每日经济新闻消息，9月20日，在将定位设为上海的前提下，《每日经济新闻》记者在淘宝闪购页面发 现了"到店团购"的身影。 不同于高德声势浩大地上线"高德扫街榜"，"到店团购"的上线被处理得极为低调。 同日，记者从淘宝闪购方面了解到，淘宝闪购团购上线消息属实，到店团购业务已启动，首批覆盖上 海、深圳、嘉兴三个城市的核心商业区域，品类涉及茶饮、甜品、正餐、自助餐及城市特色小吃等多个 餐饮品类。 据其称，这是水到渠成的业务发展。与此同时，记者在"高德扫街榜"进入部分商家的页面后，也看到 了"团购"的身影。另外在支付宝"卡包"界面下的"神券"页面，也可发现"到店团购"的选项。 对于淘宝闪购而言，上线"到店业务"不但补全了其在本地生活板块的重要拼图，也给淘宝App（应用程 序）赋予了更多功能。对早已陷入激烈角逐的本地生活赛道而言，阿里系这一动作，无疑给本就焦灼的 战局又添了一把火。 集结淘宝闪购、高德、支付宝三大军团 记者在淘宝闪购页面看到，本次上线的团购主要包括饮品面包、小吃快餐等高频消费品类。 事实上，这不是阿里第一次涉及"到店团购"业务。 2008年，口碑网被阿里巴巴全资并购；2018年，阿里宣布饿了么和口碑正式合 ...

Core Insights - Kuaishou has launched an independent "takeout" entry on its group buying page, indicating its entry into the competitive food delivery market [1][3] - The takeout products primarily feature vouchers from Meituan, with some requiring orders to be placed in live streaming sessions [3][7] - Kuaishou's takeout business has seen a significant increase, with the number of paying users for local takeout products growing over three times quarter-on-quarter in Q2 [7] Group 1: Kuaishou's 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 [7] - The acceleration of Kuaishou's takeout business aligns with its "New Tier Cities + AI" strategy, emphasizing the use of AI technology to reconstruct local service chains [8] - Industry experts suggest that Kuaishou needs to overcome challenges related to delivery speed, merchant availability, and user habits to succeed in the takeout market [8] Group 2: Competitive Landscape - 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" [8][9] - The food delivery industry is experiencing intense competition, with major platforms like Meituan, Taobao, Ele.me, and JD launching high-value subsidies to attract consumers and merchants [11] - Recent regulatory actions have prompted major platforms to call for more rational competition and to avoid disorderly promotional behaviors [11]

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 ...