7.17亿美元“卖身”美团，叮咚买菜美股重挫超14%

Group 1 - The core point of the article is that Meituan plans to acquire 100% equity of Dingdong Maicai's China business for an initial consideration of $717 million, while the overseas business will be excluded from the transaction [1] - The acquisition is expected to enhance synergies between Meituan and Dingdong Maicai in terms of product strength, technology, and operations [2] - Dingdong Maicai is a leading fresh food instant retail platform in China, with a market share exceeding 30% in self-operated front warehouses in East China [2] Group 2 - Dingdong Maicai achieved a revenue of 23.07 billion yuan in 2024, representing a year-on-year growth of 15.5%, and a net profit of 420 million yuan, which is over eight times higher than the previous year [3] - In the third quarter of 2025, Dingdong Maicai reported a record revenue of 6.66 billion yuan and has maintained profitability under GAAP standards for seven consecutive quarters [3] - Meituan has shifted its focus from community group buying to instant retail, with its core business, Xiaoxiang Supermarket, planning to cover all first- and second-tier cities in China [3]