previous value of 4.9% [1]

Core Viewpoint - Sinopec Easy Joy and Meituan Flash Purchase have established a strategic partnership focusing on instant retail, aiming to create the "Easy Joy Fast Purchase" brand to meet consumer demand for "30-minute delivery" [1][3][4] Group 1: Strategic Cooperation - The partnership will accelerate the layout of flash warehouse new formats, with over 100 24-hour "Easy Joy Fast Purchase" flagship stores already opened on Meituan Flash Purchase [1][3] - Easy Joy has been actively implementing the "15-minute convenient living circle" policy and has over 2,500 "Easy Joy Fast Purchase" standard stores on Meituan Flash Purchase, forming the largest instant retail network at gas stations in China [4][8] Group 2: Digital Transformation - Easy Joy aims to enhance its digital transformation and has elevated instant retail to a key strategic project starting in 2024, establishing dedicated teams for this purpose [4][8] - Meituan Flash Purchase will provide comprehensive support for Easy Joy's digital transformation, including brand training, operational subsidies, and flow support [6][8] Group 3: Market Trends - Instant retail and flash warehouse formats are becoming significant growth areas in the physical retail sector, with online retail sales of physical goods increasing by 6.3% from January to May [8] - Convenience stores are leading the charge in instant retail, with nearly 40% of convenience store companies expected to launch instant retail services by 2024 [8][9] Group 4: Consumer Demand - The "Easy Joy Fast Purchase" model has become a popular choice among consumers, with average monthly sales reaching approximately 12,000 orders at some stores [6][8] - Easy Joy's flexible layout of flash warehouse formats aims to meet diverse consumer needs, offering a wide range of high-quality products [4][6]

Core Insights - The Chinese instant retail industry experienced unprecedented growth on July 5, with Meituan's daily order volume surpassing 120 million, while Alibaba's Taobao Flash Sale and Ele.me combined exceeded 80 million orders, indicating a significant increase in market capacity from an average of 100 million daily orders in May to 200 million currently [1][2] Group 1: Market Dynamics - The competition in the instant retail sector reflects broader changes in the Chinese e-commerce landscape, with major players like Alibaba, JD.com, and Pinduoduo actively participating [2][3] - Instant retail has been positioned as a "core battlefield" for Alibaba, highlighting its strategic importance [4] - JD.com has also prioritized its instant retail service, "JD Seconds," and has actively engaged in the food delivery market, further influencing the industry landscape [5][6] Group 2: Marketing and Subsidies - Companies are heavily investing in marketing to capture consumer attention, with Taobao Flash Sale sponsoring sports teams and JD.com utilizing high-profile promotions [7] - Both JD.com and Taobao Flash Sale are engaged in substantial subsidy programs, with JD.com launching a 10 billion yuan subsidy initiative and Taobao Flash Sale spending approximately 8 billion yuan monthly [8][10] - Taobao Flash Sale's 50 billion yuan subsidy is directed at both consumers and merchants, enhancing its competitive edge [9] Group 3: Competitive Landscape - Pinduoduo has entered the instant retail space with its "Duoduo Grocery," testing self-built warehouses and planning to launch instant delivery services [11] - The market is shifting from a dominant player to a multi-strong coexistence model, with all three major e-commerce giants now involved [13] - Instant retail is becoming a strategic area for giants to counteract growth slowdowns and explore future value [24] Group 4: Future Projections - The instant retail market is projected to reach 1.5 trillion yuan by 2025, with a potential growth rate of 25% annually [18] - The integration of instant retail and traditional e-commerce is expected to enhance overall platform vitality and consumer engagement [20][34] - Companies are focusing on high-frequency instant consumption to drive low-frequency traditional e-commerce sales, indicating a shift in consumer behavior [22][24] Group 5: Operational Strategies - Companies are adopting different operational strategies, with Meituan favoring a light-asset model and JD.com maintaining a heavy-asset approach [30][32] - The emphasis on rapid delivery and service experience is becoming crucial for consumer satisfaction in the instant retail sector [29] - The blurring lines between instant retail and traditional e-commerce highlight the need for effective collaboration and resource allocation among platforms [25][33]

订单如海啸般涌来，产业链每个环节都迎来一场前所未有的压力测试。 三米长的订单小票、过千的订单号、奶茶店内拥挤的顾客和他们手中的"盲盒奶茶"，还有忙到直不起身 的店员……刚刚过去的周末，这样的场景在大街小巷的奶茶店、咖啡餐饮店复制。 如此规模的盛况源于外卖平台的"撒券"补贴。 7月5日，阿里率先吹起冲单号角，撒券范围涵盖商超和餐饮大部分店家。美团在晚间"应战"，突然发布 大量"25-20""18-18"高折扣券，甚至有针对性地撒在了高频复购品类——奶茶饮品上。 大量用户收到了奶茶0元喝的补贴券——只要下单，就能去最近的门店免费领奶茶，用券时间截止到7月 6日0点。因此，不少门店直到深夜还人山人海。 至此，这场外卖大战迎来高潮。中国互联网史上最激烈的即时零售对决，也在夏夜高温中爆发出惊人数 字。 3月起，这场竞争从餐饮烧到即时零售，又回到最为常规的品类——奶茶；从京东与美团的争夺，到饿 了么重新加入战局，又演化出全新的竞争格局；消费者们从调侃"加入商战"，到戏谑自己"血糖都升高 了"。 这样有活力的、全民参与的消费热潮，似乎很久没有过了。 不过短时间内订单如海啸般涌来，平台数据指数级增长，背后产业链每个环节也迎来 ...

2025/7/8 13:34 【国富期货早间看点】ITS 7 5 31.59% USDA 66% 20250708 01 隔夜行情 | | 收盘价 | 上日涨跌幅(%) | 隔夜涨跌幅(%) | | --- | --- | --- | --- | | 马棕油09(BMD) | 4063.00 | 0. 20 | -0. 17 | | 布伦特09(ICE) | 69. 60 | 1. 59 | 0. 59 | | 美原油08(NYMEX) | 67.92 | 1.10 | 0. 46 | | 美豆11(CBOT) | 1020. 75 | -2. 62 | -0. 15 | | 美豆粕12(CBOT) | 286. 40 | -2.05 | -0. 35 | | 美豆油12(CBOT) | 53. 85 | -1.27 | 0. 45 | | | 最新价 | 涨跌幅(%) 十日涨跌幅 | | --- | --- | --- | | 美元指数 | 97.53 | 0. 57 | | 人民币(CNY/USD) | 7. 1506 | -0. 04 | | 马来林吉特(MYR/USD) | 4. 2134 | -0. ...

以下文章来源于最话 FunTalk ，作者最话团队 最话 FunTalk . 不写平庸的故事 本文来自微信公众号： 最话 FunTalk ，作者： 何伊然，编辑：刘宇翔 过去三个月，互联网行业迎来了久违的热闹。美团、京东、淘宝轰轰烈烈地搞起了外卖 " 三国杀 " 。 在此番大战中，外卖业务所背负的想象空间已经超过了一日三餐，摇身一变成了依托于本地生活的 " 30 分钟即时零售 " 战场，是打通线上和线下的巨大流量入口。 尽管官方下场明确要求各家公司不能用低价倾销扰乱市场秩序，可是这场 " 三国杀 " 不见降温的迹 象， 反倒从 " 闪电战 " 转化为了 " 持久战 " 。 相比之下 ，大洋彼岸的 美国外卖市场波澜不惊， " 美国 版 美团 " DoorDash 日子显得轻松许多，不 仅没有新冒头的竞争对手，继续稳坐美国外卖市场第一名，还在今年以 38.6 亿美元的价格收购了英 国外卖平台 Deliveroo ，进入 12 个欧洲国家。 看似 " 自由竞争 " 的美国反而没那么多 " 商战 " ，各个细分市场无一例外都有一家垄断级的巨头， 占据了绝对市场份额，由此在资本市场上获得极高溢价。 各家巨头为了维持股价 ...

Group 1 - The core point of the article is the intensifying competition among major food delivery platforms, particularly between Meituan and Taobao Flash Purchase, which has led to significant consumer discounts and a surge in order volume [1][9][11] - Starting from July 5, consumers have been receiving large, no-threshold discount coupons, resulting in extremely low prices for food items, with some consumers humorously noting they might "overeat" due to the discounts [1][5] - On July 5, Meituan reported a record-breaking order volume, surpassing 1.2 billion orders for the day, with over 1 billion being food orders, marking a significant increase from the previous year's peak of over 90 million orders [5][11] Group 2 - The surge in orders has led to operational challenges for delivery riders and restaurant staff, with reports of overwhelming order volumes causing some restaurants to temporarily pause operations to manage the influx [6][8] - Taobao Flash Purchase initiated a subsidy plan worth 50 billion yuan to stimulate consumer spending, which is seen as a catalyst for the current competitive landscape in the food delivery market [9][10] - The competition has escalated to a point where major platforms are vying for market share, with Meituan still leading but facing increasing pressure from Taobao Flash Purchase and JD.com, which has also seen significant growth in order volume [11][12]