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Delivery and instant retail: a Chinese conversation with pinyin

Meituan's daily orders reached a record 150 million in July 2025, and its drones had flown over 780,000 orders by the end of 2025.

Play: Delivery and instant retail

The conversation

Speakers: Yating and Haoran.

  1. Yating

    我(wǒ)点(diǎn)的(de)那(nà)碗(wǎn)汤(tāng)这(zhè)就(jiù)送(sòng)到(dào)了(le),我(wǒ)鞋(xié)还(hái)没(méi)来(lái)得(de)及(jí)放(fàng)好(hǎo)呢(ne)。

    The soup I ordered is already here, and I haven't even had a chance to put my shoes away yet.

  2. Haoran

    外(wài)卖(mài)呗(bei)。你(nǐ)这(zhè)单(dān)外(wài)卖(mài)的(de)骑(qí)手(shǒu)可(kě)真(zhēn)够(gòu)有(yǒu)耐(nài)心(xīn)的(de)。

    Food delivery for you. The delivery driver on this order must be super patient.

  3. Yating

    骑(qí)手(shǒu),这(zhè)个(ge)词(cí)我(wǒ)都(dōu)学(xué)会(huì)了(le)。还(hái)有(yǒu)即(jí)时(shí)零(líng)售(shòu),一(yì)小(xiǎo)时(shí)就(jiù)能(néng)送(sòng)到(dào)。

    Delivery driver, I've even learned that word now. Plus instant retail, where it gets delivered in an hour.

  4. Haoran

    即(jí)时(shí)零(líng)售(shòu)。我(wǒ)上(shàng)周(zhōu)还(hái)就(jiù)真(zhēn)买(mǎi)了(le)一(yí)个(ge)柠(níng)檬(méng)。

    Instant retail. I actually bought a single lemon that way last week.

  5. Yating

    你(nǐ)特(tè)意(yì)花(huā)钱(qián)请(qǐng)人(rén)跑(pǎo)一(yí)趟(tàng)就(jiù)为(wèi)了(le)送(sòng)一(yí)个(ge)柠(níng)檬(méng)?

    You paid someone to make a special trip just to deliver one lemon?

  6. Haoran

    美(měi)团(tuán)在(zài)2025年(nián)7月(yuè)创(chuàng)了(le)纪(jì)录(lù),一(yì)天(tiān)有(yǒu)多(duō)少(shao)单(dān)?

    Meituan set a record in July 2025—how many orders did they get in a single day?

    1. 1.5亿(yì)单(dān) 150 million orders
    2. 1500万(wàn)单(dān) 15 million orders
    3. 15亿(yì)单(dān) 1.5 billion orders
    Answer

    1.5亿(yì)单(dān) 150 million orders

  7. Yating

    1.5亿(yì)单(dān)!就(jiù)一(yì)天(tiān)时(shí)间(jiān)!而(ér)且(qiě)有(yǒu)些(xiē)还(hái)是(shi)飞(fēi)过(guò)来(lái)的(de)。

    150 million orders! In just one day! And some of them even flew in.

  8. Haoran

    到(dào)2025年(nián)底(dǐ),他(tā)们(men)的(de)无(wú)人(rén)机(jī)都(dōu)飞(fēi)了(le)78万(wàn)多(duō)单(dān)了(le)。

    By the end of 2025, their drones had already flown over 780,000 orders.

  9. Yating

    那(nà)你(nǐ)的(de)柠(níng)檬(méng)说(shuō)不(bu)定(dìng)也(yě)能(néng)坐(zuò)趟(tàng)无(wú)人(rén)机(jī)呢(ne)。

    Then your lemon might've caught a drone ride, who knows.

  10. Haoran

    我(wǒ)那(nà)单(dān)不(bú)在(zài)航(háng)线(xiàn)上(shàng)。不(bú)过(guò)深(shēn)圳(zhèn)福(fú)田(tián)口(kǒu)岸(àn)那(nà)倒(dào)是(shì)有(yǒu)常(cháng)规(guī)航(háng)线(xiàn)。

    My order wasn't on a flight route. Though they do have regular routes over at the Futian Port in Shenzhen.

  11. Yating

    还(hái)有(yǒu)淘(táo)宝(bǎo)闪(shǎn)购(gòu),以(yǐ)前(qián)是(shì)饿(è)了(le)么(me),连(lián)京(jīng)东(dōng)也(yě)插(chā)了(le)一(yì)脚(jiǎo)。

    Then there's Taobao Flash Sale, which used to be Ele.me, and even JD.com has jumped into the mix.

  12. Haoran

    大(dà)家(jiā)伙(huǒ)儿(r)都(dōu)抢(qiǎng)着(zhe)给(gěi)你(nǐ)送(sòng)柠(níng)檬(méng)呢(ne)。

    Everyone's practically fighting to deliver lemons to you.

  13. Yating

    行(xíng),下(xià)次(cì)送(sòng)柠(níng)檬(méng)的(de)时(shí)候(hou)麻(má)烦(fan)顺(shùn)便(biàn)带(dài)碗(wǎn)汤(tāng)。

    Fine, next time you send a lemon, do me a favor and bring a bowl of soup with it.

Hear it read aloud in the app

Words in the conversation

Notes

The words

Waimai means takeout food. A qishou is a delivery rider. Jishi lingshou, "instant retail", is shopping delivered within the hour.

Meituan

Meituan's daily orders hit a record 150 million in July 2025, days after passing 120 million.

Taobao Shangou

Taobao Instant Commerce launched at the end of April 2025. Taobao Flash with Ele.me announced over 80 million daily orders on 14 July 2025. In December 2025 Alibaba retired the 16-year-old Ele.me brand and the app became Taobao Shangou.

JD joins in

JD announced a food delivery service on 11 February 2025, with zero commission for dine-in restaurants that joined before 1 May. Full-time riders got social insurance and a housing fund from 1 March 2025.

Meituan drones

At the end of 2024 Meituan's drones flew 53 routes and had delivered more than 450,000 orders. At the end of 2025 the figures were 70 routes and more than 780,000 cumulative orders. In October 2024 it opened a regular drone route at Shenzhen Futian Port.

Play

Delivery and instant retail

Meituan's daily orders reached a record 150 million in July 2025, and its drones had flown over 780,000 orders by the end of 2025.

  1. Waimai means:

    Answer

    Takeout food. Waimai is food delivered to you.

  2. Meituan's record daily orders in July 2025 were about:

    Answer

    150 million. SCMP reported 150 million.

  3. Which company announced a food delivery service on 11 February 2025?

    Answer

    JD.com. JD announced it with zero commission for dine-in restaurants that joined early.

  4. What did JD give full-time riders from 1 March 2025?

    Answer

    Social insurance and a housing fund. Reported by TechNode.

  5. The Ele.me app was renamed in December 2025 as:

    Answer

    Taobao Shangou. Caixin reported the brand's retirement.

  6. By the end of 2025 Meituan's drones had flown about how many orders?

    Answer

    780,000. More than 780,000 across 70 routes.

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