今年夏季，全新的市场竞争态势引发外卖市场迅速扩容。外卖市场全国日订单量从1亿单快速增长到2.5 亿单。伴随这一服务消费市场的快速增长，本地商业生态也正呈现出全新活力。 数据显示，7月份以来，夏日消费持续走高，在淘宝闪购127个城市的夜间订单环比6月份增长超 100%，"苏超"带动下江苏省超过10个城市的夜宵订单环比增长翻番。全国各中心城市、热门旅游城市 消费热度大幅提升，清凉经济、宅经济等多种消费形态集中爆发。全国超过64万家门店的夜订单环比增 长超过100%。 在各类消费经济的集中爆发中，从品牌连锁商家到中小商家，都在全新的市场竞争环境中，快速寻求生 意和经营的新突破。 以南京秦淮区的本地小吃店"鸡鸣汤包"为例，受平台消费券拉动，"鸡鸣汤包"日均订单翻了近三倍。为 了应对激增的订单量，"鸡鸣汤包"老板杨超给每家门店增加了1名至2名员工。 茶饮品牌李山山茶事今年6月份上线淘宝闪购，7月份以来订单环比增长超过200%，为了适应快速增长 的单量，根据全国各地门店生意情况，增加了人手。 重庆本土茶饮"李若桃"手作酸奶铺西城天街店的店长周宇帆对记者介绍："在消费券刺激下，我们的单 量增加，午餐和下午高峰的时段基本上有 ...

在今年夏季，全新的市场竞争态势引发外卖市场迅速扩容，市场全国日订单量从1亿单快速增长到2.5亿单。伴随这一服务消费市场的快速增长，本地商业生 态也正呈现出全新活力。 以南京秦淮区的本地小吃店"鸡鸣汤包"为例，受平台消费券拉动，"鸡鸣汤包"日均订单翻了近三倍。为了应对激增的订单量，老板杨超给每家门店增加了1- 2名员工，"以前一个店七八个人就够了，现在得安排9个才能忙得过来"。 茶饮品牌李山山茶事今年6月上线淘宝闪购，7月以来订单环比增长超过200%，为了适应快速增长的单量，根据全国各地门店生意情况，增加了50%-100%人 手。据重庆本土茶饮"李若桃"手作酸奶铺西城天街店店长周宇帆介绍，"在消费券刺激下，我们的单量增加，午餐和下午高峰的时段基本上有些忙不过来， 因此我们还增加了4个兼职。" 杭州融爱星面馆是一家有些特殊的餐厅，店里的服务生大多都是心智障碍的青年。据运营经理万华健介绍，受平台消费券影响，6月部分门店的外卖订单数 量相较4月增长了超过100%。"线上外卖每多一单，就可能为这里有心智障碍的年轻人多添一个成长(就业)的机会"。 数据显示：7月以来，夏日消费持续走高，在淘宝127个城市的夜间订单环比6月 ...

据分众传媒介绍，电梯间里广告屏旁边的蓝色圆环，就是采用支付宝"碰一下"技术的设备，解锁手机并 碰一下（手机需打开NFC开关），就能领取现金红包、淘宝平台消费券或品牌特惠券。目前此举已覆盖 全国首批电梯点位，瞄准4亿城市主流消费人群，目的是让大家在等电梯的碎片时间顺手得实惠，同时 激活消费活力。 如此简单的操作步骤也会让部分消费者担心，"碰一下"会不会不小心扣钱？资金安全有保障吗？对此， 分众传媒称，"碰一下"可以用于支付，也可以用于点餐、领券、开门等，这次分众与支付宝合作的只 有"领券"功能，绝不直接扣款，从源头切断了误扣风险。另外，分众和支付宝联合推出"你敢碰我敢 赔"的资金保障承诺，如果出现因电梯碰一下设备带来的资金安全问题，将全额赔付。 具体怎么"碰"才能领福利？ 分众传媒方面介绍，领福利不用扫码、不用输入，等电梯的空隙顺手就能操作。具体来说，分为三步： 福利类型也分为三种：现金红包直接存入支付宝账户，无门槛使用，消费直接抵扣；平台消费券是淘宝 投入的大批闪购补贴，涵盖超市、餐饮、日用等多个品类，领券后下单直接抵扣；品牌特惠券是合作品 牌的专属折扣，除了可在线上使用，还可以去楼下超市、餐厅用，把在电梯里 ...

一份热腾腾的煲仔饭30分钟送抵家门，街角咖啡店深夜订单激增200%，24万新商家在平台注册开业 ——这些微观场景正汇成中国消费市场的新动力。 7月16日召开的国务院常务会议明确将"做强国内大循环"列为推动经济行稳致远的战略之举，特别强调 要找准关键着力点，深入实施提振消费专项行动。会议释放的信号与市场脉动形成共振。就在两天前， 淘宝闪购宣布日订单再破8000万新高，夜间消费订单在64万家门店实现环比翻番。一组数据也揭示出消 费的支柱作用——今年上半年内需对GDP增长贡献率达68.8%，其中最终消费支出贡献率占52%。 这种"平台补贴+商家借力"的双轨模式，或将跳脱传统价格战陷阱：在国家层面，系统保障消费，扩大 服务业投资；平台层面直补，降低交易成本；商家层面借力让利，扩大经营规模。 泉州"巡汤炖罐"将年度拓店目标从60家调至100家，NOWWA咖啡单日订单环比增长200%。中国信息协 会赵溪指出："淘宝闪购这样拿出真金白银直补，而不是让商家出血的模式，应该说为反内卷竞争提供 了一种思路，即平台通过担当一定的产业责任，来激活行业要素。" "以前晚上十点就打烊，现在营业到凌晨三点。"南京茶饮品牌永民手作老板展示着 ...

Core Viewpoint - The Hong Kong stock market shows a significant positive sentiment, with major tech stocks experiencing substantial gains, driven by favorable policies and external market conditions [1][3][5]. Group 1: Market Performance - On the 15th, major tech stocks in Hong Kong surged, with Alibaba rising nearly 7%, Meituan and Baidu up over 4%, and Tencent increasing over 3%. The Hang Seng Index closed up 1.6%, while the Hang Seng Tech Index rose 2.8% [1]. - The data sector saw a notable increase of nearly 8%, with companies like Kingsoft Cloud and GDS Holdings rising significantly [5]. - The overall market sentiment was bolstered by external factors, as major Asian and European indices also reported gains, indicating a reduction in tariff concerns [6]. Group 2: Domestic Positive Factors - The National Bureau of Statistics announced measures to combat "involution" in certain industries, aiming to improve market order and enhance corporate profitability, which is expected to support economic restructuring and high-quality development [7]. - Taobao's 500 billion yuan consumption voucher initiative has led to a more than twofold increase in night orders in cities like Guangzhou and Shenzhen since July, with over 640,000 stores seeing monthly growth exceeding 100% [8]. - NVIDIA received U.S. government approval to export its H20 chip to China, which has positively impacted related sectors [9]. Group 3: Liquidity and Investor Sentiment - Despite concerns about the Hong Kong dollar's weakness affecting liquidity, bond sales in Hong Kong surged to a record 1.28 trillion HKD (approximately 163 billion USD) in Q2, reflecting a 20% increase from the previous quarter [12][13]. - The low borrowing costs, supported by the Hong Kong Monetary Authority's liquidity injections, provide a favorable environment for fundraising [14]. - Investor sentiment has reached its highest level since February, driven by optimism regarding profits and a record increase in risk appetite, although some analysts warn of an "overheated" market [15][16].

Core Insights - Taobao Flash Sale launched a consumption coupon plan worth 50 billion yuan, effectively stimulating urban consumption potential and supporting small and medium-sized catering businesses [1][3] - The plan avoids "price-for-volume" requirements, allowing merchants to focus on improving product and service quality, leading to significant order growth, especially in tea and snack categories [1][3] - In the first week of the coupon plan, 4,124 catering brands reached historical peak sales, with 95% being urban chain brands, indicating a strong activation of urban consumption [3] Consumption Growth - The consumption coupon plan resulted in explosive order growth, with Qingdao's orders exceeding 100%, tea drink orders increasing by 60%, and snack orders growing by 110% compared to the initial launch [3][5] - The number of peak sales for 4,124 brands totaled 9,818, demonstrating the effectiveness of the plan in driving sales [3] Merchant Support - Taobao Flash Sale provided various subsidies and support measures, including store, product, and delivery subsidies, to alleviate merchant burdens and create business growth opportunities [1][5] - The platform's online traffic has also led to increased offline customer flow, enhancing the overall business environment for merchants [5] Market Impact - The launch of Taobao Flash Sale has contributed to a significant increase in national daily order volume, rising from 100 million to 200 million orders in two months, with Taobao Flash Sale accounting for 60% of this market growth [5] - Small and medium-sized merchants experienced approximately 120% growth in business orders over the past week, indicating a positive impact on local businesses [5]