巨头间的即时零售“补贴大战”在7月初骤然升级并迅速演变为一场关乎未来市场格局的“单量竞速”。 市场传闻淘宝闪购将7月5日

智通财经
Jul 06, 2025
巨头间的即时零售“补贴大战”在7月初骤然升级并迅速演变为一场关乎未来市场格局的“单量竞速”。 市场传闻淘宝闪购将7月5日定为“冲单日”瞄准9000万至1亿单冲刺峰值。没想到的是7月5日深夜美团外卖突然“闪击”率先宣布其即时零售日订单量突破1.2亿单大关。 针锋相对的举动远非简单的数字比拼而是美团、阿里(淘宝闪购)乃至京东在“即时零售+电商+服务”大消费混战中对未来入口主导权的关键争夺。对于外卖大战美团的态度是“将不惜一切代价赢得这场竞争”。外卖这一高频次消费有利于提升平台用户的活跃度和黏性同时因为外卖构建起来的强大的即时城配体系可以推动即时零售业务发展对电商平台带来很大的竞争压力。美团一季度财报显示截至3月底美团闪购累计交易用户数超5亿。美团创始人王兴在随后的电话会议上表示美团已做好充分准备通过加大投入巩固消费者心智份额。(第一财经)。

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