China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

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China/Asia TMT

Shawn Yang

Equity Bottom-Up

<ul>
<li>Meituan has recently implemented three strategies to compete with Douyin: a low-price strategy, the addition of more video/live streaming content, and a management reorganization.</li>
<li>The low-price strategy has already shown some promising results, as seen in the slowdown of Douyin's local service GTV and the number of new merchants joining its platform.</li>
<li>However, the effectiveness of the other two strategies, particularly Meituan's push to add more video content, remains unclear.</li>
</ul>


Meituan has recently implemented three strategies to compete with Douyin: a low-price strategy, the addition of more video/live streaming content, and a management reorganization.
The low-price strategy has already shown some promising results, as seen in the slowdown of Douyin's local service GTV and the number of new merchants joining its platform.
However, the effectiveness of the other two strategies, particularly Meituan's push to add more video content, remains unclear.


Meituan's Strategies to Compete with Douyin: A Review of the Latest Three