饿了吗搬到淘宝上去，_老虎社区_美港股上老虎

饿了吗搬到淘宝上去，淘宝能月活不增加的？这种都是垃圾新闻

饿了么商家版新增172万，淘宝闪购月活登顶

QuestMobile报告显示，7-9月外卖竞争显著拉动互联网活跃度，淘宝闪购、京东秒送月活登顶，多平台用户与骑手重合度大幅攀升。商家端同样呈现扩张态势：饿了么商家版App在7-9月新增商家用户达172.5万，显示出平台持续吸纳中小商户的能力。同时，美团与饿了么的重合用户已达744万，表明大量消费者同时使用两大外卖平台，以获取更优价格与配送选择。

饿了么商家版新增172万，淘宝闪购月活登顶

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href=\"https://laohu8.com/S/MPNGY\">美团</a>、京东三大平台的重合用户规模同比增长19.7%</strong>，反映出消费者在比价、履约时效与服务体验之间频繁切换，形成“多平台共用”新常态。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251101003722296v163nvsj6qil982\"/><p>商家端同样呈现扩张态势：<strong>饿了么商家版App在7-9月新增商家用户达172.5万</strong>，显示出平台持续吸纳中小商户的能力。同时，<strong><a href=\"https://laohu8.com/S/03690\">美团</a>与饿了么的重合用户已达744万</strong>，表明大量消费者同时使用两大外卖平台，以获取更优价格与配送选择。</p><p>骑手端的竞争与流动更为显著。报告指出，<strong>美团众包、蜂鸟众包（饿了么）、京东秒送三大骑手平台在9月的重合用户超200万，同比激增7倍</strong>。其中，仅在美团众包与蜂鸟众包之间双平台接单的骑手就超400万，占“徘徊型骑手”（多平台接单）群体的45%，凸显灵活就业者对收入最大化与订单稳定性的双重追求。</p><p>QuestMobile分析认为，外卖已从单一餐饮配送，演变为连接零售、本地生活与即时履约的核心基础设施。平台间的“用户争夺战”和“骑手争夺战”，正推动整个本地生活服务生态加速融合与效率升级。</p><p>（来源：QuestMobile《外卖行业市场增长价值研究报告》，2025年10月）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251101003734a6d9424d&s=b><strong>老马那些事</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>QuestMobile报告显示，7-9月外卖竞争显著拉动互联网活跃度，淘宝闪购、京东秒送月活登顶，多平台用户与骑手重合度大幅攀升。Body正文QuestMobile最新发布的《外卖行业市场增长价值研究报告》显示，2025年第三季度（7-9月），外卖行业激烈竞争正成为拉动全网用户活跃度的重要引擎。淘宝闪购、京东秒送频道月活跃用户数跃居行业前列，电影演出、酒店等本地生活相关平台月活亦实现双位数增长，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251101003734a6d9424d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","89988":"阿里巴巴-WR","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) 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