格隆汇2月5日丨美团-W(03690.HK)宣布，于2026年2月5日(非交易时段)，收购方Two Hearts Investments Limited(为公司的间接全资附属公司)、转让方叮咚及梁昌霖订立股份转让协议，据此(其中包括)收购方 同意收购，而转让方同意出售转让方所持有目标公司Dingdong Fresh Holding Limited全部已发行股份， 初始代价为7.17亿美元(可予调整)，惟转让方可从目标集团提取不超过2.80亿美元的资金后，仍需确保 目标集团净现金不低于1.50亿美元。 公告称，公司高度重视食杂零售业务，此次交易符合公司在食杂零售领域的长期发展规划。叮咚是国内 食杂零售领域头部玩家，其追求「好用户、好商品、好服务、好心智」的理念，与美团「帮大家吃得更 好，生活更好」的使命十分契合。截至2025年9月，叮咚在国内共运营超过1,000个前置仓，月购买用户 数超过700万。叮咚具备市场一流的供应链能力，生鲜产地直采率高，自有品牌产品矩阵丰富，复购率 高，深受消费者喜爱。此次交易将有助于充分发挥双方在商品力、技术、运营等方面的优势，为消费者 提供更优质的消费和配送体验。 叮咚是中国大陆领 ...

叮咚是中国大陆领先的生鲜电商企业，由梁昌霖先生创立及控制，而目标公司为叮咚的直接全资附属公 司。收购事项完成后，目标公司将成为本公司的间接全资附属公司，而目标集团的财务业绩将并入本集 团的财务报表。 本公司高度重视食杂零售业务，本次交易符合本公司在食杂零售领域的长期发展规划。叮咚是国内食杂 零售领域头部玩家，其追求"好用户、好商品、好服务、好心智"的理念，与美团"帮大家吃得更好，生 活更好"的使命十分契合。截至 2025年9月，叮咚在国内共运营超过1000个前置仓，月购买用户数超过 700万。叮咚具备市场一流的供应链能力，生鲜产地直采率高，自有品牌产品矩阵丰富，复购率高，深 受消费者喜爱。本次交易将有助于充分发挥双方在商品力、技术、运营等方面的优势，为消费者提供更 优质的消费和配送体验。基于上述原因，董事(包括独立非执行董事)认为，收购事项乃按属公平合理的 一般商业条款进行，且收购事项符合本公司及其股东的整体利益。 智通财经APP讯，美团-W(03690)发布公告，于2026年2月5日，收购方Two Hearts Investments Limited(本 公司的间接全资附属公司)、转让方Dingdong ( ...

Core Viewpoint - The acquisition of Dingdong Maicai (DDL.US) by Meituan for $717 million is expected to significantly change the company's trajectory and provide substantial benefits, marking a strategic integration rather than a mere financial investment [1]. Group 1: Acquisition Details - Meituan plans to acquire all issued shares of Dingdong Maicai for $717 million [1]. - The agreement allows the transferor to withdraw up to $280 million from the target group, provided that the net cash of the target group remains above $150 million [1]. - Following the acquisition, Dingdong Maicai will become a wholly-owned subsidiary of Meituan, with its financial performance incorporated into Meituan's financial statements [1]. Group 2: Market Reaction - Dingdong Maicai's stock price surged by 10% in pre-market trading, reaching $3.520 [2]. - The stock's trading volume was approximately 5.9395 million shares, with a closing price of $3.200 on February 4 [2]. - The stock has shown a 52-week high of $3.850 and a low of $1.650, indicating significant volatility [2].

新浪科技讯 2月5日下午消息，美团于香港联交所发布公告，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。 公告显示，叮咚买菜海外业务不在本次交易范围内，将在交割前完成剥离。交易过渡期内，叮咚买菜将 按照交易前的模式继续经营。 叮咚买菜创立于2017年，是国内领先的生鲜即时零售平台，主打"最快29分钟送达"。公司于2021年登陆 纽交所。2025年三季度，叮咚买菜实现营收66.6亿元人民币，创历史季度最高；净利润0.8亿元人民币， 连续7个季度实现GAAP标准下盈利。 责任编辑：何俊熹 新浪科技讯 2月5日下午消息，美团于香港联交所发布公告，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。 公告显示，叮咚买菜海外业务不在本次交易范围内，将在交割前完成剥离。交易过渡期内，叮咚买菜将 按照交易前的模式继续经营。 叮咚买菜创立于2017年，是国内领先的生鲜即时零售平台，主打"最快29分钟送达"。公司于2021年登陆 纽交所。2025年三季度，叮咚买菜实现营收66.6亿元人民币，创历史季度最高；净利润0.8亿元人民币， 连续7个季度实现GAAP标准下盈利。 2月5 ...

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依 賴該等內容而引致的任何損失承擔任何責任。 （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） 須予披露的交易 收購DINGDONG FRESH HOLDING LIMITED全部已發行股份 緒言 董事會欣然宣佈，於2026年2月5日（非交易時段），收購方、轉讓方及梁昌霖先生 訂立股份轉讓協議，據此（其中包括）收購方同意收購，而轉讓方同意出售轉讓方 所持有目標公司全部已發行股份，初始代價為717百萬美元（可予調整），惟轉讓 方可從目標集團提取不超過280百萬美元的資金後，仍需確保目標集團淨現金不 低於150百萬美元。 叮咚是中國大陸領先的生鮮電商企業，由梁昌霖先生創立及控制，而目標公司為 叮咚的直接全資附屬公司。收購事項完成後，目標公司將成為本公司的間接全資 附屬公司，而目標集團的財務業績將併入本集團的財務報表。 股份轉讓協議 股份轉讓協議的主要條款載列如下： 收購事項 董事會欣然宣佈，於2 ...

后市展望： 华安基金认为，近期市场呈现显著的风格轮动特征，前期强势的科技成长板块与红利价值风格形成明显的"跷跷板"效应，红利板块在经历前期回调后，其 高股息、低估值的"性价比"优势再度凸显，结合当前持续宽松的货币政策、渐起的顺周期复苏预期，以及保险等长期资金的配置需求，港股通红利板块具 备明确的布局价值，后续有望迎来市场风格再平衡与基本面改善形成的"戴维斯双击"。 2月5日，港股三大指数低开后震荡走高。截至收盘，恒生指数涨0.141%，国企指数涨0.497%，恒生科技指数涨0.74%。南向资金净买入超249亿港元。 | 新能源车企、航空、电信、生物医药、内银、物流等概念走强；有色金属、商业航天、光通讯、芯片、光伏太阳能等概念走弱。 | | --- | | 科网股午后回暖，联想涨超3%，小米、百度涨超2%，美团涨超1%；黄金股普跌，赤峰黄金（600988）跌超5%。 | | | 美团-W | 93.800 | +1.791% | 36.8亿 | | --- | --- | --- | --- | --- | | | 03690 | | | | | 8 | 泡泡玛特 | 242.400 | +2.192% | 5 ...

Market Performance - The Hong Kong stock market saw a positive trend with the Hang Seng Index rising by 0.141%, the Hang Seng China Enterprises Index increasing by 0.497%, and the Hang Seng Tech Index up by 0.74% as of the market close [1] - Southbound funds recorded a net inflow exceeding 24.9 billion HKD [1] Sector Performance - Strong performance was noted in sectors such as new energy vehicles, aviation, telecommunications, biomedicine, domestic banks, and logistics [1] - Conversely, sectors like non-ferrous metals, commercial aerospace, optical communications, semiconductors, and photovoltaic solar energy experienced declines [1] Notable Stocks - Tech stocks showed recovery in the afternoon, with Lenovo rising over 3%, Xiaomi and Baidu increasing by more than 2%, and Meituan up by over 1% [1] - Gold stocks generally fell, with Chifeng Jilong Gold Mining dropping over 5% [1] Company Announcements - Baidu announced a new share repurchase plan, allowing for the buyback of up to 5 billion USD of its shares, effective until December 31, 2028 [3] - The board of Baidu also indicated plans to announce its first dividend by 2026, supported by sustainable funding sources [3] Market Outlook - Huazhang Fund noted a significant style rotation in the market, highlighting a "seesaw" effect between the previously strong tech growth sector and dividend value styles [3] - The fund emphasized the attractiveness of dividend stocks due to their high yield and low valuation, alongside expectations of a cyclical recovery and demand from long-term capital [3]

即日起，习酒品牌官方授权旗舰店批量入驻美团闪购，首批覆盖全国50余城，为消费者提供"官方直 供、保真保质"的购酒新体验，最快30分钟送达，实现"即买即饮"。双方将共建白酒保真体系，通过官 方鉴真、源头溯源等举措解决消费者购酒真伪顾虑。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：2月5日，习酒宣布与美团闪购达成深度战略合作，这是习酒"营销2.0"改革在渠道创新上的 关键一步。 ...

此次合作恰逢春节酒类销售旺季。双方已同步启动"新春礼遇"主题活动。春节时段，消费者在美团闪购 习酒官方授权店下单，可获名酒优惠，专属春节礼品袋服务，也可参与君品习酒、窖藏1988等高端名酒 抽奖。 习酒今日宣布与美团闪购达成深度战略合作，习酒"营销2.0"改革在渠道创新上迈出关键一步。即日 起，习酒品牌官方授权旗舰店批量入驻美团闪购，首批覆盖全国50余城，为消费者开启"官方直供、保 真保质"的购酒新体验，最快30分钟送达，实现"即买即饮"。 据习酒方面介绍，此次合作不仅是简单的门店上线，更是习酒对线上线下渠道生态的深度融合和优化。 双方将共建白酒保真体系，通过官方鉴真、源头溯源等硬核举措，彻底解决消费者对酒水真伪的后顾之 忧，让消费者获得"官方直供，保真安心"的体验。 ...

Core Insights - The L4 autonomous logistics sector is experiencing rapid growth, with 2026 expected to be a pivotal year for commercialization and widespread adoption [1][20] - Major players in the domestic autonomous logistics market have secured significant funding, indicating strong investor interest and confidence in the sector's potential [7][8] Industry Overview - The L4 autonomous logistics market is projected to reach a scale of 100,000 vehicles by 2026, with a long-term forecast of 750,000 vehicles by 2030 [10] - The market is currently dominated by over 13 key players, including New Stone, White Rhino, Youjia Innovation, and Jiushi Intelligent, with New Stone leading in delivery volume [2][4] Funding and Investment - In 2025, the autonomous driving sector in China saw total financing exceed 58.2 billion yuan, with the logistics segment attracting approximately 5.8 billion yuan, accounting for about 10% of the total [7][8] - Notable funding rounds include New Stone raising over 600 million USD (approximately 4.2 billion yuan) and White Rhino securing over 100 million USD [8] Market Dynamics - The industry is witnessing a shift towards lower hardware costs due to advancements in technology and increased competition, which may lead to lower vehicle prices [14][16] - Despite the growth, concerns about profitability persist, as many players face challenges in achieving sustainable cash flow amidst rising competition [14][16] Regulatory Environment - The regulatory landscape for autonomous logistics vehicles is still evolving, with local standards varying significantly, which complicates market entry and operational consistency [16][17] - Government support for smart logistics and AI is crucial for the sector's growth, providing a favorable environment for L4 autonomous delivery vehicles [10][11] Conclusion - The L4 autonomous logistics sector is at a critical juncture, with the potential for large-scale deployment and commercialization, but it must navigate challenges related to profitability, regulatory compliance, and market demand [19][20]