中国零售及电商周讯（2025年8月8日-8月14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 Taobao Flash Sale: 66 non-food brands achieve monthly sales of over 10 millionyuan......................................................................................................................2JD.com launches JD PLUS corporate membership.................................................2Tmall Supermarket rolls out half-day delivery service in eight new cities..................3Douyin E-commerce establishes safety and trust centre and cracks down on blindbox violations.........................................................................................................3Kuaishou enters direct-sale e-commerce and launches in-app flagship store...........3Meituan launches ‘Dine-in Revitalization’ programme and issues in-storeconsumption vouchers to all members....................................................................4 Supermarkets & Hypermarkets...............................................................................5Wushang Supermarket aims to grows its instant retail business by partnering withMeituan and other platforms...................................................................................5Food & Beverage.....................................................................................................5Meituan and McDonald’s launch drone delivery service in Shenzhen parks..............5II. Market Overview....................................................................................................6Yilan Business: National first store openings down by 19.39% yoy in 1H25..............6References (in Chinese)............................................................................................7 I.Sector Review Internet & E-commerce Taobao Flash Sale: 66 non-food brandsachieve monthly sales of over 10 The latest data from Taobao Flash Sale shows that 395 non-food brandmerchants have achieved monthly sales exceeding one million yuan, with 66brands surpassing 10 million yuan. These brands span multiplecategoriesincluding consumer electronics, beauty and personal care, sports and outdoor,apparel, general merchandise, mother and baby products, and pets. Famousbrands such as Apple, Xiaomi (小米), Watsons, Decathlon, and MINISO (名创 JD.com launches JD PLUS corporate membership JD.com (京东) recently launched the industry’s first exclusive paid membershipsystem for corporate procurement–the JD PLUS Corporate Membership.Leveraging JD.com’s digital and intelligent supply chain capabilities, the systemintegrates information flow, commercial flow, logistics flow, and capital flow to replacement-only warranty, and dedicated PLUS customer service. This directlybenefitsenterprises with frequent and high-volume procurement needs, helpingthem reduce costs and improve efficiency. Currently, the JD PLUS CorporateMembership offers a Classic Card priced at 99 yuan/year and a Premium Cardat 299 yuan/year, both available on the main JD.com platform. Advancedversions will be introduced in the future based on different corporate customerneeds.2 Tmall Supermarket rolls out half-day delivery service in eight new cities Since early August, TmallSupermarket’s (天猫超市) half-day delivery servicehas expanded to eight new cities nationwide, including Chongqing, Nanning,Shenyang, Jinan, Xi’an, Qingdao, Xiamen, and Jiaxing. Delivery services forexpress packages have been upgraded from next-day deliveryto half-daydelivery, allowing residents in these cities to enjoy ultra-fast delivery and door- Douyin E-commerce establishes safety and trust centre and cracks down Douyin E-commerce (抖音电商) recently announced that it has officiallyestablisheda‘Safety and Trust Centre’. The Centre recently released its firstgovernance announcement, disclosing recent crackdowns on typical violationsrelated to blind box marketing and sales in livestreams. Since 2025, the Kuaishou entersdirect-salee-commerce and launches in-appflagship Kuaishou (快手) is building itsdirect-salee-commerce business, and haslaunched a store called‘Kuaishou OfficialDirect-saleFlagship Store’within theKuaishou app. The store is operated by Chengdu PinnongTechnology Co., Ltd,which is wholly owned by a Kuaishou-affiliated company. Currently, the store Meituan launches ‘Dine-in Revitalization’ programme and issues in-store On 12 August, Meituan Delivery (美团外卖) launched the ‘Dine-in Revitalization’programme. The first round included issuing in-store consumption vouchers toall members to help boost foot traffic and revenue for restaurants.Meituan willissue in-store vouchers for categories such as tea beverages and meals while Taobao Live adds new regulations for digital human usage Taobao Live (淘宝直播) will implement new rules for the usage of digitalhumans. The main changes include: 1. Modifying the ‘Taobao LiveManagement Rules’ to includ