Sou Hu Cai Jing·2025-10-08 13:41Core Insights - The local life service market has experienced a significant transformation during the National Day Golden Week, with the introduction of Taobao Flash's in-store group buying service, enhancing consumer choices and merchant operations [1][15][17] Consumer Experience: From Limited Choices to Abundant Selections - The launch of Taobao Flash's in-store group buying service has addressed consumer demands for diverse dining options and better value for money during the National Day holiday [2][8] - The service offers a wide range of categories, including hot pot, barbecue, local cuisines, and international dishes, allowing consumers to discover both well-known and hidden gem restaurants [2][15] - Multi-platform price comparison has enabled consumers to find significant discounts, such as a 7.4% discount on a Hong Kong-style meal set and a 5.9% discount on a squid dish [4][6] Merchant Operations: From Traffic Bonuses to Operational Certainty - The introduction of Taobao Flash's in-store group buying service provides merchants with a more stable business environment, reducing reliance on single traffic channels and high commission fees [10][14] - The service has generated additional orders, helping merchants improve their operational efficiency and manage fixed costs during peak periods like the National Day holiday [11][14] - Merchants have reported increased customer traffic and a more diversified customer base due to the multi-channel approach of Taobao Flash [14][17] Industry Impact: From Imbalance to Healthy Development - The National Day holiday serves as a critical period for industry dynamics, with Taobao Flash's entry promoting healthier competition and a focus on service quality rather than just price wars [15][16] - The service encourages a shift from high channel dependency to a more diversified ecosystem, enhancing the overall vitality of the in-store group buying sector [15][16] - The collaboration between Taobao, Alipay, and Gaode has created a new customer acquisition engine, leveraging the unique user bases of each platform to drive growth for local merchants [16][17]