Group 1 - Taobao Flash Sale reported a 110% month-on-month increase in new brand entries in July, with over 12,000 new non-food brand stores launched, indicating a trend towards category diversification in the platform [1] - The increase in brand diversity is expected to enhance the platform's average transaction value but poses challenges in terms of product selection, after-sales service, and differentiated subsidies [1] Group 2 - Meituan's "Raccoon Kitchen" has seen a 40-fold increase in search volume and a 164% rise in overall merchant exposure since its launch, with a 60% increase in order volume, emphasizing its commitment to not self-operate and avoid competition with merchants [2] - The promise of not self-operating aims to alleviate merchants' concerns about the platform acting as both referee and player, though the effectiveness will depend on the transparency of traffic distribution rules [2] Group 3 - The leading live commerce agency "Jiao Ge Peng You" announced its full team will join Kuaishou, marking a new phase in live commerce, with plans to enhance digital marketing capabilities through collaboration with Kuaishou's AI [3] - The cross-platform expansion of top MCNs is becoming a norm, indicating a shift towards digitalization and intelligence in the live commerce industry [3] Group 4 - Douyin is integrating its instant retail business by merging Douyin Supermarket into Douyin Xiaoshida, aiming to improve operational efficiency in instant retail [4] - Instant retail has evolved from a "traffic trial" to a "strategic competition" among major players, with Douyin needing to address its logistics shortcomings to close the fulfillment gap [4]