全面取消！美团宣布！

Core Viewpoint - Meituan's Q2 2025 earnings report shows a steady growth trajectory with a revenue of 91.8 billion RMB, reflecting an 11.7% year-on-year increase, and highlights the company's commitment to enhancing user experience and operational efficiency through technological innovation and ecosystem development [2][3]. Group 1: Financial Performance - In Q2, Meituan achieved a revenue of 91.8 billion RMB, marking an 11.7% year-on-year growth [2]. - Adjusted EBITDA for Q2 was 2.78 billion RMB, with a net profit of 1.49 billion RMB [2]. - The core local business segment generated 65.3 billion RMB in revenue, up 7.7% year-on-year [4]. Group 2: User Engagement and Market Position - The Meituan app surpassed 500 million monthly active users in Q2, with user transaction frequency reaching a historical high [2]. - In July, Meituan's daily order volume for instant retail peaked at over 150 million, setting a new record [4]. - Meituan maintains a leading market position in the instant delivery sector, with an average delivery time of 34 minutes for full delivery orders [4]. Group 3: Business Expansion and New Initiatives - Meituan plans to open over 10,000 satellite stores by the end of the year, having already partnered with over 800 major restaurant brands [4]. - The flash purchase business saw significant growth, with a doubling of transaction volume for high-ticket items during the "618" shopping festival [4]. - The new business segment generated 26.5 billion RMB in revenue, a 22.8% increase year-on-year, with losses narrowing to 1.9 billion RMB [5]. Group 4: Social Responsibility and Ecosystem Development - Meituan has implemented measures to enhance rider welfare, including full coverage of work injury insurance and plans to eliminate overtime penalties by the end of 2025 [8][9]. - The company has initiated cash subsidies to support over 300,000 restaurant merchants, with nearly half reporting significant increases in order volume [9]. - Meituan is investing in food safety infrastructure, with over 117,000 merchants adopting the "Internet + Bright Kitchen" model, aiming for over 200,000 by 2025 [10].