这几年很多人习惯了在手机上打开社区团购如见或者小程序，选择一些便宜东西，第二天下班路上顺手去自提 点拎一袋菜。 2020年的"黑天鹅事件"改变了很多，这突如其来的变化也诞生了一些新的业态，比如社区团购。 也习惯了几毛钱一斤的土豆，二十个鸡蛋不到六块钱。 三个大品牌的社区团购就剩下多多买菜一个了，老百姓的选择的更少了。 同时也有了一个疑问，多多买菜还能坚持多久？ 有的人已经习惯于在团购平台买一些蔬菜和日用品了，难道这种生活方式要改变了吗？ 没过几个月，到了2025年6月，美团优选关掉了大部分地区。当时只留下广东浙江等少数市场。而到了12月，最 后两个区域也停。五年的社区团购实验，直接画上句号。 但是这种习惯在今年改变了，淘宝买菜于2025年3月宣布全国范围内停止次日自提服务，并下线多个城市的自提 点。 原有业务模式为本地供应商发货、消费者次日到自提点取货，转型后重心转向"淘宝买菜-农场直发"频道，商品 从产地直接通过快递配送至消费者手中。 ...

2025.12. 05 媒体报道称，这是菜鸟近期新布局的社区团购业务，采取源头供货、成团发货、驿站自提的模式，目 前尚处于早期阶段。12月4日，记者就此向阿里巴巴求证，截至发稿暂未获得回应。 本文字数：1218，阅读时长大约2分钟 作者 | 第一财经 陈杨园 阿里悄然又上线了一个社区团购业务。近日，记者发现，菜鸟驿站上线了一个新业务"源选集市"，官 网页面信息显示，这个业务主打"源头供货 驿站严选"，目前已上线了部分"源选商品"，由菜鸟驿站全 程提供服务保障。 记者体验发现，目前，"源选集市"的用户登录方式仅为菜鸟会员、钉钉或阿里巴巴员工账号，网页商 品仅有特仑苏牛奶250ml*16盒、整箱肉松饼、卫生纸6包等5个选项，均售0.01元，记者在北京尝试 购买，可正常完成付款下单但无法操作进一步提货等。整体来看，"源选集市"仍处于业务试水早期， 不过，比起业务本身，更值得关注的是阿里再度释放出对社区团购业务的热情。 今年3月，淘宝旗下社区团购业务淘宝买菜在多地宣布取消次日自提服务，调整为产地直发、快递到 家模式，标志着阿里在社区团购业务上的撤退。在即时零售兴起，同时拼多多、美团在社区团购占据 主要市场地位的情况下 ...

阿里再度释放出对社区团购业务的热情。 比起业务本身能够创造的价值，社区团购在如今的电商战局中更被关注的是它对各个环节能力、服务对象的补充。艾媒咨询创始人兼首席分析师张毅表示， 阿里重启社区团购的核心价值要回归到发展"大消费"的背景，在用户增量见顶的情况下，电商对开拓高频次消费产品的焦虑难以消解。同时，社区团购可以 完善本地生活的零售生态，也能够激活菜鸟驿站的价值、巩固零售末端的线下网络。 阿里悄然又上线了一个社区团购业务。近日，记者发现，菜鸟驿站上线了一个新业务"源选集市"，官网页面信息显示，这个业务主打"源头供货 驿站严 选"，目前已上线了部分"源选商品"，由菜鸟驿站全程提供服务保障。 媒体报道称，这是菜鸟近期新布局的社区团购业务，采取源头供货、成团发货、驿站自提的模式，目前尚处于早期阶段。12月4日，记者就此向阿里巴巴求 证，截至发稿暂未获得回应。 漫花抽纸 加厚式卫生纸 超能洁净柔护洗衣液 6包装 四边压花更厚更好用 3瓶2袋组合装 ¥ 0.01 拉 ¥0.01 今年3月，淘宝旗下社区团购业务淘宝买菜在多地宣布取消次日自提服务，调整为产地直发、快递到家模式，标志着阿里在社区团购业务上的撤退。在即时 零售 ...

Core Insights - The article discusses the evolution of China's e-commerce industry, particularly focusing on the "Double Eleven" shopping festival, which has transformed from a niche event into the world's largest shopping extravaganza since its inception in 2009 [1][3]. Group 1: Historical Evolution of Double Eleven Strategies - The Double Eleven event can be divided into three main phases from 2015 to 2024, each characterized by distinct features and competitive dynamics [4]. - The first phase (2015-2017) was dominated by Alibaba's Taobao/Tmall and JD.com, with a focus on price competition and traffic acquisition. Sales figures grew from 91.2 billion yuan in 2015 to 168.2 billion yuan in 2017 [7]. - The second phase (2018-2020) saw the entry of content platforms like Douyin and Kuaishou, leading to a more intense competition landscape. Pinduoduo emerged as a significant player with its social group-buying model [8][9]. - The third phase (2021-2024) marked a shift towards refined operations, with platforms focusing on user experience and sustainable growth. Sales peaked at 540.3 billion yuan in 2021, but platforms began emphasizing quality metrics over gross merchandise volume (GMV) [10]. Group 2: Tactical Evolution of Major Platforms - Taobao/Tmall's pricing strategy evolved from "site-wide 50% off" to complex promotional rules, and finally to simplified rules like "official discounts" starting in 2023 [12][44]. - JD.com maintained a straightforward pricing strategy, introducing "official discounts" and "instant sales" while enhancing its logistics capabilities, achieving an average fulfillment time of 18 minutes by 2025 [18][76]. - Pinduoduo's strategy shifted from "lowest price" to "same price for the same item," reflecting a focus on merchant interests and product quality [24][77]. - Douyin e-commerce emphasized content-driven sales, integrating short videos and live streaming to create a seamless shopping experience, with significant sales growth during the Double Eleven period [31][79]. - Kuaishou e-commerce leveraged its "old iron economy" to build strong relationships with users, achieving high repurchase rates through trust-based interactions [37][40]. Group 3: Key Tactical Dimensions - Pricing strategies across platforms transitioned from complex calculations to straightforward discounts, with a notable emphasis on user-friendly promotions [44][46]. - Traffic acquisition methods evolved from traditional advertising to content marketing, with platforms increasingly relying on live streaming and social media to attract users [48][51]. - User operations shifted towards precision marketing, with platforms utilizing data analytics to enhance user engagement and loyalty [55][58]. - Supply chain management became a focal point, with platforms investing in logistics efficiency and real-time delivery capabilities to improve customer experience [62][65].

Core Viewpoint - JD.com is re-entering the community group buying market with its JD Pinpin brand, establishing several stores in Beijing, primarily through partnerships with existing community stores, aiming to compete with rivals like Duoduo Maicai [1][3][9]. Group 1: Store Operations and Offerings - JD Pinpin has opened multiple stores in Beijing's Fangshan District, utilizing a shared space model with existing community stores [1]. - The product offerings include a variety of daily necessities such as vegetables, fruits, meat, and groceries, with a focus on competitive pricing [1][3]. - The stores are equipped with refrigeration units and shelves for fresh and frozen goods, with next-day delivery for orders placed the same day [3]. Group 2: Competitive Landscape - JD Pinpin's pricing strategy is designed to undercut competitors like Duoduo Maicai, with prices for certain products being approximately 2 yuan lower [3]. - The community group buying sector has seen significant competition, particularly from Duoduo Maicai and Meituan Youxuan, which have been dominant players in the market [11][18]. - The market has undergone a shake-up due to regulatory pressures and the exit of several competitors, leaving Duoduo Maicai as a leading player [11][18]. Group 3: Historical Context and Strategic Shifts - JD.com has previously attempted to enter the community group buying space with various projects since 2018, but faced challenges that hindered growth [4][8]. - The rebranding of JD Pinpin from JD Xinpian reflects a strategic focus on leveraging JD's supply chain capabilities to enhance service offerings [9]. - The community group buying model is evolving, with JD Pinpin aiming to integrate online and offline services to better serve local communities [9][18].

Group 1 - The core viewpoint of the news is the collaboration between Yuhang District and Chun'an County to promote high-quality development of the platform economy through a "platform + industry" approach [1][2] - The event gathered representatives from Chun'an's specialty industries such as tea, beverages, and condiments, alongside platform enterprises from Yuhang like Taobao, Tmall, and Hema, to explore cooperation opportunities [1][2] - Key partnerships were established during the meeting, including collaboration between the Qiantang Lake beer industry and Hema for brand development, and initial supply intentions between Chun'an's condiment industry and Tmall [2] Group 2 - The exchange activity is part of a series aimed at enhancing the integration of platform and traditional industries, fostering a new perspective on digital and intelligent transformation for traditional sectors [2] - Future plans include deepening cross-regional exchanges with cities like Lin'an and Qingyuan, establishing a regular platform for industry exchanges, and optimizing service support systems to achieve regional collaborative development [3] - The initiative aims to provide a replicable model for industry cooperation that supports rural revitalization through digital empowerment, contributing to farmers' income growth and common prosperity [3]

以下文章来源于螺旋实验室 ，作者螺旋君 螺旋实验室 . 公众情绪瞭望者 将投中网设为"星标⭐"，第一时间收获最新推送 社区团购的兴衰只是"新商业"的其中一页。 作者丨 追命 编辑丨 坚果 来源丨螺旋实验室 曾几何时，社区团购作为一种新兴的零售模式 ，瞄准了 邻里社交与生鲜电商结合的 新机遇，成为 了各大 资本竞相追逐的热点 ， 堪比当年的 "百团大战"。 不过，社区团购的风口并没有维持太久。 2020年开始，一批社区团购创业公司陆续关停，仅剩下拼 多多、美团、阿里等大厂仍在坚持，但投入力度也大不如前。 近日， 阿里旗下 的 淘宝买菜 也 正式宣告退出社区团购赛道，转而聚焦 "直发到家"的快递电商模 式。至此，社区团购市场仅剩美团优选与拼多多旗下的多多买菜双雄对峙 。 大厂们 试图用资本与技术重塑生鲜消费链路， 最终 却 集体遗憾退场，如今的 社区团购 ，还是不 是一门 "好生意"？ 下沉市场的"探路棋" 2018年，社区团购生意迎来高峰，彼时 全国 有 超过 300家社区团购平台 ，一边是阿里、拼多多 等大厂阵营；另一边则是 以兴盛优选、十荟团 等为代表的 创业公司。 根据报道， 彼时真格基金、高榕资本等知名 ...

Core Insights - Community group buying, once a hot retail model, has seen a decline with major players like Alibaba's Taobao Mai Cai exiting the market, leaving only Meituan and Pinduoduo as the remaining competitors [1][3][14] - The initial boom in community group buying in 2018 saw over 300 platforms and significant investment, but the market has since contracted due to unsustainable business models and high operational costs [3][7] - Major companies initially invested heavily in community group buying to capture the lower-tier market, but the strategy has proven to be costly and ineffective in generating stable profits [5][6][8] Market Dynamics - In 2018, community group buying attracted 4 billion yuan in funding, with an average investment of 150 million yuan per company, indicating strong initial interest from investors [3] - The competition intensified as companies like Alibaba and Pinduoduo engaged in aggressive market capture strategies, leading to significant financial losses for many players [5][7] - By 2023, major companies began to scale back their community group buying operations, with Meituan's losses reaching 73 billion yuan over four years, highlighting the unsustainable nature of the business [8][12] Operational Challenges - Community group buying relies on "extreme low prices," but the cost structure, including sorting, delivery, and commissions, makes it difficult to maintain profitability without substantial subsidies [8][11] - The role of group leaders is critical, but their income has decreased significantly, leading to reduced service quality and customer engagement [11][12] - Companies like Meituan and Pinduoduo are adapting their strategies to enhance service quality and profitability, with Meituan focusing on a "husband-and-wife store + dedicated BD" model [12][13] Strategic Shifts - Alibaba's exit from community group buying does not signify a complete withdrawal from the retail space, as it continues to focus on direct delivery models to retain customer engagement [14] - The shift towards digital empowerment and supply chain efficiency reflects a broader trend among major companies to prioritize sustainable growth over aggressive market capture [17] - The evolution of community group buying illustrates a transition from rapid expansion to a more mature, collaborative approach within the internet ecosystem, emphasizing the importance of core competencies and synergies [17]