Sou Hu Cai Jing·2025-08-16 13:16Group 1 - Approximately 30%-40% of grid warehouse operators are choosing to transform into self-operated community group buying, leveraging existing sorting teams and delivery networks to build systems within a month after warehouse closure [3][9] - Meituan Youxuan had over 3,000 grid warehouse sites covering 90% of town markets before its planned withdrawal in June 2025, with daily order volumes peaking at tens of thousands but later declining to below 5,000 due to increasing losses [4][9] - The transformation relies on localized resources and community group buying system support, with successful transitions more likely for sites with mature supply chain capabilities [5][9] Group 2 - About 60%-70% of the sites are shifting towards non-community group buying areas, including instant retail delivery, third-party logistics services, and agricultural supply chain management [7][9] - Some low-efficiency sites are opting to sell off equipment or exit the market entirely, while self-operated community group buying incurs additional costs that may pressure smaller sites financially [7][9] - The competitive landscape for instant retail is dominated by giants like Meituan Shanguo and JD Daojia, necessitating grid warehouses to upgrade to front warehouses or join platform ecosystems for survival [7][9]