从流量层面来看，淘宝作为国内电商巨头，拥有海量的用户流量。淘宝闪购借助淘宝首页一级流量入口的优势，能够将庞大的淘宝用户引流至即时零售业务 中。相比之下，饿了么此前在阿里生态体系内，虽有资源支持，但流量转化效率并不高。而此次与淘宝闪购合作，直接解决了饿了么长期以来流量不足的痛 点，让饿了么的配送服务有了更广阔的施展空间。 图源：淘宝 在商品供给方面，淘宝闪购的优势同样明显。淘宝闪购通过与品牌商家城市仓、线下门店合作，打通了天猫官方旗舰店和淘宝闪购的货盘及价格。消费者在 淘宝闪购上，既能享受到电商平台的低价优势，又能体验到即时零售的小时内送达服务。饿了么以往在商品丰富度上相对美团存在一定差距，而淘宝闪购丰 富多元的品牌供给，极大地弥补了这一短板，使饿了么的配送服务可以覆盖更多品类的商品，满足消费者多样化的即时消费需求。 此外，双方在营销策略上也展现出了强大的协同效应。淘宝闪购联合饿了么推出 "免单 1 亿杯奶茶" 活动，引发了广泛关注，相关话题迅速冲上热搜，带动 多地外卖订单量激增。这一活动不仅精准地吸引了年轻消费群体，而且通过社交传播，进一步扩大了活动影响力，提升了淘宝闪购与饿了么的品牌知名度。 在即时零售的赛 ...

头图/《逃出亚卡拉》 京东和美团围绕即时零售业务大打出手之际，过去两个月里几乎没什么声量的阿里，终于坐不住了。 过去一周里，官宣将即时零售业务"淘宝小时达"升级为"淘宝闪购"，并在淘宝App首页开放一级流量入口以来，淘宝闪购动作频频，力度也在不断加大： 和饿了么联合发起的"饿补超百亿"补贴、分别签下歌手汪苏泷和田径运动员吴艳妮为代言人和品牌大使、在淘宝闪购频道发放奶茶"免单卡""请客卡"，等 等。 上述动作之下，淘宝闪购跑出了不错的速度。5月5日，淘宝闪购上线6天后，单日订单量超过1000万单。 短期大规模补贴推高订单量峰值，这也是过去两个月里京东拿到的成绩。4月22日，京东外卖的单日订单量也突破了1000万单，那之前，京东外卖在4月11 日上线了百亿补贴。 他们与美团差距依然明显。前段时间，美团核心本地商业CEO王莆中在社媒平台上喊话京东的那段发言中提到，2024年美团仅非餐饮即时零售日单量已经 超过了1800万单。 饶是如此，从2月份京东外卖下场，到如今淘宝闪购激进出击，即时零售赛道的市场格局，还是在变得更加波诡云谲。 阿里压力倍增。过去数年，饿了么始终无法从美团口中吃下更多蛋糕，早在五年前它也基本接受了 ...

Core Insights - The collaboration between Ele.me and Taobao has resulted in a significant surge in orders, with Taobao Flash Sale achieving over 10 million daily orders within just six days of its launch [1][9] - The integration of Taobao's traffic and Ele.me's delivery capabilities has created a closed-loop ecosystem that enhances consumer engagement and order frequency [4][6] Group 1: Launch and Performance - Taobao Flash Sale was launched on April 30, leveraging Taobao's traffic and Ele.me's delivery services, resulting in a rapid increase in orders [1][2] - By May 6, 63 cities had surpassed their historical peak in daily logistics orders, with over 1,500 brands experiencing record sales on Ele.me [1][3] - The launch of Taobao Flash Sale led to a 200% year-on-year increase in milk tea delivery orders in cities like Guangzhou and Shenzhen [1][9] Group 2: Strategic Collaboration - The partnership is characterized by the combination of "massive traffic" and "instant fulfillment," allowing Taobao to bypass initial trial and error phases in its instant retail business [3][4] - Ele.me's established instant delivery infrastructure enables the transportation of various perishable goods, allowing for rapid entry into the instant retail market without heavy investments in offline infrastructure [3][4] Group 3: Merchant Benefits - Merchants have quickly recognized the opportunities presented by Taobao Flash Sale, with the service expanding from 50 cities to nationwide within just two days due to high demand [8][9] - The collaboration has proven beneficial for brands, with significant increases in order volumes, such as a 20-fold increase in flower orders during Valentine's Day [8][9] - Ele.me plans to invest over 1 billion yuan in 2025 to support merchants through various initiatives, including fee reductions and digital operational services [11][12] Group 4: Future Prospects - Taobao Flash Sale aims to expand beyond food delivery to include categories like apparel, beauty, and electronics, indicating a broader vision for instant retail [14][15] - The instant retail market in China is projected to grow significantly, with a market size expected to exceed 2 trillion yuan by 2030, highlighting the potential for further growth in this sector [14][15] - Ele.me's ongoing investment in instant retail and logistics aims to reshape consumer experiences and create new market opportunities for merchants [15]

5月9日06时,中央气象台发布强对流天气黄色预警、暴雨蓝色预警和大风蓝色预警,预计5月9日08时至10 日08时全国多地有大到暴雨,其中华北东部局地有雷暴大风或冰雹等强对流天气,北京、天津、河北局地 会出现大暴雨。 在配送方面,京东七鲜也已提前协调运力,在强降雨天气订单量激增、配送可能出现延迟的情况下,全力保 障每一份订单都能及时送达市民手中。广大用户可放心通过京东七鲜APP、京东七鲜微信小程序、京东 主站APP自营秒送频道等多个渠道线上下单,享受"又好又快又便宜"的购物体验。 京东七鲜作为京东旗下即时零售平台,拥有丰富的商品种类和高效的配送能力。用户只需通过京东APP 京东七鲜入口、七鲜APP或微信小程序等线上渠道下单,即可享受最快30分钟送达的即时服务,新用户还 可领取77元新人券包,首单购买生鲜产品立减15元、前4单返券,更有京东PLUS会员下单免邮费的超值权 益。 面对强降雨天气影响,民生物资保障工作面临考验。记者了解到,京东旗下即时零售平台京东七鲜已提前 启动"恶劣天气预案",加大民生商品的供给储备,包括新鲜蔬菜、水果、肉禽蛋以及水产等民生商品,确保 极端天气的民生供应充足和稳定的价格。 尤其是面对 ...

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， ...