中国零售及电商周讯（2025年9月5日-9月11日）

Helen ChinHead William KongManager Brigitte Ng HKUST LI & FUNGSUPPLY CHAIN INSTITUTELSK Business BldgThe Hong Kong University ofScience & TechnologyClear Water Bay KowloonHong KongE:ustlfsci@ust.hk Douyin Pay expands beyond ByteDance ecosystem and now supportsexternal platforms.......................................................................................2Meituan Instashoppinglaunches free return shipping service......................2Pinduoduo launches ‘Duoduo Harvest Pavilion’ to support agriculturalindustry.......................................................................................................2Pinduoduo’s community group-buying app Kuaituantuan launches gift-giving Retail Logistics............................................................................................4 Cainiao launches cloud warehouse product for small and micro merchants.4ALDI opens new large-scale distribution centre...........................................4 Supermarkets & Hypermarkets...................................................................5 JD Supermarket’s orders grow by 20% yoy in 1H25 with plans to reach 500million users in next three years..................................................................5Walmart China expands business presence of community stores with new Food & Beverage.........................................................................................5 Luckin Coffee exceeds 4,000 stores in Guangdong, launches 3-daycelebration with rewards..............................................................................5Starbucks China partners with Xiaohongshu...............................................6 References (in Chinese)................................................................................7 I.Sector Review Internet & E-commerce Douyin Pay expands beyond ByteDance ecosystem and now supports It wasreported that Douyin Pay (抖音支付) is expanding beyond the ByteDance(字节跳动) ecosystem, exploring possibilities for external scenarios. Douyin isinvesting heavily in its payment business, with Douyin Pay no longer limited touse within the Douyin app–it isnow connected to external platforms such asPupu Supermarket (朴朴超市). When consumers shop on the Pupu Meituan Instashopping launches free return shipping service On 5 September, Meituan Instashopping (美团闪购) partnered with multipleretail brands across various categories including apparel, cosmetics, consumerelectronics, home appliances, and general merchandise to launch a free returnshipping service, the first of its kind in the instant retail industry. The service Pinduoduo launches ‘DuoduoHarvest Pavilion’ to support agricultural The‘2025 China Farmers’Harvest Festival Golden Autumn ConsumptionSeason’, jointly launched by the Ministry of Agriculture and Rural Affairs,Ministry of Commerce and other departments, officially kicked off in Hangzhouon 5 September. Pinduoduo (拼多多) participated in this event as an e-commerce platform representative, collaborating with China Agricultural Film Harvest Pavilion’ within Pinduoduo to instantly group-buy quality agricultural Pinduoduo’s community group-buying app Kuaituantuan launchesgift- Kuaituantuan (快团团), the WeChat community group-buying mini programunder Pinduoduo (拼多多), recently launched a gift-giving feature. However,unlike the gift-giving functions on other e-commerce platforms, Kuaituantuanusers cannot send gifts directly. Instead, they must first purchase one or more Meituan Dianping relaunches premium food delivery service On 10September, Meituan (美团) announced that Dianping (大众点评) willofficially relaunch its premium food delivery service. The platform will utilize itsproprietary large language model, combined with data analysis of massive realreviews to understand user needs,further filtering out non-authentic reviewdata to provide users with reliable decision-making through ‘AI + genuine high Tmall launches ‘Taobao Flash Sale’ service with over 260 brands joining On 11 September, Tmall (天猫) launched its ‘Taobao Flash Sale’ (淘宝闪购)service, supporting one-hour delivery service for products from brands’ officialflagship stores.Currently, Tmall has extended flash sale partnership invitationsto brand merchants, encouraging Tmall and Taobao (淘宝) merchants tobecome instant retail suppliers. Furthermore, Tmall has launched the Super 88 Retail Logistics Cainiao launches cloud warehouse product for small and micro At the recent 2025 Global Smart Logistics Summit, Cainiao (菜鸟) officiallylaunched its cloud warehouse and logistics product and related supportmeasures for small and micro merchants. This product leverages Cainiao’snationwidewarehousing, distribution and supply chain ecosystem to provide ALDI opens new large-scale distribution centre On 10 September, ALDI announced that its East China regional distributioncentre is now fully operational. This marks an important step forward for thesupermarket chain in upgrading its supply chain and expan