（图片系AI生成） 今年中秋、国庆再次揭露白酒线上线下"冰火两重天"现状：线下动销持续"冷淡"，线上却格外热闹，美团闪购平台1499元的飞天茅台秒空，节前销量8倍增 长。 这截然不同的市场表现背后，是即时零售正从电商平台的"独角戏"，演变为全行业参与的 "重头戏"。从茅台与淘宝闪购达成合作、i茅台上线"即时配送"服 务，到十余家白酒企业联合美团闪购推出即时零售行业首个全链路保真体系，酒企正加速"上车"。 白酒企业加速登场 数据显示，酒类即时零售渗透率虽从2023年的1%起步，但业内预计2027年将飙升至6%，规模有望冲击千亿级别。然而，这场渠道革命在拓宽竞争赛道的同 时，也埋下了价格失控、经销商利润不断蒸发的隐患，一场关于效率、利益与生态的博弈已然拉开序幕。毕竟在这场冒险实验背后也有不少人担心经销商沦 为平台的"送货工具人"。 现状：平台主导，多元模式共舞 即时零售以"小时达""分钟达"的极致履约效率，重构了零售逻辑。在白酒领域，这股浪潮已从早期的垂类探索，发展为平台型、垂类型、仓店一体型等多模 式并存的竞争格局，其中综合电商平台凭借资源优势占据主导地位。 2014年酒仙网率先试水，推出"酒快到"平台，当年便 ...

Group 1: Legal Actions and Controversies - NIO has announced legal action against five social media accounts for maliciously defaming its brand and spreading false information [1] - The owner of a noodle shop involved in a recent controversy has had their social media account banned from being followed after a significant drop in followers from 97,000 to 23,000 following the incident [2][3] Group 2: Industry Developments - Kweichow Moutai has partnered with Taobao Flash Sale to launch over 1,000 official stores, offering a "30-minute delivery" service for authentic Moutai products [5] - There has been a rise in reports of malicious buyers using AI to create fake images to apply for refunds, leading to significant losses for merchants [7] Group 3: Market Trends - Recent reports indicate that certain unreleased products from Pop Mart are being resold at significantly inflated prices on second-hand platforms, with some items listed for up to 800% above their original price [10] - The top live-streaming sales figures on Douyin show that "Yuhui Tongxing" achieved sales exceeding 25 million with over 23 million viewers, leading the market [11]

Group 1: Industry Overview - The long video market continues to shrink, with iQIYI reporting a revenue decline of 11% year-on-year to 6.628 billion yuan in Q2 2025, resulting in a net loss of 133.7 million yuan compared to a net profit of 68.7 million yuan in the same period last year [1] - iQIYI's membership revenue decreased by 9% to 4.09 billion yuan, advertising revenue fell by 13% to 1.27 billion yuan, and content distribution revenue dropped by 37% to 437 million yuan [1] - Tencent's Q2 report indicates a decline of 3 million paid video members year-on-year and quarter-on-quarter, totaling 114 million members [4] Group 2: Company Strategies and Responses - iQIYI's founder, Gong Yu, noted a significant loss of long video viewers, particularly severe over the past two to three years [5] - The National Radio and Television Administration has introduced measures to enhance content supply in the television industry, including a "Content Renewal Plan" to improve content innovation and management policies [6][7] - New mechanisms for series, situational, and unit dramas will be trialed, allowing for flexible broadcasting based on audience feedback [8] Group 3: Financial Performance - iQIYI's content costs decreased by 8% year-on-year to 3.78 billion yuan [2] - The overall performance challenges are not limited to iQIYI, indicating a broader trend in the industry [3]

Core Viewpoint - Alibaba's Taobao Flash and Meituan Flash have both entered into deep collaborations with Kweichow Moutai, intensifying competition in the instant retail sector, particularly in high-end liquor delivery services [1][9][24]. Group 1: Collaboration Details - Kweichow Moutai has partnered with Taobao Flash to launch over 1,000 official stores under the "Moutai Aroma · Shared by Thousands" initiative, offering a "30-minute delivery" service for genuine Moutai products [1][8]. - Taobao Flash will integrate with Moutai's 270 experience centers and over 6,500 themed terminal stores nationwide, enhancing its high-end liquor offerings [8][24]. - Meituan Flash has also announced a similar partnership with Moutai, providing a comparable 30-minute delivery service for Moutai products [9][14]. Group 2: Competitive Landscape - The competition between Alibaba and Meituan is characterized by direct comparisons in store coverage and delivery efficiency, as both platforms aim to attract high-net-worth users and increase consumer traffic [14][24]. - Recent data indicates that Taobao Flash's daily order volume exceeded 100 million for three consecutive days, with a notable increase in market share over Meituan Flash, although Meituan still maintained a lead on certain days [23][24]. - Both companies are expanding their instant retail strategies, with Alibaba integrating its resources across various platforms and Meituan enhancing its logistics through partnerships with convenience store chains [17][19][30]. Group 3: Broader Industry Implications - The competition extends beyond high-end liquor, as both companies are actively engaging in various dimensions such as rider recruitment and membership systems, indicating a multi-faceted rivalry [24][30]. - The partnerships with Moutai serve as a significant indicator of the escalating competition in the instant retail market, which is crucial for both companies' long-term positioning in the trillion-dollar instant consumption market [24][30].

Group 1: Pop Mart's Performance - Pop Mart reported a revenue of 13.88 billion yuan for the first half of 2025, representing a year-on-year increase of 204.4% [1] - The founder Wang Ning projected that the company's annual revenue could reach 30 billion yuan easily [1] - The Americas market showed remarkable growth with a staggering increase of 1142.3% [1] - Plush toys generated 6.14 billion yuan in revenue, surpassing the sales of figurines for the first time, with the LABUBU series contributing 34.7% to total revenue [1] - To address supply shortages, the production capacity for plush toys has been ramped up to 30 million units per month, a tenfold increase compared to the same period last year [1] Group 2: Xinba's Withdrawal from Live Streaming - Xinba announced his permanent exit from the live streaming industry for the fifth time, citing severe lung damage due to chronic bronchitis [3] - The Xin Xuan Group has faced multiple controversies regarding product quality, including issues with sanitary napkins and exaggerated claims about milk powder [3] - The public believes that the company must enhance quality control and rebuild trust following Xinba's departure [3] Group 3: Meituan's International Expansion - Meituan's international food delivery brand Keeta officially launched in Doha, Qatar, marking its second entry into the Middle East after Saudi Arabia [3] - The company plans to expand further into more Middle Eastern markets and aims to enter Brazil within a few months [3] Group 4: China Resources Beer Performance - China Resources Beer reported a revenue of 23.942 billion yuan for the first half of 2025, a year-on-year increase of 0.8% [14] - The company's net profit attributable to shareholders rose by 23% to 5.789 billion yuan [14] - The beer business generated 23.161 billion yuan in revenue, with a gross margin increase of 2.5 percentage points to 48.3% [14] Group 5: Three Squirrels New E-commerce Company - Three Squirrels has established a new e-commerce company focusing on the sale of agricultural products and maternal and infant goods [15] - The new company is wholly owned by Three Squirrels and aims to diversify its product offerings [15] Group 6: JD's Response to Market Expansion - JD responded to rumors about expanding its operations outside the Fifth Ring Road in Beijing, clarifying that there are no plans for such expansion [16] - The company is collaborating with existing community stores for its layout in the Beijing area [16] Group 7: LV's Beauty Store Launch - LV opened its first global beauty store in Nanjing, showcasing its strategic ambition in the Chinese market [17] - The store will feature a new beauty series, with global online pre-sales starting on August 25 [17] Group 8: Moutai's E-commerce Initiative - Moutai has partnered with Taobao Flash Sale to launch over 1,000 official stores, offering a "30-minute delivery" service for genuine Moutai products [19] - The initiative aims to connect Moutai's experience centers and over 6,500 themed terminal stores nationwide [19] Group 9: Cainiao's Supply Chain Collaboration - Cainiao has formed a deep supply chain partnership with the national brand Jianlibao, optimizing the direct-to-consumer model [20] - This collaboration aims to reduce logistics costs and enhance consumer experience, with plans to expand the model to Jianlibao's national production bases [20] Group 10: Meituan's Online Reservation Service - Meituan launched an online reservation service for restaurants ahead of the Qixi Festival, responding to increased demand for dining reservations [21] - The service includes a dynamic ranking of popular restaurants based on customer reviews and reservation trends [21]

Group 1 - Guizhou Moutai has partnered with Taobao Flash Sale to launch over 1000 official stores, providing a "30-minute delivery" service for authentic Moutai products [1] - The product range includes Moutai 1935, Guizhou Daqu, Moutai Yingbin, Moutai Wangzi, and Hanjiang, covering all price segments from mass to premium [1] - The collaboration signifies a shift in the traditional liquor industry's channel strategy, with online channels becoming a key growth driver for brand expansion [1] Group 2 - A report indicates that 34.9% of liquor companies prioritize the expansion of instant retail channels, with a rapid rise in younger consumer demand [2] - Since the launch of Taobao Flash Sale, liquor categories have seen significant growth, with craft beer up 703%, cocktails up 237%, and white liquor up 172% [2] - The entry of Moutai into Taobao Flash Sale enhances the platform's appeal in the liquor sector, creating a comprehensive product matrix from mass to premium offerings [2]

Group 1 - Guizhou Moutai Sauce Aroma Liquor Marketing Co., Ltd. has partnered with Taobao Flash Sale to launch over 1,000 official stores, offering "genuine Moutai delivered in 30 minutes" service [1] - The product range includes Moutai 1935, Guizhou Daqu, Moutai Yingbin, Moutai Prince, and Hanjiang, covering all price segments from mass to premium [1] - Taobao Flash Sale has seen significant growth in the liquor category, with craft beer increasing by 703%, cocktails by 237%, and white liquor by 172% [1] Group 2 - Since its launch in May, Taobao Flash Sale has experienced rapid order growth, with daily active users exceeding 200 million [2] - In July, the number of new brands joining Taobao Flash Sale increased by 110% compared to June, with over 12,000 new non-food brand stores launched [2]

Group 1 - Guizhou Moutai has partnered with Taobao Flash Sale to enhance its distribution channels [1] - The collaboration features over 1,000 official stores under the "Moutai Sauce Aroma · Shared by Thousands" initiative on Taobao Flash Sale [1] - The service promises "genuine Moutai delivered within 30 minutes" to consumers [1] Group 2 - The product range includes Moutai 1935, Guizhou Daqu, Moutai Yingbin, Moutai Prince, and Hanjiang, catering to various price segments from mass to premium [1]

区域酱酒破局：中小品牌借即时渠道触达 "小众客群" 即时零售的 "无边界性"，为区域中小酱酒品牌提供了突破地域限制的新路径。不同于头部企业的全国 化布局，贵州、四川等地的中小酱酒企业，正通过入驻淘宝闪购、饿了么等平台，精准触达 "小众酱酒 爱好者" 群体 —— 例如，贵州仁怀部分专注于 "坤沙工艺小批量酿造" 的酱酒品牌，通过即时平台将产 品辐射至云南、广西等周边省份，订单中 "复购用户" 占比达 28%，形成稳定的客群基础；四川泸州的 部分酱酒衍生品牌（如酱酒调饮基底酒），则针对年轻消费者推出 "低度酱酒 + 冰杯" 的搭配推荐，在 即时渠道中实现差异化竞争。 酱酒界讯：2025 年夏季，即时零售以 "短链配送 + 场景精准匹配" 的优势，成为酱酒市场新的增长引 擎。尼尔森 IQ 联合淘宝闪购、饿了么发布的《2025 夏季即时零售冰品酒饮消费洞察报告》（下称《报 告》）及行业动态显示，酱酒核心产区订单显著增长，区域中小酱酒品牌借势突破地域限制，而头部酱 酒企业的渠道布局进一步深化，共同推动酱酒在即时消费赛道的渗透率提升。 核心产区领跑：川黔酱酒即时订单同比增 76% 酱酒消费的 "产区属性" 在即时零售渠道 ...

Core Points - The 8th "Hanjiang Cup" National Amateur Go Tournament (Northern Division) concluded in Dalian, featuring 160 players from regions including Beijing, Tianjin, Hebei, and Inner Mongolia [1] - The tournament, which started on August 15, was divided into three categories: Master Group, Expert Group, and Celebrity Group, showcasing various levels of amateur Go skills [1] - The event aims to enhance communication among Go enthusiasts and promote Go culture, organized by the Chinese Go Association and Guizhou Moutai Sauce-flavored Liquor Marketing Co., Ltd. [1] Group Summaries - The Master Group included 50 high-ranking amateur players (5 dan and above), demonstrating top-level amateur skills [1] - The Expert Group consisted of 50 participants primarily from the Go industry, facilitating exchanges of industry insights [1] - The Celebrity Group featured 60 well-known individuals from various fields, using Go as a medium for cross-industry communication [1] Awards and Recognition - The tournament offered substantial rewards, with the Master Group champion receiving a prize of 30,000 yuan, while the champions of the Expert and Celebrity Groups each received 10,000 yuan [1] - The "Hanjiang Cup" is recognized as a significant amateur tournament brand in China, contributing to the growth of Go culture [1]