阿里要把外卖大战打到底，继续投入淘宝闪购，三年内不愁亏损，美团压力大了_老虎社区_美港股上老虎

阿里要把外卖大战打到底，继续投入淘宝闪购，三年内不愁亏损，美团压力大了

去消费pro02-12 19:39

阿里50亿元投入打响外卖攻坚战，淘宝闪购高客单转型与仓储军备竞赛据晚点新闻报道，2026年2月，阿里核心管理层在年初内部会议上明确释放战略信号：给予淘宝闪购“三年不计亏损”的发展窗口，全力攻坚即时零售赛道。这场被马云称为“集团里程碑战役”的布局，因春节期间AI助手大战提前引爆，正式进入全面反攻阶段。此次加码为淘宝闪购2026年的业务路径划定了清晰边界，整体分为三大板块分层推进。餐饮外卖业务放弃此前...

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Meituan is under great pressure","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BABA":1.96,"BABO":0.6,"BBYY":0.6,"ALBmain":0.6,"BABX":0.6,"BABAF":0.9,"BABW":0.6,"09988":1.96,"03690":1.88,"MPNGY":1.88,"KBAB":0.6},"content_text":"阿里50亿元投入打响外卖攻坚战，淘宝闪购高客单转型与仓储军备竞赛据晚点新闻报道，2026年2月，阿里核心管理层在年初内部会议上明确释放战略信号：给予淘宝闪购“三年不计亏损”的发展窗口，全力攻坚即时零售赛道。这场被马云称为“集团里程碑战役”的布局，因春节期间AI助手大战提前引爆，正式进入全面反攻阶段。此次加码为淘宝闪购2026年的业务路径划定了清晰边界，整体分为三大板块分层推进。餐饮外卖业务放弃此前的全面铺开，转向精细化运营，将资源集中于30元以上高客单价订单，通过严格控制单均补贴与亏损（均不超过4元），目标将高质量订单占比提升至60%。即时零售被确立为重中之重，采用“百亿级细分品类优先”策略，重点突破医药、酒饮、生鲜等对时效敏感的品类，2026年的首要任务是加快仓储网络建设。到店业务规模尚小，则继续探索同城、旅游等场景的协同价值，作为长期储备持续推进。原计划中，淘宝闪购首轮攻势定于3月中旬，夏季再发起全面战役，目标在2026年内实现市场份额超越美团。但2月初AI助手大战彻底打乱节奏。阿里旗下千问APP宣布投入30亿元启动春节消费补贴，上线9小时即为淘宝闪购带来1000万单，随后再追加近20亿元补贴留岗骑手，总投入规模达到50亿元，与美团收购叮咚的成本基本持平。这场提前打响的战役，也将双方的竞争推入最激烈的阶段。当前市场格局下，餐饮外卖领域美团仍占据主导，份额超过50%，淘宝闪购以40%紧随其后，京东不足5%。竞争焦点已从单纯的订单量转向履约能力和区域突破。在冬季北方骑手短缺的背景下，美团凭借成熟站点网络维持优势；而淘宝闪购则在南方市场实现明显反超，广州、深圳的配送时效已领先，成都、重庆等美团传统强势区域的份额也在快速逼近，武汉更成为其第四个日单量突破百万的城市，份额从40%提升至接近60%。为缩小履约差距，淘宝闪购在负责人吴泽明推动下，集中打造了四大核心能力：通过“超算系统”精细化调度骑手与配送路径；强化商户协同，用算法精准预估出餐时间；推出“1V1配送”等针对性产品对标竞品；同时将蜂鸟运力线扩充至近10条，稳定运力覆盖近80%的订单。这些举措已使配送效率显著提升，与美团的差距逐步收窄。即时零售的长期胜负手在于仓储基础设施与供应链能力。目前淘宝闪购即时零售日订单量稳定在1000万单左右，大致为美团的一半，供给主要来自传统商超便利店、前置仓、盒马及天猫超市。为补齐短板，阿里多条业务线协同建仓：盒马计划2026年新增至少100个前置仓，总数突破300个；天猫超市前置仓已覆盖40个城市并向第三方商家开放；菜鸟与天猫行业合作的4小时履约仓持续落地；淘宝便利店（闪电仓）已拓展至100余个城市，400平方米标准仓型单店产出位居前列。百雀羚等品牌数据显示，接入4小时履约仓后，其天猫旗舰店近10%的GMV通过淘宝闪购完成，验证了该模式的潜力。值得注意的是，淘宝闪购的反攻已与阿里的AI生态深度绑定。在2026年春节AI入口争夺战中，字节以11亿元拿下央视春晚独家AI云合作，腾讯以10亿红包助力元宝拉新，而阿里则以千问APP为核心，联动四大卫视投入30亿元，培养用户“用AI消费”的习惯，淘宝闪购成为千问最核心的消费供给。尽管面临系统压力与极高的AI算力成本（远高于传统电商），千问日活跃用户仍从1000万快速增长至7500万，淘宝主站也开始为闪购导流，搜索“啤酒”等品类时，首条结果常直接呈现即时配送选项，实现了远场流量与近场履约的闭环。对阿里而言，这场战役的意义已远超即时零售本身，而是下一代消费入口的争夺。如果AI真正成为主流消费场景，传统电商的护城河将被重塑。尽管仍存在跨团队协同难题，且面临美团的强力反击，但“三年不计亏损”的战略承诺，清晰传递了阿里打赢这场战役的决心。当行业总投入达到千亿规模时，传统优势已不再是决定性因素，这场由资本、技术与执行力共同主导的竞争，才刚刚进入最关键的阶段。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}