Mei Ri Jing Ji Xin Wen·2025-09-21 13:15Core Insights - Alibaba has launched a new "in-store group buying" service through Taobao Flash Sale, initially covering key commercial areas in Shanghai, Shenzhen, and Jiaxing, with a focus on various food categories [2][3] - This move is seen as a strategic response to the growing demand in the local lifestyle market, aiming to enhance the overall efficiency and user experience of local services [5][9] - The competition in the local lifestyle market is expected to intensify, particularly with existing players like Meituan and Douyin already established in the group buying space [6][8] Company Strategy - The "in-store group buying" service is part of Alibaba's broader strategy to integrate its e-commerce, payment, transportation, and delivery services, creating a comprehensive ecosystem for local services [5][9] - The integration of Taobao Flash Sale and Ele.me under Alibaba's China e-commerce division indicates a strategic shift towards becoming a major player in the consumer market [9] Market Dynamics - The local lifestyle market is characterized by fierce competition, with Meituan and Douyin leading in the group buying segment, while Alibaba aims to leverage its advantages in payment systems and user engagement [7][9] - The launch of the "in-store group buying" service is expected to attract more offline stores to collaborate with Taobao Flash Sale, enhancing its market presence [4][9] Future Outlook - Analysts suggest that while Alibaba has significant advantages, such as a robust payment system and a large user base, it will need to cultivate user habits and differentiate its offerings to succeed in the competitive landscape [9] - The recent growth in Taobao Flash Sale's user engagement indicates a positive trajectory for the new service, but the challenge remains to establish a unique value proposition in the crowded market [9]