今年外卖大战由京东率先挑起，4月上线百亿补贴，日订单量十几天内达1000万单。不过，7月淘宝闪购与美团补贴大战打响后，京东未大力跟进。据悉，京 东外卖上线以来已补贴超百亿元，目前内部对后续策略仍在斟酌。京东方面于7月17日表示，此次外卖"0元购"等恶性补贴属恶性竞争，其并未参与。美团核 心本地商业CEO王莆中也表示美团是被动防守，不希望非理性竞争持续。 近期外卖领域竞争激烈，市场份额格局不断变动。此前美团约占70%份额，饿了么占30%，京东入场后分走部分份额。饿了么并入淘宝后，淘宝闪购发力补 贴，单量逐步逼近美团。这场烧钱大战对平台资金与运营能力考验巨大，未来外卖市场走向仍充满变数。 据了解，自7月5日起，美团与淘宝闪购开启新一轮外卖大战，通过大规模发放"0元外卖"券、满减红包券刺激订单增长。美团主要在周六推出茶饮、小吃"0 元外卖"券，部分支持自提，不同等级会员权益有别，以此摊薄成本，其单日发放免单券约2000万单。淘宝闪购则主打外卖满减优惠券，像"满18.8元减18.8 元"等大额券，让用户以较低金额就能获得外卖，但暂不支持自提。 2025年7月18日，外卖市场"疯狂星期六"补贴大战数据曝光，引发行业关注 ...

SAN FRANCISCO, July 16, 2025 /PRNewswire/ -- Uber Eats (NYSE:UBER) today announced the arrival of even more grocery and convenience selection for consumers shopping with SNAP benefits across the country. Wegmans, Gopuff and Family Dollar join a growing list of grocery merchants and convenience retailers accepting SNAP (Supplemental Nutrition Assistance Program) EBT (Electronic Benefits Transfer) payment for purchases made on Uber Eats. Increasing selection reinforces Uber Eats' commitment to expand food acc ...

Core Viewpoint - JD.com is significantly enhancing the welfare system for its delivery riders, investing 2 billion yuan to cover social security, seasonal subsidies, and equipment upgrades, aiming to improve rider satisfaction and retention in a competitive market [1][3]. Group 1: Welfare Upgrades - As of Q2 2023, JD.com has over 150,000 full-time delivery riders and is implementing a comprehensive social security plan, including pension, medical, unemployment, work injury, maternity insurance, and housing fund contributions [1][3]. - In Beijing, a full-time rider's actual income may fluctuate due to personal contributions, but JD.com promises a "tiered subsidy" to ensure net pay remains at least at the industry average [3]. - JD.com is introducing seasonal allowances for extreme weather, providing an additional 300 yuan per month during summer and winter months to help riders cope with harsh conditions [3]. Group 2: Competitive Landscape - Other platforms like Meituan and Ele.me are also increasing rider subsidies, with Meituan testing a career development plan for senior riders and Ele.me offering health insurance through Alipay [4][5]. - The competition among JD.com, Meituan, and Ele.me is intensifying, with all three investing billions in subsidies to capture market share [6]. - Recent data shows Meituan's order volume reached 150 million, while Ele.me's daily order volume surpassed 80 million, indicating a robust demand in the instant retail sector [6]. Group 3: Industry Implications - The welfare upgrades for riders may trigger a chain reaction in the industry, shifting focus from mere logistics competition to talent and service quality competition, fostering a healthier and more sustainable ecosystem for instant retail [6].

消费、零售、商业、财经，深度洞察，数据追踪，在这里看到更多的变与不变。 导读： 0元 购对 谁 都 不 是 好 事 。 李彦 丨 作者 薛向 丨 编辑 壹览商业 丨 出品 以下文章来源于壹览商业 ，作者李彦 壹览商业 . 7 月过去一周，外卖行业再一次掀起"烧钱大战"。 7 月 5 日，暑假开始的第一个周六。 阿里、美团两大平台放出了大量且大额的外卖红包券。其中包括 "满 2 5 减 2 1 " "满 2 5 减 2 0 " "满 1 6 减 1 6 "等多张无门槛的外卖券，外卖" 0 元购"成为社交平台话题引发关注。 晚间， 美团高调宣布当日即时零售订单突破 1 . 2 亿单 。据淘宝闪购联合饿了么最新数据， 淘宝闪购日订单数超 8 0 0 0 万，其中非餐饮订单超 1 3 0 0 万，淘宝闪购日活跃用户超 2 亿。 7 月 8 日， 京东外卖宣布正式启动"双百计划"，投入超百亿真金白银扶持更多品类标杆品 牌销量破百万。 如今，京东累计实际花销已超过百亿，淘宝闪购公开计划一年内补贴 5 0 0 亿元。有媒体计 算，三家平台在今年内的累计投入已经接近千亿，几乎相当于过去一年国家层面发放的消费 补贴规模。 可即 ...

华尔街见闻获悉，7月12日20:47分，美团即时零售订单量再创新高，达1.3亿。其中，微信等社交平台 小程序下单额屡创新高，好友之间互相分享优惠券多次触及微信社交裂变阈值，成为美团订单成交重要 通道。 ...

移动互联网丨研究报告 核心摘要： 用户变化 Q1移动互联网流量同比小幅增长，增量用户空间收窄： 2025年一季度，中国移动互联 网月独立设备数均值同比增长2.6%，但单月环比增速较低，分别为0.27%、-0.03%、 0.08%，市场需求趋稳，行业进入存量竞争深化阶段。 用户粘性持续走低，存量用户关注争夺白热化： 截至Q1末，移动互联网用户单机单日 有效使用时间268.0分钟，同比下降3.9%，使用次数为63.4次，同比下降5.1%。 行业变化 电商 - 送礼功能升级驱动社交消费： Q1 电商行业流量峰值达 12.16 亿，社交场景消费 潜力释放，淘 宝、京东、微信小店推出送礼服务，如"一礼多收""自选时效""隐藏价 格"等，并借力春节营销。 美食外卖 - 三巨头激烈角逐： 京东 外卖 2 月入局，以"品质外卖 + 低佣金"策略单日订 单破千万；美团闪购覆盖 3000 余县区市；淘宝闪购联合饿了么首周订单破千万，行业 呈现多强争霸格局。 社交网络 - 小红书借势国际化： 1 月超 1.7 亿" TikTok 难民"涌入，小红书登顶多国 应 用商店下载榜 ，英文翻译功能随后上线， APP 月活跃设备数逼近 3 ...

Core Insights - Major platforms like Meituan and Taobao are issuing significant food delivery coupons, indicating a competitive strategy to attract customers [1] - Consumers are actively sharing their experiences of obtaining "zero-cost" items, showcasing the effectiveness of these promotional campaigns [1] Company Strategies - Meituan and Taobao have launched new promotional campaigns featuring high-value coupons for food delivery services [1] - The issuance of "0 yuan" coupons is a tactic to increase user engagement and drive sales through discounts [1] Consumer Behavior - Users are taking advantage of these promotions, with reports of orders being placed for minimal costs, such as 0.01 yuan for a drink [1] - The trend of sharing successful coupon redemptions on social media highlights the growing consumer interest in promotional offers [1]

Group 1 - xAI has launched Grok 4, claiming it to be the world's strongest AI model, achieving a performance level equivalent to a PhD in handling academic issues [1] - The new model Grok 4 is a significant upgrade from its predecessor Grok 3, skipping version 3.5, and is reported to be smarter than human graduate students across various disciplines [1] - Keling AI has introduced the Ketu 2.1 model, which features enhanced instruction-following capabilities, impressive image aesthetics, and over 180 different response styles, available for free to all members for seven days [1] Group 2 - European defense startup Helsing claims its AI system has accumulated the equivalent of 1 million pilot hours of experience in just 72 hours, indicating rapid advancements in AI-controlled combat aircraft [2] - U.S. power suppliers are seeking significant rate increases due to the surge in demand from AI data centers, with a reported 142% increase in rate hike requests compared to the previous year, totaling $29 billion [2] - Meituan has refuted claims regarding the number of college graduates working as delivery riders, clarifying that such data lacks factual basis and is misleading [2] Group 3 - TikTok has denied reports of developing a separate application for U.S. users that would utilize different algorithms and data systems, stating that the claims are unfounded [3] - Zongshen has issued an apology for potential trademark infringements related to the naming of its new tricycle models, committing to rectify the situation and enhance internal review processes [3] Group 4 - Xiaomi has reported that its automotive division has delivered over 300,000 vehicles within 15 months of its launch [5] - Huawei's smart driving system has surpassed a total mileage of 3.037 billion kilometers, averaging over 10 million kilometers per day, with significant usage of its parking assistance feature [6] Group 5 - Maserati has announced a limited-time promotional price for its Grecale SUV model, dropping the price to approximately 388,800 yuan, a reduction of over 40% from the official starting price of 650,800 yuan [7][8] - The promotional pricing is specific to a dealership and is not representative of the Maserati brand's pricing strategy, with the initial batch of vehicles selling rapidly [8]

Market Impact - China's food-delivery market battle has erased $100 billion (1000 亿) in market value from Alibaba [1] - The protracted battle shows no signs of abating, continuing to negatively impact profits and investor confidence [1]

Core Viewpoint - DoorDash is increasing service fees for deliveries in Seattle due to new city regulations affecting app-based worker pay and account deactivations, which the company claims are leading to higher operational costs [1][2][5]. Group 1: Service Fee Increase - The specific amount of the fee increase has not been disclosed, but it will take effect later this month, impacting customers already facing high delivery costs [2]. - This is not the first price hike; DoorDash previously implemented a flat $5 service fee following a 2022 law guaranteeing minimum wage for app-based workers in Seattle [7]. Group 2: Impact of Regulations - Seattle's law mandates that delivery workers earn nearly $30 an hour before tips and mileage, which is significantly above the minimum wage [5]. - The company has reported a substantial decline in business due to these regulations, with Dashers receiving half as many delivery offers and experiencing three times longer wait times for potential deliveries [8]. Group 3: Financial Performance - DoorDash reported operating at a loss in Seattle in 2024, despite generating $10.7 billion in revenue nationwide [10]. - Local businesses in Seattle experienced a 2% drop in revenue, contrasting with a 10% increase in cities like Denver, Portland, and San Francisco, where service fees are lower [10].