2025即时零售行业规模消费场景及头部平台美团京东淘宝对比分析报告_21页_4mb

Instant retail, as a major growth driver in the retail sector, is experiencing rapid expansion. By 2030, its scale is expected to exceed 2 trillion yuan, accounting for about 12% of physical e-commerce. In 2024, the market reached 780 billion yuan with a year-on-year growth of 20%. The key growth drivers include non-catering demands like fresh food and emergency goods, with total order volumes set to double by 2030. Users primarily target daily convenience and emergency needs, with the demographic base broadening to include older age groups and expanding into second-tier cities and rural counties, enhancing market potential. Platform operators like Meituan, JD.com, and Alibaba are intensifying their presence, integrating services like grocery delivery and e-commerce to boost market share. Differentiated models and localized distribution networks help address different consumer needs and scenarios.