Alibaba’s logistics arm Cainiao and Tmall Supermarket are teaming up to enhance fulfilment infrastructure and speed up deliveries in China’s instant commerce battle. Cainiao will launch new or expand instant commerce warehouses for Tmall Supermarket across 31 mainland Chinese cities by January 2026. The move aims to strengthen Taobao’s Shangou instant commerce business, enabling deliveries in as little as four hours. Alibaba is intensifying its investments in instant commerce to compete with Meituan and JD.com, building rapid-delivery networks with a focus on efficiency and cost. Competitors like Meituan and JD.com are also ramping up their facility construction efforts to keep pace.

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