Xin Lang Ke Ji·2025-11-28 08:39Core Insights - Meituan reported Q3 2025 revenue of 95.5 billion RMB, a year-on-year increase of 2% [1] - Due to intensified industry competition, the core local business operating profit turned negative, resulting in a loss of 14.1 billion RMB [1] - The number of transaction users exceeded 800 million in the past 12 months [1] Group 1: Financial Performance - Revenue for Q3 2025 reached 95.5 billion RMB, reflecting a 2% year-on-year growth [1] - The core local business faced a loss of 14.1 billion RMB due to increased competition [1] Group 2: User Engagement - Daily active users (DAU) on the Meituan app grew by over 20% year-on-year [1] - Monthly transaction users for food delivery reached a historical high [1] Group 3: Strategic Initiatives - In response to competitive pressures, Meituan increased capital investment to enhance service quality and promote healthy industry development [1] - CEO Wang Xing emphasized the commitment to the "retail + technology" strategy to continuously iterate products and services to better meet user needs and lead sustainable industry growth [1]