A new round of battles over food delivery subsidies has begun

The instant retail "subsidy war" among giants suddenly escalated in early July and quickly evolved into a "order volume race" concerning the future market landscape. Market rumors suggested that Taobao Flash Sale set July 5 as "Order Rush Day," aiming for a peak of 90 million to 100 million orders. Unexpectedly, late on July 5, Meituan Waimai suddenly "struck," being the first to announce that its daily order volume for instant retail surpassed 120 million orders. This tit-for-tat action is far from a simple numerical competition; it represents a critical struggle for future entry dominance among Meituan, Alibaba, and even JD.com in the "instant retail + e-commerce + services" consumer battleground. Regarding the takeaway war, Meituan's stance is that "it will spare no effort to win this competition." The high-frequency consumption of takeout helps enhance user activity and stickiness on the platform, while the strong instant urban distribution system built by takeout can promote the development of instant retail business, bringing significant competitive pressure to e-commerce platforms. Meituan's Q1 financial report shows that as of the end of March, the cumulative number of transaction users for Meituan Flash Sale exceeded 500 million. Meituan founder Wang Xing stated in the subsequent conference call that Meituan is fully prepared to consolidate consumer mind share by increasing investment