据了解淘宝闪购近期明确了外卖将进入持久战。8 月 8 日立秋后淘宝闪购订单量首次超过美团。更显著的影响可能是巨额补贴让淘

智通财经
Aug 26, 2025
据了解淘宝闪购近期明确了外卖将进入持久战。8 月 8 日立秋后淘宝闪购订单量首次超过美团。更显著的影响可能是巨额补贴让淘宝吸引到了很多用户注意力7 月以来淘宝在日均活跃用户数(DAU)上拉开了和拼多多的差距。补贴不会、也不可能以当前的力度持续。按阿里内部说法大力补贴叫 “上山”而现在该准备 “下山” 了。7 月淘宝闪购花在商家端、消费者端、骑手端的补贴共计超过 100 亿元。阿里决策层正在讨论补贴退坡的节奏将重点运营高价值用户、调整补贴品类、补贴金额。据了解9 月 10 日阿里巴巴的公司周年庆将是一个重要节点会确定更多业务节奏和战略继续从 “大消费平台” 这一顶层战略出发在基础能力上追赶和狙击美团。(晚点)。

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