Core Insights - Instant delivery is rapidly integrating into daily life, transforming consumption and lifestyle patterns, and creating a "everything to home" vision [3][11] - The service scope of instant delivery is expanding beyond food and daily necessities to include a wide range of products, meeting diverse consumer demands for immediacy [3][4][11] Industry Trends - The digital transformation of the retail industry is accelerating, with instant delivery services expanding into various categories, including clothing, electronics, and beauty products [3][5] - Instant delivery is penetrating new service scenarios beyond traditional food delivery, such as emergency supplies for travel, baby products, and holiday gifts [4][11] Market Dynamics - The retail sector is experiencing a polarization of traffic, with traditional e-commerce platforms and independent third-party delivery services emerging to meet the demand for decentralized logistics [5][7] - Third-party delivery platforms, like SF Express, are positioned to benefit from the growth of instant retail, providing neutral and open services to meet diverse merchant needs [7] Consumer Demand - There is a growing demand for non-standardized services, including personal errands and business support, driven by consumers' need for instant responses and time savings [8] - Consumers expect rapid delivery not only for food and groceries but also for a variety of products, pushing the evolution of the instant retail ecosystem [3][11] Technological Innovation - Technological advancements, such as big data and artificial intelligence, are crucial for enhancing delivery efficiency and accuracy in the instant delivery sector [9] - Companies like Meituan and JD are experimenting with autonomous delivery vehicles, which could revolutionize the industry by reducing reliance on human labor and improving service quality [9] Future Outlook - The instant delivery industry is in a golden period of rapid growth, with increasing order volumes and market size, as well as a diversification of delivery categories and scenarios [11]