近日，阿里巴巴控股集团公布2025财年第四季度及全年业绩。从最新财报来看，饿了么经营效率不断提 高，业务增长势头强劲。在外卖平台"三国杀"竞争态势下，饿了么交出的答卷，再次刷新了市场想象 力。 5月15日晚间，阿里巴巴控股集团公布的财报显示，截至2025年3月31日止季度，受饿了么和高德订单快 速增长所驱动，本地生活集团收入161.34亿元，相比2024年同期的146.28亿元增长10%。伴随经营能力 的持续提升，饿了么在经营效率优化的基础上，业务规模迈向新的增长量级。 饿了么充分发挥阿里集团的生态协同优势，不断增强商家、消费者、外卖骑手三方与饿了么的黏性。大 量市场数据也证实，生态协同优势既在短期内有助于快速扩大业务规模，更通过生态反哺为饿了么构建 长期增长的确定性。 以刚过去的"五一"假期为例，饿了么平台上多个商家就迎来了爆单时刻。其中，奈雪的茶、茉莉奶白、 库迪咖啡等茶咖品牌订单同比翻多倍增长，尊宝比萨、米村拌饭、蒙自源等多品类餐饮品牌订单也迎来 生意高峰。 4月30日，在原有补贴基础上，饿了么启动"饿补超百亿"大促，正式拉开了强势增长的序幕。 这轮外卖大战初期，饿了么似乎显得相对低调。与以往的战略核心 ...

Core Viewpoint - Ele.me has officially launched a subsidy program exceeding 10 billion yuan, aiming to provide real benefits to users rather than engaging in verbal disputes with competitors [2][3][19]. Group 1: Ele.me's Strategy - Ele.me strategically avoids participating in the ongoing verbal battles in the instant retail market, focusing instead on direct financial incentives for users [3][12]. - The launch of the "10 billion subsidy" initiative is seen as a well-planned move to enhance user engagement and market presence [20][29]. - Ele.me's approach emphasizes the importance of delivering real value to users through substantial subsidies rather than engaging in superficial marketing tactics [16][18]. Group 2: Market Context - The recent entry of JD.com into the food delivery market has sparked a significant public debate, with both JD.com and Meituan involved in a war of words [5][10]. - Ele.me's decision to remain silent during this period reflects its deep understanding of the food delivery market's underlying logic, prioritizing user value over publicity [13][14]. - The competitive landscape has shifted, with Ele.me seizing the opportunity to attract attention while competitors are momentarily distracted by their disputes [24][30]. Group 3: Collaboration with Alibaba - Ele.me's subsidy initiative coincides with the rebranding of Alibaba's instant retail service, "Taobao Hourly Delivery," to "Taobao Flash Purchase," which Ele.me will support [29][35]. - The collaboration with Alibaba enhances Ele.me's market position, leveraging Taobao's traffic and product supply advantages to strengthen its own delivery capabilities [30][36]. - Ele.me's strategic alignment with Alibaba positions it as a key player in the instant retail sector, aiming to capture a larger market share amidst increasing competition [34][37].

据悉，饿了么App主页没有"超百亿补贴"的明显入口，在搜索栏输入"超百亿"就会自动跳转至"饿补超百亿"专区。 在最上方的"新人必抢"板块，一杯奈雪的茶珍珠奶茶补贴后单价仅为7.9元，一杯星巴克大杯榛果风味拿铁补贴到 手价19.9元。滑到主页面，一份海底捞的冒菜套餐补贴额度达到25.5元，最后到手价为19.9元；汉堡王的鸡腿堡四 件套直降41.1元，到手价23.9元。也难怪网友调侃道"下单时怀疑老板算错了账"，"今天饿了么便宜的得不要钱似 的"。 新人专事 海底捞·下饭火 ... | 海底捞 ●下饭火锅菜 牛油麻辣肥牛冒菜 ... 44分钟 6.1km 配送¥10 可自取 已售100+ 比店内再省22.5元 ¥27.9 ¥52.4 拒 新人价 优惠前 新人专享 肯德基| 辣堡1人大满足 兑 换券·1张 30分钟 2.0km 配送￥6 已售300+ 直降27.6元 ¥26.9 | ¥54.5 撞 优惠前 新人价 新人专享 言茗 轻体*果蔬瓶 中 兑 换券·1张 33分钟 1.9km 配送￥0.7 已售1000+ 直降10.1元 \ ¥6.9 | ¥17 撞 优惠前 新人价 # 我囤的券(0) (^) 金色山脉珍珠 ...

Group 1 - Ele.me has launched the "Hungry Subsidy Over 100 Billion" campaign, offering consumers daily surprises and low-price benefits through the app [1][3] - The campaign aims to enhance consumer satisfaction and marks Ele.me's renewed efforts in the competitive subsidy landscape, evolving the competition from a "two-tiger" scenario to a "three-country" battle [1][3] - Price is a key factor in attracting consumers in the fiercely competitive food delivery market, especially after Ele.me lost market share to competitors like JD Delivery [3][20] Group 2 - JD Delivery has also entered the 100 billion subsidy arena, announcing a significant investment of over 10 billion yuan within a year, showcasing its determination to capture market share [10][13] - The subsidy strategy includes a universal subsidy for all users, with discounts up to 20 yuan applicable to various major restaurant brands, enhancing user engagement [10][13] - Meituan Delivery is not lagging behind, planning to invest 100 billion yuan over three years to support the restaurant industry, focusing on various merchant support initiatives [13][19] Group 3 - The intense competition in the food delivery sector is driven by market saturation and the need for platforms to secure limited market shares through effective strategies like the 100 billion subsidy [20][22] - Consumers are increasingly price-sensitive and demand higher quality and service, prompting platforms to enhance their offerings while providing subsidies [22][24] - The competition fosters innovation and upgrades within the industry, as platforms strive to improve service models, delivery efficiency, and food safety management [24]