智通财经网·2026-01-12 02:12Group 1 - Meituan-W (03690) saw a stock price increase of over 4%, closing at 102.9 HKD with a trading volume of 2.433 billion HKD [1] - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee announced an investigation into the competitive landscape of the food delivery service industry, which Meituan supports [1] - Meituan has highlighted issues of irrational competition in the food delivery market, such as price wars, subsidies, and traffic control, advocating for a return to rational competition [1] Group 2 - According to Caitong Securities, Meituan is a leading local business platform in China, with core operations in food delivery, flash purchase, and in-store travel services, while also developing new businesses like Xiaoxiang Supermarket and expanding into overseas markets [1] - The macroeconomic environment is identified as the largest beta factor, with the service sector showing higher growth rates compared to retail goods, indicating greater growth potential and resilience for the platform [1] - The increasing online penetration rate supports the stability of food delivery services, while the rapid growth of in-store and flash purchase businesses contributes to high growth [1]