How Chinese giants are integrating resources to win on-demand battle

['Shuang Jing', 'More Shuang Jing', '.Wp-Block-Co-Authors-Plus-Coauthors.Is-Layout-Flow', 'Class', 'Wp-Block-Co-Authors-Plus', 'Display Inline', '.Wp-Block-Co-Authors-Plus-Avatar', 'Where Img', 'Height Auto Max-Width', 'Vertical-Align Bottom .Wp-Block-Co-Authors-Plus-Coauthors.Is-Layout-Flow .Wp-Block-Co-Authors-Plus-Avatar'] TechNode 2025-07-22 00:00:00

Over the past few months, on-demand retail has reshaped China’s e-commerce landscape, intensifying competition among major retail players. Alibaba’s Taobao Instant Commerce has unlocked new growth opportunities by integrating multiple services, prompting the company to ramp up investment and consolidate resources. Meanwhile, Meituan announced a full-scale push into on-demand retail on June 23. Why it matters: On-demand retail, especially for daily essentials and fast-moving consumer goods, is emerging as a critical battleground. On June 23, Meituan revealed plans to fully expand its instant retail operations, signaling a major upgrade in its retail business models.