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美团发布2025年Q2财报:营收918亿元,用户交易频次再创新高
Ge Long Hui·2025-08-27 08:45

Core Insights - Meituan reported Q2 2025 revenue of 91.8 billion RMB, a year-on-year increase of 11.7%, reinforcing its market leadership [1] - The company aims to enhance consumer experience and operational efficiency through technological innovation and ecosystem development [1] - The core local business segment generated revenue of 65.3 billion RMB, up 7.7% year-on-year, while new business revenue reached 26.5 billion RMB, growing 22.8% [3] Group 1: Business Performance - Meituan's monthly active users surpassed 500 million, with record-high annual transaction frequency [1] - The peak daily order volume for Meituan's instant retail exceeded 150 million in July [1] - The company has opened over 5,500 brand satellite stores in collaboration with over 800 leading restaurant brands, aiming for over 10,000 by year-end [2] Group 2: New Business Developments - The new business segment's loss narrowed to 1.9 billion RMB, with strong growth in order volume and GTV for Keeta, particularly in Hong Kong and the Middle East [3] - Meituan's flash purchase service saw significant growth, expanding its product categories beyond groceries to include electronics and beauty products [2] Group 3: Social Responsibility and Ecosystem Development - Meituan has implemented measures to enhance rider welfare, including full coverage of work injury insurance and a summer subsidy of 1.6 billion RMB for riders [4] - The company is promoting a healthy ecosystem for merchants through cash subsidies and innovative business models, with over 300,000 restaurant merchants benefiting from its support [4] - Meituan is advancing food safety infrastructure through the "Internet + Bright Kitchen" initiative, with plans to have over 200,000 merchants participating by 2025 [5] Group 4: Technological Investment - Meituan invested 6.3 billion RMB in R&D, a year-on-year increase of 17.2%, focusing on technological advancements to support retail industry growth [5] - The company has established 64 drone delivery routes across major cities, completing over 600,000 orders [5]