实际上，美团优选转型或有先兆。6月23日上午，美团发布消息称，美团优选将进一步利用已建设的供应链及仓配网络，集中资源聚焦优势区域，继续探 索"次日达+自提"模式和社区零售新业态；同时，深耕生鲜食杂供应链，为美团用户提供更具质价比的商品。 6月23日，#美团反内卷优选转型##美团优选关闭#等话题冲上微博热搜。 消息称，多地网友在社交媒体上晒出美团优选页面弹出的业务调整通知消息，消息称"由于局部业务调整，您所在的区域自6月23日起将暂停接单"。根据 社交媒体上流传的通知，美团优选业务调整，近期会退出部分亏损地区，广东、福建、浙江等地保持正常运营。 此后，美团回应称，美团优选在转型升级，并进行局部业务调整，不存在部门解散的情况。 "即时零售比拼激烈，美团需要集中资源。"网经社电子商务研究中心生活服务电商分析师陈礼腾对证券时报·e公司记者表示，美团优选近期战略调整呈现 业务聚焦与效率提升并举的特点。通过退出非核心亏损区域，集中资源深耕广东、浙江等优势市场，其"次日达+自提"模式得以在供应链及仓配网络支撑 下实现更精准运营。这样既保留核心业务竞争力，又避免盲目扩张带来的持续失血，符合社区团购行业回归盈利本质的整体趋势。 ...

Core Viewpoint - Meituan's strategic transformation involves a nationwide suspension of its Meituan Youxuan service in most regions, focusing on a new business model while ensuring no layoffs for existing employees [1][3]. Group 1: Business Adjustments - Meituan Youxuan's service has been suspended in most areas since June 23, with only select cities in Guangdong continuing operations [1][3]. - The company is shifting towards a "next-day delivery + self-pickup" model and exploring new community retail formats while exiting loss-making regions [3]. Group 2: Company Background - Meituan Youxuan's associated company, Shenzhen Meituan Youxuan Technology Co., Ltd., was established in September 2020 with a registered capital of 10 million RMB [4]. - The company is fully owned by Meituan Technology Co., Ltd. and has made direct investments in two enterprises, both of which are currently operational [4]. - As of May 2025, there have been changes in the company's leadership, with Gao Yulong taking over as the legal representative and manager [4].

Core Viewpoint - Meituan's community e-commerce business, Meituan Youxuan, is suspending operations due to long-term unprofitability, with a focus on utilizing existing supply chain capabilities for new business exploration [2][4][7]. Group 1: Business Suspension - Meituan Youxuan has begun closing warehouses and suspending operations as of June 23, 2023, with delivery services halted [2]. - Official announcements indicate a shift in strategy to leverage existing supply chain and distribution networks, focusing on "next-day delivery + self-pickup" models and community retail innovations [4][6]. Group 2: Financial Performance - Meituan Youxuan has faced significant losses, with a reported operational loss of approximately 30 billion yuan in Q4 2020 [8]. - In 2023, Meituan's new business segment, including Meituan Youxuan, reported a total loss of 20.2 billion yuan, a year-on-year reduction of 29% [8]. - By Q3 2024, losses from Meituan's new business were around 1 billion yuan, with Meituan Youxuan's losses estimated at 1.7 billion yuan for the same quarter, indicating a slowing rate of loss reduction [8]. Group 3: Market Position and Strategy - Meituan Youxuan has been crucial for Meituan in reaching lower-tier markets, adding over 100 million new users since its launch [10]. - The business is part of Meituan's broader fresh food strategy, aimed at testing market potential and validating business models, despite facing intense competition from Pinduoduo's Duoduo Maicai [7][8].