中经记者李立上海报道 继高德上线"扫街榜"曲线布局到店业务，日前淘宝闪购正式上线"团购"，与美团全面竞争。 关于团购的比价，一位餐厅老板告诉记者，本质不会有太大差别。不同平台，补贴会有不同，价格会有 差异。因为团购利润很薄，餐厅会想办法找补，如果价格压得过低，搭配菜品会有差异，或者加入酒饮 拉高整体价格。 一位同时上线抖音、美团的美业商家谈到不同平台的差别时则告诉记者："有时抖音打的价格更狠，为 此我们就限制用户只能薅一次羊毛，美团价格会高一点，但是可以反复购买，长期客源较为稳定。" 9月20日，又一个"超级星期六"，陆续有上海用户发现淘宝闪购上线"到店团购"。从入口位置看，"到店 团购"相当显眼，用户打开淘宝闪购，第一排金刚位最右侧位置就是团购。配合团购上线，还同步推出 了"9.9起到店吃"之类新人福利。 《中国经营报》记者从淘宝闪购方面证实，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。"这是我们水到渠成的业务发展，我们将继续更好地服务消费者、更好地支持商家发 展。"淘宝闪购相关负责人表示。 ...

淘宝的攻势接连而至，前脚"到家"，后脚就"到店"了。 9月20日，淘宝闪购启动到店团购业务，首批覆盖上海、深圳、嘉兴三地的核心商业区域，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。 可以推测出，阿里对于这块新业务颇为重视，为之开辟三个流量入口：相关团购商品除了在淘宝闪购销售，也在支付宝和高德同时上架。淘宝、支付宝和 高德是阿里流量最大的三款APP，合计拥有数亿DAU（日活跃用户）。 另据知情人士透露，上述业务或将陆续上线全国一、二线城市。 字母榜（ID: wujicaijing）实测发现，淘宝闪购到店团购已经聚拢了不少知名餐饮品牌，如桂满陇、有喜屋、尊宝披萨等，囊括火锅、烧烤、自助餐、小 吃快餐、饮品面包、地方菜、异域菜等众多细分品类。 同时，平台提供较大幅度的优惠，打出了"9.9元起到店吃"的口号，并在醒目位置标注团购套餐的折扣力度，从3折到5、6折的团购餐品，数量着实不少。 知情人士透露，到店团购的供给主要由饿了么负责。 据字母榜观察，当前的团购套餐主要是餐饮品类，而这是饿了么的强项；首批落地的上海、深圳和嘉兴，也是饿了么的重点经营城市。目前，参与团购项 目的团队有数百人，主要集中在饿了么 ...

Core Insights - The launch of Taobao Flash Sale's in-store group buying service marks a significant shift in the local lifestyle service market, intensifying competition against Meituan [1][3] - Alibaba's integration of resources from Ele.me, Gaode, and Alipay represents a systematic challenge to Meituan, indicating a new phase in the local service market [3][12] Market Dynamics - Taobao Flash Sale's entry into the market is characterized by a collaborative ecosystem involving three major platforms: Taobao, Gaode, and Alipay, which together cover the entire consumer journey from discovery to payment [3][11] - The initial cities chosen for the pilot, Shanghai, Shenzhen, and Jiaxing, reflect a strategic approach to test high-end dining group buying while avoiding direct competition with Meituan [8][12] Competitive Strategy - The strategy employed by Taobao Flash Sale includes aggressive subsidies to attract both consumers and merchants, with discounts on popular meal packages [11][15] - The differentiation from Meituan lies in Taobao's e-commerce background, which provides a robust user base and data capabilities, allowing for precise supply-demand matching [11][12] User Engagement and Experience - Gaode's "Street Ranking" has proven effective in driving traffic to listed stores, with a reported 187% increase in traffic for featured shops during the first week [5][12] - Alipay's "Tap to Use" feature enhances the payment experience, with 80% of users preferring this method, significantly reducing friction in group buying transactions [7][11] Long-term Market Outlook - The local lifestyle market in China is projected to reach 35.3 trillion yuan by 2025, with an online penetration rate of 30.8%, highlighting the importance of this sector for Alibaba's growth [12][16] - The competition is expected to accelerate market differentiation, benefiting standardized chain restaurants while presenting challenges for high-end dining and smaller merchants [16][20] Innovation and Consumer Behavior - The success of Taobao Flash Sale will depend on reshaping consumer habits, moving from traditional group buying models to a seamless integration of e-commerce, payment, and navigation services [17][20] - The ongoing competition among major players is likely to drive service innovation, with the potential for improved consumer experiences through enhanced data-driven solutions [20]

Core Insights - Taobao has officially launched its "in-store group buying" feature on September 20, aiming to compete directly with Meituan in the group buying market [1][3] - The initial rollout covers key commercial areas in Shanghai, Shenzhen, and Jiaxing, with a variety of food categories included [1] - The launch aligns with Alibaba's strategy to enhance user experience and support merchant growth, as indicated by the CEO of Alibaba's e-commerce division [1][7] Market Competition - The introduction of group buying by Taobao is seen as a direct challenge to Meituan, which has a more established presence in the market [3][6] - Users have reported that while Taobao offers competitive prices, Meituan often provides better discounts and a more comprehensive review system [4][5] - Meituan's group buying ecosystem is described as richer and more systematic compared to Taobao's initial offering [5][6] User Behavior and Market Dynamics - Users have developed a habit of comparing prices between Taobao and Meituan, with many finding Meituan's group buying options more appealing due to better discounts and more user reviews [4][6] - The concept of user "mindset" is highlighted as a significant barrier for Taobao, as many consumers have established preferences for Meituan for in-store purchases [6][8] Strategic Timing and Future Plans - The launch of group buying is strategically timed ahead of the upcoming Golden Week, aiming to enhance user engagement and merchant visibility [7][8] - Alibaba plans to integrate its group buying feature across multiple platforms, including Alipay and Gaode, to increase exposure for merchants [7][9] - The long-term goal includes onboarding a million offline brand stores to Taobao's platform, with expectations of generating significant transaction growth [9]

淘宝闪购、高德和支付宝APP 三端页面都上了团购入口。 江湖传闻已久，淘宝闪购要下场到店团购，现在真的来了。 今日上午，36氪独家问询了解到，淘宝闪购确已于9月20日启动到店团购业务，首批覆盖上海、深圳、嘉兴三个城市的核心商业 区域，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。这批团购商品，除了在淘宝闪购，也同时在支付宝、高 德APP等多个入口同时上架。 "水到渠成的业务发展，从闪购上线以来，消费者和商家都一直希望闪购的优惠和服务能延展到堂食。"淘宝闪购相关负责人对36 氪表示，"因此我们的产品和服务也已经相应升级。" 从整个阿里视角来看，这也是继高德扫街榜打响第一枪后，在到店业务上又往前进了一步。 据36氪了解，淘宝闪购的"到店团购"业务，目前由饿了么团队主要负责产品、供给和运营，与高德、支付宝也深度协同。首批上 线的三个城市，用户可从淘宝闪购频道的金刚位、或搜索"到店团购"等关键词进入，此外在高德商家页面、支付宝卡包神券也都 有相应入口，用户可下单购买团购产品。 这三端入口，意味着10亿级DAU潜力的流量基本盘。 当然，到店生意不光需要流量，更需要商家供给和内容（UGC、评价体系）等地面基建 ...

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 ...

江湖传闻已久，淘宝闪购要下场到店团购，现在真的来了。 今日上午，36氪独家问询了解到，淘宝闪购确已于9月20日启动到店团购业务，首批覆盖上海、深圳、 嘉兴三个城市的核心商业区域，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。这批 团购商品，除了在淘宝闪购，也同时在支付宝、高德APP等多个入口同时上架。 "水到渠成的业务发展，从闪购上线以来，消费者和商家都一直希望闪购的优惠和服务能延展到堂 食。"淘宝闪购相关负责人对36氪表示，"因此我们的产品和服务也已经相应升级。" 从整个阿里视角来看，这也是继高德扫街榜打响第一枪后，在到店业务上又往前进了一步。 据36氪了解，淘宝闪购的"到店团购"业务，目前由饿了么团队主要负责产品、供给和运营，与高德、支 付宝也深度协同。首批上线的三个城市，用户可从淘宝闪购频道的金刚位、或搜索"到店团购"等关键词 进入，此外在高德商家页面、支付宝卡包神券也都有相应入口，用户可下单购买团购产品。 这三端入口，意味着10亿级DAU潜力的流量基本盘。 团购业务目前仍以餐饮为主，涉及茶饮、甜品、正餐、自助餐及城市特色小吃，此次参与淘宝闪购团购 业务的合作品牌，既包括桂满陇、新旺茶餐厅、 ...