同时，美团称不强制或变相强制商家参加补贴活动，切实保障商家自主定价权，对商家和消费者遵循无 歧视原则，确保促销补贴活动公平性，不通过选择性补贴伤害中小商户利益。另外，美团表示积极构建 消费者、商家、外卖骑手和平台企业等多方共赢的良好生态。倾听广大商户意见，降低商户经营成本， 从"比价格"回归"比品质""比服务"，促进外卖和堂食平衡发展，构建理性可持续的商业环境，努力提高 骑手权益保障水平，避免骑手收入大起大落，就业大进大出。 美团表示，一是开展补贴活动严格遵守《反垄断法》、《反不正当竞争法》、《电子商务法》、《价格 法》、《反食品浪费法》等法律法规，不以显著低于成本的价格销售商品和服务，严重扭曲价格信号， 扰乱市场竞争秩序，造成浪费。二是开展补贴活动依法向商家和消费者公示补贴信息，不对补贴总额进 行夸大宣传。 北京商报讯(记者张天元)8月1日，美团通过社交平台称，近日，外卖平台补贴引发社会高度关注，美团 将坚决规范促销行为，杜绝不正当竞争行为，推动建立公平有序行业秩序，促进各方互利共赢。在此， 美团承诺从自身做起，并积极呼吁行业共同构建良好生态，促进餐饮服务行业规范健康持续发展。 ...

人民财讯8月1日电，美团官微今日发文称，外卖平台补贴近日引发社会高度关注，美团对此高度重视， 将坚决规范促销行为，杜绝不正当竞争行为，推动建立公平有序行业秩序，促进各方互利共赢。美团承 诺从自身做起，并积极呼吁行业共同构建良好生态，促进餐饮服务行业规范健康持续发展。美团表示， 开展补贴活动将严格遵守相关法律法规，不强制或变相强制商家参加补贴活动，切实保障商家自主定价 权。 ...

Group 1: JD's Acquisition and Retail Developments - JD announced the acquisition of German retailer Ceconomy for approximately €2.2 billion (over 18 billion RMB), with a cash offer of €4.60 per share, resulting in a 25.35% stake in Ceconomy while maintaining its independent operations [7] - Moutai's official authorized store has launched on Meituan Flash Purchase, expanding its presence across the country with multiple stores now operational [7] Group 2: Corporate Changes and Financial Performance - Wushang Group's board secretary, Li Xuan, has retired, and Deputy General Manager Zhong Ziqin will temporarily assume the secretary's responsibilities until a new appointment is made [8] - Luckin Coffee reported a record net revenue of 12.359 billion RMB for Q2 2025, a 47.1% year-on-year increase, with a net profit of 1.251 billion RMB, up 43.6% [9] Group 3: Retail Innovations and Market Strategies - Yonghui Supermarket opened its 11th "Fat Donglai" model store in Xi'an, marking a significant expansion of its strategic layout in the region [12] - Walmart's global e-commerce has established 11 operational offices in China, expanding its presence beyond major cities [14] - Pinduoduo updated its shipping rules, requiring that gift items be shipped within the same timeframe as the main transaction items, effective August 7, 2025 [15] Group 4: New Ventures and Product Development - Xiaoxiang Supermarket has established a new company in Anhui with a registered capital of 10 million RMB, focusing on internet sales and food services [16] - Sam's Club China President Jane Ewing was seen at the Guangzhou Tianhe store, indicating active management and oversight as the company prepares for leadership transitions [17] - JD plans to create 100 "million-level new products" and 20 "ten-million-level new products" in the AI toy sector, aiming to become a hub for AI toy brands [18] Group 5: Industry Trends and Consumer Products - Haoxiangni has launched a range of craft beers, diversifying its product offerings amid ongoing financial losses, raising concerns about potential over-diversification [20] - Qiaqia Foods is committed to developing more health and nutrition products tailored for the elderly demographic [22] - Haidilao opened its first high-end "Selected Store" in Beijing, focusing on premium hot pot offerings, as part of its strategy to capture the high-end market [22] - Hermès reported a 7% increase in revenue to €8 billion for the first half of 2025, with all regions showing growth, although net profit decreased by 5% to €2.2 billion [24]

人民财讯7月31日电，记者获悉，由美团平台孵化的美食社区产品"鸭觅"App已在iOS商店正式上线。接 近"鸭觅"人士向记者表示，"鸭觅"内容现覆盖北京区域，目前仅支持iOS用户下载体验，安卓版本同步 开发中，该团队计划8月初启动上海、广州等地推荐官招募以扩大阵容。 ...

Core Insights - Moutai's official store "Moutai Sauce Aroma · Shared by Thousands" has begun to enter the Meituan Flash Purchase platform nationwide since July, with plans for accelerated onboarding [1] - The initiative reflects a shift in Moutai's strategy towards embracing instant retail channels, which have been gaining importance in the liquor sales landscape [2] Group 1: Company Strategy - Moutai has authorized the bulk entry of its themed stores into instant retail platforms, indicating a proactive approach to expanding its sales channels [1][2] - The company previously had a cautious stance towards e-commerce, preferring to maintain control over its distribution channels [2] Group 2: Market Trends - Instant retail has become increasingly significant in the sales channels for liquor brands, with 34.9% of liquor companies prioritizing the expansion of instant retail channels, surpassing live-streaming e-commerce [1] - Meituan Flash Purchase reported a more than tenfold year-on-year increase in liquor transaction volume during the 618 shopping festival [1]

Group 1 - Meituan's stock price fell over 4% on July 31, reaching a new low of 121 HKD, with a total market capitalization of 740.5 billion HKD, primarily influenced by shareholder Prosus's recent divestment actions [1] - Prosus has quietly sold approximately 250 million USD worth of Meituan shares in the past two weeks and may continue to reduce its stake, currently holding less than 5% of Meituan's total shares [1] - Prosus, a subsidiary of South African media giant Naspers, is one of the largest tech investment firms globally, known for its significant stake in Tencent and investments in various companies including Ctrip and Delivery Hero [1] Group 2 - Meituan's entry into the Brazilian food delivery market, with a planned investment of 1 billion USD, is expected to intensify competition, directly impacting Prosus's core asset, iFood, which has a projected adjusted EBIT margin of 27% for FY2025 [2] - Meituan's international expansion also includes the launch of its food delivery brand Keeta in the Middle East, which captured about 10% of the Saudi market within four months, employing strategies similar to those in Hong Kong [2] - The Gulf Cooperation Council (GCC) food delivery market is projected to reach 30 billion USD by 2028, with a compound annual growth rate of 15% from 2024 to 2028, as Meituan aims to capture 20% of this market, potentially generating an additional 1.5 billion USD in revenue [2] Group 3 - Meituan's expansion into the Middle East poses a threat to another Prosus asset, the UAE-based food delivery platform Talabat, which is part of Delivery Hero SE, highlighting the need for Meituan to balance interests with its shareholders [3]

Core Viewpoint - The competition between Meituan's "Raccoon Kitchen" and JD's "Seven Fresh Kitchen" centers around food safety and business models, highlighting a fundamental conflict in their approaches to the food delivery market [1][9][17]. Group 1: Business Model Differences - Meituan positions itself as a "infrastructure provider," emphasizing that it will not engage in self-operation or compete with merchants, instead focusing on supporting them through shared kitchens and traffic incentives [9][12]. - JD's "cooperative model" involves significant investment from JD in areas like site selection and decoration, allowing merchants to focus on recipe development while sharing profits, which JD claims alleviates the burden on merchants [9][12]. Group 2: Food Safety Governance - Meituan's strategy includes "transparent supervision" through initiatives like "Bright Kitchen" and daily safety records, aiming to enhance merchant standards and consumer trust [10][12]. - JD emphasizes a "full supply chain control" approach, implementing stringent standards from production to delivery, which it argues is more effective than Meituan's visibility-focused methods [10][12]. Group 3: Industry Responsibility - Meituan cites data showing a 60% increase in order volume for merchants in Raccoon Kitchen, arguing that its model effectively raises industry standards and supports merchants [12]. - JD criticizes Meituan for fostering a monopolistic environment that allows "ghost kitchens" to thrive, asserting that its model aims to reclaim market share for quality restaurants [12][13]. Group 4: User Value Proposition - Meituan promotes convenience by allowing users to order from multiple brands with a single delivery fee, enhancing user retention through a one-stop experience [13]. - JD focuses on cost-effectiveness, aiming to keep average order prices between 10-20 yuan, and claims a 220% higher repurchase rate than the industry average, indicating strong consumer approval of its quality [13].

Core Insights - The article discusses the emergence of new business models in the food delivery industry, specifically highlighting Meituan's "Raccoon Canteen" and JD's "Seven Fresh Kitchen" as innovative approaches to restaurant operations [1][4]. Group 1: Business Model Innovations - Meituan's Raccoon Canteen operates in a non-traditional location, such as an ordinary office building, focusing solely on takeout, which allows for significant cost reductions in rent and labor [1][4]. - JD's Seven Fresh Kitchen utilizes a self-operated model with robots preparing food based on standardized recipes, minimizing the need for chefs and focusing on popular takeout dishes [3][4]. Group 2: Cost Reduction and Safety Measures - Both establishments aim to reduce costs while ensuring food safety and affordability for consumers, implementing transparent kitchen practices and live streaming to enhance accountability [4][9]. - Raccoon Canteen employs a dedicated team to monitor food safety, including checks for pesticide residues and oil quality, adding an extra layer of safety beyond standard practices [4][9]. Group 3: Market Impact and Challenges - The new models may pressure small, unbranded restaurants that lack distinctive features or effective cost control, potentially leading to market consolidation [4][9]. - The competition between platforms will hinge on their ability to effectively address the challenges of taste, affordability, and safety, with the ultimate goal of ensuring that all consumers have access to safe and enjoyable meals [4][9].

Group 1 - Recent heavy rainfall in Beijing has led to flooding and geological disasters, prompting the city to issue a red rainstorm warning and activate a level one emergency response for flood control [1] - Meituan Public Welfare Foundation, in collaboration with One Foundation, has initiated an emergency response mechanism to assist severely affected areas such as Miyun and Huairou, providing transitional housing, sanitation kits, and heavy equipment for disaster recovery [1] - Meituan has committed to donating 5 million yuan for post-disaster reconstruction efforts in the affected regions [1] Group 2 - Meituan Xiaoxiang Supermarket has urgently dispatched over 25,000 items, including self-heating pots, bottled water, instant noodles, and ham sausages, to support residents in disaster-stricken areas [3] - Meituan Medical Health has coordinated with partners to send 160 stretchers and over 2,000 medical supplies to support disaster relief and medical care for affected communities [5][6] Group 3 - Meituan Travel has implemented protective measures for hotel, attraction, and vacation bookings affected by the heavy rain, offering free cancellations and refunds, and providing risk alerts on the Meituan app [8] - The company has established a special task force for flood relief in North China and will continue to monitor the disaster situation while cooperating with relevant authorities for rescue and recovery efforts [8]

Core Insights - The "night economy" is experiencing significant growth due to ongoing high temperatures, with a notable increase in "night tourism" searches and comments by approximately 100% since July [1] - The age distribution of "night tourism" participants is balanced, with the highest proportion (27.1%) being users under 30 years old [1] - The peak activity hours for night tourism are identified as the "golden 4 hours" from 6 PM to 10 PM [1] Group 1: Night Tourism Trends - The search interest in "museum night tours" has surged by nearly 200% since July, with specific exhibitions extending their hours to accommodate night visitors [4] - The keyword "scenic night tours" has seen a remarkable increase of about 230% in search volume, indicating a growing market for nighttime attractions [4] - Tourist behavior has shifted, with many visitors entering attractions later in the day due to high temperatures, prompting venues to extend their operating hours and enhance nighttime offerings [4][5] Group 2: Economic Impact and Government Support - The Ni Mountain Tourist Resort has welcomed over 160,000 visitors since its opening on May 31, with over 50% of them being young adults under 30 [5] - The total order value for the Ni Mountain Tourist Resort has increased by 20% year-on-year during the summer season, reflecting the positive impact of night tourism on revenue [5] - Local governments are implementing policies to support the night economy, which is expected to enhance the overall vitality of the tourism market and create new growth opportunities for cultural and tourism venues [6]