Bei Jing Shang Bao·2025-07-02 13:40Core Insights - After Meituan adjusted its community group buying business, Duoduo Maicai experienced a surge in order volume, indicating a shift in market dynamics [1][5] - The community group buying landscape has narrowed down to Duoduo Maicai as the leading player, following the strategic changes of competitors [5][10] Group 1: Order Volume Surge - Duoduo Maicai's order volume has increased significantly, with reports of daily orders exceeding 100, compared to less than 50 previously [5] - Some warehouses are facing overwhelming order volumes, leading to urgent recruitment of sorting staff and drivers, with salaries ranging from 1,800 to 8,000 yuan [5][6] - The pressure on warehouses is evident, as sorting staff are now processing 5,000 to 6,000 items per day, up from the usual 2,000 to 3,000 [5][6] Group 2: Market Adaptation - The shift in competition has led to changes in how group leaders and suppliers operate, with many adapting to the new market conditions [6][7] - Group leaders are leveraging their social networks to drive sales, with some transitioning to Duoduo Maicai due to better commission structures and incentives [6][7] - Suppliers are also adjusting their strategies, with some converting unsold fresh products into frozen goods to align with Duoduo Maicai's low-price model [7][8] Group 3: Competitive Landscape - The community group buying sector has seen a consolidation, with Meituan focusing on instant retail and reducing its community group buying footprint [10] - Meituan is expanding its flash warehouse model in lower-tier cities, aiming to compete with Duoduo Maicai's self-pickup model by offering quick delivery of high-margin products [10][11] - Duoduo Maicai is also exploring delivery options in first-tier cities, indicating a strategic shift to enhance its service offerings [11][12] Group 4: Business Model Dynamics - The competition between self-pickup and home delivery models is intensifying, with each model catering to different consumer preferences based on location and shopping habits [11][12] - The cost structure of home delivery is higher than that of self-pickup, which allows for more efficient inventory management [12] - Despite the end of the "hundred group war," the community group buying model remains viable, focusing on balancing cost, service, and efficiency [12]