Sou Hu Cai Jing·2025-06-23 14:10Core Insights - Meituan's preferential service has suddenly suspended operations in certain regions, indicating a strategic shift rather than a complete shutdown [1][2][4] - The company aims to leverage its existing supply chain and logistics network to explore new retail models, particularly focusing on instant retail and community retail [4][5] Group 1: Service Suspension - Meituan's preferential service was unexpectedly halted on June 23, with a notice indicating a "partial business adjustment" [1] - The service suspension affected multiple regions, leading to confusion among users and suppliers [2] - Meituan representatives clarified that the service is not entirely closed but is part of a strategic transformation [2][4] Group 2: Strategic Shift - The company plans to expand its instant retail operations and enhance its small elephant supermarket initiative, aiming for a strategic upgrade of Meituan's preferential service [4] - Meituan will utilize its established supply chain and distribution network to explore a "next-day delivery + self-pickup" model, focusing on fresh food and grocery supply chains [4] - The shift towards instant retail is seen as a response to the competitive landscape, where companies like JD, Taobao, and others are also entering the instant retail space [4][5] Group 3: Industry Context - The community group buying sector has faced significant challenges, with many companies either shutting down or pivoting their business models [5] - Meituan's preferential service is adjusting its pricing strategy to improve profitability while reducing subsidies and focusing on core competencies [5] - Competitors like Duoduo Maicai are also adapting by introducing instant delivery options, indicating a broader trend in the industry towards more efficient delivery models [5]