淘宝闪购：2026年一季度店均订单翻倍，高频用户增长超150%
炒股就看金麒麟分析师研报，淘宝权威，闪购专业，年季低延迟网络及时，度店单翻全面，均订助您挖掘潜力主题机会！倍高
新浪科技讯 11月2日午间消息，频用10月30日，户增在第十二届中国外卖产业发展大会上，长超《2026线上餐饮行业观察》发布。淘宝报告显示，闪购近一年来的年季行业日均单量维持稳态基线，超九成商户实现订单量持平或上涨，度店单翻低延迟网络伴随新竞争格局带来的均订利好，行业正在步入品质发展新常态。倍高
淘宝闪购资深专家修斯研在会上介绍，线上化让深耕本地的中小商户、区域品牌等拓宽了盈利半径，不同发展阶段的商户都享受到了充分竞争带来的经营结果的积极变化。
此外，据透露，当下淘宝闪购正通过持续升级全栈AI经营智能体、C2M反向定制和模式创新，全面助推餐饮商家把外卖做成一门高品质、可持续增长的“新生意”。在模式创新层面，淘宝闪购也已帮助品牌商家新拓超1万家品牌卫星店，给商家带来显著的经营提效。
以淘宝闪购平台为例，在平台新增商户中，依托平台加速同城、全国拓店，单店形式的中小微商户占比超过八成，区域连锁品牌新增商家同比增长76%。与此同时，各地百年老字号也在加速线上开辟“第二增长曲线”：116个商务部认证的老字号品牌餐饮商家近一年累计在平台新设近2000家线上门店，实现传统品牌资产的高效焕新与价值转化。
市场新格局给商户经营带来的利好，直接反映在门店营收上。数据显示，2026年一季度，淘宝闪购餐饮商户店均订单同比翻了一倍，高频成熟用户增幅超150%。过去一年，淘宝闪购在四五线及以下城市订单增速均达一线城市的2倍以上，县域市场新入驻超过25万家小店，订单总量翻了三倍。同时，消费客群愿为品质与情绪体验支付溢价，也带动客单价持续上涨。
海量资讯、精准解读，尽在新浪财经APP 责任编辑：石秀珍 SF183
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
被砍掉的英特尔Battlemage显卡曝光：核心大幅提升，目标发烧级市场{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:\u5185\u5bb9\u6982\u8981\uff1a\u5f53\u524d\uff0c\u4e2d\u56fd\u73b0\u4ee3\u5305\u88c5\u884c\u4e1a\u5efa\u7acb\u8d77\u4e86\u5b8c\u5584\u548c\u5f3a\u5927\u7684\u73b0\u4ee3\u5305\u88c5\u5de5\u4e1a\u4f53\u7cfb\uff0c\u5305\u88c5\u4ea7\u54c1\u53ca\u79cd\u7c7b\u65e5\u8d8b\u591a\u6837\u5316\uff0c\u5305\u88c5\u8d28\u91cf\u53ef\u9760\uff0c\u4e2d\u56fd\u5305\u88c5\u884c\u4e1a\u53d6\u5f97\u77a9\u76ee\u6210\u7ee9\u3002\u4e2d\u56fd\u5305\u88c5\u884c\u4e1a\u89c4\u6a21\u4ee5\u4e0a\u4f01\u4e1a\u6570\u91cf\u6301\u7eed\u589e\u957f\uff0c\u6210\u4e3a\u884c\u4e1a\u53d1\u5c55\u7684\u91cd\u8981\u652f\u67f1\u3002\u53d7\u76ca\u4e8e\u6d88\u8d39\u54c1\u9700\u6c42\u589e\u957f\u53ca\u7535\u5546\u8d2d\u7269\u7e41\u8363\u4e0b\u5e26\u6765\u7684\u5feb\u9012\u5305\u88c5\u9700\u6c42\uff0c\u4ee5\u53ca\u4e2d\u56fd\u533b\u836f\u5305\u88c5\u5e02\u573a\u7684\u5de8\u5927\u53d1\u5c55\u6f5c\u529b\u63a8\u52a8\u3002\u5168\u56fd\u5305\u88c5\u884c\u4e1a\u89c4\u6a21\u4ee5\u4e0a\u4f01\u4e1a\u8425\u4e1a\u6536\u5165\u603b\u4f53\u7ecf\u8425\u8f83\u597d\u30022026\u5e741-3\u6708\u5168\u56fd\u5305\u88c5\u884c\u4e1a\u89c4\u6a21\u4ee5\u4e0a\u4f01\u4e1a19939\u5bb6\uff0c\u5b9e\u73b0\u8425\u4e1a\u6536\u51654865\u4ebf\u5143\uff0c\u5b8c\u6210\u5229\u6da6\u603b\u989d169.11\u4ebf\u5143\u3002\u5728\u5bf9\u5916\u8d38\u6613\u4e0d\u65ad\u53d1\u5c55\u7684\u5f71\u54cd\u4e0b\uff0c\u5305\u88c5\u884c\u4e1a\u51fa\u53e3\u5e02\u573a\u4ea6\u540c\u6837\u6d3b\u8dc3\u3002\u7eb8\u5305\u88c5\u51ed\u501f\u5176\u7eff\u8272\u73af\u4fdd\u548c\u53ef\u5faa\u73af\u7684\u4f18\u52bf\u6210\u4e3a\u4e3b\u6d41\u7684\u5305\u88c5\u751f\u4ea7\u6750\u6599\u30022026\u5e741-3\u6708\uff0c\u5168\u56fd\u5305\u88c5\u884c\u4e1a\u5b8c\u6210\u8fdb\u51fa\u53e3\u603b\u989d129.93\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d\uff0c\u8fdb\u53e3\u989d15.8\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d5.48%\uff1b\u51fa\u53e3\u989d114.13\u4ebf\u7f8e\u5143\uff0c\u6bd4\u589e\u957f10.71%\u3002<\/p>\r\n<\/p>\n
<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
- ·Nothing推出首款入门级手机，采用标志性透明设计，但配置缩水
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
\u672c\u6587\u6765\u6e90\u4e8e\u7f51\u7edc\u7248\u6743\u5f52\u539f\u4f5c\u8005\u6240\u6709\uff0c\u4ec5\u4f9b\u5927\u5bb6\u5171\u540c\u5206\u4eab\u5b66\u4e60\uff0c\u5982\u4f5c\u8005\u8ba4\u4e3a\u6d89\u53ca\u4fb5\u6743\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\uff0c\u6211\u4eec\u6838\u5b9e\u540e\u7acb\u5373\u5220\u9664\u3002<\/p>\n \n
,addtime:1790527759,cid:141}
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
\u672c\u6587\u6765\u6e90\u4e8e\u7f51\u7edc\u7248\u6743\u5f52\u539f\u4f5c\u8005\u6240\u6709\uff0c\u4ec5\u4f9b\u5927\u5bb6\u5171\u540c\u5206\u4eab\u5b66\u4e60\uff0c\u5982\u4f5c\u8005\u8ba4\u4e3a\u6d89\u53ca\u4fb5\u6743\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\uff0c\u6211\u4eec\u6838\u5b9e\u540e\u7acb\u5373\u5220\u9664\u3002<\/p>\n \n
,addtime:1790527759,cid:141}
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
\u672c\u6587\u6765\u6e90\u4e8e\u7f51\u7edc\u7248\u6743\u5f52\u539f\u4f5c\u8005\u6240\u6709\uff0c\u4ec5\u4f9b\u5927\u5bb6\u5171\u540c\u5206\u4eab\u5b66\u4e60\uff0c\u5982\u4f5c\u8005\u8ba4\u4e3a\u6d89\u53ca\u4fb5\u6743\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\uff0c\u6211\u4eec\u6838\u5b9e\u540e\u7acb\u5373\u5220\u9664\u3002<\/p>\n \n
,addtime:1790527759,cid:141}
- ·苹果失利华为不服？ 轻薄机Mate70 Air官宣即预售
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
\u672c\u6587\u6765\u6e90\u4e8e\u7f51\u7edc\u7248\u6743\u5f52\u539f\u4f5c\u8005\u6240\u6709\uff0c\u4ec5\u4f9b\u5927\u5bb6\u5171\u540c\u5206\u4eab\u5b66\u4e60\uff0c\u5982\u4f5c\u8005\u8ba4\u4e3a\u6d89\u53ca\u4fb5\u6743\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\uff0c\u6211\u4eec\u6838\u5b9e\u540e\u7acb\u5373\u5220\u9664\u3002<\/p>\n \n
,addtime:1790527759,cid:141}
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
- ·Intel锐炫B390核显跑分破7000：比RTX 3050还强
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
- ·出师不利！因销售不及预期，苹果下调iPhone Air产量
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
\u672c\u6587\u6765\u6e90\u4e8e\u7f51\u7edc\u7248\u6743\u5f52\u539f\u4f5c\u8005\u6240\u6709\uff0c\u4ec5\u4f9b\u5927\u5bb6\u5171\u540c\u5206\u4eab\u5b66\u4e60\uff0c\u5982\u4f5c\u8005\u8ba4\u4e3a\u6d89\u53ca\u4fb5\u6743\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\uff0c\u6211\u4eec\u6838\u5b9e\u540e\u7acb\u5373\u5220\u9664\u3002<\/p>\n \n
,addtime:1790527759,cid:141}
- ·15年仅3次 苹果财报后股价上涨，库克直言：iPhone 17 仍 “一机难求”
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
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<\/p>\n\n \n
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,addtime:1790527759,cid:141}
- ·规避巨额罚款，日产与比亚迪在欧洲达成合作
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
- ·比亚迪腾势Z最新谍照曝光：定位双门超跑，或提供软顶敞篷版
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
- ·REDMI K90发布就降价！卢伟冰宣布12GB+512GB版本降价300元
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
\u672c\u6587\u6765\u6e90\u4e8e\u7f51\u7edc\u7248\u6743\u5f52\u539f\u4f5c\u8005\u6240\u6709\uff0c\u4ec5\u4f9b\u5927\u5bb6\u5171\u540c\u5206\u4eab\u5b66\u4e60\uff0c\u5982\u4f5c\u8005\u8ba4\u4e3a\u6d89\u53ca\u4fb5\u6743\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\uff0c\u6211\u4eec\u6838\u5b9e\u540e\u7acb\u5373\u5220\u9664\u3002<\/p>\n \n
,addtime:1790527759,cid:141}
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
\u672c\u6587\u6765\u6e90\u4e8e\u7f51\u7edc\u7248\u6743\u5f52\u539f\u4f5c\u8005\u6240\u6709\uff0c\u4ec5\u4f9b\u5927\u5bb6\u5171\u540c\u5206\u4eab\u5b66\u4e60\uff0c\u5982\u4f5c\u8005\u8ba4\u4e3a\u6d89\u53ca\u4fb5\u6743\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\uff0c\u6211\u4eec\u6838\u5b9e\u540e\u7acb\u5373\u5220\u9664\u3002<\/p>\n \n
,addtime:1790527759,cid:141}
- ·来做生意还是送钱？英特尔准备在印度造芯片
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
\u672c\u6587\u6765\u6e90\u4e8e\u7f51\u7edc\u7248\u6743\u5f52\u539f\u4f5c\u8005\u6240\u6709\uff0c\u4ec5\u4f9b\u5927\u5bb6\u5171\u540c\u5206\u4eab\u5b66\u4e60\uff0c\u5982\u4f5c\u8005\u8ba4\u4e3a\u6d89\u53ca\u4fb5\u6743\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\uff0c\u6211\u4eec\u6838\u5b9e\u540e\u7acb\u5373\u5220\u9664\u3002<\/p>\n \n
,addtime:1790527759,cid:141}
- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
\u672c\u6587\u6765\u6e90\u4e8e\u7f51\u7edc\u7248\u6743\u5f52\u539f\u4f5c\u8005\u6240\u6709\uff0c\u4ec5\u4f9b\u5927\u5bb6\u5171\u540c\u5206\u4eab\u5b66\u4e60\uff0c\u5982\u4f5c\u8005\u8ba4\u4e3a\u6d89\u53ca\u4fb5\u6743\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\uff0c\u6211\u4eec\u6838\u5b9e\u540e\u7acb\u5373\u5220\u9664\u3002<\/p>\n \n
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- ·{id:98,title:2026\u5e74\u5305\u88c5\u884c\u4e1a\u5168\u666f\u7b80\u6790,content:
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- ·联发科推出天玑9500s与8500处理器：Redmi Turbo 5 MAX将首发
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