Group 1 - The core point of the article is that major internet companies are shifting their focus to the hotel and travel market, launching new subsidy initiatives as the heat of food delivery subsidies fades [1][3] - JD.com has introduced a three-year zero-commission hotel membership plan to help reduce operational costs for hotels and enhance service quality [2][3] - Douyin has quietly entered the hotel market with significant subsidies and partnerships with major hotel chains, utilizing a content-driven approach to attract customers [4][10] Group 2 - Douyin's strategy involves integrating hotel promotions into travel vlogs and live streams, creating an immersive shopping experience that traditional platforms struggle to replicate [7][9] - The projected gross merchandise value (GMV) for Douyin's hotel segment is expected to exceed 90 billion in 2024, capturing 28% of Meituan's market size, with a significant user base from lower-tier cities [10] - Douyin's ecosystem allows for seamless cross-promotion of local services, enhancing the overall customer experience and driving additional consumption [11][13] Group 3 - Despite the aggressive subsidies, Douyin faces challenges such as low order fulfillment rates and the pressure of maintaining competitive pricing, which can deter high-end hotels [14][16] - User behavior presents a challenge, as impulsive purchases may not translate into stable booking habits, complicating Douyin's efforts to establish itself in the hotel market [16] - The competition in the local lifestyle service market is intensifying, indicating that Douyin's entry into the hotel sector could lead to a prolonged battle among major players [17]