淘宝闪购满减和免单活动

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淘宝闪购辟谣:“内部专家访谈”纯属杜撰
证券时报· 2025-07-23 08:17
Core Viewpoint - The article discusses the recent rumors surrounding Taobao Flash Sale, emphasizing that the company has not set any "order rush targets" and operates according to normal business practices, while also addressing the competitive landscape in the food delivery industry. Summary by Sections Taobao Flash Sale's Response to Rumors - Taobao Flash Sale issued a statement denying the existence of a "Taobao Flash Sale Expert Interview," labeling it as fabricated information. The company clarified that it has never set any "order rush targets" and operates based on market demand and business norms [2][3]. - The company has taken legal steps to address the spread of false information and has requested the removal of such content from social media platforms [2]. Clarification on Subsidy Claims - Reports suggested that Taobao Flash Sale's daily subsidies exceeded those of Meituan, but the company refuted these claims, stating that its promotional activities are regular and have specific thresholds, unlike the "0 yuan purchase" strategies employed by competitors [3][4]. - Taobao Flash Sale announced a plan to distribute 50 billion yuan in subsidies over the next 12 months, aimed at both consumers and merchants to ensure profitability and sustainable growth [4]. Industry Context and Competition - The article highlights a recent meeting by the State Administration for Market Regulation with major platforms like Ele.me, Meituan, and JD.com, urging them to adhere to regulations and avoid excessive competition, which has been termed "involution" [4][5]. - JD.com and Meituan have publicly stated their opposition to "involution" and the negative impacts of aggressive subsidy wars on the industry, with Meituan's CEO expressing concerns about the resulting market bubbles [5].