Core Viewpoint - The recent rebranding of a food delivery platform and the upcoming release of the national standard for food delivery services indicate a new development phase for the industry [1][2]. Group 1: Industry Background - The food delivery platform, now renamed "Taobao Flash Purchase," originally launched in September 2008, marking the beginning of a significant industry that has evolved over 17 years [2]. - The newly released national standard is the first specifically addressing the management of food delivery services, filling a gap that previously existed in regulatory frameworks [1][3]. Group 2: National Standard Details - The national standard addresses issues such as "ghost deliveries," irrational competition, and insufficient protection of delivery personnel's rights, highlighting the need for regulatory intervention [3]. - Specific requirements include merchants providing storefront photos and videos for platform verification, platforms offering tools for evaluating promotional service effectiveness, and ensuring that costs of promotional activities are borne by the platform [3]. - The standard also emphasizes consumer rights protection, mandating platforms to compensate consumers for delivery issues caused by uncontrollable factors [3]. Group 3: Industry Response and Implementation - Major platforms like Taobao Flash Purchase, Meituan, and JD Delivery have expressed their commitment to voluntarily implement the new standard, signaling a positive step towards industry regulation [4]. - The standard is recommended rather than mandatory, necessitating active participation from platforms and ongoing legal improvements to keep pace with industry developments [4]. - The introduction of the national standard is seen as an opportunity to enhance the governance of food delivery platforms through stricter standards and more regulated services [4].

Core Viewpoint - Meituan has launched a campaign to bid farewell to Ele.me, marking the end of a 12-year partnership, while also offering users limited-time benefits through the distribution of 10 million virtual flowers [2][4]. Group 1: Farewell to Ele.me - Meituan expressed gratitude to Ele.me, referring to it as "Blue Friend," in a letter that highlights their shared journey over the past 12 years [2][6]. - The farewell coincides with speculation that Ele.me may be rebranding to "Taobao Flash Purchase," which is part of Alibaba's strategy [6][8]. Group 2: Taobao Flash Purchase - On November 4, Ele.me's app was reported to have changed its icon to reflect the new branding as "Taobao Flash Purchase," which has gained significant attention [8]. - Taobao Flash Purchase, launched by Alibaba, has seen rapid growth, with peak daily orders reaching 120 million in August, and a 200% increase in monthly active buyers since April [10][11]. Group 3: Strategic Importance - Alibaba's CEO mentioned that Taobao Flash Purchase has exceeded its initial goals and aims to integrate offline brand stores into its platform, potentially bringing in one million stores over the next three years [11]. - The integration of Ele.me with Taobao Flash Purchase is seen as a strategic move to enhance Alibaba's capabilities in the instant retail sector [11].

Core Viewpoint - Meituan has launched a campaign to bid farewell to Ele.me, marking the end of a 12-year partnership, while also offering users limited-time benefits through the distribution of 10 million virtual flowers [3][6][8]. Group 1: Farewell Campaign - The campaign includes a heartfelt letter from Meituan expressing gratitude for the 12 years of collaboration with Ele.me, emphasizing the importance of individuality and vibrant colors [3]. - The farewell event will last until November 21, during which Meituan aims to engage users with special offers [6]. - The campaign coincides with speculation about Ele.me's potential rebranding to "Taobao Flash Purchase," following its recent appearance on social media [8][11]. Group 2: Ele.me's Rebranding and Market Position - On November 4, Ele.me's app was reported to have changed its branding to "Taobao Flash Purchase," which has gained significant attention online [11]. - The app's icon now reflects this new branding, indicating a shift in its market strategy [12]. - Taobao Flash Purchase, launched by Alibaba, has seen rapid growth, with peak daily orders reaching 120 million and a 200% increase in monthly active buyers since April [15].

User Changes - In Q1 2025, the average number of monthly independent devices in China's mobile internet increased by 2.6% year-on-year, indicating a stabilization in market demand and a shift towards intensified competition in a saturated market [1][5] - User stickiness continues to decline, with the effective daily usage time per device at 268.0 minutes, down 3.9% year-on-year, and usage frequency at 63.4 times, down 5.1% year-on-year, reflecting a fierce competition for existing users' attention [1][11] Industry Changes - E-commerce sector saw peak traffic of 1.216 billion in Q1, driven by upgraded gifting features in social consumption, with platforms like Taobao and JD introducing new services [2] - The food delivery market is experiencing intense competition with JD's entry and Meituan's expansion, leading to a multi-player competitive landscape [2][26] - The social network sector is expanding, with Xiaohongshu benefiting from internationalization and a surge of users from TikTok [2][67] - The AI sector is leading growth with a 46.5% year-on-year increase in monthly active devices, driven by practical applications in various verticals [2][44] APP Changes - In March 2025, the top three apps with over 100 million monthly active users (MAU) in terms of compound growth were Personal Income Tax, WiFi Master Key, and Xianyu [3][84] - The top three apps favored by Generation Z users were Boss Zhipin, Honor of Kings, and Peace Elite, indicating a trend in user preferences [3][86] Mobile Internet Traffic Trends - Q1 2025 saw a slight increase in mobile internet traffic, with the industry entering a phase of deepened competition in a saturated market [4][5] User Engagement Metrics - The effective daily usage time and frequency of mobile internet users have both declined, indicating a fragmentation of user attention and a heated competition for existing users [11][18] - Entertainment content continues to attract user attention, with short videos accounting for 29.1% of usage time, while communication and information aggregation saw a decline [14] Smart Screen Trends - By Q1 2025, the scale of smart screen terminals reached 339 million, with daily average operating time increasing year-on-year [21] E-commerce Overview - The e-commerce sector's user scale and stickiness are steadily improving, with peak traffic in Q1 approaching last November's levels [32] - JD's app led the industry with a 3.4% year-on-year growth in traffic, while other platforms like Taobao and Pinduoduo experienced slight user scale contractions [35] AI Industry Overview - The AI industry is experiencing explosive growth, with a 46.5% year-on-year increase in monthly active devices, focusing on practical applications in various fields [44][49] Social Network Overview - The social network sector's user scale continues to expand, with Q1 traffic peaking at over 900 million [65] - Weibo and Xiaohongshu lead the industry, with Xiaohongshu experiencing significant growth due to international user influx [67] Video Service Overview - The video service sector saw stable growth in Q1, with significant contributions from aggregated video and game live streaming [71][75]