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大消费时代来临,平台将成为消费升维关键策动方
Huan Qiu Wang Zi Xun· 2025-07-10 08:10
Group 1 - The core viewpoint emphasizes the importance of activating new consumption and boosting domestic demand to create a virtuous cycle of "demand-supply-employment-income," which is crucial for high-quality economic development [1] - The policy logic indicates that activating new consumption is a strategic choice to respond to economic cyclical fluctuations and cultivate new economic growth drivers [1][2] - The current consumption market in China is transitioning from survival-oriented to development-oriented, and from material-based to service-oriented, necessitating a more efficient supply-demand matching mechanism [1][2] Group 2 - The central government has called for the construction of a high-quality, efficient, and competitive modern circulation system, guiding the innovative development of e-commerce platforms [2] - Platforms like Taobao Flash Purchase are responding to policy calls by innovating and investing in subsidies to create an immediate supply system of "goods + services," addressing deep-seated contradictions in the e-commerce industry [2][3] Group 3 - Taobao Flash Purchase launched a subsidy plan totaling 50 billion yuan, which has shown significant results within a week, with over 4,124 restaurant brands reaching historical peaks in business activity [3][4] - The subsidy program has led to a doubling of order volumes for 2,318 non-food categories, with daily orders surpassing 80 million and active users reaching 200 million [3][4] Group 4 - The 50 billion yuan subsidy plan serves as a strategic engine for elevating platforms to large-scale consumer e-commerce, creating a positive cycle of "platform benefits - user gains - merchant growth" [4] - The platform's direct subsidy model ensures merchants' profit margins, allowing them to invest in quality improvement and digital transformation, shifting the industry focus from price competition to value competition [4] Group 5 - Taobao Flash Purchase's innovative practices serve as a model for the e-commerce industry, acting as a stabilizer for the consumption market, a conduit for economic growth, a leader in consumption upgrades, and a promoter of the digital economy [4][6] - The platform's approach integrates resources and fosters a collaborative ecosystem, moving from a zero-sum game to a win-win situation, which is essential for high-quality economic development [6][7] Group 6 - E-commerce platforms are positioned as core carriers of the modern circulation system, tasked with significant responsibilities in the current historical context [7] - The expectation is for more platforms to innovate and integrate resources, enhancing consumption potential and improving circulation efficiency through digital transformation [7]