力见丨淘宝“杀入”外卖：一场流量与生态攻防战

21世纪经济报道2025-04-30

21世纪经济报道记者陶力上海报道京东和美团在外卖市场打得火热时，饿了么有了强势的底牌。4月30日，淘宝天猫旗下即时零售业务“小时达”正式升级为“淘宝闪购”，并在淘宝app首页Tab以“闪购”一级流量入口展示，首日上线50个城市，后续还会在5月6日推广至全国。除了日常品类，重点在于淘宝将可以提供餐饮外卖服务。与此同时，饿了么还宣布了“百亿补贴”计划。这是2018年收购饿了么以来，阿里提供的最核心“...

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