美团优选彻底关停，社区团购走到尽头了？

Core Insights - The emergence of community group buying as a new business model was significantly influenced by the "black swan event" in 2020, leading to a shift in consumer habits towards mobile platforms for purchasing groceries [1] - In 2025, Taobao announced the cessation of next-day self-pickup services nationwide, transitioning to a model where products are delivered directly from farms to consumers [3] - By December 2025, major players in the community group buying sector, including Meituan, had largely exited the market, leaving only Duoduo Maicai as a significant competitor, raising questions about its sustainability [5] Summary by Sections - Market Changes: The community group buying model gained popularity post-2020, with consumers accustomed to low prices and convenient self-pickup options [1] - Business Model Shift: Taobao's shift from local supplier delivery to direct farm-to-consumer shipping marks a significant change in the grocery delivery landscape [3] - Market Exit: The exit of Meituan from most regions by December 2025 indicates a consolidation in the community group buying market, with Duoduo Maicai remaining as the last major player [5]