Di Yi Cai Jing·2025-11-03 11:48Core Insights - Meituan has accelerated its AI initiatives after a brief pause following the acquisition of Lightyear Beyond, launching several models including LongCat-Flash-Chat, LongCat-Flash-Thinking, and LongCat-Video in 2023 [1] - The competitive landscape among local lifestyle platforms has intensified, with Meituan responding to rivals like Douyin, JD, and Alibaba by enhancing its AI capabilities [1][2] Group 1 - Meituan's launch of large models serves both defensive and offensive purposes, aiming to build a moat around its local lifestyle business while also enhancing service efficiency through AI [2] - The introduction of AI capabilities is seen as a strategy to transition from traditional service matching to intelligent service matching, improving interactions for both consumers and businesses [2] - The company is focusing on empowering small and medium enterprises, leveraging AI to lower the barriers for merchants to utilize advanced technologies [2] Group 2 - The speed of Meituan's AI deployment is noted to be faster than that of other internet companies, although the impact of this speed may be limited by the actual business landscape [2] - Meituan's strong ability to reach merchant users is highlighted, emphasizing that the key to AI success lies in its application rather than just the technology itself [2]