Core Insights - Alibaba's Taobao Flash Sale and Ele.me are launching a merchant group buying service, initially focusing on dining group purchases in major cities [1][2] - The group buying service will be piloted in Shanghai, Shenzhen, and Jiaxing, with plans to expand to other first- and second-tier cities [1] - The service will be available on Taobao, Alipay, and Amap, leveraging Alibaba's major traffic platforms [1] Group 1 - Amap recently launched the "Amap Street Ranking," marking Alibaba's renewed push into the group buying sector [2] - The ranking system utilizes AI technology and real user navigation data to create a new offline service credit system, addressing user pain points in dining experiences [2] - Amap's initiative is seen as a direct competition to Meituan, particularly in the dining and service evaluation space [2] Group 2 - Taobao Flash Sale has shown strong growth since its launch in April, with daily order peaks reaching 120 million and an average of 80 million orders per week in August [2] - The monthly active user count for Taobao Flash Sale has reached 300 million, a 300% increase since April, with active delivery personnel growing to 200,000, tripling since April [3] - The initial phase of growth for Taobao Flash Sale has exceeded expectations, according to Alibaba's e-commerce CEO Jiang Fan [3]

第一，吸引商户入驻的核心优势 大型平台抽成比例通常在 20%-25%，且商户需额外投入费用获取流量曝光。自营平台可将抽成比例控制在 12%-18%，并提供免 费的曝光机会。更重要的是，能够为商户提供精准营销服务，例如针对写字楼人群推送午间套餐，面向小区住户推广晚市折扣 等，实现大型平台难以做到的精细化运营。 第二，获取用户认可的关键因素 价格优势是吸引用户的核心驱动力。由于无需承担全国性广告支出，自营平台可将利润让利给用户，价格普遍比大型平台低 5%-10%。同时，依托商圈半径通常不超过 3 公里的地理优势，能实现 25 分钟内送达的即时配送服务，较大型平台快 10 分钟以 上。"超时必赔" 等服务承诺，也能有效提升用户注册量。 在当前的外卖跑腿配送领域，除了对接主流外卖平台，存在一个尚未被充分挖掘的盈利赛道 —— 商圈自营外卖团购平台，其能 显著提升配送团队的利润空间。传统模式存在明显痛点。配送团队对接商场商户时，抽成比例常被压缩至较低水平，扣除人力 成本后利润微薄。同时，用户与商户资源多被大型平台掌控，配送团队仅作为执行环节，替换成本低，缺乏核心竞争力。 商圈自营平台的运营逻辑与之不同。其核心是整合单一商 ...