港股大涨18%,外卖格局重塑,淘宝闪购迈向更大舞台

潮汐商业评论
Sep 04, 2025

作者|潮汐商业评论编辑|Ray2018年阿里收购饿了么之后,外卖业务的市场份额长期落后于美团。这使得资本市场与业内几乎从来没有正眼看过它的潜力。如今,是时候重新认识阿里在本地生活领域的表现了。今年二季度面世的“淘宝闪购”,一改多年来饿了么的竞争姿态,通过即时零售赛道切入外卖市场,淘宝闪购仅用百天左右时间实现从新入局者到行业领先者的转变,日峰值订单超过1.2亿。淘宝闪购于阿里的商业化边际效应亦在持续...

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