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Strengths
• The industry scale has exceeded 6.8 trillion yuan with a continuously rising online penetration rate, offering massive market potential.
• Leading platforms have established robust delivery networks and merchant service systems through past competition.
Weaknesses
• The growth model driven by long-term subsidies is unsustainable, and the platforms' own profitability remains to be verified.
• There is a significant disparity in the integrated experience between in-store and at-home scenarios across different platforms, making standardization difficult.
Opportunities
• Strong demand for merchant digital transformation makes technical SaaS and value-added financial services potential new growth engines.
• The acceleration of instant retail, with more categories shifting from next-day delivery to hourly delivery, creates incremental scenarios.
Threats
• Stricter regulatory policies may reshape rider cost structures and the boundaries of platform liability.
• Continued investment in local services by content e-commerce platforms leads to significant volatility in the competitive landscape.
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