潮新闻客户端 记者 黄伟芬 消费者享福利，有骑手被紧急召回 淘宝闪购推出时，淘宝官方曾对媒体表示，"只聚焦消费者福利"。 淘宝闪购红包 记者观察到，打开淘宝，除了可以领到满15元减12元、满9元减9元等外卖红包之外，还有品牌商品一口价、免单等福利。 "原价21块的大杯茉莉奶白，到手实付5.9元，不用出门能有这个价格简直了。"5月3日，宅在杭州家里的阮女士因为淘宝闪购的红包每天都能领，奶茶喝到 停不下来。 "太累了太累了，五一虽然没有出去玩，但是一天四单嘴也挺累。"一边啜着几块钱到手的奶茶，一边懊恼五一过后"没有一斤肉是无辜长出来的"，这大概是 很多人这个假期的"痛并快乐着"。 4月30日，淘宝天猫旗下即时零售业务"小时达"正式升级为"淘宝闪购"，并在淘宝app首页Tab以"闪购"一级流量入口展示，首日上线50个城市，在5月2日提 前全量上线。 淘宝闪购页面截图 此前，此前京东和美团外卖之争的时候，饿了么静悄悄，一度急坏了网友，如今松了一口气：终于等到你。 被召回的骑手 潮新闻记者 摄 今天中午，饿了么骑手小许告诉潮新闻记者是自己是被"紧急召回"的。上个月底，小许按照计划回到了安徽老家，"我是今天开始送的，小吃 ...

Core Viewpoint - The competition in the food delivery market has intensified with Taobao and Ele.me entering the fray, leveraging a strategy of "hundred billion subsidies + e-commerce low prices + instant delivery" to differentiate themselves from competitors like Meituan and JD [1][23]. Group 1: Market Dynamics - The launch of Taobao Flash Purchase and Ele.me's "Hundred Billion Subsidy" signifies a shift from mere traffic competition to a comprehensive battle focused on operational efficiency and user experience [2][23]. - Ele.me's strategic entry into the market is expected to disrupt the current stalemate among competitors, benefiting consumers, riders, and merchants alike [10][14]. Group 2: Subsidy Strategy - Ele.me's "Hundred Billion Subsidy" initiative is designed to provide genuine benefits rather than engage in a reckless cash-burning strategy, targeting consumers, riders, and merchants with tailored subsidies [4][7]. - The effectiveness of the subsidy program is evidenced by user feedback, with significant discounts leading to increased order volumes and user engagement [8][5]. Group 3: Preparedness and Timing - Ele.me's entry into the market is well-timed, capitalizing on competitors' fatigue and the upcoming peak consumption season during the May Day holiday [17][14]. - The company has made substantial investments in enhancing rider welfare and operational efficiency, ensuring a robust support system for its delivery personnel [14][17]. Group 4: Competitive Advantages - Ele.me's collaboration with Taobao Flash Purchase allows it to leverage Alibaba's extensive product supply and brand resources, creating a unique advantage in the instant retail space [21][23]. - The integration of AI technology to improve delivery efficiency and rider experience positions Ele.me favorably against competitors [19][20].

华夏时报（www.chinatimes.net.cn）记者 卢晓 北京报道 热闹的即时零售战场中，又有一位老玩家宣布了新玩法。 5月2日，淘宝宣布两日前由小时达业务升级而来的淘宝闪购提前全部上线，而它原本计划上线的日子，是五一假 期结束后的第一个工作日。 京东与美团今年在外卖战场的多番较量，已经让即时零售战场硝烟弥漫。代表阿里系的淘宝闪购眼下提前全线参 战，更让这个胶着战场充满变数。在这背后，包括外卖在内的即时零售，一直被互联网巨头们看作是自己的生意 增量场，他们也正围绕商家、骑手和用户展开火热的交锋与博弈。 攻打万亿市场 淘宝闪购出战 在眼下这场即时零售大战中，代表阿里一方出战的不是2008年便已创立外卖平台的饿了么，而是刚刚升级而来的 淘宝闪购。 5月2日，《华夏时报》记者在淘宝App观察到，其首页顶端已出现"闪购"入口，并有外卖的红色标识，此外淘宝 闪购还包括超市便利、买药、服饰百货、手机数码等品类。从闪购入口点击进入后，记者还收到了淘宝闪购官方 发放的两张合计20元的外卖优惠券。 而在此前，淘宝旗下即时零售业务小时达在4月30日正式升级为淘宝闪购，首日上线50个城市，计划在5月6日推广 至全国。淘宝官 ...

Core Viewpoint - The launch of "Taobao Flash Purchase" signifies a strategic shift in the e-commerce landscape, focusing on consumer-centric benefits and integrating with Ele.me to enhance instant retail capabilities [1][3][25]. Group 1: Market Dynamics - The instant retail market in China is projected to exceed 2 trillion yuan by 2030, indicating significant growth potential [8]. - The collaboration between Taobao Flash Purchase and Ele.me aims to capture not just food delivery but a broader market share in instant retail [3][26]. - The integration of various product categories, including food, daily necessities, and electronics, is expected to redefine consumer shopping experiences [30]. Group 2: Consumer Behavior - There is a growing consumer preference for instant delivery services, with over 50% of younger consumers willing to pay extra for same-day delivery [13]. - The rise of "instant delivery" has led to a shift in consumer mindset, where the expectation for immediate availability has become the norm [29][30]. - The success of Taobao Flash Purchase is attributed to its ability to meet this new consumer demand, leading to an early full launch due to overwhelming interest [1][29]. Group 3: Competitive Landscape - The competition in the instant retail space has intensified, with platforms engaging in aggressive subsidy wars to capture market share [12][25]. - The partnership between Taobao and Ele.me is seen as a strategic move to leverage each other's strengths, particularly in logistics and brand partnerships [26][30]. - The "big retail" era is emerging, blurring the lines between online and offline shopping experiences, allowing consumers to access a unified inventory across platforms [21][30]. Group 4: Operational Efficiency - Taobao Flash Purchase's model reduces the cost of brand integration, allowing for competitive pricing while maintaining product quality [20]. - The collaboration with Ele.me enhances delivery efficiency, with a well-optimized logistics network supporting rapid fulfillment [27][28]. - The focus on combining online and offline resources is expected to streamline operations and improve overall consumer satisfaction [17][30].

Core Viewpoint - The competition between JD and Meituan in the instant retail sector is intensifying, with Alibaba's entry through Taobao Flash Purchase and Ele.me marking a significant escalation in the battle for market share in this space [2][8]. Group 1: Market Trends - The retail industry is undergoing a major transformation, shifting from traditional e-commerce to instant retail, driven by consumer demand for faster delivery and convenience [3][10]. - Younger consumers increasingly prefer instant consumption, with over 50% of post-95 consumers wanting same-day or even half-day delivery, and 7% desiring delivery within two hours [10][11]. - The Ministry of Commerce predicts that the instant retail market will exceed 1 trillion yuan by 2025 and 2 trillion yuan by 2030, with a compound annual growth rate of approximately 15% over the next five years [12]. Group 2: Alibaba's Strategic Moves - On April 30, 2023, Taobao's instant retail service "Hour Delivery" was upgraded to "Taobao Flash Purchase," launching in 50 cities and offering significant consumer subsidies [6][7]. - Ele.me's merchant resources are fully integrated with Taobao Flash Purchase, allowing for a seamless experience that combines e-commerce pricing with rapid delivery [7][19]. - Alibaba's strategy emphasizes a user-first approach, leveraging Ele.me's existing infrastructure and delivery capabilities to enhance the consumer experience [19][27]. Group 3: Competitive Landscape - The competition is characterized by different strategies: JD focuses on enhancing supply-side capabilities, while Taobao Flash Purchase targets demand-side subsidies to attract consumers [8][19]. - The collaboration between Taobao and Ele.me is seen as a strategic advantage, allowing for rapid customer acquisition and order growth through shared resources [19][20]. - The battle for instant retail supremacy is expected to escalate further, with Alibaba's late but well-prepared entry into the market [21].

5月2日，淘宝官方微博宣布：淘宝闪购提前全量上线。全国用户今日起可通过淘宝闪购入口领取大额红包购买外卖。而根据此前淘宝官方信息，淘宝闪购 原定于5月6日全量上线，紫牛新闻4 月30日消息也曾报道，淘宝天猫旗下即时零售业务"小时达"正式升级为"淘宝闪购"，并在淘宝app首页Tab以"闪购"一 级流量入口展示，首日上线 50 个城市，后续5月6日推广至全国。 突然提前4天全量抢跑，是看中五一长假红利，还是被商家和消费者"催更"，亦或是迫不及待加入"外卖大战"？记者就此进行了采访。 满15减14？一杯20多元奶茶外卖到家才花几块钱 记者在微博、小红书等社交媒体平台搜索发现，近几天很多各地消费者在线晒单，诸如0.1元喝上了奶茶、2元吃了一顿饭、5元吃蓝莓奇异果等等。在淘 宝官方微博评论区，各地消费者要求在其所在城市尽快上线的评论始终在刷屏。一位南京消费者今天在小红书晒出了自己一杯开心果茉莉椰的茶饮单，显 示原价20元的茶饮闪购送到自己手里只花了6.67元，这位消费者打趣说"商战可真把我害惨了"，因为连续几天都点了快乐水还怎么减肥啊。 开心果茉莉椰 少冰/不另外加糖/无需加料 × 1 实付 ¥6.67 ¥20 实付 ¥ ...

记者观察微博、小红书等社交媒体平台相关信息也发现，大量各地消费者晒单各平台外卖优惠，诸如 0.1元喝上了奶茶、2元吃了一顿饭、5元吃蓝莓奇异果等等。"平台的竞争，实际上也为商户带来了更多 的流量。"某咖啡商户在接受21世纪经济报道记者采访时表示，"外卖单量的上涨显著。" 有媒体报道称，淘宝闪购上线24小时内，奈雪的茶饿了么外卖订单同比暴涨超200%。"消费者对淘宝闪 购的超预期热情，是推动提前全量上线的关键因素。但同时，全国城市商户报名积极踊跃，也是关键因 素之一。"一位接近淘宝的相关人士表示。 值得一提的是，在运力方面，淘宝闪购由饿了么重点保障履约，可以在全国范围内实现30分钟送达。一 位淘宝闪购内部人士向记者表示，"饿了么的仓配、算法、地图等基础能力已经成熟，此时上线是抢占 最佳时机时候，集中优势兵力协同全力压上，这一直也是阿里做业务的风格。" 21世纪经济报道记者 易佳颖 上海报道 5月2日，淘宝官方微博宣布：淘宝闪购提前全量上线。根据此前淘宝官方信息，淘宝闪购原定于5月6日 全量上线。 全国用户今日起可通过淘宝闪购入口领取优惠购买外卖。此前，4月30日，淘宝天猫旗下即时零售业 务"小时达"正式升级为" ...

一位接近淘宝的相关人士表示，此次提前4天上线，一方面是消费者的热情高涨，另一方面是商户报名 积极踊跃，"卖家和买家都超预期，是提早的关键因素"。 行业人士表示，此次对阿里而言，并非只派出饿了么出战，而是选择整合包括饿了么、盒马以及淘宝天 猫已有即时零售在内的供给，再直接在淘宝App里对用户进行大规模补贴。这也意味着，阿里将即时零 售视为其整个电商业务的增长点。 "白菜价"刷屏！ 有品牌订单同比涨超200% 新浪科技观察微博、小红书等社交媒体平台相关信息可发现，淘宝闪购上线两日内，大量各地消费者进 行了"白菜价"的在线晒单，诸如0.1元喝上了奶茶、2元吃了一顿饭、5元吃蓝莓奇异果等等。在淘宝官 方微博评论区，各地消费者要求在其所在城市尽快上线的评论在刷屏。 | | 小脂設汇西印象次家土夏(同戊居)> | | 茶昌湯(静安 | | 【用原价】照顾-位清宝石1 | | £¥2.71 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 440-4 | | | | 践子士恩+任意二个盟(含豪 | 工程 ¥8.4 | 斑瓣青团-不分满 备注放 ...

5月2日上午，淘宝官方微博发布消息称，"淘宝闪购"提前全国全量上线。今日起，全国用户可在"淘宝闪购"中领取大额红包点 外卖。 此前媒体消息还显示，升级后的"淘宝闪购"除了联合饿了么加大补贴力度外，还将与品牌商家的城市仓、线下门店合作，打通 天猫官方旗舰店和"小时达"的货盘和价格，为消费者提供"电商的低价，即时零售快速送达"的体验。 "即时零售大战"或将开启 淘宝的最新动作，意味着当前火热的"外卖大战"或将升级为"即时零售大战"。 4月30日，淘宝旗下即时零售业务"小时达"正式升级为"淘宝闪购"，并在淘宝App首页以"闪购"的一级入口形式展示，首日在50 个城市上线，原定于5月6日推广至全国。 目前，"淘宝闪购"中，主要包括美食外卖、超市便利、买药、服饰百货、手机数码等品类，并已针对外卖推出了多个红包优 惠。 当前，电商增长速度渐缓，但即时零售的规模增速仍保持在较高水平。据《即时零售行业发展报告（2024）》预测，2025年即 时零售规模将超过万亿元，2030年将超过2万亿元，未来5年CAGR约为15%。 华西证券研报指出，与传统零售相比，即时零售的商业模式更好形成壁垒，竞争者难以复制。虽然前期需要较大的投入， ...

Core Viewpoint - The competition in the food delivery market is reignited as Taobao Flash Sale partners with Ele.me, launching aggressive subsidies and promotions to attract consumers during the peak consumption season of May Day [2][3][11]. Group 1: Market Dynamics - Taobao Flash Sale's entry into the market is characterized by a significant upgrade in subsidies, offering consumers attractive deals such as free meal vouchers and substantial discounts, which are more appealing compared to competitors like JD's delivery service [4][11]. - The collaboration between Taobao Flash Sale and Ele.me aims to leverage the strengths of both platforms, combining Taobao's e-commerce traffic with Ele.me's local delivery capabilities to create a saturated attack on the market [3][7]. Group 2: Consumer Experience - The partnership provides a wide range of choices for consumers, covering over 200 core chain brands and various product categories, including electronics, clothing, and fresh food, thus meeting diverse consumer needs [5][12]. - The delivery efficiency is enhanced through Ele.me's logistics network, ensuring an average delivery time of 30 minutes, which significantly improves the reliability and speed of service [6][13]. Group 3: Strategic Implications - The integration of Taobao's technology with Ele.me's fulfillment system creates a new efficiency paradigm, transforming the traditional e-commerce delivery model from next-day delivery to immediate delivery [9][10]. - This collaboration marks a turning point in the instant retail sector, shifting the focus from price competition to enhancing consumer experience, thereby redefining the decision-making process for consumers [12][14]. Group 4: Future Outlook - The long-term vision for the retail landscape involves a comprehensive upgrade in technology, service, and efficiency, which will reshape the relationship between consumers, products, and platforms, moving towards a consumer-centric model [13][14]. - The ultimate goal of technological advancements in this sector is to enhance user experience, indicating that the ability to deliver products quickly and accurately will define the future of retail [14].