2025.06. 23 本文字数：674，阅读时长大约2分钟 据齐鲁晚报，6月23日，有网友反映称，美团优选小程序无法下单，系统提示为"由于业务局部调 整，您所在的区域自6月23日起将暂停接单。" 对外投资信息显示，该公司直接对外投资2家企业，分别为广州天池号信息科技有限公司、无锡八方 顺供应链有限公司，目前均为开业状态。分支机构信息显示，该公司已设立24家分支机构，目前均 已注销。值得一提的是，变更记录显示，2025年5月，邓仁健卸任该公司法定代表人、总经理职 务，李侃卸任监事职务，由高雨龙担任法定代表人、董事、经理职务。 官方发布的"繁忙公告"提到，若账号中还有未完结订单，美团优选将妥善处理在本次调整中遇到的 任何问题。 有消费者在网络社交平台表示， 23号早上美团优选突然全国大面积关仓，只有广东部分城市保留业 务。 23日，据界面新闻从知情人士处获悉，美团发布内部通知称，美团优选决定进行战略转型升级， 继 续探索"次日达+自提"模式和社区零售新业态，同时退出部分亏损区域。公司承诺所有优选的正式员 工不裁员。 爱企查App显示，美团优选关联公司深圳美团优选科技有限公司成立于2020年9月，法定代表人为 高 ...

社区电商已经关仓，美团优选现有供应链和能力将用作新业务探索 文｜《财经》记者 刘以秦 编辑｜谢丽容 6月23日，《财经》从多个接近美团的信源处获悉，美团旗下的社区电商业务美团优选陆续关仓，业务暂停。 美团6月23日发布的公告中提到美团优选转型升级图源/美团公众号 今年5月，美团财报会议上，美团创始人王兴回答了有关优选是否会调整的问题。他提到，美团优选是整体生鲜战略的一部分，用来测试这个市场的潜力 以及验证这些市场商业模式的工具。尽管优选业务比预期的更具挑战性，但"我们仍然相信提升供应链能力以及为这些低线城市的需求提供更好的体验是 有潜力的，我们会继续专注于测试美团优选的模式并验证其经济可行性，而不是扩大其规模"。 他还提到，美团优选的总亏损额度是可控的。 一位为美团优选送货的服务商人士称，6月23日上午10点，他接到美团工作人员的通知，让他今天不要送货了，因为"已经暂停接单了"。 多位接近美团人士称，目前暂不能确定优选业务暂停的具体原因，其中一位人士称，暂停原因是该业务长期无法盈利。 社交平台上，一些用户和团长称收到了业务暂停的通知 6月23日11点，美团官方发布公告称，美团优选将进一步利用已建设的供应链及仓 ...

Core Viewpoint - Instant retail is recognized as the fifth revolution in the retail industry, focusing on matching "instant demand" with "instant fulfillment" through digital technology, with a target fulfillment time of 30 minutes to 1 hour [1] Group 1: Market Dynamics - Instant retail is currently dominated by three major platforms: Meituan Flash Purchase, JD Instant Delivery, and Taobao Flash Purchase & Ele.me, with Meituan Flash Purchase having a significant competitive edge due to its established logistics network [1] - A recent competition has emerged among these three platforms for market share, while Douyin has opted for an indirect approach by promoting a "next-day delivery" model instead of directly entering the instant retail battle [1][6] Group 2: Douyin's Strategic Challenges - Douyin faces inherent logistical shortcomings as it lacks a self-built logistics system, relying on third-party delivery services, which results in higher fulfillment costs and inconsistent delivery times compared to competitors like Meituan [4] - The core product categories of instant retail, such as fresh produce and daily necessities, conflict with Douyin's content-driven ecosystem that is more suited for high-margin, non-standard products [4] - Douyin's instant retail strategy has been hampered by organizational instability and unclear strategic direction, leading to resource allocation issues and reduced confidence among merchants [5] Group 3: Douyin's Strategic Adjustments - Douyin has incorporated next-day delivery into its instant retail framework to circumvent logistical limitations and expand service coverage, allowing for a broader range of products and lower logistics costs [6][7] - The platform aims to leverage its content advantages to reshape consumer scenarios, transitioning from emergency needs to interest-driven consumption through short videos and live streaming [6][8] - Douyin's next-day delivery model is designed to lower entry barriers for small and medium-sized merchants, focusing on supply chain efficiency rather than the stringent requirements of instant delivery [6][9] Group 4: Competitive Implications - By redefining the delivery timeframe from "hour-level" to "day-level," Douyin seeks to establish itself as a rule-maker in the instant retail sector, potentially expanding its market space significantly [7][9] - The success of Douyin's strategy will depend on its ability to transform the competition from a focus on logistics efficiency to a battle of psychological expectations regarding delivery times [9]