淘宝便利店扩张提速，9个月开设800家门店

淘宝于2025年10月推出线上超市型即时零售业态"淘宝便利店"，目前已在短短不足9个月内落地约800家门店1。截至2027年3月财年末，淘宝计划将门店数量扩展至3000家1。

淘宝便利店采取轻资产模式，将场地、备货和运营工作交由合作商家负责1。平台规划了三类不同规模的仓型：包括800平方米以上的旗舰仓、400平方米以上的标准仓以及150平方米以上的校园仓1。其中主力仓型的平均单仓规划超过1万个SKU，承诺30分钟送达1。为吸引原美团仓店接入，淘宝通过流量和补贴激励商家入驻，并为部分商品提供最长98天的账期1。

天猫于2025年9月上线"即时购"服务，已有260多个品牌接入1。竞争对手则通过强管控品牌"松鼠便利"加强对供应链的控制，该品牌门店数截至今年3月底已超过700家1。

Taobao has launched "Taobao Convenience Stores," an online supermarket-style instant retail format that has already established approximately 800 locations in less than nine months since its October 2025 debut 1. The platform aims to reach 3,000 stores by the end of its March 2027 fiscal year 1.

Operating under a light-asset model, Taobao delegates site selection, inventory management, and operations to partner merchants while leveraging traffic and subsidies to attract existing merchants, particularly those from rival platforms 1. The convenience stores are organized into three warehouse categories: flagship stores exceeding 800 square meters, standard stores of at least 400 square meters, and campus stores of at least 150 square meters 1. The main warehouse format is designed to carry over 10,000 SKUs and promises 30-minute delivery 1. To incentivize partnerships, Taobao offers certain products extended payment terms of up to 98 days 1.

This expansion reflects intensified competition in China's instant retail sector. Competitor Meituan's "Squirrel Convenience" chain had surpassed 700 locations by March 2025 1, signaling the growing market potential. Taobao's broader instant retail strategy includes the "Instant Purchase" service launched on Tmall in September 2025, which has already onboarded over 260 brands 1.