Alibaba’s US$7 billion subsidy deepens China’s instant shopping battle
South China Morning PostWednesday, July 2, 2025 at 11:00:10 AM
Alibaba is throwing a massive $7 billion into subsidies for its instant shopping service, Taobao Shangou, over the next year. The move ramps up an already cutthroat battle in China’s on-demand delivery market, where rivals like JD.com and Meituan are also fighting for dominance. Shoppers and sellers will get perks like cash vouchers and free coupons, but it’s clear this is about winning market share—not just generosity.
Editor’s Note: China’s instant delivery wars just got hotter. Alibaba’s huge subsidy push isn’t just about discounts—it’s a strategic play to outmuscle rivals in a sector where speed and convenience are king. For consumers, it might mean better deals in the short term, but the long game here is about which giant can lock in loyalty (and squeeze out competitors). If you’ve ever wondered why these apps keep offering crazy promotions, now you know: it’s an arms race, and no one’s backing down.
— Curated via WP Now’s
