远中近场电商模式
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电商、外卖重塑边界:双11进入“远近中场”时代
Di Yi Cai Jing· 2025-10-24 09:05
Core Insights - The 17th Double 11 shopping festival marks a new narrative in e-commerce, with platforms like Taobao and JD.com introducing innovative business models and services to enhance user engagement and operational efficiency [2][3][6] E-commerce Innovations - Taobao's Flash Purchase has made its debut in Double 11, achieving over 80 million daily orders and 300 million monthly active buyers, with 400,000 brand stores participating [3] - JD.com has introduced over ten new business formats, including JD Takeout and Seven Fresh Kitchen, focusing on integrating instant retail with e-commerce [6] - Meituan has launched its brand flagship "Lightning Warehouse" to attract brands and enhance its logistics capabilities, indicating a trend towards the fusion of e-commerce and instant delivery [6] Logistics and Delivery Models - Alibaba aims to develop a "far, middle, and near" logistics delivery capability, allowing for next-day delivery, half-hour delivery, and four-hour delivery in key cities [4] - The integration of e-commerce and near-field logistics is expected to blur the lines between different delivery models, enhancing service quality and efficiency [6][7] Consumer Engagement Strategies - The 88VIP membership program now includes various vouchers for different services, aiming to create a comprehensive consumer service ecosystem across platforms like Taobao, Fliggy, and Ele.me [5] - Companies are focusing on understanding consumer needs from a holistic perspective, emphasizing the importance of multi-business collaboration to enhance supply chain resilience [4][5] Future Outlook - The rapid growth of instant retail and flash purchase services is projected to generate significant transaction increments, with estimates suggesting an additional 1 trillion yuan in the next three years [7] - The industry faces challenges in managing increased complexity in supply chain and logistics as the boundaries between different delivery models are redefined [7]