" 阿里反守为攻，发布淘宝闪购，联合饿了么砸百亿补贴。 " 作者丨王薇 代聪飞 编辑丨代聪飞 外卖市场硝烟重启。 京东的高调入局，重金补贴，一方面吸引到大波用户的短时涌入，另一方面，也让二级市场的投资人不得 不对这条「鲶鱼」提高重视。 原本美团与饿了么 "双雄" 对峙的稳定格局被彻底打破，逐渐演变为红黄蓝"三国杀"态势。 从4月18日"不打口水仗，只送口味虾"，到如今宣布的"超百亿补贴"。在这场后外卖时代的大战中，饿了 么在五一假期的前一天加码下场，还同时带来了出手阔绰集团内的"大哥"。 但这同时也意味着，站在盈利前夜的饿了么，脚步或许不得不再缓缓。 2024年，饿了么曾制定三年盈利的规划。根据我们的了解， 饿了么在2024年曾出现单月盈利的情况。整 体而言，饿了么想如期实现盈利目标本来并不难。 京东的入局，多少有些打乱了饿了么原本的节奏，但这对阿里在整个本地生活领域的布局，也是个难得的 机会。 雷峰网获悉，阿里淘宝天猫旗下的即时零售业务"小时达"正式升级为"淘宝闪购"，在淘宝app首页Tab 以"闪购"一级流量入口，并将联合饿了么共同加大 补贴 力度。 草蛇灰线、埋伏千里，阿里电商生态中的即时零售的布局才是 ...

Group 1 - Ele.me officially launched a "super 100 billion subsidy" campaign, offering significant discounts on various food items, with some meal subsidies reaching up to 36 yuan [1][2] - The campaign includes substantial discounts on popular items, such as a 奈雪的茶珍珠奶茶 priced at 7.9 yuan after subsidy and a 海底捞套餐 with a subsidy of 25.5 yuan, bringing the final price to 19.9 yuan [2][5] - The competition in the food delivery sector is intensifying, with Ele.me's strategy to leverage its partnership with Taobao to expand into the larger instant retail market [1][7] Group 2 - Taobao's instant retail service "小时达" has been rebranded to "淘宝闪购," featuring a dedicated entry point on the homepage and expanding to 50 cities initially, with plans for nationwide rollout [1][5] - The upgraded 淘宝闪购 will collaborate with Ele.me to enhance subsidies and provide various consumer benefits, including free delivery and significant discounts [5][6] - Ele.me aims to open 100,000 official flagship stores in the next three years, targeting the trillion-yuan instant retail market, indicating a strategic shift towards broader e-commerce integration [7][8] Group 3 - The instant retail market in China reached 650 billion yuan in 2023, growing by 28.89% year-on-year, and is projected to exceed 2 trillion yuan by 2030 [8] - Major players like Meituan and JD.com are also increasing their presence in the instant retail space, with Meituan's flash purchase orders growing by 40% in 2023 [8]

Core Insights - Taobao's instant retail business "Xiaoshida" has been upgraded to "Taobao Flash Purchase," which will be prominently featured on the Taobao app homepage [1] - The upgrade aims to provide significant consumer subsidies, including free red envelopes, free milk tea, and large discount coupons for takeout [1][2] - The integration of Ele.me and other existing instant retail services indicates that Alibaba views instant retail as a key growth driver for its e-commerce business [2] Group 1 - The upgraded Taobao Flash Purchase will launch in 50 cities initially and expand nationwide by May 6 [1] - The project aims to leverage Alibaba's existing strengths in brand e-commerce and collaborate with brand merchants and offline stores to enhance consumer experience [1] - The initiative is expected to save on marketing costs, allowing for larger consumer subsidies [1] Group 2 - The goal is to accelerate coverage to 200 core chain brands, building on the initial integration of major brands during the Xiaoshida launch [2] - Over 3 million stores have already activated the Xiaoshida service, covering various categories such as electronics, clothing, fast-moving consumer goods, and fresh food [2] - The new Taobao Flash Purchase has also integrated with Miniso's "24H Super Store," which collaborates with Meituan for rapid delivery [2]

北京商报讯（记者 何倩）4月30日，据晚点Late Post报道，阿里将淘天旗下即时零售业务淘宝"小时 达"升级为淘宝"闪购"，先在 50多个城市上线，并将在 5月 6日覆盖全国。对于这一消息的真实性，淘 天相关负责人未向北京商报记者回应。 很明显，在京东与美团激烈厮杀当下，阿里很难作壁上观。如果放任对手蚕食市场，抢夺流量，这无疑 会对饿了么的地位和市场份额产生威胁。4月初，京东外卖正式祭出百亿补贴，美团立刻跟进，强调在 未来三年，美团外卖将向餐饮行业整体投入1000亿元。 上述报道称，升级后，最重要的变化会集中在三个方面：消费者侧，淘宝闪购将联合饿了么共同补贴， 规模超过百亿元，提供免单、大额优惠券等；供给侧，饿了么的供给面向淘宝闪购全部开放，也包括餐 饮外卖，此外，结合淘天在品牌电商商家的优势，与它们的城市仓、线下门店合作设立品牌即时零售旗 舰店，目标是首先覆盖200家核心连锁品牌；组织侧，淘系内部所有和即时零售相关的业务将由淘宝闪 购全面负责，饿了么全力协同。对此，饿了么相关负责人未向北京商报记者回应。 报道称，淘宝闪购原计划"6·18"大促期间上线，"五一"假期开始仅在部分城市灰度测试，但京东和美团 ...

新华财经北京4月30日电（记者丁雅雯、李唐宁）记者30日获悉，淘宝天猫旗下即时零售业务"小时 达"正式升级为"淘宝闪购"，在淘宝app首页以"闪购"一级流量入口展示。据悉，升级后的淘宝闪购，将 联合饿了么共同加大补贴，围绕消费者提供最大福利优惠：诸如免单红包、免单奶茶、大额满减外卖券 等超级权益。 一位行业人士向记者表示，对阿里而言，它没有只派饿了么"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，并直接在淘宝app里对用户大规模补贴，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。 记者了解到，截至目前，已有 300 多万家门店开通了淘宝小时达服务，其优势品类主要是3C 数码、服 饰、快消（母婴亲子）、鲜花绿植、食品生鲜、宠物、玩具等品类。 此外，饿了么供给面向淘宝闪购全部开放；淘宝闪购将与品牌商家城市仓、线下门店合作，打通天猫官 方旗舰店和小时达的货盘及价格，给到消费者"电商的低价，即时零售快速送达"体验。 一位淘宝闪购项目人员告诉记者，"淘宝闪购这个时间点下场，能够省下大笔营销费，转而大规模补贴 消费者。" 该项目人员表示，"这与淘宝多年布局探索即时零售，已经沉淀足够能 ...

来源：第一财经 据媒体4月30日消息，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。据悉，升级后的淘宝闪 购，将联合饿了么共同加大补贴，全力围绕消费者提供最大福利优惠：诸如免单红包、免单奶茶、大额 满减外卖券等超级权益。此外，饿了么供给面向淘宝闪购全部开放，同时结合淘宝天猫在品牌电商商家 的优势，淘宝闪购将与品牌商家城市仓、线下门店合作，打通天猫官方旗舰店和小时达的货盘及价格， 给到消费者"电商的低价，即时零售快速送达"体验。 吉利APP、领克APP突然崩了！有车主在路边苦等3小时，最新回应→ 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 400万粉丝网红被录取？北大回应 ...

据媒体4月30日消息，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。据悉，升级后的 淘宝闪购，将联合饿了么共同加大补贴，全力围绕消费者提供最大福利优惠：诸如免单红包、免单奶 茶、大额满减外卖券等超级权益。此外，饿了么供给面向淘宝闪购全部开放，同时结合淘宝天猫在品 牌电商商家的优势，淘宝闪购将与品牌商家城市仓、线下门店合作，打通天猫官方旗舰店和小时达的 货盘及价格，给到消费者"电商的低价，即时零售快速送达"体验。 ...

Core Insights - Taobao's instant retail service "Xiaoshida" has officially upgraded to "Taobao Flash Purchase," which will be prominently displayed on the Taobao app homepage [1] - The service will launch in 50 cities initially and expand nationwide by May 6 [1] Group 1 - The upgraded Taobao Flash Purchase will collaborate with Ele.me to increase subsidies, offering consumers significant benefits such as free meal vouchers and large discounts on takeout [3] - Ele.me's supply chain will be fully accessible to Taobao Flash Purchase, integrating with Taobao's brand e-commerce advantages to provide a low-cost, fast delivery experience [3] - The timing of this upgrade is strategic, as Taobao has accumulated sufficient capabilities in instant retail and aims to leverage Ele.me's mature logistics and technology [3] Group 2 - The competition in the industry is viewed as a long-term endeavor, focusing on consumer benefits rather than aggressive marketing tactics [3] - The upgrade allows Taobao to save on marketing costs and redirect those funds into substantial consumer subsidies [3] - By July 2024, Taobao will further enhance its "Xiaoshida" service with a new homepage layout, improving user accessibility and increasing merchant visibility [3]

截至目前，已有 300 多万家门店开通了淘宝小时达服务，其优势品类主要是3C 数码、服饰、快消（母 婴亲子）、鲜花绿植、食品生鲜、宠物、玩具等品类。在这其中，不乏大量知名品牌加入。2024 年 7 月淘宝小时达入口在淘宝首页全量开放，一个月后，Apple 授权专营店全国超过 3000 家门店全面接入 淘宝小时达。 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。（闫妍） 责任编辑：李思阳 一位淘宝闪购项目人员回应称，"淘宝闪购这个时间点下场，能够省下大笔营销费，转而大规模补贴消 费者。" 上述人士还表示，"这与淘宝多年布局探索即时零售，已经沉淀足够能力有关，淘宝已经推动一大批品 类以及品牌投入到即时零售，同时饿了么的仓配、算法、地图等基础能力已经成熟。这一直也是阿里做 业务的风格，抢占最佳时机，集中优势兵力协同全力压上。" 据了解，此次淘宝闪购优先依托成熟的品牌商家供给。此前，在小时达创立初期，就有多头部连锁品牌 接入；升级为淘宝闪购后，目标是要加速覆盖至 200 个核心连锁品牌。 新浪科技讯 4月30日午间消息，有媒体消息称，淘宝天猫旗下即时零售业务"小时达"正式升级为"淘宝 闪 ...

Core Viewpoint - Alibaba upgraded its instant retail business "Taobao Hourly Delivery" to "Taobao Flash Purchase" on the last day of April, with plans to expand nationwide by May 6, focusing on consumer subsidies, supply chain integration, and organizational restructuring [1] Group 1: Consumer Side - Taobao Flash Purchase will collaborate with Ele.me to provide subsidies exceeding 10 billion yuan, offering free orders and large discount coupons [1] Group 2: Supply Side - Ele.me's supply will be fully accessible to Taobao Flash Purchase, including food delivery services, and partnerships will be established with brand e-commerce merchants to set up flagship stores in urban warehouses and offline locations, targeting 200 core chain brands initially [1] Group 3: Organizational Side - All instant retail-related operations within the Taobao ecosystem will be managed by Taobao Flash Purchase, with Ele.me providing full support [1]