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平台消费券提振中小商家信心 人手翻倍、门店数快速增长
Zheng Quan Ri Bao Wang· 2025-07-22 06:01
Group 1 - The takeaway from the news is that the food delivery market in China has experienced rapid growth, with daily order volume increasing from 100 million to 250 million, indicating a new competitive landscape and vibrant local business ecosystem [1] - The summer consumption surge has led to significant increases in night orders, with over 640,000 stores seeing a more than 100% increase in night orders compared to previous months [1] - Various brands, including "外婆家" and "米国煲仔饭," have reported substantial growth in orders, with "外婆家" achieving a 230% increase and "米国煲仔饭" seeing a 1.5 times increase in orders since joining the platform [1] Group 2 - The demand for labor in the restaurant industry has surged, with tens of thousands of new jobs created since the launch of the platform's consumption vouchers in July [2] - The restaurant "鸡鸣汤包" has seen its daily orders nearly triple, prompting the owner to hire additional staff to manage the increased volume [3] - The tea brand "李山山茶事" reported over a 200% increase in orders since joining the platform, leading to an increase in workforce to handle the demand [3] Group 3 - The food delivery market is expected to create approximately 1.5 million jobs for delivery riders, with the growth in consumption also benefiting the entire supply chain and creating a chain reaction of job opportunities [4] - Economists suggest that boosting service consumption can revitalize small businesses and enhance employment, leading to stronger consumer spending power [4]
良性竞争激活新兴市场:餐饮商家人手翻倍,门店数加速扩张
Zhong Guo Jing Ji Wang· 2025-07-22 03:09
Group 1 - The takeaway food market has rapidly expanded, with daily order volume increasing from 100 million to 250 million [1] - In July, night orders in 127 cities on Taobao saw a month-on-month growth of over 100%, driven by the "Su Chao" trend in Jiangsu province [1] - Over 640,000 stores nationwide experienced a month-on-month growth of over 100% in night orders [1] Group 2 - The demand for labor in the restaurant industry has surged, with tens of thousands of new jobs created since the launch of Taobao Flash Sale in May [4] - For example, the local snack shop "Jiming Soup Bun" in Nanjing saw daily orders triple, leading to an increase in staff from seven to nine per store [4] - The tea brand "Li Shan Shan Tea" reported over 200% growth in orders since launching on Taobao Flash Sale, necessitating a 50%-100% increase in staff [5] Group 3 - The introduction of platform consumption vouchers has stimulated consumption growth, creating a more vibrant environment for businesses [9] - The external delivery market is expected to create approximately 1.5 million jobs for delivery riders, with the growth impacting the entire supply chain [9] - Economists suggest that boosting service consumption can lead to more opportunities for small businesses and employment, creating a positive feedback loop [9]
环球热评局:加码新兴服务业 提振消费大市场
Huan Qiu Wang· 2025-07-18 07:27
Group 1 - The core viewpoint emphasizes the strengthening of domestic consumption as a strategic move to stabilize the economy, with a focus on implementing specific actions to boost consumption [1] - The contribution of domestic demand to GDP growth reached 68.8% in the first half of the year, with final consumption expenditure accounting for 52% [1] - The introduction of 500 billion yuan in platform consumption vouchers by Taobao Flash has significantly lowered consumption barriers, leading to explosive growth in summer economic activities across various regions [1] Group 2 - Service consumption is identified as a key driver for economic growth, with the potential to support more small and medium-sized businesses and create jobs, thus forming a positive cycle [2] - Since the launch of Taobao Flash, 240,000 new merchants have joined the platform, with non-food orders exceeding 16% of total orders, and average revenue per store for new small merchants nearly doubling in June [2] - The dual model of "platform subsidies + merchant leverage" is seen as a way to avoid traditional price wars, with government support for consumption and service industry investment [2] Group 3 - The rapid expansion of emerging service industries is becoming a major new driver of economic growth, as evidenced by significant increases in orders and revenue for various businesses [3] - The implementation of 500 billion yuan in consumption vouchers has revealed key patterns in consumer behavior, indicating that coordinated efforts between policy, platform support, and merchant responsiveness can accelerate new consumption [3] - The emphasis on fully releasing domestic demand potential is reflected in the details of new merchant digital capabilities and significant increases in nighttime revenue for stores [3] Group 4 - The approach of platforms not competing against merchants but instead empowering them can enhance merchant enthusiasm and create a larger consumer market [4]