3 6 Ke·2025-12-12 10:38Core Insights - The local lifestyle battle, which began with Meituan's launch of "30-minute delivery" in 2018, has intensified over the years, particularly during the pandemic with community group buying. By 2025, major players like 58.com and Dingdong Maicai have become secondary participants in this ongoing competition [1] - The competition has reached a climax with six major factions vying for dominance in the local lifestyle sector, particularly in food delivery and in-store services [1][3] Delivery Sector - The food delivery market has seen fierce competition, particularly between Meituan and JD.com, sparked by issues such as rider social security and public relations battles [1] - JD.com has launched its independent food delivery service, covering 350 cities with over 25 million daily orders, capturing more than 31% of the national market share by June 2025 [15][19] - Meituan has responded aggressively to JD.com's incursions, launching counter-offensives in both food delivery and hotel booking sectors [17][19] In-Store Services - In-store services have also become a battleground, with Douyin (TikTok) and Kuaishou introducing significant support measures for offline retailers, including zero commission and advertising support [1][3] - JD.com has announced the launch of "JD Review" and "JD True List," challenging Meituan's business model [3][6] Market Growth and Potential - The instant retail market in China is projected to reach 781 billion yuan in 2024, growing by 20.15% year-on-year, significantly outpacing the overall online retail growth [7] - The local lifestyle market is expected to reach 35.3 trillion yuan by 2025, with an online penetration rate of only 30.8%, indicating substantial growth potential [9] Strategic Moves by Major Players - JD.com has restructured its local lifestyle division, establishing a unified command for its local services and aggressively expanding its market presence [13][12] - Meituan has integrated its various business units into a "core local business" segment, resulting in a 65% year-on-year increase in order volume for its in-store services [27] - Alibaba has undergone significant restructuring of its local lifestyle business, reducing the weight of certain segments while focusing on integrating its services [32][36] Competitive Landscape - Douyin has shifted its focus away from self-operated food delivery to in-store services, leveraging its massive user base for local lifestyle business growth [40][43] - Kuaishou has downgraded its local lifestyle business, indicating a strategic retreat from the competitive landscape [6][52] - The competition among these major players is expected to continue intensifying, with each seeking to solidify their market positions [53]