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。 ...

Core Insights - Alibaba's Taobao Flash Sale has launched a group buying service in three cities, marking a significant step in its in-store business strategy [1][4] - The initiative is seen as a response to market demand rather than a premeditated attack on competitors like Meituan [1][4] - The trial phase aims to validate business strategies and consumer behavior before a nationwide rollout [3][5] Group 1: Business Strategy - The group buying service is initially available in Shanghai, Shenzhen, and Jiaxing, chosen for their diverse market characteristics and consumer behaviors [3][4] - The service focuses on high-frequency, low-ticket items to attract initial users, with plans to increase overall transaction value through higher-ticket items later [3][5] - The project was developed rapidly, taking less than two months from decision-making to launch, leveraging existing capabilities rather than starting from scratch [4][5] Group 2: Market Dynamics - The competitive landscape is shifting, with Taobao Flash Sale reportedly matching or surpassing Meituan in order volume, although Meituan maintains an edge in unit economic efficiency [7][8] - Meituan has responded by promoting its group buying service with high-profile endorsements, indicating the competitive pressure from Alibaba's new offering [8][9] - The future expansion of the group buying service will depend on the integration of major brand merchants and independent software vendors [9] Group 3: User and Merchant Engagement - User feedback has driven the demand for in-store group buying options, with many consumers expressing interest in in-store discounts compared to delivery prices [4][5] - Merchants are eager to utilize the new platform to gain additional sales, viewing the initiative as a low-risk opportunity for growth [8][9] - The collaborative approach among Alibaba's platforms (Taobao, Alipay, and Gaode) aims to enhance user experience and streamline service delivery [5][6]

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]

"为省 5 块钱配送费，我在楼下等了 20 分钟外卖；转头就花 1688元订了国庆黑珍珠餐厅团购。" 闺蜜的朋友圈让我懵了。 翻评论区更热闹：宝妈吐槽买菜为 1 毛钱砍价，却给娃订 398 元亲子餐；年轻人晒 9.9 元奶茶订单，下面跟着 888 元温泉酒店含餐套餐截图。 大家到底是缺钱还是不缺钱？ 直到扒出美团最新消费数据我才懂，不是年轻人分裂，是 "省钱" 早不是只买便宜货，而是用团购把 "品质消费" 拽到了可承受范围里。 尤其国庆前，这种矛盾消费更明显，美团上 "平价团购" 和 "高端套餐" 搜索量同比分别涨 210% 和 180%，背后藏着当代人最真实的消费逻辑。 "抠" 和 "奢" 不矛盾，团购让消费有了 "弹性" 以前总觉得消费分圈层，学生党蹲 10 元快餐，白领选百元连锁，有钱人冲千元大餐。 现在这界限早被打破了。 美团 9 月数据显示，订 16.8 元路边摊小吃的用户里，30% 同时囤了千元以上餐饮券；买黑珍珠餐厅团购的人，45% 会顺手带 9.9 元奶茶。 邻居张姐的操作更典型，平时带娃吃萨莉亚人均 50 元，国庆却订 2388 元亲子度假酒店。 "不是突然大方，单独订酒店 3000 多，团 ...

Core Viewpoint - A significant price reduction trend is reshaping the Chinese consumer landscape, driven by a shift in consumer behavior towards more rational and value-oriented purchasing decisions [3][7][30] Group 1: Price Reduction Trends - Various products, including frozen Australian oxtail and fresh eggs, have seen substantial price drops, with discounts reaching up to 30% [2] - Discount retail supermarkets are proliferating across urban and rural areas, indicating a growing trend towards lower prices [2] Group 2: Changing Consumer Behavior - Consumers are becoming more discerning, moving from impulsive buying to a focus on value and worthiness in their purchases [6][9] - The McKinsey report predicts a structural adjustment in the consumption market, with a projected growth rate of only 2.3% by 2025 [8] Group 3: The Rise of Value-Oriented Consumption - Consumers are increasingly seeking products and services that offer better cost-performance ratios, reflecting a deeper understanding of value [10][30] - The search volume for "cost-performance ratio" on platforms like Meituan has surged by 56.5% year-on-year, particularly among users under 35 [10] Group 4: The Role of Platforms - Platforms are evolving from mere transaction facilitators to value co-creators and lifestyle advisors, responding to the demand for reliable and sustainable consumption value [31][35] - Meituan's new slogan emphasizes its commitment to helping consumers save money while ensuring quality, reflecting the changing consumer expectations [19][37] Group 5: The Evolution of "Saving" - The concept of "saving" has transformed from merely low prices to a balanced value proposition that includes quality and experience [28][30] - The competitive landscape is shifting, with platforms needing to provide certainty in value to gain consumer trust [22][37]

Core Viewpoint - The article emphasizes the evolution and significance of Meituan's group buying model, highlighting its integration into local life and consumer behavior, and its role in promoting cost-effective consumption [2][4][11]. Group 1: Development of Meituan's Group Buying - Meituan was founded in 2010, initially focusing on group buying, which quickly became synonymous with saving money [4]. - Over the past 15 years, the group buying business has matured, with the O2O market in China expected to reach 3.89 trillion yuan in 2023, growing by 17.6% year-on-year [2][4]. - The new slogan "团啥都省" (Save on Everything) reflects Meituan's commitment to providing value and affordability in various consumer scenarios [2][8]. Group 2: Consumer Behavior and Trends - Group buying has become a key factor influencing consumer decisions, particularly among younger demographics, as seen in the popularity of affordable meal packages [6][7]. - The concept of "省" (saving) resonates deeply with consumers, driving a shift towards rational consumption where quality and affordability coexist [7][11]. - Data shows significant growth in various sectors, such as an 84% increase in orders related to leisure and beauty from January to November last year, and a 46% increase in wellness services this summer [7]. Group 3: Business Strategy and Market Position - Meituan's strategy is rooted in the "三高三低" (Three Highs and Three Lows) theory, focusing on high quality and low prices through efficient operations [13]. - The company reported a core local business revenue exceeding 250 billion yuan in the last fiscal year, with a 21% year-on-year growth [13]. - The brand aims to enhance consumer experiences and expand service offerings, thereby continuously adapting to changing market dynamics and consumer preferences [14].

Core Viewpoint - Meituan officially announced on September 16, 2025, that popular celebrity Xiao Zhan will be the spokesperson for Meituan's group buying service, aiming to leverage his influence to expand market share and enhance brand competitiveness [1] Group 1 - The announcement generated a strong positive response from fans, who expressed their support in the official comment section [1] - Meituan's choice of Xiao Zhan is strategic, as it seeks to capitalize on his popularity in a competitive market environment [1] - Xiao Zhan is recognized as a versatile talent in music and film, making him an attractive choice for brand endorsements [1] Group 2 - The collaboration is expected to create a win-win situation for both Meituan and Xiao Zhan, injecting new vitality into the brand [1] - This partnership is likely to further enhance Xiao Zhan's personal brand value, aligning with his positive public image [1]

责任编辑：李思阳 9月16日消息，美团官微官宣肖战成为美团团购代言人。 ...

Group 1 - New first-tier cities lead in dining consumption during the Qixi Festival, with top cities including Chengdu, Wuhan, Hangzhou, Nanjing, Chongqing, Shenzhen, Tianjin, Shanghai, Beijing, and Guangzhou [1] - Young people are the main force in dining during Qixi, with a significant increase in transaction volume: 25-30 age group saw an 80% increase, while the 20-25 age group experienced a 72% increase compared to regular days [1] - Over 10,000 date restaurants provided advance booking services through Meituan in the two weeks leading up to Qixi, with a dynamic tracking system for restaurant reputation and booking status [1] Group 2 - On Qixi, restaurants listed on the hot booking list saw a 40% year-on-year increase in reservation orders, and the list's traffic increased fivefold compared to normal days [1] - Western cuisine restaurants experienced a 110% increase in transaction volume, Japanese cuisine saw a 94% increase, buffet restaurants had an 87% increase, and bakery and cake categories saw a 90% increase in dining transactions [1] - Meituan's representatives stated that the platform will leverage its strengths in restaurant infrastructure and digital operations to support small and medium-sized restaurants, enhancing their operational efficiency and boosting dining consumption [2]

Group 1 - 361° has partnered with Meituan to enhance its instant retail strategy, allowing consumers to purchase sports equipment from nearby stores with a 30-minute delivery service [2][3] - The collaboration includes promotional offers such as limited-time coupons and discounts for consumers, aiming to provide a cost-effective shopping experience [2] - Meituan's extensive user base and efficient local delivery system will help activate 361°'s nationwide store network, increasing foot traffic and service efficiency [3] Group 2 - The partnership represents a significant step in 361°'s digital retail transformation, focusing on creating a complete online-to-offline (O2O) ecosystem [3] - Future collaborations will explore deeper integration in areas such as membership operations and data insights to develop a new sports consumption ecosystem [3]