智通财经获悉，当地时间9月15日上午11点，美团旗下国际外卖品牌Keeta正式在科威特启动运营，成为其继沙特阿拉伯、卡塔尔之后，在中东海湾地区的第 三个落点。 ▲在科威特，Keeta已支持麦当劳、必胜客、汉堡王、星巴克等多家品牌的外卖服务 自2024年9月进入中东的沙特阿拉伯，Keeta用户数与订单量快速增长。基于过去一年在沙特的成功落地和进展，Keeta进一步加快了中东市场的拓展步伐。 今年8月，Keeta上线卡塔尔，时隔不到一个月，又正式进入科威特，美团正加速构建"多国联动"的国际化发展模式。 未来，Keeta将持续深耕中东，并积极探索更多海外新市场。 科威特作为海湾阿拉伯国家合作委员会（GCC）的重要成员，人均GDP高、在线食品配送渗透率高、消费者对优质外卖服务的需求旺盛，市场充满活力并 且潜力巨大，这是Keeta选择其作为拓展新节点的重要原因。 除了依托美团在中国外卖市场积累的领先运营经验，Keeta计划在当地持续拓展优质供给并进行产品创新，为消费者提供便捷可靠的配送服务、丰富多元的 商品选择以及经济实惠的价格，同时致力于促进商户、骑手等合作伙伴的共同发展，推动当地餐饮行业数字化转型和生态系统的成熟。 ...

新浪科技讯 9月15日下午消息，当地时间9月15日上午11点，美团旗下国际外卖品牌Keeta正式在科威特 启动运营，成为其继沙特阿拉伯、卡塔尔之后，在中东海湾地区的第三个落点。 科威特作为海湾阿拉伯国家合作委员会（GCC）的重要成员，人均GDP高、在线食品配送渗透率高、 消费者对优质外卖服务的需求旺盛，市场充满活力并且潜力巨大，这是Keeta选择其作为拓展新节点的 重要原因。 除了依托美团在中国外卖市场积累的领先运营经验，Keeta计划在当地持续拓展优质供给并进行产品创 新，为消费者提供便捷可靠的配送服务、丰富多元的商品选择以及经济实惠的价格，同时致力于促进商 户、骑手等合作伙伴的共同发展，推动当地餐饮行业数字化转型和生态系统的成熟。 据了解，自2024年9月进入中东的沙特阿拉伯，Keeta用户数与订单量快速增长。基于过去一年在沙特的 成功落地和进展，Keeta进一步加快了中东市场的拓展步伐。今年8月，Keeta上线卡塔尔，时隔不到一 个月，又正式进入科威特，美团正加速构建"多国联动"的国际化发展模式。 据悉，Keeta将持续深耕中东，并积极探索更多海外新市场。（罗宁） 责任编辑：何俊熹 ...

2025Q2 盈利能力承压走低。2025Q2，毛利率同比-8.1pct，系骑手补贴增 加及海外业务扩张所致；销售/研发/管理费率各+6.5/+0.3/-0.4pct， 竞争加剧推广投放增加；经调整净利润率 1.6%，同比-14.9pct。 预计第三季度核心本地商业会出现较大规模亏损。考虑到当下竞争加剧现 状，公司持续加大战略性投入，公司核心本地商业业务在第三季度仍将 出现较大规模亏损。一方面，公司会增加激励以确保价格竞争力与行业 领先的配送服务，其次会加大营销投入以强化品牌认知。 证券研究报告 | 2025年09月15日 美团-W（03690.HK） 优于大市 补贴加大拖累经营表现，持续跟踪竞争格局变化 2025Q2经调整溢利同降89%。2025Q2，公司实现收入918.4亿元，同比+11.7%； 经营溢利 2.3 亿元，同比-98.0%，经营利润率为 0.2%，同比-13.4pct；经调 整溢利为 14.9 亿元，同比-89.0%，经调整净利率为 1.6%，同比-14.9pct。 到店业务系核心本地商业的主要盈利来源。2025Q2，核心本地商业收入 653.5 亿元/+7.7%，其中配送服务/佣金/在线营销 ...

新浪科技讯 9月15日上午消息，美团外卖宣布将为餐饮新店提供免费线上店铺装修、新店专属扶持、免 费AI经营工具、助力金现金扶持等多项"无忧开店"服务，支持更多新开业餐饮小店顺利起步、长久经 营。 美团外卖相关负责人表示，未来将进一步追加资金和资源投入，努力帮助餐饮商家规避行业低价、无序 竞争的侵害，让更多商家有精力沉下心来专注于产品和服务，把生意做得更长久。美团此前已宣布启动 小店助力金计划，将为餐饮小店发放最高5万元的助力金，今年秋季首批助力金已经陆续送达商家手 中。 责任编辑：杨赐 为了帮助商家更便捷地上线运营，今年7月起，美团外卖基于大模型能力，推出了全链路智能入驻服 务。"智能入驻帮手"以对话交互形式，与业务经理"手把手"引导操作一样，一步步引导商家上传资质等 信息。此外，在"大模型智能应答+人工服务"的帮助下，商户在入驻中遇到任何问题，可快速收到解决 方案。 新商家入驻后，门店的视觉效果在吸引顾客、提升用餐体验方面起着重要作用，而绝大多数中小商家往 往不具备专业的线上运营能力。为此，美团外卖推出了免费装修服务，自该服务推出以来，已累计帮助 百万中小新商家免费升级了店铺形象。据了解，美团也是行业内唯一 ...

Company: MeituanBloomberg ticker: 3690 HKMarket cap: US$107,574mBackground: Meituan is a prominent Chinese e-commerce platform for on-demand local life services. It offers food delivery, in-store dining, hotel bookings, and various other services, primarily operating across China, with recent international expansion in Hong Kong and Saudi Arabia. Meituan serves millions of users daily, connecting them with a vast network of merchants.World Class Benchmarking of Meituan Profitable Growth rank of 1 was same c ...

Core Points - The "Safe Consumption in Beijing" press conference was held, organized by Meituan and supported by multiple government departments to enhance consumer rights and safety [1][2] - Meituan launched a series of "Safe Consumption" products aimed at various service sectors, including flexible payment solutions and refund policies to improve consumer experience and security [1][2] Group 1: Product Offerings - Meituan introduced "Flexible Payment" and "Runaway Compensation" solutions for the sports and fitness sector [1] - For services like foot massage, hairdressing, and family entertainment, Meituan offers a "per-use redemption" model with refundable remaining balances [1] - In the education sector, consumers can purchase "Safe Learning" packages that allow for per-class payment and refunds if services are not fulfilled [1] Group 2: Market Impact - Over 35,000 stores in Beijing have adopted Meituan's "Safe Consumption" products, with over 50% coverage in the fitness industry and over 40% in sports training [2] - The consumption amount for beauty and fitness services in Beijing increased by over 62% year-on-year as of August, indicating the effectiveness of the "Safe Consumption" initiative [2] - The initiative aims to leverage technology for regulatory compliance and to address challenges in prepaid consumption, promoting digital transformation in the sector [2]

Core Viewpoint - The introduction of the "安心消费" series by Meituan aims to address the challenges of prepaid consumption, particularly in sectors like education, fitness, and beauty, by providing consumer protection against business closures [1][2]. Group 1: Product Launch and Features - Meituan has launched the "安心消费" series, which includes a compensation mechanism for consumers in case of business closures, enhancing consumer confidence in prepaid services [1][2]. - The series includes customized solutions for various sectors, such as "灵活付、跑路赔" in fitness, allowing consumers to purchase group deals with a "跑路赔" label for added security [2]. - In the education sector, the "安心学" product allows for a pay-per-class model, enabling consumers to pay only for the classes they attend, with a refund option for unused funds [2]. Group 2: Market Impact and Participation - Over 35,000 stores in Beijing have joined the "安心消费" series, with over 50% coverage in the fitness industry and over 40% in sports training [1]. - The "安心学" program has seen participation from over 38,000 educational institutions across more than 270 cities, offering over 64,000 courses [2]. - The implementation of these products has led to significant increases in traffic and engagement for participating brands, with one brand reporting a 185% increase in traffic and a 117% increase in visits [3]. Group 3: Regulatory and Industry Support - The initiative aligns with government efforts to promote healthy development in prepaid consumption and ensure consumer fund safety, with Beijing incorporating it into key tasks for urban development [3]. - The platform aims to leverage technology and data to enhance consumer protection and facilitate the digital transformation of prepaid consumption [3].

Group 1 - The core idea of the article is that Meituan has launched a series of "安心消费" (Safe Consumption) products aimed at enhancing consumer confidence and safety in various service sectors, including fitness, education, and beauty [1][3] - The "安心消费" products include flexible payment solutions and refund policies that ensure consumer funds are protected, thereby improving the overall consumer experience [1] - Over 35,000 stores in Beijing have joined the "安心消费" initiative, with over 50% coverage in the fitness industry and over 40% in sports training [3] Group 2 - Meituan reported a year-on-year increase of over 62% in in-store consumption for services like beauty and fitness in Beijing as of August, indicating the significant impact of the "安心消费" products on consumer spending [3] - Local governments are actively implementing measures to promote the healthy development of prepaid consumption, ensuring consumer fund safety and stimulating service consumption to expand domestic demand [3] - The Supreme People's Court has issued guidelines to address consumer disputes and combat unfair practices such as operators absconding with funds and refusing refunds, which aligns with the government's focus on consumer rights protection [3]

Core Viewpoint - The article discusses the introduction of the "Safe Consumption" initiative by Meituan, aimed at addressing the trust crisis in prepaid consumption across various industries, particularly in fitness and education sectors [1][2]. Group 1: Safe Consumption Initiative - Meituan launched a series of "Safe Consumption" products, including flexible payment and compensation solutions for the fitness sector, and a "Safe Learning" product for educational training, promoting a pay-per-use model [1][2]. - Over 35,000 stores in Beijing have joined the "Safe Consumption" initiative, with over 50% coverage in the fitness industry and over 40% in sports training [1]. - The initiative aims to enhance consumer trust by providing guarantees for funds and improving service experiences across various sectors, including beauty, fitness, and family entertainment [1][2]. Group 2: Government and Industry Support - The Beijing government has integrated prepaid consumption management into key tasks for building a safe and international consumption center, leveraging technology for regulatory innovation [2]. - The "Safe Learning" product allows for a pay-per-class model, enabling refunds for unused funds if service providers fail to deliver, thus reducing consumer concerns [3]. - The shift towards flexible, short-term payment models reflects changing consumer preferences, moving away from large upfront payments [3]. Group 3: Merchant Support and Future Plans - Meituan offers support measures for participating merchants, including online and offline traffic resources, exclusive branding materials, and platform subsidies [4]. - The company aims to create a safe, transparent, and sustainable consumption model, enhancing consumer rights and boosting confidence in spending [4]. - Future plans include continuous innovation in product offerings and collaboration with government and businesses to strengthen the "Safe Consumption" framework [4].

Core Viewpoint - The Chinese government maintains a firm stance on protecting the legitimate rights and interests of its companies, particularly regarding TikTok, and emphasizes the importance of data privacy and security [1] Group 1: TikTok Discussions - A meeting between Chinese and American teams is scheduled for September 14 in Spain to discuss issues related to TikTok [1] - China urges the U.S. to engage in dialogue based on mutual respect and equal consultation to address concerns regarding TikTok and ensure a fair operating environment for Chinese companies in the U.S. [1] Group 2: Data Privacy and Security - The Chinese government has never required companies or individuals to collect or provide data from foreign territories in violation of local laws [1] - China emphasizes its commitment to data privacy and security, asserting that it will handle TikTok issues in accordance with laws and regulations [1]