Core Viewpoint - Meituan announced an upgrade to its "Rider Serious Illness Care Program," which will provide free supplementary medical insurance for over one million stable riders and their family members starting February 10 [1] Group 1: Program Details - The upgraded program will cover hospitalization and treatment for riders and their immediate family members, including parents, spouses, and children [1] - The program has already assisted 7,570 riders and their families, distributing over 210 million yuan in care funds, with a maximum single payout of 200,000 yuan [1] - The program will reimburse out-of-pocket expenses exceeding 5,000 yuan for hospitalization related to 101 serious illnesses and 51 minor illnesses [1] Group 2: Industry Impact - This initiative is the first in the industry to provide comprehensive hospitalization coverage for all types of riders and their core family members [1]

Core Viewpoint - Meituan announced an upgrade to its "Rider Serious Illness Care Plan," providing free hospitalization and medical coverage for over one million stable riders and their family members starting February 10 [1] Group 1: Program Details - The upgraded plan will cover hospitalization expenses for riders and their immediate family members (parents, spouses, and children) for 101 serious illnesses and 51 minor illnesses, with reimbursement for out-of-pocket expenses exceeding 5,000 yuan [1] - The program has already assisted 7,570 riders and their families, distributing over 210 million yuan in care funds, with a maximum single payout of 200,000 yuan [1] - This initiative is the first in the industry to provide comprehensive hospitalization coverage for all types of riders and their core family members [1] Group 2: Future Plans - The company plans to continue expanding and launching more coverage solutions tailored to various scenarios and specific needs in the future [1]

2、外卖半价周末活动，满40减20元、满60减30元，每周五六日，外卖5折神券 这是美团App专属Blueglass的重磅福利，也是近期最值得冲的大额券活动，活动时间01月30日-02月8 日，覆盖多个周末，让大家周末解馋更划算。活动核心福利明确：每周五、周六、周日，美团Blueglass 外卖可领取5折神券，同时可叠加满40减20元、满60减30元大额满减，双重优惠可叠加使用，最低可实 现半价喝Blueglass。 具体用法拆解：每周五0点，美团App会准时上线Blueglass周末5折神券（最高抵扣30元），领取后，下 单满40元可同时享受"5折神券+满40减20元"，相当于满40元最高减30元，到手仅需10元起；若下单满60 元，可叠加"5折神券+满60减30元"，满60元最高减45元，到手仅需15元左右，比线下门店便宜一半以 上。 实测案例：周末和朋友拼单，点1杯原价49元的Blueglass小蛮腰西梅蜜桃酸奶+1杯原价42元的果冻橙冰 乳酸奶，总价91元。领取5折神券（抵扣30元）+满60减30元满减后，实际支付31元，人均仅15.5元，比 单独到店购买节省60元，优惠力度直接拉满。 作为被称为"酸 ...

Core Viewpoint - Meituan has announced the acquisition of Dingdong Fresh Holding Limited for an initial consideration of $717 million (approximately 5 billion RMB), with certain adjustments possible [1][4][13]. Acquisition Details - The acquisition involves the purchase of all issued shares of Dingdong Fresh Holding Limited, a leading fresh e-commerce company in mainland China, founded and controlled by Liang Changlin [4][15]. - The initial consideration for the acquisition is set at $717 million, with the seller allowed to withdraw up to $280 million from the target group, ensuring that the net cash of the target group remains above $150 million [1][4][13]. - Dingdong's overseas business will not be included in this transaction and will be divested prior to closing [6][17]. Conditions and Transition Period - The completion of the acquisition is subject to several conditions, including the divestment of overseas operations and the assurance that all significant aspects of the transaction are accurate and complete [18][19]. - During the transition period, the seller will continue to operate the target group in its pre-transaction manner, with any operational profits or losses accruing to the acquirer [6][18]. Regulatory Compliance - The acquisition is classified as a discloseable transaction under the listing rules, as the applicable percentage ratio exceeds 5% but is below 25%, thus requiring compliance with relevant disclosure and announcement regulations [5][16].

转自：新华财经 随着"不囤货，按需买"的消费理念深入人心，在主打"即买即用"的即时零售平台，各地实体零售门店提 前迎来年货消费小高峰。今日美团闪购公布数据显示，腊八以来，受聚会、礼赠、悦己等需求带动，平 台上多类年货热销：节庆聚会带热酒水消费，精酿啤酒销量同比增长100%，酱香白酒销量增长107%； 数码家电、金饰、服饰成为送自己、送家人的热门年货，手机销量同比增长126%；运动相机销量增长 501%；黄金饰品销量增长214%；羽绒服销量增长593%；肩颈按摩仪销量增长213%。 《方案》同时提出，鼓励各地增加春节期间消费品以旧换新补贴数量，加大线下实体零售支持力度，动 员企业春节期间持续开展汽车、家电、数码和智能产品相关展销活动。据了解，在北京、上海、深圳等 地，美团闪购联合数码品牌实体门店上线国补，并叠加发放数码年货补贴，以更大幅度优惠满足消费者 春节换机需求，帮助实体门店化国补政策红利为订单增量。 编辑：柳苏源 从美团闪购方面了解到，2月6日起，平台将联合超10万家 "年货好店"开启年货节活动。这10万余家"年 货好店"，涵盖各地商品优、服务好的连锁商超、便利店、酒水专卖店、日用百货门店、数码家电门 店 ...

Core Viewpoint - Meituan announced the acquisition of Dingdong Maicai for an initial value of $717 million, with a total transaction value of approximately $1 billion, making Dingdong Maicai a wholly-owned subsidiary of Meituan [1][3] Group 1: Acquisition Details - The acquisition will allow the transferor to withdraw up to $280 million from Dingdong Maicai, ensuring that the net cash remains above $150 million [1] - The acquisition strictly covers Dingdong Maicai's domestic operations, excluding its overseas business, which will be divested before the transaction completion [2] - Dingdong Maicai's financial performance will be consolidated into Meituan's financial statements post-acquisition [1][3] Group 2: Dingdong Maicai's Performance - Dingdong Maicai achieved revenue of 6.66 billion yuan and a GMV of 7.27 billion yuan in Q3 2025, marking seven consecutive quarters of year-on-year growth [2] - The company reported a net profit of 100 million yuan under Non-GAAP standards, with a net profit margin of 1.5%, achieving profitability for twelve consecutive quarters [2] - The key to Dingdong Maicai's sustained profitability is its focus on "quality and efficiency-driven growth," supported by vertical integration and brand development [2][5] Group 3: Strategic Implications for Meituan - The acquisition is expected to enhance Meituan's retail business by strengthening product, technology, and operational synergies, aligning with its strategy to improve consumer experiences [3] - Dingdong Maicai's operational model aligns closely with Meituan's existing business, facilitating easier integration and enhancing market share, particularly in the Jiangsu, Zhejiang, and Shanghai regions [4] - The combined entity will have nearly 2,000 front warehouses, significantly improving supply chain efficiency and reducing marginal costs [4][5] Group 4: Industry Impact - The acquisition signifies a shift in the industry from fragmented competition to consolidation, potentially reducing the survival space for smaller players [5] - Meituan's move is seen as a strategic step to solidify its position in the competitive landscape against major players like Alibaba and JD.com, enhancing its local service ecosystem [5]

美团推出LongCat-Flash-Lite。据介绍，LongCat-Flash-Lite是一款拥有 685 亿参数，每次推理仅激活29亿 ~45亿参数的轻量化 MoE 模型。通过将超过 300 亿参数高效用于嵌入层，LongCat-Flash-Lite尤其在智能 体与代码领域表现突出，并依托 YARN 技术可支持最长 256 K上下文，能高效处理长文档、大规模代码 分析等场景。 (本文来自第一财经) ...

Core Viewpoint - The acquisition of Dingdong Maicai by Meituan for approximately $717 million marks a significant consolidation in the fresh e-commerce sector, indicating a critical phase of integration and upgrade in the fresh instant retail industry [2]. Group 1: Acquisition Details - Meituan announced the acquisition of 100% equity in Dingdong Maicai's China business for about $717 million (approximately 4.98 billion RMB) [2]. - This acquisition is noted as the first major merger in the local lifestyle sector for 2026, highlighting the ongoing consolidation trend in the industry [2]. Group 2: Dingdong Maicai's Business Model and Performance - Dingdong Maicai, founded in May 2017, quickly established itself in the competitive fresh market with a differentiated front warehouse model, achieving revenue of 742 million RMB in 2018 and a daily order volume of 100,000 [5]. - The company expanded its front warehouse count from 550 in 2019 to nearly 1,400 by the end of 2021, covering 37 cities [5]. - Dingdong Maicai's success is attributed to its "dual-flywheel effect," which enhances product and service quality through digital management and strengthens supplier relationships through scale expansion [8]. Group 3: Meituan's Strategy and Market Position - Meituan has already established its presence in the fresh instant retail sector with its platform "Meituan Maicai," rebranded as "Xiaoxiang Supermarket" in December 2023, covering over 30 cities and achieving a GMV of approximately 30 billion RMB by the end of 2024 [10]. - The acquisition aims to enhance Meituan's front warehouse layout and improve last-mile delivery efficiency, positioning it competitively in the instant retail market [10]. Group 4: Industry Implications - The merger signals a significant shift towards consolidation in the instant retail industry, with independent players becoming increasingly rare and operational scale and efficiency becoming critical for survival [11]. - The competition is expected to intensify, focusing on supply chain digitization, comprehensive category operation capabilities, and customer engagement [11].

果然财经｜被美团拟收购，叮咚买菜创始人：决定放下较量 2月5日，美团发布公告称，美团已经与叮咚买菜及其创始人梁昌霖签订了股份转让协议，拟以7.17亿美 元（约合人民币49.89亿元）的初始代价收购叮咚买菜中国业务100%的股权。在美团发布公告后，叮咚 买菜创始人梁昌霖也发布了内部信回应此事，他称，叮咚买菜做了一个更具远见的决定，"放下相同的 较量，转为并肩的同航。 果然财经｜被美团拟收购，叮咚买菜创始人：决定放下较量 大众报业·齐鲁壹点11:39 鲁ICP备15022957号-13 鲁公网安备 37010202002220号 鲁新网备案号201000101 电信增值业务许可证： 鲁B2-20120085 齐鲁晚报·齐鲁壹点 版权所有(C) All Rights Reserved 联系电话：0531-82625462邮箱： 1790179766@qq.com 热门评论我要评论 微信扫码 移动端评论 暂无评论 ...

公司官网显示，2010年，Yod Chinsupakul与大学好友共同创立了Wongnai，这是一个以Yelp为蓝本的餐 厅点评平台。2020年，公司与Line旗下的泰国外卖服务Line Man合并。 2022年，Line Man Wongnai在由新加坡主权财富基金GIC和Naver领投的融资轮中筹集了2.65亿美元，公 司估值超过10亿美元。该公司拥有约1000万月活跃用户，并与70万家餐厅建立了合作关系。 Line Man Wongnai正推进融资计划，旨在加大对其金融科技子公司Lineman Pay的投资。Yod Chinsupakul 表示，公司正押注在线支付普及化，预计此将成盈利增长关键驱动力。他也透露，公司预计将于2025年 首次实现盈利，但未提供具体细节。 报道称，泰国证券交易所正努力应对企业外迁困境，泰国企业寻求在海外获得更雄厚的资本和更高的估 值。对此，泰国监管机构和交易所已推出一系列激励措施，例如放宽上市规则，以留住高增长企业，但 市场低迷、外资流出以及IPO表现不佳，都削弱了曼谷市场的吸引力。 根据泰国证券交易所数据，去年泰国IPO市场融资额约130亿泰铢，为2010年以来最低水平。报 ...