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_老虎社区_美港股上老虎

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":"IE0032431581.USD","symbol_name":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","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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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。在生鲜行业，中小商家整体订单环比增长238%；水果行业，中小商家环比增长344%；酒水行业，中小商家环比增长532%。 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 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