饿了么商家版新增172万，淘宝闪购月活登顶_老虎社区_美港股上老虎

饿了么商家版新增172万，淘宝闪购月活登顶

老马那些事11-01

QuestMobile报告显示，7-9月外卖竞争显著拉动互联网活跃度，淘宝闪购、京东秒送月活登顶，多平台用户与骑手重合度大幅攀升。Body正文QuestMobile最新发布的《外卖行业市场增长价值研究报告》显示，2025年第三季度（7-9月），外卖行业激烈竞争正成为拉动全网用户活跃度的重要引擎。淘宝闪购、京东秒送频道月活跃用户数跃居行业前列，电影演出、酒店等本地生活相关平台月活亦实现双位数增长，...

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股道自然
·11-01
饿了吗搬到淘宝上去，淘宝能月活不增加的？这种都是垃圾新闻
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00:00","market":"hk","language":"zh","title":"饿了么商家版新增172万，淘宝闪购月活登顶","url":"https://stock-news.laohu8.com/highlight/detail?id=2580494320","media":"老马那些事","summary":"QuestMobile报告显示，7-9月外卖竞争显著拉动互联网活跃度，淘宝闪购、京东秒送月活登顶，多平台用户与骑手重合度大幅攀升。商家端同样呈现扩张态势：饿了么商家版App在7-9月新增商家用户达172.5万，显示出平台持续吸纳中小商户的能力。同时，美团与饿了么的重合用户已达744万，表明大量消费者同时使用两大外卖平台，以获取更优价格与配送选择。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251101003707850v1633qsw94xjt1a\"/><p>QuestMobile报告显示，7-9月外卖竞争显著拉动互联网活跃度，淘宝闪购、<a href=\"https://laohu8.com/S/JD\">京东</a>秒送月活登顶，多平台用户与骑手重合度大幅攀升。</p><p><strong>Body</strong>正文</p><p>QuestMobile最新发布的《外卖行业市场增长价值研究报告》显示，2025年第三季度（7-9月），外卖行业激烈竞争正成为拉动全网用户活跃度的重要引擎。<strong>淘宝闪购、京东秒送频道月活跃用户数跃居行业前列</strong>，电影演出、酒店等本地生活相关平台月活亦实现双位数增长，凸显“即时零售+本地服务”融合趋势。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251101003713729v163o36x9fcew7l\"/><p>在用户交叉渗透方面，平台边界日益模糊。数据显示，<strong>9月淘宝、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、京东三大平台的重合用户规模同比增长19.7%</strong>，反映出消费者在比价、履约时效与服务体验之间频繁切换，形成“多平台共用”新常态。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251101003722296v163nvsj6qil982\"/><p>商家端同样呈现扩张态势：<strong>饿了么商家版App在7-9月新增商家用户达172.5万</strong>，显示出平台持续吸纳中小商户的能力。同时，<strong><a href=\"https://laohu8.com/S/03690\">美团</a>与饿了么的重合用户已达744万</strong>，表明大量消费者同时使用两大外卖平台，以获取更优价格与配送选择。</p><p>骑手端的竞争与流动更为显著。报告指出，<strong>美团众包、蜂鸟众包（饿了么）、京东秒送三大骑手平台在9月的重合用户超200万，同比激增7倍</strong>。其中，仅在美团众包与蜂鸟众包之间双平台接单的骑手就超400万，占“徘徊型骑手”（多平台接单）群体的45%，凸显灵活就业者对收入最大化与订单稳定性的双重追求。</p><p>QuestMobile分析认为，外卖已从单一餐饮配送，演变为连接零售、本地生活与即时履约的核心基础设施。平台间的“用户争夺战”和“骑手争夺战”，正推动整个本地生活服务生态加速融合与效率升级。</p><p>（来源：QuestMobile《外卖行业市场增长价值研究报告》，2025年10月）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251101003734a6d9424d&s=b><strong>老马那些事</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>QuestMobile报告显示，7-9月外卖竞争显著拉动互联网活跃度，淘宝闪购、京东秒送月活登顶，多平台用户与骑手重合度大幅攀升。Body正文QuestMobile最新发布的《外卖行业市场增长价值研究报告》显示，2025年第三季度（7-9月），外卖行业激烈竞争正成为拉动全网用户活跃度的重要引擎。淘宝闪购、京东秒送频道月活跃用户数跃居行业前列，电影演出、酒店等本地生活相关平台月活亦实现双位数增长，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251101003734a6d9424d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","89988":"阿里巴巴-WR","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","HBBD.SI":"Alibaba HK SDR 5to1","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","BK1249":"综合零售","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 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ACC","BK1586":"云计算"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251101003734a6d9424d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2580494320","content_text":"QuestMobile报告显示，7-9月外卖竞争显著拉动互联网活跃度，淘宝闪购、京东秒送月活登顶，多平台用户与骑手重合度大幅攀升。Body正文QuestMobile最新发布的《外卖行业市场增长价值研究报告》显示，2025年第三季度（7-9月），外卖行业激烈竞争正成为拉动全网用户活跃度的重要引擎。淘宝闪购、京东秒送频道月活跃用户数跃居行业前列，电影演出、酒店等本地生活相关平台月活亦实现双位数增长，凸显“即时零售+本地服务”融合趋势。在用户交叉渗透方面，平台边界日益模糊。数据显示，9月淘宝、美团、京东三大平台的重合用户规模同比增长19.7%，反映出消费者在比价、履约时效与服务体验之间频繁切换，形成“多平台共用”新常态。商家端同样呈现扩张态势：饿了么商家版App在7-9月新增商家用户达172.5万，显示出平台持续吸纳中小商户的能力。同时，美团与饿了么的重合用户已达744万，表明大量消费者同时使用两大外卖平台，以获取更优价格与配送选择。骑手端的竞争与流动更为显著。报告指出，美团众包、蜂鸟众包（饿了么）、京东秒送三大骑手平台在9月的重合用户超200万，同比激增7倍。其中，仅在美团众包与蜂鸟众包之间双平台接单的骑手就超400万，占“徘徊型骑手”（多平台接单）群体的45%，凸显灵活就业者对收入最大化与订单稳定性的双重追求。QuestMobile分析认为，外卖已从单一餐饮配送，演变为连接零售、本地生活与即时履约的核心基础设施。平台间的“用户争夺战”和“骑手争夺战”，正推动整个本地生活服务生态加速融合与效率升级。（来源：QuestMobile《外卖行业市场增长价值研究报告》，2025年10月）","news_type":1,"symbols_score_info":{"89618":0.9,"89988":0.6,"03690":0.9,"09988":1.5,"09618":0.9,"BABA":0.6,"HBBD.SI":0.6,"ALBmain":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}