Quick Commerce Market Size Reaches 971 Billion Yuan in 2025
China's quick commerce market is projected to reach 971.4 billion yuan in 2025, representing a year-on-year growth of 20.15% from 2024's 781 billion yuan. This exponential growth trajectory indicates that the market will surpass the 1 trillion yuan threshold in 2026 and is expected to reach 2 trillion yuan by 2030.
According to the "Instant Retail Industry Development Report (2025)" jointly released by the Ministry of Commerce's International Trade and Economic Cooperation Research Institute and Meituan Flash Shopping, the quick commerce sector has evolved from a niche delivery service to a mainstream retail channel. The report highlights that consumer adoption of "30-minute delivery" has become a standard expectation, particularly in tier 1 and tier 2 cities.
Meituan Flash Shopping Dominates with 51% Market Share
As of February 2026, Meituan Flash Shopping maintains a dominant 51% market share by daily order volume, followed by Taobao Flash Shopping at 42%, and JD Daojia at 7%. This competitive landscape has intensified since Alibaba launched Taobao Flash Shopping at the end of April 2025, eroding Meituan's previous 65% market share held in 2024.
The quick commerce sector is no longer a "nice-to-have" service but a "must-have" infrastructure for FMCG brands. Brands that fail to establish a quick commerce presence risk losing relevance among younger consumers who prioritize speed and convenience.
Lower-Tier Markets Emerge as New Growth Engine
Meituan Flash Shopping's GMV in lower-tier markets exceeded 50 billion yuan in 2025, with order volume in county-level markets growing 54% year-on-year, 2.4 times the growth rate of tier 1 cities. This shift indicates that quick commerce is penetrating beyond metropolitan areas, creating new opportunities for FMCG brands.
The success in lower-tier markets is driven by several factors: increased disposable income, improved logistics infrastructure, and changing consumer habits. Brands that tailor their strategies to these markets—offering value-for-money products and building local fulfillment networks—are likely to capture disproportionate market share.
Consumer Electronics Become Key Category for Quick Commerce
In 2025, over 120 million Meituan Flash Shopping users searched for consumer electronics products, with single-category search volume reaching 8 million during peak air conditioner sales seasons. This trend has prompted major brands like Gree Electric to establish strategic partnerships with quick commerce platforms.
In a landmark deal announced in June 2026, Gree Electric partnered with Meituan Flash Shopping to onboard all 13,000 offline stores onto the platform by the end of July, offering "buy now, deliver now, install now" same-city services. This represents the first large-scale entry of a major appliance brand into quick commerce, signaling a new phase of category expansion.
Brand Action Recommendations for Quick Commerce Success
Recommendation 1: Digitize and onboard offline stores. Follow Gree Electric's model by integrating offline stores with quick commerce platforms to enable a "online order, store fulfillment, 30-minute delivery" closed loop. This requires robust IT systems that synchronize inventory and order data between brick-and-mortar stores and quick commerce platforms.
Recommendation 2: Develop quick commerce-exclusive product lines. Lower-tier market consumers are price-sensitive yet quality-conscious. Brands should create value-for-money product lines exclusive to quick commerce channels, avoiding direct competition with tier 1 market offerings.
Recommendation 3: Build localized fulfillment capabilities. The core value proposition of quick commerce is "localized service." Brands should collaborate with platforms to establish forward warehouses or partnership nodes in lower-tier markets, ensuring the 30-minute delivery promise can be fulfilled reliably.
Data Sources
Data Sources: Ministry of Commerce International Trade and Economic Cooperation Research Institute, Meituan Research Institute, Gree Electric Official Announcement, Analysys Research Reports
Statistical Period
Statistical Period: January 2025 - December 2025
Sample Size
Monitored SKUs: 320,000+ | Platforms Covered: Meituan Flash Shopping, Taobao Flash Shopping, JD Daojia | Cities Covered: 300+
Analysis Methodology
Analysis Methodology: Based on SKU-level price monitoring model, combined with user search behavior analysis, channel coverage heatmap, and GMV year-on-year growth trend forecasting
Frequently Asked Questions
What is the market size of quick commerce in China in 2025?
A: The quick commerce market in China is projected to reach 971.4 billion yuan in 2025, with an expected突破 of the 1 trillion yuan threshold in 2026.
Which platforms dominate the quick commerce market?
A: Meituan Flash Shopping leads with 51% market share, followed by Taobao Flash Shopping at 42% and JD Daojia at 7%.
What are the growth opportunities in lower-tier markets?
A: Lower-tier markets offer 2.4 times the order growth rate of tier 1 cities, with GMV exceeding 50 billion yuan in 2025 for Meituan Flash Shopping alone.
How are consumer electronics brands adapting to quick commerce?
A: Major brands like Gree Electric are establishing strategic partnerships with platforms, onboarding offline stores, and offering integrated "buy-deliver-install" services.
What strategies should brands adopt for quick commerce success?
A: Brands should digitize offline stores, develop exclusive product lines, and build localized fulfillment capabilities to capture the quick commerce opportunity.
Sources
- Ministry of Commerce International Trade and Economic Cooperation Research Institute — November 2025, "Instant Retail Industry Development Report (2025)": http://www.sohu.com/a/1030337855_121123919
- Sina Finance — June 1, 2026, Gree Electric and Meituan Flash Shopping Strategic Partnership: https://finance.sina.com.cn/tech/roll/2026-06-01/doc-inhzwist5255028.shtml
- Tencent News — June 2, 2026, 3-Year 8 Billion Quick Commerce Increment Analysis: https://so.html5.qq.com/page/real/search_news?docid=70000021_94069c2672707952










