商贸零售行业周报：闪购业务订单数创新高，即时零售行业竞争持续升级

开源证券2025-07-14

（以下内容从开源证券《商贸零售行业周报：闪购业务订单数创新高，即时零售行业竞争持续升级》研报附件原文摘录）淘宝闪购和美团闪购日均订单量创新高，三大平台持续加码即时零售本周7月7日淘宝闪购、饿了么联合宣布日订单量突破8000万，日活用户超2亿，非餐饮订单达1300万。按订单量计算，大消费全市场日均订单新增1亿单，淘宝闪购新增6000万单，贡献了整个市场60%的增量。此外，7月12日美团闪购也公布，其...

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