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 ...

Core Viewpoint - The article discusses the launch of "Taobao Flash Purchase," an upgraded service from "Taobao Hourly Delivery," which aims to capture market share in the instant retail sector through significant subsidies and strategic partnerships with Ele.me [1][3][4]. Group 1: Market Strategy - Taobao Flash Purchase is set to roll out nationwide after initially launching in over 50 cities, with a subsidy scale exceeding 10 billion [1][3]. - The timing of the launch coincides with the May Day holiday, a peak period for consumer spending, enhancing its market entry impact [6][10]. - The strategy includes a focus on consumer rights, with substantial subsidies directed towards user benefits such as free orders and large discount coupons [7][8]. Group 2: Competitive Landscape - The competition is intensified by the entry of JD.com into the food delivery sector, prompting a response from Alibaba's ecosystem, particularly Taobao and Ele.me [10][12]. - The collaboration between Taobao and Ele.me leverages their combined strengths, allowing for efficient resource utilization and rapid customer acquisition [11][14]. - The article highlights the importance of a coordinated approach, where both platforms benefit from increased traffic and business opportunities [14]. Group 3: Unique Advantages - Taobao Flash Purchase differentiates itself through a wide range of product categories and established brand partnerships, aiming to cover 200 core chain brands [16][19]. - The service is supported by Ele.me's logistics network, ensuring delivery within 30 minutes, which enhances customer satisfaction [19][20]. - The integration of online and offline channels is emphasized, allowing brands to offer competitive pricing and quick delivery, thus expanding the instant retail market [30][34]. Group 4: Future Outlook - The article suggests that the true competition in the retail sector will hinge on the organic combination of comprehensive advantages across platforms [29][35]. - The shift from generic supply to brand supply in instant retail signifies the beginning of a new phase in China's e-commerce landscape [35].

"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 ...

Group 1 - Ele.me has announced a significant increase in platform subsidies, launching a promotional campaign called "Ele.me Subsidy Over 10 Billion" [1] - The upgraded "Taobao Flash Purchase" will collaborate with Ele.me to enhance subsidy efforts and ensure 30-minute delivery nationwide [1][7] - JD.com has rapidly gained traction in the food delivery market, achieving over 10 million daily orders within weeks of launching its service [1][6] Group 2 - Ele.me has initiated a pilot program for occupational injury insurance for delivery personnel in seven provinces, committing to pay full premiums [2] - The "Ele.me Uplift Plan" aims to invest over 1 billion yuan by 2025 to support merchants through various incentives and digital services [2] - The launch of AI "Little Ele" marks a significant technological advancement for Ele.me, enhancing delivery efficiency through intelligent systems [2] Group 3 - Ele.me's revenue growth is driven by increased orders, with a reported 12% year-on-year increase in local life group revenue to 16.988 billion yuan [3] - The competitive landscape is shifting, with Ele.me potentially benefiting from the ongoing price wars among major players [5][6] - The collaboration between Ele.me and Taobao aims to leverage brand partnerships and enhance supply chain efficiency for the new "Taobao Flash Purchase" service [7] Group 4 - The current competition in the instant retail market is seen as beneficial for both consumers and merchants, fostering a healthier market environment [8] - The outcome of the ongoing battle among Ele.me, JD.com, and Meituan will depend on the sustainability of subsidies and user retention strategies [8]

" 阿里反守为攻，发布淘宝闪购，联合饿了么砸百亿补贴。 " 作者丨王薇 代聪飞 编辑丨代聪飞 外卖市场硝烟重启。 京东的高调入局，重金补贴，一方面吸引到大波用户的短时涌入，另一方面，也让二级市场的投资人不得 不对这条「鲶鱼」提高重视。 原本美团与饿了么 "双雄" 对峙的稳定格局被彻底打破，逐渐演变为红黄蓝"三国杀"态势。 从4月18日"不打口水仗，只送口味虾"，到如今宣布的"超百亿补贴"。在这场后外卖时代的大战中，饿了 么在五一假期的前一天加码下场，还同时带来了出手阔绰集团内的"大哥"。 但这同时也意味着，站在盈利前夜的饿了么，脚步或许不得不再缓缓。 2024年，饿了么曾制定三年盈利的规划。根据我们的了解， 饿了么在2024年曾出现单月盈利的情况。整 体而言，饿了么想如期实现盈利目标本来并不难。 京东的入局，多少有些打乱了饿了么原本的节奏，但这对阿里在整个本地生活领域的布局，也是个难得的 机会。 雷峰网获悉，阿里淘宝天猫旗下的即时零售业务"小时达"正式升级为"淘宝闪购"，在淘宝app首页Tab 以"闪购"一级流量入口，并将联合饿了么共同加大 补贴 力度。 草蛇灰线、埋伏千里，阿里电商生态中的即时零售的布局才是 ...

Group 1 - Alibaba is upgrading its instant retail service "Taobao Hourly Delivery" to "Taobao Flash Purchase," launching in over 50 cities and aiming for nationwide coverage by May 6 [1] - The upgrade will focus on three main areas: consumer side with over 10 billion yuan in subsidies, supply side with full access to Ele.me's offerings including food delivery, and organizational side with Taobao Flash Purchase taking full responsibility for instant retail operations [1] - The decision to launch ahead of the "May Day" holiday is influenced by competitive pressure from JD and Meituan, who are actively subsidizing their services to attract consumers and merchants [1][2] Group 2 - JD has initiated a 10 billion yuan subsidy for its food delivery service, prompting Meituan to announce a 100 billion yuan investment in the restaurant industry over the next three years [2] - Ele.me has also increased its platform subsidies, launching a campaign exceeding 10 billion yuan just before the "May Day" holiday, indicating a fierce competition among the three companies in the instant retail market [2]

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,顺雅商贸目前拥有百货、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,本轮募集的资金将主要用于团队建设、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。未来我们将持续优化'最后一公里'服务体验,拓展垂直领 ...

万万没想到，2025年外卖市场鏖战再次火热。 日前，刘强东亲自下场送外卖的标志性动作，将这场商业竞争推向舆论和"实战"高点。 回溯战局，京东外卖在舆论上将美团"压着打"：从"三板斧"直插美团软肋，到"二选一"炮轰，再到千亿 总裁下场送外卖、请吃兄弟吃火锅，完成情感攻势收官。 | 时间 | | 动作内容 效果及影响 | | --- | --- | --- | | 2月11日 | | 京东宣布正式进军外卖业务, 1"三板斧"直戳美团软肋,一举站上道德制高点,赢得广泛 | | | | 从"品质外卖、骑手社保和商 声量和支持; | | | | 家零佣金"开局 (24月15日,京东品质外卖订单超过500万单。 | | 4 月 21 日早 | | 京东《致全体外卖骑手兄弟们 (1(尽管京东的指正没有实证)把美团架上"资本冷血"的火 | | | | 的公开信》,炮轰美团二选一、刑架;当日晚美团官微发布澄清,但传播效果远低于京东; | | | | 不顾商家和骑手的利益 2京东外卖在互联网赢得广泛支持和声援。 | | 4 月 21 日晚 | | 刘强东下场送外卖、请骑手吃 1微博热搜流量火爆:#刘强东送外卖#斩获 1.2 亿阅 ...

以下文章来源于商业弧光 ，作者苗正卿 商业弧光 . 听风者，捕光人，最准点的商业节拍 出品｜虎嗅商业消费组 作者｜苗正卿 题图｜AI 生图 虎嗅获悉，在今年一季度，京东创始人刘强东曾约上了三位互联网圈内大佬共聚晚餐，而这三位大佬分别来自三个场景：外卖、打车、本地服务。席 间刘强东向三位"老友"表达了京东即将发力外卖的想法。 4月21日晚，刘强东在友人的朋友圈回复称："在我外卖上线之前，我特意请了程维、兴哥和劲波一起见面喝酒聊天。我很简单直接:你做了这么多年 的零售我从没有说过一句难听话，因为零售不是我的，不是京东的，任何人都可以做。我没有资格抱怨，做外卖也一样，只是希望兄弟们都能够守好 自己的底线。" 京东内部人士向虎嗅表示，近期刘强东对于"外卖"这场战争的态度已经是"投入不设上限"，甚至给予京东目前管理层以"长期机会"：即不以短期的业 绩收入、利润情况为考核，而是放眼长期，以扩大市场份额与提高口碑为更高优先级。 另据接近刘强东的人士透露，4月，刘强东把相当多的精力投入到"外卖"业务之中，不仅亲自送外卖，还密集与外卖业务核心管理层开会，并通过个 人影响力推动集团内围绕外卖业务的"资源整合与协同"。 值得注意的 ...

Core Viewpoint - The competition between JD.com and Meituan in the food delivery and instant retail sectors highlights the industry's deeper challenges, emphasizing the need for companies to focus on operational capabilities and technological innovation rather than engaging in public disputes [1][2]. Group 1: Industry Competition Dynamics - The competition involves not only order volume and delivery speed but also subsidy intensity, with JD.com accusing Meituan of coercing delivery riders into a "choose one" scenario [1]. - JD.com aims to reshape industry rules through "zero commission" and quality services, while Meituan focuses on high-frequency consumption scenarios to strengthen its ecosystem [1]. - The current competition has devolved into a "war of words," detracting from the essential mission of creating social value through business competition [1][2]. Group 2: Focus on Value Creation - True competition in the food delivery industry should center on technological innovation to reduce delivery costs, optimize capacity scheduling, and establish sustainable labor protection systems [2]. - Initiatives such as using AI algorithms for dynamic capacity allocation and creating cross-platform credit evaluation systems are crucial for enhancing service quality and operational efficiency [2]. - The essence of business competition should return to the basic logic of value creation, promoting industry progress rather than engaging in mutual consumption of resources [2]. Group 3: Industry Transformation Opportunities - The ongoing disputes present an opportunity for industry transformation, where the focus shifts from suppressing competitors to continuously creating public value [2][3]. - When the industry collectively moves beyond adversarial thinking and prioritizes technological innovation, efficiency enhancement, and ecosystem co-construction, instant retail can evolve into a vehicle for commercial civilization progress [2].