外卖补贴拉动平台单量大增淘宝闪购、饿了么宣布日订单量创新高

市场资讯2025-07-14

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！封面新闻记者孟梅张越熙欧阳宏宇延续上周末的外卖狂欢，刚刚过去的周末，美团外卖、淘宝闪购、饿了么、美团等平台，再次分别发放外卖大额券。随着“免费奶茶”登顶热搜，多家外卖平台也迎来显著的数据增长。 7月14日，淘宝闪购联合饿了么宣布，日订单量再次突破8000万创新高（不含自提及0元购）。淘宝闪购日活跃用户数在突破2亿...

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延续上周末的外卖狂欢，刚刚过去的周末，美团外卖、淘宝闪购、饿了么、美团等平台，再次分别发放外卖大额券。随着“免费奶茶”登顶热搜，多家外卖平台也迎来显著的数据增长。 7月14日，淘宝闪购联合饿了么宣布，日订单量再次突破8000万创新高（不含自提及0元购）。淘宝闪购日活跃用户数在突破2亿...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-07-14/doc-inffmawt6691891.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1439103000.SGD","symbol_name":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","start_time":0,"source_url":"https://finance.sina.com.cn/stock/t/2025-07-14/doc-inffmawt6691891.shtml","article_id":"2551920154","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2551920154","pubTimestamp":1752459480,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"7月14日，淘宝闪购联合饿了么宣布，日订单量再次突破8000万创新高。淘宝闪购日活跃用户数在突破2亿基础上，本周环比净增15%。值得注意的是，淘宝闪购饿了么介绍，新订单、新用户不断涌入中小企业和个体户。淘宝闪购饿了么、京东外卖和美团各平台的补贴力度加大，共同刺激行业订单量增长显著，预计行业订单量同比将增长 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过去的周六，外卖行业或经历了最激烈的24小时，淘宝闪购、美团、京东纷纷加码外卖补贴，美团神抢手狂撒大额券，淘宝闪购通过发放大额红包和抽免单卡应战，提供“满 18.8 减 18.8”等大额优惠券招揽消费者。京东则是宣称将每晚 18 点至次日凌晨 2 点将在“秒送”频道补贴 10 万份小龙虾，单份售 16.18 元，帮助消费者实现“小龙虾自由”。巨大补贴力度下，餐饮商家、骑手工作满荷。各家的大力补贴，也明显带来了单量的提升。 高盛在相关研报中称，预计外卖市场竞争将持续至下半年。淘宝闪购饿了么、京东外卖和美团各平台的补贴力度加大，共同刺激行业订单量增长显著，预计行业订单量同比将增长 30%，而在二季度之前为高个位数增长。新用户增多及老用户购买频率上升，可能会在中期内（即便补贴回归正常后）推动潜在市场规模扩大，并交叉销售到其他即时零售场景。（转自：网易科技）\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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外卖补贴拉动平台单量大增 淘宝闪购、饿了么宣布日订单量创新高

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外卖补贴拉动平台单量大增淘宝闪购、饿了么宣布日订单量创新高