Taobao Instant Commerce and Ele.me announced that their combined daily orders have surpassed 80 million, including over 13 million non-restaurant orders, with daily active users exceeding 200 million. The surge sparked a rally in Hong Kong-listed tea beverage stocks, even as shares of major platforms fell. According to data released by the company, as of 10:54 pm on July 5, Meituan’s on-demand retail orders for the day had exceeded 120 million, including more than 100 million food delivery orders. It crossed 40 million daily orders by the end of May, 60 million by late June, and now exceeds 80 million after just two months. A report noted that since April, platforms including Meituan, Ele.me, and JD.com have ramped up subsidies, sharply boosting orders for made-to-order tea beverages.