IT时报记者 孙妍 5月2日，淘宝官方微博宣布：淘宝闪购提前全量上线，而且每天都有大额外卖红包。 根据此前消息，淘宝闪购原定于5月6日全量上线，为何提前4天在全国上线？ 此前在京东与美团竞争胶着之时，《IT时报》采访多位商家发现，饿了么的订单量有下降趋势，而这也是饿了么和淘宝闪购不再低调观望的原因之一。而据 新浪科技报道，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%，全国核心城市门店配送运力满负荷运转。 淘宝闪购除全部开放饿了么供给的同时，面向淘宝天猫平台所有品牌电商商家开放，与品牌商家城市仓、线下门店合作，打通天猫官方旗舰店和闪购货盘及 价格。换句话说，消费者可以电商的低价，外卖的速度买到想要的各种商品。 目前淘宝闪购已经上线美食外卖、超市便利、买药、服饰百货、手机数码等不同品类的商品。据阿里透露，此次不止饿了么出战，盒马、天猫即时零售等资 源都会整合在淘宝闪购中，在超市便利入口，就包含了盒马、叮咚买菜、大润发等门店。 目前淘宝闪购的运力由饿了么承接，在全国上线后，是否能保障全国范围内30分钟送达？5月2日全国上线首日，《IT时报》记者几乎同时在淘宝闪购和京东 秒送上下单，点的是同一家库 ...

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].

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].

2025年的中国即时零售战场，上演着一场史诗级对决：京东以"零佣金+全社保"等组合拳突袭美团腹 地，淘宝携升级的"闪购"加入混战，而美团则以"生态铁壁"抵御双面夹击。这场战役已超越单纯的外卖 订单争夺，成为即时零售生态主导权的卡位战。 京东外卖的入局堪称"精准爆破"——首年免佣金政策吸引餐饮商家入驻，严选门店，直接切中"幽灵厨 房"痛点，甚至引发闲鱼京东骑手装备溢价的奇观。日订单量从3月24日的100万单飙升至4月22日的1000 万单。京东的野心远不止外卖，高频餐饮是即时零售的流量入口，狙击美团闪购对京东核心品类的侵 蚀。 面对京东的"闪电战"，美团亮出三大底牌——700万骑手、1450万年活跃商户数、日均约7000万外卖订 单的配送网络，构成"爆单不崩"的稳定性。从外卖延伸至到店酒旅、闪购的"超级平台"效应，美团用户 年均打开频次达132次，美团的生态协同优势在即时零售领域尤为突出。 21世纪经济报道记者倪雨晴深圳报道 这场混战正重塑行业底层逻辑——五险一金等诉求倒逼行业改善劳工权益，佣金透明化让商家议价权空 前提升，而消费者笑纳补贴。更深远的影响在于，即时零售的战场已从"送餐"升维至"送万物"：京东用 ...

4月30日，阿里宣布淘宝"小时达"业务正式升级为"淘宝闪购"，并在淘宝APP首页以一级入口呈现。首日上线50城，5月6日覆盖全国。这一动作不仅标志 着阿里对即时零售的战略级押注，更意味着中国即时零售市场进入阿里、美团、京东的新阶段较量。 即时零售的战场早已硝烟弥漫，美团闪购日均订单突破1800万单，京东已经上线"自营秒送"电商业务，而阿里此时加码，试图在30分钟送达的赛道上重构 游戏规则。这场战役的本质，是电商与本地生活巨头的"近场零售"渗透战，也是供应链效率、用户心智与生态协同能力的终极较量。 淘宝天猫发力即时零售 在淘宝app首页Tab，"闪购"出现在一级流量入口。"淘宝闪购"此次升级依托成熟品牌商家供给，目标覆盖200个核心连锁品牌。目前已有300多万家门店接 入服务，涵盖3C数码、快消品等品类，运力由饿了么保障，可实现30分钟送达。 「零售商业评论」认为，淘宝闪购的升级绝非简单的品牌更名，而是阿里即时零售体系的系统性重构。 首先在消费者侧。联合饿了么推出超百亿补贴，覆盖免单红包、大额满减券等，叠加跨店满减，形成"电商低价+即时送达"的双重吸引力。 在供给侧，整合饿了么餐饮外卖、盒马生鲜、天猫品牌旗舰店 ...

五一长假节前一天，即时零售大战来了。 "淘宝小时达"升级为"淘宝闪购"，4月30日先在50多个城市上线，5月6日覆盖全国。需求侧，淘宝闪购联合饿了么对消费者共同补贴，规模超过百亿；供 给侧，包括餐饮外卖在内的饿了么供给也与淘宝闪购全面打通。 阿里系一直蓄势不发，选择此时入局，时机显然经过精心计算： 大力度补贴，淘宝闪购先抢用户心智。 一是营销成本：即时零售之战引发全民关注。阿里系顺势入局，完成营销热启动，事半功倍。 二是用户心智：用户需求聚焦在连锁品牌的价格，阿里系大力度补贴，顺势承接品质低价需求，快速培养淘宝闪购的即时零售心智。 三是时间节点：每年三个黄金周都是餐饮消费高峰，五一长假完成全国开城，势能最强。 此外，淘宝、饿了么在即时零售上的发力点也有所不同，直指消费者权益，超百亿补贴都聚焦在免单、大额优惠券等用户福利上。 淘宝选择这时候入场，标志着远近场融合的大零售时代，将正式开启。 筹谋已久的入场 京东选择进入外卖行业时，必然会预期到美团的激烈反抗，但想必不会料到，它的这一举动，直接炸出了"淘宝+饿了么"这对阿里系内的远近场兄弟。 目前的场况是战场态势的关键节点——围观带来的流量达到高峰、补贴却已过峰值， ...

"烧钱"的热闹背后，是巨头们越来越看到外卖向外延伸的价值。 外卖市场的战火再度升级。 美团、京东混战后，饿了么也开始以"补贴"加入战局。4月30日，饿了么在官方公众号写下"我们不打口水仗，只发真福利"，宣布进一步加大平台补贴力 度，开启平台"饿补超百亿"大促。目前，饿了么App已上线"超百亿"口令词入口。 看似不赚钱的外卖为何成为了大厂们的兵家必争之地？"烧钱"的热闹背后，是巨头们越来越看到外卖向外延伸的价值。一场新的战局开始了。 阿里下场 值得关注的是， 开启"饿补超百亿"这个动作放在饿了么身上并不寻常。过去半个多月，京东、美团你来我往的"交火"中，饿了么相对克制。一方面，过去 国内外卖市场的格局相对稳固，美团在外卖市场中牢牢占据着龙头地位，饿了么争抢市场份额的机会不大；另一方面，阿里巴巴集团将战略重心放在电商和 阿里云的总体规划下，"减亏"是饿了么所在的本地生活集团过去几个季度的重要任务。 今年2月，阿里2025财年第三季度财报显示，受饿了么和高德订单增长所驱动，本地生活集团同比收入增长12%，受益于运营效率提升和业务规模扩大带来 的单位经济效益提升，本地生活集团亏损从去年同期的20.68亿元继续收窄至5 ...