他选择的是一条艰难的路。叮咚买菜成立至今的9年里，生鲜电商行业见证了无数玩家的崛起和陨 落："天之骄子"每日优鲜的溃败，背靠大树的盒马的战略摇摆……叮咚买菜自身也经历了无数场战役， 在激烈的市场厮杀中，战战兢兢活到现在。 但现在，这位擅长长跑的创业老兵，决定不"跑"了。 2月5日，美团发布公告，将以约7.17亿美元的初始对价，完成对叮咚买菜中国业务100%股权的收购。 收购完成后，叮咚买菜将成为美团全资子公司，叮咚业绩将并入美团财务报表。 关于此次交易，叮咚买菜方面回应《中国企业家》称，一切信息以公告为准，目前公司业务及团队均正 常、稳定运行中。梁昌霖在随后发布的内部信中说，"放下相向的较量，转为并肩的同航。" 独立生鲜电商时代结束了，互联网巨头鏖战的下半场到来了。 文|《中国企业家》记者 张文静编辑|米娜 图片来源|中企图库 创业前，梁昌霖当过12年兵。在部队，他最值得骄傲的事情是长跑，他耐力不错。拉练的时候，跑起来 沉重的枪身不断撞击脖子，很多人都受不了。梁昌霖每次拉练都会帮队友扛枪，最多的一次，他扛了7 杆枪。 2002年，梁昌霖从部队转业，拎着行李离开安徽老家，到上海创业。他靠开发的剪辑合成软件挣到了 ...

Core Viewpoint - Meituan announced an upgrade to its "Rider Serious Illness Care Program," providing 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] - Riders and their families will be reimbursed for out-of-pocket expenses exceeding 5,000 yuan for 101 types of serious illnesses and 51 types of 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] - The company plans to continue expanding and launching more insurance solutions to meet various needs in the future [1]

2月5日，美团官宣以7.17亿美元收购叮咚买菜中国业务100%股权。作为前置仓赛道头部玩家，叮咚买菜已连续7个季度GAAP（即一般公认会计原则，用于 确保会计信息的真实性和可比性）盈利，拥有生鲜源头直采和自营工厂、农场等供应链优势，却选择并入美团生态。独立生鲜电商平台烧钱换规模的时代落 幕，生鲜即时零售巨头争夺主权，美团此举是行业收官，还是新一轮竞争的开始？ 美团7.17亿美元收购叮咚买菜 根据美团在香港联交所发布的公告，美团以7.17亿美元初始对价收购叮咚买菜中国业务，叮咚买菜的海外业务将在交割前完成剥离。在过渡期内，叮咚买菜 将维持原有运营模式不变，继续为用户提供生鲜采购、即时配送等核心服务。在确保目标集团净现金不低于1.5亿美元的前提下，转让方可从目标集团（叮 咚买菜中国业务）提取不超过2.8亿美元资金，这也就意味着此次交易实际总对价可达9.97亿美元，远超叮咚买菜交易前的美股市值，2月5日美股盘前，叮咚 买菜的市值为6.94亿美元。 从业绩表现来看，叮咚买菜2025年三季度营收达到66.6亿元，GMV（商品交易总额）更是达到72.7亿元，同时实现GAAP净利润0.8亿元。在用户与运营方 面，叮咚买菜月 ...

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) ...