File photo/Zhang Jian (NBD)
In February, Douyin launched "Douyin Takeaway" on its platform, officially testing its delivery service. Shortly after, WeChat also launched its mini program interface service, "Store Delivery", directly on the discovery page.
As two of the top traffic portals in China's Internet ecosystem, the news that these two new giants were entering the delivery business has unsurprisingly topped the hot search list on the same day.
In addition to Ctrip, Gaode map and others, streaming media such as Kuaishou, delicate social media such as Xiaohongshu, and JD Home, which originally had local service capabilities, are also eyeing the market for takeaways and local life.
They are all looking for a more cost-effective way to enter the market. It used to be thought of as a game for head players. But with the full infrastructure and supplier system, both mature traffic platforms and light cavalry startups have begun to have their own possibilities.
For platform economy, the growth rate of each line of business is relatively stable, which makes local life a land of few competitors. For Meituan, the new "infinite game" is slowly unfolding: Meituan started from group buying in the past, gradually involved in local life, local travel, community group buying, recently also in retail platforms, even short video content like Xiaohongshu.
Now, Meituan also faces competition from giants in these diversified fields. It can be predicted that the game of mutual competition between these super platforms, and the reshaping of business around the core scenarios, will continue to be the key to understanding Chinese business for a considerable period of time.