Group 1 - The hashtag "饿了么崩了" (Ele.me crashed) has become a trending topic on Weibo, with users reporting issues such as unresponsive customer service and disappearing orders [1] - Ele.me's official Weibo account announced a promotional campaign from August 7 to August 10, offering over one million free cups of milk tea daily and a surprise coupon package worth 188 yuan [1] - Users have expressed frustration over delayed orders, with one user stating that after an hour of waiting for their first milk tea of the season, the order vanished and the merchant claimed they did not receive it [1] Group 2 - As of now, Ele.me has not responded to the "Ele.me crashed" situation [2] - The recent promotional season for "the first cup of milk tea in autumn" has been launched by various food delivery platforms [2] - Taobao Shanguo denied rumors of aiming for 100 million orders on August 8, clarifying that the claims were fabricated and that their operational strategies are based on market demand and merchant collaboration [2] - Taobao Shanguo stated that they have never set a "rush order target" and emphasized that their marketing activities prioritize reasonable profits for merchants to avoid unhealthy competition [2] - A new membership system is set to launch by Taobao, integrating resources from Ele.me, Fliggy, and Hema, enhancing the benefits for 88VIP users across various sectors [2]

Core Insights - A new consumption model called "flash purchase" is emerging, driven by digitalization, with over 12,000 non-food physical stores joining the Taobao flash purchase platform in July, including well-known brands like Moutai and Semir [1] - The rapid growth of Taobao flash purchase provides new growth opportunities for small and medium-sized businesses, with 57,000 non-food small stores achieving record high order volumes in just one week, and over 100% month-on-month revenue growth for more than 100,000 small stores [1][3] Group 1 - The increasing diversity of instant delivery scenarios is a key factor in the rapid rise of Taobao flash purchase, expanding from food delivery to various sectors like electronics and apparel [3] - Brands are successfully leveraging the platform to enhance their order volumes, with examples like the Lingerie Group increasing daily orders for its brands by 5 times, 3 times, and nearly 2 times [3] - Chain brands are moving their offline stores to the Taobao flash purchase platform, with notable successes such as Xijiu achieving over 1,000 orders in a week and Xiaomi increasing daily orders by 4 times compared to May [3] Group 2 - Taobao flash purchase demonstrates a significant leverage effect in driving consumption growth, with a study indicating that every 1 yuan spent on service consumption vouchers can generate an additional 6.76 yuan in spending [4] - If current investment levels are maintained, it is estimated that nearly 700 billion yuan in additional consumption could be stimulated within a year, highlighting the platform economy's potential in expanding domestic demand [4] - The platform has also brought unprecedented growth to service consumption in county-level areas, with some regions seeing over 10 times growth in restaurant orders compared to June [4] Group 3 - The rise of the flash purchase platform not only expands the service consumption market but also promotes regional consumption upgrades, allowing cities to tap into local consumption potential and diversify the market [5] - This online-offline retail model enhances urban vibrancy and makes consumers' lives more convenient and colorful [5]

Group 1 - The core viewpoint emphasizes the importance of activating new consumption and boosting domestic demand to create a virtuous cycle of "demand-supply-employment-income," which is crucial for high-quality economic development [1] - The policy logic indicates that activating new consumption is a strategic choice to respond to economic cyclical fluctuations and cultivate new economic growth drivers [1][2] - The current consumption market in China is transitioning from survival-oriented to development-oriented, and from material-based to service-oriented, necessitating a more efficient supply-demand matching mechanism [1][2] Group 2 - The central government has called for the construction of a high-quality, efficient, and competitive modern circulation system, guiding the innovative development of e-commerce platforms [2] - Platforms like Taobao Flash Purchase are responding to policy calls by innovating and investing in subsidies to create an immediate supply system of "goods + services," addressing deep-seated contradictions in the e-commerce industry [2][3] Group 3 - Taobao Flash Purchase launched a subsidy plan totaling 50 billion yuan, which has shown significant results within a week, with over 4,124 restaurant brands reaching historical peaks in business activity [3][4] - The subsidy program has led to a doubling of order volumes for 2,318 non-food categories, with daily orders surpassing 80 million and active users reaching 200 million [3][4] Group 4 - The 50 billion yuan subsidy plan serves as a strategic engine for elevating platforms to large-scale consumer e-commerce, creating a positive cycle of "platform benefits - user gains - merchant growth" [4] - The platform's direct subsidy model ensures merchants' profit margins, allowing them to invest in quality improvement and digital transformation, shifting the industry focus from price competition to value competition [4] Group 5 - Taobao Flash Purchase's innovative practices serve as a model for the e-commerce industry, acting as a stabilizer for the consumption market, a conduit for economic growth, a leader in consumption upgrades, and a promoter of the digital economy [4][6] - The platform's approach integrates resources and fosters a collaborative ecosystem, moving from a zero-sum game to a win-win situation, which is essential for high-quality economic development [6][7] Group 6 - E-commerce platforms are positioned as core carriers of the modern circulation system, tasked with significant responsibilities in the current historical context [7] - The expectation is for more platforms to innovate and integrate resources, enhancing consumption potential and improving circulation efficiency through digital transformation [7]