Alibaba ramps up China instant commerce push with Cainiao and Tmall tie-up

Alibaba ramps up China instant commerce push with Cainiao and Tmall tie-up

  • December 19, 2025

Alibaba is accelerating its push into China’s fast growing instant commerce market by tightening cooperation between its logistics arm Cainiao and its flagship shopping platform Tmall. The move is designed to strengthen the warehouse and delivery backbone behind Taobao Shangou, Alibaba’s rapid delivery

Meituan’s Deep Loss Highlights the High Cost of China’s ‘Milk Tea’ Subsidy Battle

Meituan’s Deep Loss Highlights the High Cost of China’s ‘Milk Tea’ Subsidy Battle

  • November 28, 2025

Meituan has found itself slipping into a significant quarterly loss as China’s increasingly aggressive food delivery competition reaches new heights. At the heart of this struggle is an expensive subsidy fight with Alibaba’s fast-growing instant commerce arm, a rivalry that has reshaped how