2025.07. 11 "黄金平替"，单日大跌6%！ 7月12日20:47分，美团即时零售订单量再创新高，达1.3亿。 当日，美团再次披露一组骑手相关数据：随着7月接连迎来订单峰值，骑手单量和收入双双增长。以 7月周末为例，骑手日收入增长111%，日单量增长33%，超40万众包骑手日收入超500元。此外， 6月期间，全国众包高频骑手月收入达9793元。 微信编辑 | 夏木 推荐阅读 本文字数：191，阅读时长大约1分钟 作者 | 第一财经 陆涵之 ...

华尔街见闻获悉，7月12日20:47分，美团即时零售订单量再创新高，达1.3亿。其中，微信等社交平台 小程序下单额屡创新高，好友之间互相分享优惠券多次触及微信社交裂变阈值，成为美团订单成交重要 通道。 ...

美团订单量再创新高 微信社交裂变礼赠成为重要渠道 智通财经7月12日电，7月12日19:30分刚过，美团即时零售订单量再创新高。美团神抢手项目负责人表 示，仅神抢手实时订单量接近4000万单，其中礼赠量突破千万单。微信等社交平台小程序下单额屡创新 高，好友之间互相优惠券分享和礼赠分享多次触及微信社交裂变阈值，微信赠礼成为重要营销渠道，小 红书、微博等也成为重要成交促销工具。上述营销工具的组合效果优于各类app开屏广告。 (智通财经) ...

Group 1 - JD.com officially entered the food delivery market on February 11, 2025, with a recruitment plan for "quality dining merchants" and introduced three key strategies: quality merchants, zero commission, and social security for delivery riders [1][4] - By April 2025, JD.com’s food delivery service achieved over 10 million daily orders, and by June 1, this number increased to over 25 million [2][3] - JD.com has established a significant presence with 120,000 full-time delivery riders and 1.5 million restaurant partners, maintaining daily orders above 25 million during the 618 shopping festival [3][4] Group 2 - Meituan's response to JD.com's entry was relatively subdued, focusing on providing new insurance for riders and announcing the independent launch of Meituan Flash Purchase, which aims for "30-minute delivery of everything" [5][6] - Meituan's strategic shift includes optimizing its operations by exiting unprofitable areas while expanding its focus on instant retail, including Flash Purchase and small supermarkets [11][12] - By July 5, 2025, Meituan reported over 120 million daily orders, with over 100 million coming from food delivery, indicating a strong market position [15][28] Group 3 - Alibaba's entry into the market with Taobao Flash Purchase in April 2025, which quickly surpassed 60 million daily orders, indicates a significant competitive threat to both JD.com and Meituan [8][9] - The integration of Ele.me and Fliggy into Alibaba's e-commerce group reflects a strategic move to enhance its instant delivery capabilities [8][25] - The competition has intensified, with Meituan, JD.com, and Alibaba all vying for dominance in the instant retail space, leading to a significant increase in daily order volumes across platforms [15][29] Group 4 - Meituan's concept of "instant retail" was first introduced in 2021, predicting a market size exceeding 1 trillion yuan within five years, with a focus on meeting immediate consumer needs [20][21] - Meituan Flash Purchase has achieved a scale of 175 billion yuan in the past year, with expectations to exceed 400 billion yuan by 2026 [21][22] - The competition is characterized by a shift from traditional food delivery to a broader instant retail model, with all three companies focusing on enhancing their logistics and delivery capabilities [29][30] Group 5 - The ongoing battle for market share in instant retail is marked by aggressive strategies from JD.com and Alibaba, who view Meituan as a significant competitor [30][32] - Meituan's strategy of "30-minute delivery of everything" poses a direct challenge to traditional retail models, potentially disrupting the market for JD.com and Alibaba [32][33] - The competition is expected to be prolonged and intense, with all players aiming to secure their positions in the rapidly evolving instant retail landscape [30][33]

移动互联网丨研究报告 核心摘要： 用户变化 Q1移动互联网流量同比小幅增长，增量用户空间收窄： 2025年一季度，中国移动互联 网月独立设备数均值同比增长2.6%，但单月环比增速较低，分别为0.27%、-0.03%、 0.08%，市场需求趋稳，行业进入存量竞争深化阶段。 用户粘性持续走低，存量用户关注争夺白热化： 截至Q1末，移动互联网用户单机单日 有效使用时间268.0分钟，同比下降3.9%，使用次数为63.4次，同比下降5.1%。 行业变化 电商 - 送礼功能升级驱动社交消费： Q1 电商行业流量峰值达 12.16 亿，社交场景消费 潜力释放，淘 宝、京东、微信小店推出送礼服务，如"一礼多收""自选时效""隐藏价 格"等，并借力春节营销。 美食外卖 - 三巨头激烈角逐： 京东 外卖 2 月入局，以"品质外卖 + 低佣金"策略单日订 单破千万；美团闪购覆盖 3000 余县区市；淘宝闪购联合饿了么首周订单破千万，行业 呈现多强争霸格局。 社交网络 - 小红书借势国际化： 1 月超 1.7 亿" TikTok 难民"涌入，小红书登顶多国 应 用商店下载榜 ，英文翻译功能随后上线， APP 月活跃设备数逼近 3 ...

2025.07. 11 本文字数：1419，阅读时长大约3分钟 作者 | 第一财 经 陈杨园 "静等两家大活动，两家都不肯先出招。"7月12日凌晨，一个外卖红包群里，群主挂出了这样一条置 顶消息。经历了上周末外卖补贴的疯狂，许多人开始蹲守本周末，不过，外卖战场的故事一周一个 样。 当日，美团对"神枪手"频道0元购的投入似乎还在继续加码，下午，记者打开美团发现，美团外卖直 接将"您的0元外卖已到账"标签放上了主页，不过，可能是考虑到运力，优惠券仅限到店自取。有外 卖员告诉记者，有些奶茶店"爆单"到"没法送"，等十分钟取消了。 上午十点半，记者来到位于北京的一家商场，发现不同品牌奶茶店的闲忙度差异巨大。上周的"爆 单"重灾区瑞幸咖啡、蜜雪冰城本周归于平静，蜜雪冰城现场下单只要等待5分钟即可取餐，瑞幸店员 更是告诉消费者"前面一单也没有"，刚过十一点一刻，三位店员已经开始商量起中午换班。 比起前两家，库迪咖啡相对延续了上周的热闹，店员告诉记者，点单需要等待10-30分钟，忙着出餐 的店员没空数前面有几单。 但跟一墙之隔的沪上阿姨比起来，库迪咖啡的忙碌是"小巫见大巫"。上午十点半，沪上阿姨已经排到 了四百多杯，外卖单 ...

来源：江苏新闻 上周末的外卖大战仿佛刚刚过去，美团、淘宝闪购、京东三大外卖平台再起"战火"。 今天，淘宝闪购甩出"满18.8减18.8"，美团外卖红包立刻以"0元喝奶茶"强势反击，京东则宣布每晚10万 份，一口价16.18小龙虾。 截至发稿，"免费奶茶"已经登上热搜第一。网友奶茶喝不停，直呼喝出糖尿病。 外卖大战升级 周末上演大爆单 上周的外卖大战后，7月7日，淘宝闪购、饿了么联合宣布：日订单数超8000万；非餐饮订单超1300万； 淘宝闪购日活跃用户超过2亿。 图自饿了么 7月11日晚，美团外卖发布微博表示："周六，快乐继续。"宣布外卖"疯狂星期六"再次上演。 > 美团外卖 @ 15小时前 来自 微博网页版 周六，快乐继续。 国美团 [3美团外卖 [건 272 日 493 1 5761 淘宝闪购表示，继续发放"超级星期六"188大券包。又称指定「姓」运骑手送的都免单！ 淘宝闪购 窗 !》 25-7-12 08:00 发布于 福建 来自 微博网页版 已编辑 7月12日,上淘宝点击「闪购」,搜索「超级星期六」领取大额券,周末两天都能 用! 每一顿,要吃饱也要吃好! 学转+评本条微博,互动量达3000,送奶茶手气 ...

Core Insights - The article discusses the resurgence of intense competition in the food delivery market in China, reminiscent of the fierce battles from a decade ago, driven by changing strategic goals among major players [4][30][54] - The focus has shifted from merely competing for market share in food delivery to controlling the broader infrastructure of instant delivery services, which encompasses a wider range of products beyond just food [25][28][56] Group 1: Historical Context - The food delivery market in China has evolved significantly over the past decade, with major players like Meituan, Ele.me, and Baidu competing aggressively for user acquisition through subsidies and promotions [2][10][19] - Initial competition was characterized by heavy spending on subsidies to attract users, with Meituan and Ele.me burning billions to establish their market presence [2][3][8] - The market saw a temporary peace as companies shifted focus towards profitability and sustainable growth, moving away from the "burn money" model [3][21] Group 2: Recent Developments - On July 5, 2025, a significant escalation occurred with Taobao Flash Sale launching a major offensive against Meituan, leading to record-high order volumes in the food delivery sector [4][6][7] - The total daily orders in the food delivery market reached a record 200 million, with Meituan reporting 120 million and Taobao Flash Sale exceeding 80 million orders on the same day [6][7] - The intense competition resulted in estimated combined losses exceeding 1 billion yuan for both companies on that day [7] Group 3: Strategic Shifts - The competition has evolved from a focus on food delivery to a broader battle for control over the instant delivery infrastructure, which includes various consumer goods [25][28][29] - Companies are now vying to establish themselves as the default delivery network for all types of products, not just food, indicating a strategic shift in the market landscape [26][28] - The change in strategic focus has led to a renewed willingness to incur losses in pursuit of long-term market dominance [30][41] Group 4: Consumer Perspective - From a consumer standpoint, the increase in subsidies and promotions has become a normalized expectation, with little awareness of the underlying competitive dynamics [43][46] - The perception of the food delivery service has shifted from a novel convenience to an expected norm, with consumers now viewing the ongoing subsidy wars as a means to benefit from lower prices [47][48] - The relationship between platforms and consumers has transformed into a transactional one, where consumers are more focused on immediate benefits rather than the broader implications of the competition [48][49]

在二手交易领域，低价影视会员的交易热度持续攀升。每一条低价会员链接的背后，都暗藏着卖家对优质货源渠道的激烈角逐。对于新入局的卖家而言，一 个亟待解决的关键问题摆在眼前：怎样才能找到价格低、供应稳且来源正规的影视会员货源呢？ 选择拿货渠道的三条黄金准则 面对如此多样化的货源渠道，卖家需要谨慎选择： 1. 发卡网代理：作为第三方平台，发卡网在客户与会员供货商之间搭建起桥梁。它整合了各类权益商品，其中就包括视频会员，价格相对实惠。小型电 商通过与发卡网合作，能够以较低成本获取视频会员资源。 2. 联合会员拆分：各大电商平台经常与视频平台联合推出会员套餐，例如京东PLUS与腾讯视频的联合套餐。这些套餐中的视频会员权益可以单独拆分出 来。卖家购买联合会员后，将视频会员权益分离出来单独售卖，从而形成低价货源。 3. 积分活动变现：信用卡等金融机构常与视频平台合作开展积分兑换活动。许多用户将积分兑换成视频会员后，会在闲鱼等平台加价转卖，这便形成了 一条独特的货源渠道。 4. 官方直采渠道：官方渠道提供的价格是全网最低的，但准入门槛极高。要求代理商每月出货量达到数千份，注册资金不低于1000万，并且需要具备三 年以上运营合作 ...

7月11日，中国最大的ACG文化线下盛会——BilibiliWorld2025(简称BW2025)在上海正式开幕，数十万00后、05后年轻人奔赴申城。上海变身一座"痛城"， 二次元浓度已直逼日本秋叶原。 "京沪牛马线已经变成了京沪BW线！"有网友在社交媒体上惊呼。BW2025前一日，在从北京到上海的高铁上，放眼望去都是带着各种Cosplay装备、背着"痛 包"(即带有二次元徽章的包)赶去参加漫展的年轻人。多条地铁线路也被二次元"承包"，有二次元网友表示，从车站、地铁到酒店，身边都是同样从外地赶来 的同好，漫展的氛围在路上已经能感受到了。美团旅行此前公布的数据显示，漫展举办当周，上海文旅预订增速环比上涨35%，全国各地来沪火车票搜索量 环比增长36%，各地来沪机票预订量同比上涨近50%。漫展场地周边的热门高星酒店"暑期提前订"增速高达475%，仅7月第一周，00后游客预订上海高星酒 店人数占比已近15%。 大批年轻人齐聚上海，带动机票、火车票、酒店等旅游订单激增以外，二次元文化也正突破"次元壁"，有效激活本地吃喝玩乐消费。不少年轻人在出发前就 已开帖询问"上海美食攻略"，迫不及待交流"觅食心得"。夜间餐饮首先迎 ...