III. Local Life Services: The Contest Between Traffic Advantages and Fulfillment Barriers

Douyin continues to escalate its investment in local life services, leveraging its content traffic strength for scenario-based marketing and extending its "everything can be e-commerce" philosophy into offline consumption contexts.

On the food delivery front, Douyin remains reliant on third-party logistics networks. Given the extreme time-sensitivity of delivery services and the need to cultivate user consumption habits, the platform faces substantial barriers to penetrating the instant delivery sector. In the near term, the duopoly of Meituan and Ele.me is expected to remain largely unchallenged.