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美团-W(03690)授出合共634.1万股奖励股份
智通财经网· 2026-01-23 14:08
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。 ...
美团(03690) - 授出受限制股份单位

2026-01-23 14:00
(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 ...
美团上线AI搜索功能,找到烟火小店更容易了
Sou Hu Cai Jing· 2026-01-23 10:25
Core Insights - Meituan has upgraded its app to version 12.51.202, introducing the "Ask Xiao Tuan" AI search feature to enhance user experience in finding local services and products [2][6] - The upgrade aims to meet the increasing demand for local life information services, leveraging AI to improve decision-making in daily consumption [6][15] Group 1: AI Search Functionality - The "Ask Xiao Tuan" feature acts as an AI decision-making assistant, focusing on intelligent information recommendations and group coupon comparisons [7][15] - Users can input complex queries, and the AI quickly provides tailored recommendations, balancing ambiance and cost-effectiveness [7][9] Group 2: User Demand and Consumption Trends - A report from Meituan Research Institute indicates that 92% of consumers check online reviews and discounts before making local consumption decisions, with 80% adjusting their choices based on online information [6][15] - The shift towards online decision-making for offline consumption highlights the need for accurate and timely local information [6][16] Group 3: Information Infrastructure - Meituan's AI capabilities are supported by a robust local information infrastructure, which includes accurate merchant data and real-time updates on business status [19][20] - The platform utilizes a combination of AI and human efforts to ensure the accuracy and timeliness of the information provided to users [19][22] Group 4: User and Merchant Engagement - User-generated content and real reviews contribute to the platform's credibility, enhancing the quality of information available for AI processing [26][29] - Merchants are incentivized to maintain accurate information due to the potential for increased customer traffic from the platform [27][28] Group 5: Overall Impact on User Experience - The integration of AI into Meituan's services aims to streamline the entire process from search to decision-making, enhancing the overall user experience in local life services [15][30] - Meituan's focus on providing accurate and timely information continues to shape its identity in the local life service sector, reinforcing its commitment to improving consumer experiences [31]
美团加速养老服务数字化转型
Zhong Guo Zhi Liang Xin Wen Wang· 2026-01-23 03:28
"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 ...
中美团队锁定肿瘤“善变”枢纽 破解治疗难题
Zhong Guo Xin Wen Wang· 2026-01-22 11:32
颜彦介绍,研究还发现,临床治疗后残留的、导致复发的"最小病灶",也主要源自"高可塑性细胞状 态"细胞群体。而通过动物实验证实,若靶向清除这类细胞,再配合常规化疗或靶向药,几乎能实现肿 瘤的完全清除。(完) 来源:中国新闻网 中新网武汉1月22日电 (马芙蓉 匡敏)中美科研团队联合攻关,找到驱动肺癌进展、造成肿瘤细胞多样性 及产生治疗耐受的关键枢纽。这意味着,未来若能靶向这个控制肿瘤"善变"能力的枢纽,便有望从根本 上抑制肿瘤进化,实现肿瘤彻底根治。 这项由华中农业大学生物医学与健康学院教授颜彦团队,与美国纪念斯隆–凯特琳癌症中心教授图奥马 斯·塔梅拉(Tuomas Tammela)团队合作完成的成果,于北京时间22日发表于国际期刊《自然》(Nature)。 颜彦介绍,恶性肿瘤难治疗、易复发,一个根本原因在于肿瘤细胞能在不同状态间切换以逃避治疗。长 期以来,科学界始终在寻找调控肿瘤"善变"能力的开关,但一直未能得到直接验证。 对此,颜彦团队与合作者开发了一套新型遗传报告系统,该系统能实现对特定肿瘤细胞状态的原位精准 标记、纵向谱系追踪及定点特异性清除,相当于给肿瘤细胞装上"可追踪芯片"和"定点清除开关",为系 ...
花钱买快乐!美团报告:2025年快乐生活相关订单增36%
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-22 09:44
Core Insights - The report highlights a shift in consumer behavior among young people, emphasizing a preference for real-life experiences and local activities, driven by a philosophy of enjoying the present and returning to offline experiences [1][6] Group 1: Consumption Trends - By 2025, the order volume for services related to a happy life on the Meituan app is expected to grow by 36% year-on-year, with consumers born after 1995 accounting for nearly 60% of this growth [1] - Nine key trends in service consumption for 2025 include: saving for happiness, experiential alternatives, value for money, pursuit of certainty, low-cost socializing, internal nurturing and external practice, IP collaborations, returning to nearby experiences, and local enjoyment [1] - The search volume for "experience classes" is projected to increase by 70% year-on-year, with the supply of classes priced under 10 yuan rising by nearly 152% [3][4] Group 2: Experience Economy - The concept of "weekend learning" with low-cost themed activities has emerged as a new trend, allowing consumers to switch between various experiences and gain significant joy [3] - New flexible payment models for fitness services, such as monthly subscriptions and short-term cards, have seen over 100% growth compared to the previous year [3][4] - The combination of "bathing + late-night snacks + overnight stays" is becoming a popular choice among young consumers, indicating a shift in accommodation preferences [3] Group 3: Emotional and Therapeutic Consumption - The search volume for therapeutic services is expected to grow by 112% year-on-year, with the number of merchants providing such services increasing by 111% [7] - Young consumers are increasingly engaging in traditional wellness practices, with the number of establishments offering therapies like acupuncture and cupping growing at nearly 50% [7] - Self-service KTV and other automated entertainment options are experiencing significant growth, with related transactions increasing by 604% [7] Group 4: Local and Cultural Experiences - The trend of "micro-vacations" is gaining popularity, characterized by short, local experiences that combine dining, entertainment, and social interaction [11] - The demand for local cultural experiences is rising, with consumers preferring authentic interactions over traditional tourist attractions [13] - The service retail market is projected to grow by 5.5% year-on-year, with a compound annual growth rate of 7.4% expected in the leisure and wellness sectors from 2021 to 2025 [14]
美团App更新升级AI搜索功能,为用户提供准确的本地生活信息服务
Xin Lang Cai Jing· 2026-01-22 08:52
1月22日,智通财经记者获悉,美团App更新到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,可以获得更准确的本地生活信息服务。 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服务需求。"问小团"除搭载美团自研的LongCat模型,还根据不同 用户需求,综合多种主流大模型,能够更好完成不同任务。(智通财经记者 范佳来) ...
美团:上海、成都、广州、深圳、北京位居2025年轻人玩乐活力之城前五
Xin Lang Cai Jing· 2026-01-22 06:52
Core Insights - The report by Xinhua News and Meituan Research Institute indicates a 36% year-on-year growth in service consumption orders related to a happy lifestyle on the Meituan app by 2025, with nearly 60% of consumers being post-95s [1][4] - The top ten cities for young people's leisure activities include Shanghai, Chengdu, Guangzhou, Shenzhen, Beijing, Hangzhou, Chongqing, Wuhan, Zhengzhou, and Suzhou [1][4] - Nine key trends in service consumption for 2025 are identified: saving happiness, experiential alternatives, value for money, pursuit of certainty, low-cost socializing, internal nurturing and external exercise, IP collaborations, returning to local areas, and playing locally [1][4] Consumption Trends - The search volume for "experience classes" is projected to increase by 70% in 2025, with a 152% surge in the supply of experience classes priced under 10 yuan [3][6] - The search volume for "alternative" products is expected to grow by 26.4%, while the supply of in-store products containing the keyword "alternative" will rise by 97.8% [3][6] - Shared massage chairs at airports and train stations are becoming popular, with the new smart massage space brand "Lemo Bar" achieving over 170,000 orders in a single day [3][6] Healing Services - There is a strong demand for healing services, with a 112% increase in search volume for healing-related keywords and a 111% growth in the number of merchants providing such services [4][6] - Many young consumers view healing services as an "emotional band-aid" [4][6] - Compared to traditional KTVs, self-service KTVs are experiencing significant growth, with a 604% increase in related transactions on Meituan in 2025; orders for unmanned karaoke rooms between 10 PM and 2 AM account for over 40% of total orders, catering to night owls and those with insomnia [4][6]
美团App升级AI搜索功能“问小团”,搭载美团自研的LongCat模型
Xin Lang Cai Jing· 2026-01-22 03:17
Core Viewpoint - Meituan has launched an updated version of its app (12.51.202) featuring the "Ask Meituan" AI search function, aimed at enhancing user experience by providing accurate local information for decision-making [1][2][3] Group 1: App Update Features - The new "Ask Meituan" AI search function allows users to quickly obtain accurate decision-making information when searching for merchants and products [1][2] - The app upgrade includes a new banner advertisement slogan, changing from "Your Helper for a Beautiful Life" to "Ask Meituan, All Arranged" [1][2] Group 2: AI Functionality - The AI search function is built on Meituan's robust local information infrastructure, designed to meet users' needs for local life information services [3][5] - "Ask Meituan" utilizes Meituan's self-developed LongCat model and integrates various mainstream large models to better fulfill diverse user tasks [3][5] - The AI can handle both clear commands and vague long sentences, providing users with rapid and accurate information based on merchant addresses, operating hours, store facilities, and extensive user reviews [3][5]
天猫医美向美团开出了第一枪
Hua Er Jie Jian Wen· 2026-01-21 16:18
Group 1 - Meituan's medical beauty sector is facing aggressive price competition from Alibaba's e-commerce platform, Tmall, which has introduced significant discounts [1][2] - Tmall's "百亿补贴" (100 billion subsidy) strategy has led to the price of the "童颜针" (Aivilan, 84mg) dropping to 1399 yuan per unit, with potential discounts bringing it down to as low as 999 yuan [1][2] - In contrast, Meituan's pricing for the same product remains around 4000 yuan in the Beijing area, indicating a direct challenge to Meituan's market position [2] Group 2 - Meituan has established a strong market presence with nearly 9,500 new medical beauty institutions opened by August 2025, and over 200 upstream brands have joined its platform [3] - Tmall's strategy to attract users through subsidies is a response to the significant barriers Meituan has built with its extensive offline supply network [4] - The medical beauty market has already seen a price war initiated by competitors, such as New Oxygen, which introduced a product priced at 2999 yuan, significantly lower than the market average of 13,000 to 24,000 yuan [5]