Cainiao's integrated delivery and installation service covers oversized items, with national subsidies leading to a surge of over 90% in Tmall's major appliances in half a month

36Kr learned that Cainiao, in collaboration with Tmall, continues to upgrade the integrated delivery and installation service for large home appliances, incorporating large appliances such as 100-inch televisions that are difficult to fit in elevators into the door-to-door delivery and installation service, further optimizing the experience and promoting online growth of high-end appliances. Currently, more than half a month into the implementation of the national subsidy in 2026, Tmall's large home appliances have surged over 90% month-on-month, showing significant pull effects