Xin Lang Ke Ji·2025-06-10 03:00Group 1 - The recent shareholder meeting of Meituan highlighted concerns over competition with JD.com and the development of instant retail, with executives primarily reading from prepared statements, leading to shareholder dissatisfaction [1] - Wang Xing expressed that the entry of new players into the food delivery and instant retail market indicates a positive outlook for the industry, emphasizing that the market is still in its early to mid-development stage and has significant growth potential [2][3] - The company believes that to meet the high consumer demand for fast delivery, there needs to be a comprehensive improvement on the supply side, which has been a challenge in past collaborations with traditional offline retailers [3] Group 2 - The entry of more participants in the market is welcomed by the company, as it believes that collaboration and innovation among various players, including traditional retailers, can accelerate industry growth [3] - The company has been a pioneer in the food delivery sector since 2013 and has expanded its services to include instant retail, indicating a strategic shift to meet evolving consumer needs [2] - Wang Xing noted that consumer demand for quick delivery has evolved from days to hours, and now to half-hour delivery, reflecting a significant change in consumer expectations [2]