格隆汇发布美团首次覆盖报告

Drone Delivery Enhances Efficiency. The introduction of drone delivery significantly improves fulfillment capacity and cost efficiency. Drones supplement human riders during peak hours while materially reducing delivery costs. With 7.45 million delivery riders as of 2024, Meituan estimates that replacing one-third with drones could cut overall delivery costs by 25–30%, unlocking billions in long-term savings. By end-2024, Meituan operated 53 drone delivery routes and had completed over 450,000 cumulative or ...