叮咚买菜小红书账号截图 叮咚买菜方面同时表示，今年叮咚买菜将实行第九年"春节不打烊"，各业务团队将全方位保障用户的春节消费体验。据了解，为应对春节期间的消费需求， 叮咚买菜在备货和运力上做了双重准备。节前一周，叮咚买菜已将新鲜蔬菜、肉类等商品的备货量提升至日常2倍。在运力方面，超70%的一线人员选择留 守岗位，通过科学排班与错峰休假机制，确保节日期间配送稳定，全方位保障用户春节期间的消费体验。 2月5日，美团发布公告称，拟收购叮咚买菜中国业务。叮咚买菜当日回应称，目前叮咚买菜业务及团队均在正常、稳定运行中，将一如既往地为大家提供高 质量的商品和服务。 编辑 王琳 校对 柳宝庆 新京报讯（记者王萍）2月9日，叮咚买菜通过小红书账号发布信息称："请大家放心，叮咚买菜一切都在稳稳当当地运行着。无论是商品开发、配送员，还 是品控团队，我们所有业务的伙伴们都一如既往地坚守在岗位上。从用心挑选每一样食材，到准时送达每一份订单，我们所珍视的品质标准，从未改变。" 0 ountiful ar e 载 # 00875 福 来 公 变 ...

近日，叮咚买菜在北京华熙live五棵松举办"叮咚出马好货连连"线下年货市集活动，现场不光展出了叮 咚买菜百余种春节特色商品，还设计了打卡拍照、射箭、火锅和饺子试吃等互动环节。叮咚买菜华北商 品开发总监宋继理介绍，在年夜饭场景，叮咚买菜今年重点打造"家味年味"系列年菜，在北京地区共上 线70多款商品。春节前，叮咚买菜还率先上架了60余款春菜，包括香椿头、马兰头、羊肚菌等，让大家 在年夜饭上就能吃到"第一口春鲜"。 2月9日，来自荷兰的Tessa苹果在盒马首发上市。盒马方面负责人表示，这是在去年5月正式获得准入资 格后，首批进入中国市场的荷兰苹果。"由于今年春节较晚，车厘子已进入尾季，接档的除了荷兰的苹 果外，还有智利的樱桃李、西班牙脆柿、澳洲皇后李等进口水果新品，此外今年盒马旗下西式美食自有 品牌Bello Vitahouse还推出了减糖版的比利时进口巧克力礼盒等新品，丰富消费者的年货选择。" 新京报讯(记者王萍)春节前一周，年货消费进入爆发期。2月9日，新京报记者从叮咚买菜等生鲜平台了 解到，新品、春菜等热门品类已经上线，预计未来一周内，年菜、水产海鲜、水饺、肉禽蛋以及对联等 春节装饰性品类的销量将迎来更大的 ...

Core Viewpoint - Meituan announced plans to acquire Dingdong Maicai's China business, raising concerns among users about the future quality of products and services offered by Dingdong Maicai [1][3] Group 1: Company Operations - Dingdong Maicai reassured users that its business and team are operating normally and will continue to provide high-quality products and services [1][3] - The company has established a quality control center since its inception in 2017, implementing a "7+1" full-chain quality control system that covers all aspects from sourcing to user feedback [3] - Dingdong Maicai has committed to maintaining its quality standards and has encouraged product developers to understand market changes and consumer needs [3] Group 2: User Engagement and Feedback - Following the acquisition news, loyal users of Dingdong Maicai expressed their appreciation on social media, sharing positive experiences and highlighting the quality of products and services [3] - Users praised Dingdong Maicai for its unique product selection and high-quality service, with many recalling the company's support during the Shanghai pandemic [3] - Dingdong Maicai addressed user concerns through its official social media account, emphasizing that all teams remain dedicated to their roles and quality standards [3] Group 3: Seasonal Preparedness - Dingdong Maicai announced its ninth consecutive year of operating during the Spring Festival, ensuring fresh and safe ingredients for customers [4] - To meet the increased demand during the festival, Dingdong Maicai has doubled its stock of fresh vegetables and meats compared to regular levels [4] - Over 70% of frontline staff have chosen to remain on duty during the holiday, ensuring stable delivery services through scientific scheduling and staggered leave [4]

凤凰网科技讯2月9日，叮咚买菜通过小红书官方账号发布公告，宣布在2026年春节期间将继续实行"春 节不打烊"服务。公司表示，所有业务环节包括商品开发、配送及品控等岗位均将正常运转，维持食材 挑选与订单配送的标准。 叮咚买菜在公告中称，该公司推行春节不打烊服务已进入第九年，公司同时向用户致以春节问候。 此前，叮咚买菜因被美团收购受到部分用户关注，创始人梁昌霖发布全员信回应表示，"大家仍会有非 常稳定的发展平台"。 ...

新浪科技讯 2月9日下午消息，近日美团发布公告称，拟收购叮咚买菜中国业务。消息一出，社交媒体 上有用户对叮咚买菜未来的商品及服务标准产生担忧。 责任编辑：杨赐 新浪科技讯 2月9日下午消息，近日美团发布公告称，拟收购叮咚买菜中国业务。消息一出，社交媒体 上有用户对叮咚买菜未来的商品及服务标准产生担忧。 对此，叮咚买菜回应称：目前叮咚买菜业务及团队均在正常、稳定运行中，将一如既往地为大家提供高 质量的商品和服务。此外，官方还表示，今年叮咚买菜将实行第九年春节不打烊，各业务团队将全方位 保障用户的春节消费体验。 对此，叮咚买菜回应称：目前叮咚买菜业务及团队均在正常、稳定运行中，将一如既往地为大家提供高 质量的商品和服务。此外，官方还表示，今年叮咚买菜将实行第九年春节不打烊，各业务团队将全方位 保障用户的春节消费体验。 责任编辑：杨赐 ...

Group 1 - Meituan announced the acquisition of 100% equity of Dingdong Maicai's China business for approximately $717 million, with the transferor allowed to withdraw up to $280 million before August 31, 2026 [1][4] - The market value assessment for this transaction is based on a valuation date of January 31, 2026, with a fair value of $1.006 billion for the target group's total equity [4] - Dingdong Maicai reported a record revenue of 6.66 billion yuan in Q3 2025, achieving profitability under GAAP standards for seven consecutive quarters [4] Group 2 - The acquisition price is slightly above Dingdong Maicai's current market value, reflecting multiple considerations, including the company's stable business fundamentals and the strategic focus on core operations [6] - Meituan's strategic rationale includes leveraging Dingdong's presence in the East China market, its front warehouse network, and its stable user base to complement Meituan's delivery advantages [8] - The acquisition is seen as a critical consolidation in the fresh food instant retail sector, potentially reshaping the competitive landscape and allowing Meituan to quickly integrate Dingdong's resources [9]

Investment Rating - The report maintains a "Positive" investment rating for the transportation industry [10] Core Insights - The competition in the instant retail sector is intensifying, shifting from simple subsidy wars to a comprehensive competition for traffic entry and fulfillment capabilities [2][5] - Major e-commerce players are actively engaging in the instant retail space, with initiatives such as Taobao's "30 billion free order" campaign and Meituan's acquisition of Dingdong Maicai, indicating a strategic shift towards enhancing supply chain infrastructure [5][32] - The reliance on third-party logistics platforms is increasing, with SF Express being highlighted as the largest third-party instant delivery platform, showcasing superior service efficiency and coverage [5][37] Summary by Sections Instant Retail Competition - E-commerce giants are ramping up efforts in instant retail, with Taobao's initiatives driving significant increases in order volumes, particularly in beverage categories [5][27] - AI technology is being leveraged to optimize user decision-making and enhance fulfillment efficiency, with notable increases in order volumes driven by AI capabilities [27][28] Supply Chain Integration - Meituan's acquisition of Dingdong Maicai for $717 million aims to strengthen its supply chain capabilities in the fresh produce sector, addressing infrastructure gaps in its existing operations [5][32] - Dingdong Maicai has established a robust supply chain with over 1,000 front warehouses and a significant user base, positioning it as a key player in the market [32][33] Third-Party Delivery Platforms - The strategic value of third-party delivery platforms is becoming more pronounced, with SF Express leading the market in terms of service quality and operational scale [5][37] - SF Express is projected to achieve significant revenue growth, with expectations of a 33% year-on-year increase in revenue for the second half of 2025 [41][44] Transportation Trends - The report tracks spring transportation data, indicating stable growth in domestic passenger volumes despite slight fluctuations in ticket prices and capacity [48][49] - The logistics sector is experiencing a surge in express delivery volumes, particularly during the holiday season, with a year-on-year growth of 687% in express collection volumes [8]

Core Insights - The community fresh food retail sector is a crucial consumer category for daily meals, characterized by high-frequency demand and stable repurchase rates, demonstrating resilience against economic cycles [1][4] - The market size of China's community fresh food retail industry is projected to reach 1,903.9 billion yuan by 2025, with a year-on-year growth of 11.2% [1][4] - The shift in consumer preferences towards convenience, freshness, and immediacy is driving the transition from traditional markets to community stores, front warehouses, and group buying [1][4] Overview - Community fresh food retail targets residents within 1-3 km, utilizing both offline stores and online channels to meet immediate consumption needs [2] - The retail format includes community fresh stores, front warehouses, community group buying, O2O integration stores, and non-chain family-run shops [2] Development History - The evolution of China's community fresh food retail can be divided into four stages: initial phase, exploratory growth, explosive expansion, and ecological transformation [4] - Since 2021, the industry has shifted focus from scale expansion to profitability, with a move towards composite business models integrating store, home delivery, and self-pickup [4] Current Development - The community fresh food retail sector is a key flow foundation for community commerce, with a significant shift towards near-field retail formats [4] - By 2025, online fresh product retail is expected to account for approximately 20.1% of the market, while offline chain and non-chain products will represent 38.3% and 41.6%, respectively [1][4] Competitive Landscape - The community fresh food retail market is highly fragmented, with a low concentration level; the CR5 in the chain sector is only 7.3% [10] - Major players include companies like Guangzhou Qian Dama Agricultural Products Co., Ltd. and Shenzhen Baiguoyuan Industrial Group, which focus on fresh product quality and consumer convenience [10][11] Future Trends - The integration of community, social interaction, and instant retail will enhance the consumer experience, transforming community stores into service hubs [12] - Supply chain optimization will become a competitive barrier, focusing on direct sourcing and improved cold chain logistics [13] - Digital technology will reshape operations and customer acquisition, moving from a traffic-driven approach to a relationship-driven model [14]

2026年一开场，即时零售市场就火药味十足。 美团与叮咚买菜同步发布公告，确认美团将以初始代价7.17亿美元收购叮咚买菜中国的全部业务。 作为最后的非头部独立平台，这次交易被解读为生鲜电商多头竞争的终结。叮咚买菜被美团收购，也标 志着即时零售大战进入巨头直接对决的时期。 美团急需抢时间，守住自己最后的核心阵地。美团也不想给对手创造太多机会，用最直接的正面出手， 将激战正酣的行业带入新阶段。 作为高频、高利润市场，生鲜自然是即时零售必争的核心战场。 从公司的角度看，叮咚买菜占据生鲜关键赛道、深耕前置仓模式、经营扭亏为盈，这些特征放在本地生 活布局之中，让其成为巨头眼中的优质标的。 这家成立于2017年的公司，过去一段时间频繁成为被"收购"传闻的主角。传说中的买家一变再变，终究 没有改变叮咚买菜的结局。 而从美团的角度看，过去一年外卖大战代价不小。无论是京东突然杀入外卖业务，还是来势汹汹的"淘 宝闪购"，美团一次次陷入被动防守局面。 财报数据亦难掩重压。美团在2025年三季度返亏，该季度收入增长是过去几年的最低增速，净亏损为 186.32亿元，上年为盈利128.65亿元，形成鲜明反差。 更重要的是，本地生活是美团 ...

这家成立于2017年的公司，过去一段时间频繁成为被"收购"传闻的主角。传说中的买家一变再变，终究 没有改变叮咚买菜的结局。 2026年一开场，即时零售市场就火药味十足。 美团与叮咚买菜同步发布公告，确认美团将以初始代价7.17亿美元收购叮咚买菜中国的全部业务。 作为最后的非头部独立平台，这次交易被解读为生鲜电商多头竞争的终结。叮咚买菜被美团收购，也标 志着即时零售大战进入巨头直接对决的时期。 作为高频、高利润市场，生鲜自然是即时零售必争的核心战场。 从公司的角度看，叮咚买菜占据生鲜关键赛道、深耕前置仓模式、经营扭亏为盈，这些特征放在本地生 活布局之中，让其成为巨头眼中的优质标的。 这次交易肉眼可见地能扩充美团在华东市场的力量，让美团前置仓数量高速提升，在关键区域形成压倒 性优势，并降低获客成本。 电商零售不是新兴业态，不代表即时零售擦不出时代的火花。"闪购"介于电商和外卖之间，比传统外卖 品类丰富且利润更高，比传统电商配送更快、频次更密。 而从美团的角度看，过去一年外卖大战代价不小。无论是京东突然杀入外卖业务，还是来势汹汹的"淘 宝闪购"，美团一次次陷入被动防守局面。 财报数据亦难掩重压。美团在2025年三季 ...