中国零售及电商周讯（2025年7月4日-7月10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 I. Sector Review.........................................................................................................2 Internet & E-commerce...........................................................................................2 Xiaohongshu’s local lifestyle services to add ‘leisure and entertainment’ servicecategory................................................................................................................2Meituan’s daily instant retail orders exceed 120 million............................................2Douyin Mall upgrades low-price flash sale channel, focusing on industry beltproducts................................................................................................................2Taobao Flash Sale and Ele.me daily orders exceed 80 million.................................3Bilibili launches ‘Codename H’ AI tool for video podcasts........................................3JD Food Delivery: Nearly 200 restaurant brands achieve million-yuan sales in fourmonths since launch, introduces ‘Double Hundred Plan’ to support quality merchants.............................................................................................................................3Taobao Flash Sale upgrades instant retail ecosystem by launching Freshippo section.............................................................................................................................4Taobao Flash Sale launches ‘Ice Festival’ with ice cream orders up 95% week-on-week.....................................................................................................................4 RetailLogistics........................................................................................................5 JD Logistics upgrades tracking service, generating creative copy through self-developed LLM......................................................................................................5 Freshippo NB rebranded as ‘Super Freshippo NB’..................................................5 I.Sector Review Internet & E-commerce Xiaohongshu’s local lifestyle services to add ‘leisure and entertainment’ On 4 July, Xiaohongshu (小红书)issued a notice soliciting opinions on revisingthe ‘Xiaohongshu Local Group Buying Product Usage Standards.’ Theannouncement shows that Xiaohongshu’s local lifestyle services will add the‘leisure and entertainment’ service category to all eligible merchants in the Meituan’s daily instant retail orders exceed 120 million As of 10:54PM on 5 July, Meituan’s (美团) instant retail orders for the dayexceeded 120 million, of which food delivery orders surpassed 100 million. 5July was the first weekend after the start of the peak summer consumption Douyin Mall upgrades low-price flash sale channel, focusing on industry Douyin Mall (抖音商城) recently upgraded its low-price flash sale channel. Interms of product supply, it has shifted from previous comprehensive brandcoverage to focusing on quality products from industry belts, forming adifferentiated competitive strategywith the Super Value channel. At the same Taobao Flash Sale and Ele.me daily orders exceed 80 million On 7 July, Taobao Flash Sale (淘宝闪购) and Ele.me (饿了么) recentlyannounced that their combined daily orders exceeded 80 million, non-foodorders exceeded 13 million, and Taobao Flash Sale’s daily active usersexceeded 200 million. Taobao Flash Sale officially launched on 2 may, withdaily orders exceeding 40million by the end of May and 60 million by the end of Bilibili launches ‘Codename H’ AI tool for video podcasts Video-sharing platform Bilibili (哔哩哔哩) is about to launch a series of supportpolicies for video podcasts, as well as an AI tool named ‘Codename H’ to assistin video podcast production. This tool aims to help content creators transitionfrom audio and text formats to video by automatically generating visuals based JD Food Delivery: Nearly 200 restaurant brands achieve million-yuansales in four months since launch, introduces ‘Double Hundred Plan’ to JD Food Delivery (京东外卖) has now been online for four months, with nearly200 restaurant brandsachieving sales of over one million yuan on the platform.Luckin Coffee (瑞幸), Cotti (库迪), and Mixue Ice Cream & Tea (蜜雪冰城)became the first brands to break 100 million yuan in sales, while over 10 brandssuch as Chagee (霸王茶姬) and Tasiting (塔斯汀) achieved sales of over 10million yuan. On 8 July, JD Food Delivery announced the official launch of its Taobao Flash Sale upgrades instant retail ecosystem by launching The Taobao (淘宝) app recently added a Freshippo (盒马鲜生) section to itsFlash Sale channel, marking a new integration within Alibaba’s instant retailecosystem. TaobaoFlash Sale leverages Freshippo to expand instant retailfrom food delivery to fresh produce a