Core Insights - Kuaishou has launched an independent "takeout" entry on its group buying page, indicating its entry into the competitive food delivery market [2] - The takeout channel primarily features product vouchers from Meituan, with some products requiring orders to be placed in live streams, where merchants provide delivery services [2][10] Group 1: Kuaishou's Takeout Strategy - Kuaishou's takeout offerings are mainly based on third-party collaborations, focusing on promoting quality dining products, with plans to expand the range of merchants and categories in the future [10] - In Q2 of this year, the number of paying users for Kuaishou's local takeout products increased by over 300% compared to the previous quarter [10] - Kuaishou's strategy aligns with its 2025 vision of leveraging "new tier cities + AI" to reconstruct local service chains [10] Group 2: Industry Competition - Industry experts suggest that for Kuaishou to succeed in the takeout market, it needs to quickly implement a mixed model of "third-party + self-operated" delivery and shift user perception from "entertainment traffic" to "instant consumption" [11] - Other major players in the food delivery sector, such as Douyin, are also enhancing their services, with Douyin upgrading its group buying delivery to "随心团" [11] - The food delivery industry is experiencing intense competition, with major platforms like Meituan and Ele.me engaging in aggressive promotional activities, leading to calls for more rational competition practices [12]

【导读】快手上线独立 " 外卖 " 入口，以第三方合作共建为主 中国基金报记者 晨曦 外卖 " 战局 " 持续火热，又有新玩家闯入！ 据悉，近期快手本地生活在 " 团购 " 页面上线独立 " 外卖 " 入口。在快手 " 团购 " 页面， 用户可以点击 " 外卖 " 进入页面下单。 来看详情 —— 快手杀入外卖赛道 有流量的地方，就有外卖。 近期，快手上线独立 " 外卖 " 入口。从目前快手外卖频道展示的产品来看，以来自美团的商 品兑换券为主。亦有产品券需要在直播间内下单，并由商家提供配送服务。 快手方面表示，当前快手 " 外卖 " 中的商品以第三方合作共建为主，集中推介优质餐饮商 品，后续将覆盖更多商家及品类。今年二季度，快手本地外卖商品支付用户数环比增长超 3 倍。 回顾来看， 2024 年 6 月，快手推出团购配送到家业务。当时，快手 App 内并没有专门的 外卖入口，用户需要在 " 团购优惠 " 上搜索外卖等关键词，才会显示外卖商品，快手不提供 配送服务，出餐、配送均由商家完成。 7 月 31 日，淘宝闪购率先启动 " 秋天第一杯奶茶 " 活动，邀请金晨担任品牌大使，奶茶活 动将持续至 8 月 10 日 ...

Core Viewpoint - The local life service industry is increasingly integrating AI technologies across various operational aspects, with major players like Meituan, Ele.me, Douyin, and Kuaishou launching AI tools to enhance efficiency and user experience [2][19]. Group 1: AI Integration in Local Life Services - Meituan has introduced its first AI digital employee for retail merchants, providing services such as operational support and intelligent scheduling, with annual AI investments exceeding 10 billion yuan [2][6]. - Ele.me launched the AI assistant "Xiao E" for delivery riders, offering comprehensive support and services, marking a significant step in AI application within the delivery sector [2][7]. - Douyin Life Services has released an AI product named "Tan Fan," which recommends local dining options using AI technology [2][19]. Group 2: AI Applications Across Different Platforms - Various platforms have developed specific AI tools for consumers and merchants, such as Meituan's "Kangaroo Advisor" for business insights and Douyin's "Douyin Laike" for smart marketing [5][6]. - Kuaishou's AI tools include "Digital Employee" for customer service and "Nüwa Digital Person" for live streaming operations, showcasing a diverse range of applications [5][6]. - Ele.me's "Holographic Shield" system enhances compliance governance by identifying "ghost restaurants" through image recognition technology, significantly improving operational efficiency [10]. Group 3: User Experience and Feedback - Despite the advancements, users have expressed concerns about the effectiveness of AI tools, citing issues with AI's understanding of localized and emotional nuances, leading to dissatisfaction with generated content [12][13]. - Feedback from merchants indicates that AI tools often lack the professional quality and flexibility of specialized tools, resulting in a preference for external solutions [16]. - Delivery riders have reported that AI assistants can complicate workflows rather than streamline them, with some opting to disable these features due to inefficiencies [17][18]. Group 4: Future Outlook - The ongoing AI competition in the local life sector highlights the need for these technologies to evolve from being merely present to being genuinely useful and user-friendly [19]. - The industry must address the current "chicken rib" dilemma, where AI capabilities do not meet the expectations of users and businesses, to unlock the full potential of AI in enhancing efficiency and user experience [19].