图片来源：视觉中国 在美团与京东的即时零售大战持续多月后，阿里终于采取了动作。 4月30日，淘宝小时达升级为淘宝闪购，在淘宝App首页以一级流量入口展示，由饿了么保障配送服务，并提供大额补贴，吸引消费者。截至5月5日20 时，淘宝闪购单日订单量已突破1000万单。 即时零售是一种满足本地即时需求的零售业态，通过线上下单，线下履约的方式，配合高效物流配送系统，让商品能在短时间内（多数情况为2小时内） 送达至消费者手中。 开年以来，美团与京东两方的明争暗斗充分吸引了市场注意力。阿里此番加入斗争，最终结果当下无法判断，但行动本身就是意义。 在即时零售赛道，美团在中国市场的份额一直占据优势。据摩根士丹利预测，美团即时零售市场份额已达60%，且领先优势持续扩大。 但无论是外卖业务试水，还是即时零售概念的提出，阿里并不未晚于美团。2013年底，美团外卖正式上线。几乎在同时，阿里巴巴也推出了移动餐饮服务 平台"淘点点"，提供外卖和点菜功能，消费者可选择外卖或到店消费。 为了将淘点点打造成餐饮界的"淘宝+天猫"，阿里当年也为这项O2O项目提供了超级流量入口。但在之后的两年，淘点点遇到了美团、当时还不属于阿里 的饿了么，以及之 ...

安徽顺雅商贸即时零售项目完成天使轮融资 安徽顺雅商贸有限公司，一家在互联网背景下快速崛起的企业，从传统电商到即时零售市场的发展以来，安徽 顺雅目前拥有百货、美妆、礼品等完善的供应链。线下无人店到线上运营的成熟模式碰上当下即时零售的巨大市场，本轮募集资金主要用于团队建设、市场 推广、供应链优化，进一步巩固其在即时零售领域的核心竞争力。 线上线下融合发力 打造即时零售新标杆， 聚焦即时零售风口 深化全渠道布局 随着消费者对"线上下单、即时送达"需求的激增，即时零售市场规模持续扩大。顺雅商贸紧抓行业机遇，依托百货、美妆、礼品等多元化供应链体系，构 建"线下无人店+线上即时配送"双轮驱动模式，目前已形成覆盖社区、商圈的高效服务网络。 区别于传统零售模式，顺雅商贸通过智能化仓储管理、动态库存调配系统与大数据分析技术，实现商品周转效率提升40%。其独创的"轻资产+重服务"运营 策略，有效降低终端运营成本，吸引多家投资机构关注。本轮融资完成后，公司将加速长三角区域市场覆盖，并探索下沉市场增量空间。构建零售新生态， 顺雅商贸工作人员表示："即时零售不仅是速度的竞争，更是供应链整合能力与用户场景化需求的深度契合。未来我们将持续 ...

Core Insights - The rapid growth of the instant retail industry is driven by technological advancements and the need for efficiency, with a focus on local networks and consumer habits [2][4][5] Group 1: Industry Dynamics - Instant retail has transformed consumer behavior with the promise of "30-minute delivery," creating a competitive landscape that prioritizes speed but requires long-term strategies for sustainability [2][6] - The cost structure of instant retail is heavily reliant on subsidies and operational efficiencies, with platforms needing to attract a large volume of orders to cover costs [3][6] - The industry is transitioning from a focus on rapid expansion to profitability, with companies reducing subsidies and optimizing operations to survive in a more competitive environment [6][7] Group 2: Competitive Advantages - Building a robust local network is essential for instant retail, requiring significant time and investment to establish a presence within 3-5 kilometers of consumers [4][5] - Consumer habits create a barrier to switching platforms, with high-frequency usage leading to brand loyalty that is difficult for new entrants to disrupt [5][6] - Data-driven operations enhance efficiency and customer satisfaction, with companies leveraging analytics to optimize delivery and inventory management [5][6] Group 3: Future Outlook - The future of instant retail will depend on the ability to deliver not just speed but also value, focusing on product quality and customer experience [6][7] - Collaboration among companies will become increasingly important, as partnerships can enhance service capabilities and address supply chain challenges [6][7] - The industry is expected to mature, leading to improved service quality and more reasonable pricing for consumers as competition shifts from aggressive expansion to sustainable practices [7]

Group 1 - The core viewpoint of the article highlights the intensifying competition in the instant retail sector, driven by major players like Taobao, JD, and Meituan launching various promotional activities to attract consumers [1][5]. - Taobao's "Milk Tea Free Order" campaign, launched in collaboration with Ele.me, has generated significant consumer interest and engagement, with over 10 million daily orders recorded just six days after the launch [2][3]. - The instant retail market in China reached a scale of 2 trillion yuan in 2023, reflecting a 36% year-on-year growth, with projections indicating it could exceed 5 trillion yuan by 2027 [5]. Group 2 - The competitive landscape has seen substantial order volume increases across various platforms, with Ele.me reporting over 200% year-on-year growth in orders and Kudi Coffee experiencing nearly a tenfold increase in sales [2][4]. - Price competitiveness is a key focus for consumers, with instant retail platforms offering lower prices compared to traditional e-commerce, as seen in the price comparisons of Coca-Cola across different platforms [4]. - Experts suggest that while aggressive subsidies can attract users, platforms must develop sustainable competitive advantages to retain customers in the long term [6].

在业内人士看来，外卖作为即时零售生态的"起点"，已成为电商巨头博弈的初始战场。一场围绕即时零 售赛道，以履约效率为核心的激烈"角力"在电商巨头间拉开帷幕，本地生活服务领域将迎来更为白热化 的竞争格局，"万物到家"时代有望提速。 咖啡店、奶茶店 迎来订单高峰 "五一"消费旺季前夕，即时零售赛道再度成为行业焦点。 4月30日，淘宝"小时达"正式升级为"淘宝闪购"，依托"饿了么"配送体系，开启在即时零售赛道的新一 轮战略攻势。截至5月5日20时28分，上线仅6天的"淘宝闪购"订单量成功突破1000万单大关。 为进一步抢占市场份额、吸引消费者，5月6日，"淘宝闪购"推出每日免单抢购活动。 记者观察到，活动开始后的两分钟内，访问量急剧攀升，页面显示"访问人数较多，稍等一会儿就好 了"。 用户黏性强 市场份额更稳定 即时零售是以即时配送体系为基础的高时效性到家消费业态，主要特征是"线上下单，线下30分钟送 达"。商务部国际贸易经济合作研究院发布的报告显示，2030年，预计我国即时零售市场规模将超2万亿 元。 2024年11月份，商务部等7部门联合印发了《零售业创新提升工程实施方案》，支持到店与到家协同发 展，推广线上线下 ...

在电商江湖中，一场围绕即时零售的较量正悄然升温。曾几何时，京东外卖日均1000万单的目标令人瞩目，而饿了么的应对策略则是外 界关注的焦点。如今，随着阿里巴巴的强势介入，这场竞争已不再局限于单一业务范畴。 4月30日，淘宝天猫旗下的即时零售业务"小时达"迎来重要升级，正式更名为"淘宝闪购"，并在淘宝APP首页以一级流量入口的形式呈 现，首日即覆盖50个城市，随后迅速推向全国。同日，饿了么也启动了名为"饿补超百亿"的补贴计划，承诺带给用户前所未有的优惠。 那么，淘宝闪购如何在短时间内取得如此显著的成果？分析认为，这主要得益于阿里巴巴集中优势资源全力推进的策略。淘宝闪购不仅 打通了天猫官方旗舰店与"小时达"的货盘及价格，还覆盖了超市便利、买药、服饰百货、手机数码等多个领域，为消费者提供了"电商低 价+即时送达"的全新体验。 值得注意的是，这1000万单中不仅包含了外卖订单，还涵盖了非餐饮领域的即时零售业务。饿了么作为阿里巴巴即时零售的主力军，其 业务范畴早已超越传统外卖领域。这一成绩的背后，是阿里巴巴内部对于即时零售战略地位的重新认识与整合。 回顾过去，饿了么曾数次陷入"卖身"传闻，但阿里巴巴始终坚守即时零售阵地， ...

Core Viewpoint - Ele.me has officially launched a subsidy program exceeding 10 billion yuan, aiming to provide real benefits to users rather than engaging in verbal disputes with competitors [2][3][19]. Group 1: Ele.me's Strategy - Ele.me strategically avoids participating in the ongoing verbal battles in the instant retail market, focusing instead on direct financial incentives for users [3][12]. - The launch of the "10 billion subsidy" initiative is seen as a well-planned move to enhance user engagement and market presence [20][29]. - Ele.me's approach emphasizes the importance of delivering real value to users through substantial subsidies rather than engaging in superficial marketing tactics [16][18]. Group 2: Market Context - The recent entry of JD.com into the food delivery market has sparked a significant public debate, with both JD.com and Meituan involved in a war of words [5][10]. - Ele.me's decision to remain silent during this period reflects its deep understanding of the food delivery market's underlying logic, prioritizing user value over publicity [13][14]. - The competitive landscape has shifted, with Ele.me seizing the opportunity to attract attention while competitors are momentarily distracted by their disputes [24][30]. Group 3: Collaboration with Alibaba - Ele.me's subsidy initiative coincides with the rebranding of Alibaba's instant retail service, "Taobao Hourly Delivery," to "Taobao Flash Purchase," which Ele.me will support [29][35]. - The collaboration with Alibaba enhances Ele.me's market position, leveraging Taobao's traffic and product supply advantages to strengthen its own delivery capabilities [30][36]. - Ele.me's strategic alignment with Alibaba positions it as a key player in the instant retail sector, aiming to capture a larger market share amidst increasing competition [34][37].

文 ｜ 阑夕 一刻也没有为京东哀悼，立刻赶来战场的是淘宝闪购，前天——虽然还在五一假期当中——淘宝闪购就宣布提前全量上线了。 对于即时零售市场来说，节假日意味着消费的峰值到来，在终于有机会从沉重的劳作里挣脱出来享受生活之后，自我犒赏的订单如潮水般的涌向各大平 台，加上「京美大战」的硝烟未散，这让淘宝闪购推翻了按部就班的亮相计划。 从社交媒体上的强烈反馈也能看出，舆论普遍呈现出一种乐见其成的态度，除了吃瓜看戏的兴奋之外，「平台打架，用户受益」的记忆也被激活了，至 少，一言不合就发红包的做法，大伙从来都不嫌多。 淘宝自己的官号评论区，更是堆满了各地消费者催促开城的声音，在汹汹需求面前，公司只好苦一苦团队了，宁可加班也要提早上线，分秒必争的不容错 过这场盛宴。 或许到了三五年后回头来看，真正重要的，不会是那只挥动翅膀引发混战的蝴蝶，所有的偶然因素背后，都通往同一个必然，一个被称作电商「前置化」 的必然。 公允的说，淘宝闪购不是一款全新的产品，早在大约一年前，淘宝App的首屏一级入口就新增了「小时达」，意在重新组织用户的本地生活网络，从方兴 未艾的即时零售市场分上一杯羹。 淘宝闪购是产品和品牌同时升级后的产物，变化在 ...

Group 1 - Douyin's life service reported over 70% year-on-year growth in accommodation and family meal group purchase orders during the "May Day" holiday, with hotel and scenic spot package orders increasing by 116% and clothing chain store group purchase orders rising by 462% [1] - The strong growth in consumption during the "May Day" holiday indicates a more diversified consumer demand, with significant enhancement in offline consumption power [1] - Douyin successfully converted online traffic into offline consumption, strengthening its competitiveness in the local life service market [1] Group 2 - After the full launch of Taobao Flash Purchase, orders for Mi Village Mixed Rice on Ele.me increased by nearly 100% compared to April, exceeding expectations [2] - The collaboration between Taobao Flash Purchase and Ele.me has shown strong synergy, providing new business growth points for Ele.me and enhancing Taobao's competitiveness in the instant retail sector [2] - Future efforts should focus on optimizing supply chain and delivery efficiency to meet market competition and consumer demand changes [2] Group 3 - Fliggy reported a significant year-on-year increase in per capita travel spending during the "May Day" holiday, with high-star hotel bookings rising over 20% compared to last year [3] - Customized travel bookings surged over 80%, particularly in traditional destinations like Beijing, Tibet, Shaanxi, Xinjiang, and Sichuan, with average booking growth exceeding 300% [3] - The growth in customized travel reflects consumers' increasing demand for quality and personalized travel experiences, driving consumption upgrades in the travel market [3]

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 ...