Ali are each other's biggest competitors and must go head to head I have said before that before 2017, Alibaba’s main direct competitor was JD.com, and after 2017 it became Meituan and Pinduoduo. Among them, Pinduoduo’s target is Ali’s Taobao (which may also include Tmall in the future). After Meituan’s rise as a local life platform, although it has no impact on
Ali’s core business in the short term, it has affected its expansion. The extension business - new retail and local life services. Considering that the plate of local life services is far greater than the prospects of the sms marketing service e-commerce market, and that Meituan has a certain first-mover advantage in local life, the competition between Ali and Meituan is more important than Taobao and fight with relative advantages. A lot of fighting should be the most important top priority for Ali in the next five to ten years. A series of tactics such as reviving word-of-mouth, joint venture
acquisition of Ele.me, and strengthening Alipay's local life platform positioning all show that Ali attaches great importance to Meituan. Likewise, the converse is not the case for Meituan. On the surface, Meituan’s expansion seems to have no boundaries. Hotels compete with Ctrip, takeaways compete with Ele.me, and online car-hailing is entangled with Didi, but in fact its biggest competitor is Ali.