Alibaba’s US$7 billion subsidy deepens China’s instant shopping battle

Jul 2, 2025

Alibaba Group Holding’s instant commerce service announced on Wednesday a substantial subsidy programme totalling 50 billion yuan (US$7 billion) over the next 12 months for both consumers and merchants, intensifying the fierce competition in China’s on-demand delivery sector, where JD.com and Meituan are also major players. Consumers using Taobao’s in-app Shangou service, the instant commerce business of Alibaba, will enjoy significant incentives, including cash vouchers, free purchase coupons,...

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