Xin Lang Cai Jing·2026-03-13 08:03Core Insights - Meituan's core local business faced unprecedented competition last year, but the team managed to maintain stability under pressure, achieving over 60% GTV market share with lower losses than competitors through a focus on user experience and continuous innovation [1][2] Industry Competition - The intense competition in the local business sector has led to significant challenges, but Meituan's strategy of prioritizing user experience has allowed it to sustain its market position [1][2] AI Development Strategy - Meituan plans to increase investment in AI, focusing on logistics and robotics, including drones and autonomous vehicles, while also building a comprehensive database of real-world information to support AI models and consumer-facing agents [1][2] Future AI Initiatives - The company aims to develop unique, low-inference-cost models based on its foundational large models, ensuring it stays competitive with state-of-the-art (SOTA) technologies [1][2] Support for Merchants - Meituan's clear strategy involves helping merchants understand and transform the physical world, providing them with the best online operating platform and AI assistants for long-term business success [1][2]