智通财经APP讯，美团-W(03690)发布公告，于2026年1月23日，公司根据首次公开发售后股份奖励计划 以受限制股份单位形式授出合共634.1万股奖励股份，其中向集团若干雇员参与者授出633.53万股奖励股 份;及向集团若干服务提供者授出5713股奖励股份，并视乎接纳与否以及首次公开发售后股份奖励计划 的条款及条件而定。 ...

（於開曼群島註冊成立以不同投票權控制的有限公司） 股份代號：3690（港幣櫃台）及83690（人民幣櫃台） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 授出受限制股份單位 根據上市規則第17.06A條、第17.06B條及第17.06C條，董事會宣佈，於2026年1 月23日，本公司根據首次公開發售後股份獎勵計劃以受限制股份單位形式授出合 共6,341,017股獎勵股份，其中(i)向本集團若干僱員參與者授出6,335,304股獎勵股 份；及(ii)向本集團若干服務提供者授出5,713股獎勵股份，並視乎接納與否以及 首次公開發售後股份獎勵計劃的條款及條件而定。 授出受限制股份單位的詳情 授出的詳情如下： 授出日期： 2026年1月23日 授出的受限制股份單位數目： 6,341,017個受限制股份單位，包括： 授出受限制股份單位的購買價： 零 B類股份於授出日期的市價： 每股B類股份97.55港元 1 (i) 授予本集團僱員參與者的6,335,304個 ...

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 33.22 亿元 | -8.95 亿元 | | 腾讯控股(00700) | 17.98 亿元 | -1.56 亿元 | | 泡泡玛特(09992) | 13.70 亿元 | +2.68 亿元 | | 小米集团-W(01810) | 12.74 亿元 | +1.79 亿元 | | 中芯国际(00981) | 10.77 亿元 | +3658.69 万元 | | 中国海洋石油(00883) | 9.06 亿元 | +3268.77 万元 | | 钧达股份(02865) | 6.84 亿元 | +5658.44 万元 | | 中国人寿(02628) | 5.79 亿元 | -1.86 亿元 | | 老铺黄金(06181) | 5.79 亿元 | -6686.66 万元 | | 美团-W(03690) | 5.18 亿元 | -8659.48 万元 | 智通财经APP获悉，2026年1月23日当天，阿里巴巴-W(09988)、泡泡玛特(09992)、腾讯控股(007 ...

根据商务部"2026全国网上年货节"活动安排，北京市商务局于1月19日至3月4日组织开展"2026北京网上 年货节"活动，组织各平台企业紧扣年节需求，线上线下融合，积极打造全民参与、互动性强的年货盛 宴。 美团、京东、抖音、淘宝等平台、王府井全球购等品牌企业积极推出福利券等多重优惠举措，提升节日 消费体验。 一 美团 活动时间 1月19日至3月4日 活动入口 美团APP搜索"网上年货节" 美团搭建"2026全国网上年货节"线上主会场，联动平台百万优质商户，投入超亿元补贴资金，推出多项 优惠活动举措，围绕消费者"吃住行游购娱"需求，推出"文旅冰雪嘉年华""小象超市年货一站齐"等系列 促销活动。 1月17日-3月1日，在北京京东MALL双井店东南侧广场举办纸雕艺术光影展，开展巡游、文创市集、手 作体验等活动，配套互动礼品与专属福利。即日起至2月23日，南三环店内任意消费送新春马年礼包一 份。 三 二 京东 活动时间 1月17日至3月1日 活动入口 京东APP、线下京东MALL（北京双井店、南三环店） 1月25日20点至2月23日，京东年货节活动涵盖新春好礼、年货好物等多种商品类型，结合官方直降、国 家补贴、年味互 ...

来源：猎云精选；文/孙媛 对此，美团相关负责人表示，本次App更新升级AI搜索功能，主要是在美团准确及时的本地信息基建基础上，进一步满足用户的本地生活信息需求。 与此同时，他还表示"升级后，美团将通过AI大模型能力应用，提升日常生活中 '吃喝玩乐'各类极具'烟火气'的消费体验。" 1月22日，据iOS应用商城信息显示，美团App升级到了12.51.202版本，新版本上线"问小团"AI搜索功能，用户在美团搜索商家、商品时使用此功能，即可更 便捷找到吃喝玩乐好去处、发现更优惠的商品和服务信息。 同时，新版本App也升级了相关横幅广告，也从"美好生活小帮手"更新为"问美团、都安排"。 "问小团"面世，展现出美团AI的服务用户的路径，基于平台准确及时的本地生活信息建设，运用大模型技术，不断提升用户的本地消费服务体验。 "问小团"面世，本地生活有了"AI决策助手" 当前，伴随着线上决策线下消费成为消费者习惯，用户对本地生活信息服务的需求正持续上升。 根据美团研究院《2025 中国本地生活服务消费洞察报告》显示，餐饮、休闲等本地消费场景中，92% 的消费者会在消费前通过线上平台查询评价、优惠并 进行预约，其中80%的消费 ...

Core Insights - The report emphasizes the structural opportunities in both domestic demand and overseas expansion for 2026, particularly focusing on new services and new retail sectors [2][24] - It highlights the positive resonance between policy and fundamentals, suggesting that leading companies in the commercial sector are likely to benefit from policy stimuli and improve their fundamentals [2][4] Domestic Demand - The report identifies new services and new retail as the main lines for domestic demand, with a focus on the marginal changes in the fundamentals of related sub-sectors [2][5] - Specific sub-sectors showing price increase potential include: - **Hotels**: Strong leisure demand and optimized supply structure, with prices expected to remain stable or slightly increase. Recommended companies include Huazhu Group, Jinjiang Hotels, and Shoulv Hotels [2][3] - **Duty-Free**: With the opening of Hainan, the sector is stabilizing, and China Duty Free is highlighted as a key player [2][3] - **Gold and Jewelry**: The report notes a high volatility in gold prices but anticipates improved terminal sales. Recommended companies include Chow Tai Fook and Lao Puhuang [2][3] - **Mother and Baby**: Leading companies are expected to maintain steady growth, supported by favorable policies. Recommended companies include Kidswant and Aiyingshi [2][3] Sub-Sectors Driven by Volume Growth - The report suggests focusing on the Consumer Price Index (CPI) for sectors primarily driven by volume growth: - **Supermarkets**: CPI increases are beneficial for same-store sales, with a shift in focus from store adjustments to supply chain reforms. Recommended companies include Yonghui Superstores and Jiajiayue [3][5] - **Tourism**: The report highlights the potential for expansion and asset integration in the tourism sector, recommending companies like Jiuhua Tourism and Changbai Mountain [3][5] - **Dining**: Emphasizes refined operations and incentives for leading companies, with recommendations including Yum China and Haidilao [3][5] - **Tea Drinks**: The report notes that delivery subsidies may impact pricing, with store openings expected to drive growth. Recommended companies include Mixue and Gu Ming [3][5] Overseas Expansion - The report indicates that leading companies with high barriers to entry are expected to continue showing strong performance in overseas markets, with a focus on brand building and diversified destinations [4][24] - Recommended companies for overseas expansion include: - **Small Commodity City** and **Miniso**: Both are noted for their strong performance and brand development [4][24] - **Anker Innovations** and **Sumida**: Highlighted for their competitive advantages in specific segments [4][24] Investment Recommendations - The report suggests that for 2026, investors should focus on sectors benefiting from policy support and those with strong performance certainty in overseas markets [5][24] - It emphasizes the importance of monitoring the recovery of volume in certain sectors while maintaining a cautious approach to pricing stability [5][24]

Market Overview - The Hong Kong stock market indices collectively rose on January 23, with the Hang Seng Index increasing by 0.45% to 26,749 points, the Hang Seng China Enterprises Index up by 0.51%, and the Hang Seng Tech Index rising by 0.62% [1][2]. Key Stock Movements - Major tech stocks saw gains, with Xiaomi Group and Kuaishou both rising nearly 3%, Alibaba up over 2%, and JD.com and Meituan also showing increases [2][4]. - The commercial aerospace sector experienced significant gains, with JunDa shares soaring over 51% following the launch of six platforms related to commercial aerospace in Beijing [6]. - Brain-computer interface stocks were active, with Lens Technology rising over 9% [7]. - Gold stocks continued to strengthen, with Zijin Mining International increasing by over 8% as gold prices reached new highs [9]. - Solar energy stocks surged, with Keyuan New Energy rising over 14% and several others following suit [10]. Sector Performance - The commercial aerospace sector led the market with notable gains, driven by the launch of new platforms aimed at enhancing the industry [6]. - The brain-computer interface sector showed strong activity, supported by advancements in flexible chip technology [7]. - Gold stocks benefited from rising gold prices, which reached a historical high of $4,940.78 per ounce [9]. - The solar energy sector was buoyed by positive remarks from Tesla's CEO regarding solar capacity expansion [10]. Individual Stock Highlights - JunDa shares rose by 51.40% to 39.00, while other aerospace-related stocks also saw significant increases [6]. - Lens Technology increased by 9.36% to 31.78, reflecting strong interest in brain-computer interface technologies [8]. - Zijin Mining International rose by 8.43% to 205.80, benefiting from the surge in gold prices [9]. - Keyuan New Energy saw a rise of 14.44% to 4.36, reflecting optimism in the solar energy market [11]. Future Outlook - The Hong Kong stock market is expected to see a recovery in profit growth by mid-2026, with a slowdown in competition among internet platforms and a reduction in the drag from non-essential consumer spending [26].

"银发经济涉及面广、产业链长、业态多元、潜力巨大。"美团易生活业务部负责人表示，将通过数字化 工具助力服务标准化、流程规范化，推动建立可持续的养老服务消费模式，让更多老年人享受到高质 量、多元化、便捷可及的养老服务。 【新闻快讯】 转自：中国质量报 本报讯 （记者贾润梅）记者近日从美团获悉，美团平台数据显示，养老服务需求快速增长，其中照护 类服务意向用户同比增长78%，交易规模增长超200%；"老人助浴"搜索量同比增长120%，相关订单量 增长超85%。政策引导与市场需求形成合力，为养老服务数字化发展创造了有利环境。 根据民政部数据，截至2025年底，我国养老机构已达4.17万家，从业人员达72.2万人，同比增长 12.2%。近年来，老年人的养老服务需求日益呈现多元且迫切的趋势。为积极应对人口老龄化，提升全 社会对养老服务的认知度和接受度，以美团为代表的互联网平台正加速养老服务线上化布局，通过数字 化手段助推养老服务供给侧创新与需求侧匹配，为银发经济发展开辟新路径。 据了解，在政策与市场双轮驱动下，美团积极推动养老服务机构线上化进程，通过为备案机构提供流量 扶持、成本优惠、平台补贴等一揽子扶持政策，助力传统养 ...

Short Selling Ratios - China Resources Beer (80291) and JD Group (89618) have the highest short selling ratios at 100.00% each, followed by Lenovo Group (80992) at 95.62% [1] - The top ten short selling ratios include Li Ning (82331) at 93.21% and Anta Sports (82020) at 88.46% [1] Short Selling Amounts - Alibaba (09988) leads in short selling amount with 1.173 billion, followed by Baidu (09888) at 1.111 billion and Pop Mart (09992) at 1.049 billion [1] - Other notable companies in the top ten include Meituan (03690) at 814 million and China Life (02628) at 806 million [1] Deviation Values - JD Group (89618) has the highest deviation value at 37.56%, followed by China Ping An (82318) at 33.98% and China Huaneng (03788) at 33.27% [1] - Other companies with significant deviation values include SenseTime (80020) at 32.05% and Li Ning (82331) at 31.52% [1]

| 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 腾讯控股(00700) | 6.60 亿 | 4.51% | 601.000（-1.48%） | | 美团-W(03690) | 5.74 亿 | 12.93% | 97.350（-1.17%） | | 小米集团-W(01810) | 3.95 亿 | 4.91% | 35.480（-2.74%） | | 泡泡玛特(09992) | 3.50 亿 | 5.95% | 197.200（+9.07%） | | 华润啤酒(00291) | 2.97 亿 | 35.53% | 25.920（+3.27%） | | 华虹半导体(01347) | 2.43 亿 | 8.20% | 100.600（-1.95%） | | 中国人寿(02628) | 2.32 亿 | 7.71% | 33.400（+4.31%） | | 南方恒生科技(03033) | 2.29 亿 | 1.91% | 5.565（-1.15%） | | 贝壳-W(02423) | 2.00 亿 | 34.43% | 47.120（+1.9 ...