Core Viewpoint - Meituan-W (03690) is expanding its overseas food delivery platform, Keeta, into the Middle East, with plans to cover more cities and recruit teams and merchants [1] Group 1: Business Expansion - Keeta is extending its business coverage to cities in the UAE, Kuwait, Qatar, and Bahrain, with operations already in 20 Middle Eastern cities as of the end of August [1] - The company plans to enter the Saudi market by September 2024 and is close to completing recruitment processes for the Kuwait market, aiming for a launch in late 2025 or early 2026 [1] - Keeta may consider acquiring a local delivery or logistics company in Kuwait to facilitate its business operations [1] Group 2: Market Projections - Morgan Stanley forecasts that Keeta aims to cover all six Gulf countries (Saudi Arabia, UAE, Qatar, Kuwait, Oman, and Bahrain) within the next three years, with a potential entry into the UAE in the second half of this year [1] - By 2028, Morgan Stanley estimates that Keeta's market share in the Middle East could reach 20%, with a Gross Merchandise Volume (GMV) of $6 billion [1]

Core Insights - The takeaway from the articles is that Meituan is shifting its strategy from competing on order volume to focusing on retaining high-value members through entertainment marketing initiatives [1][26][30] Group 1: Membership Strategy - Meituan has changed its operational strategy to protect its high-value members, specifically targeting those who spend over 10,000 yuan and 30,000 yuan annually [1][32] - The company is implementing various entertainment marketing campaigns to engage its members, such as the "Order Takeout to Win Concert Tickets" initiative [8][26] - The membership system has been upgraded to include more comprehensive benefits, integrating various lifestyle services and enhancing user engagement [30][34] Group 2: Marketing Campaigns - The "Order Takeout to Win Concert Tickets" campaign features popular artists like Jay Chou and others, aiming to attract user participation and boost member spending [8][9] - Another campaign, "Eat Takeout to Meet McGrady," offered prizes like signed jerseys and custom wristbands, further incentivizing user engagement [16][18] - The "Order for Movie Merchandise" campaign allows users to redeem prizes by placing orders, showcasing a diverse approach to member engagement [24][26] Group 3: User Engagement and Spending - Users can earn points based on their spending, with a maximum daily point cap of 10,000, while actual spending can exceed this limit, encouraging higher consumption [11][18] - The highest recorded contribution in the concert ticket campaign reached 4,737 points, indicating significant spending by users to participate [11][14] - The average annual spending of Meituan's black diamond members is projected to be 23 times that of regular users, highlighting the importance of high-value members [35] Group 4: Competitive Landscape - The competition among major platforms is intensifying, with companies like JD and Alibaba also enhancing their membership offerings to attract high-value users [36] - Meituan's unique advantage lies in its ability to integrate local lifestyle services, positioning itself as a foundational service infrastructure rather than just a transaction platform [36] - The ongoing battle for high-net-worth members is expected to be a key focus in the next phase of the food delivery industry [35][36]

【#京东外卖为骑手交齐五险一金##京东外卖全职骑手数量超15万人#】京东集团CEO许冉表示，全职骑 手或者类似全职的骑手，和平台是实质性的劳动关系，通过各种手段，钻政策漏洞、逃避劳动关系责 任，并非一个道德问题，而是一个法律问题、底线问题。到目前为止，京东外卖是业内唯一一家与骑手 签订正式的劳动合同，且交齐五险一金的平台。京东外卖全职骑手数量超15万人。（中国企业家） ...

格隆汇8月12日｜8月12日，美团外卖正式启动"堂食提振"计划，首批将向全量会员发放进店消费券。美 团此前已宣布启动小店助力金计划，将为餐饮小店发放最高5万元的助力金。在今年立秋期间，首批助 力金已经送达商家手中。 ...

Core Insights - The article highlights the significant growth in the number of delivery riders and their income on the Ele.me platform, particularly during the summer season, with a focus on the positive feedback from riders regarding their experiences and expectations [1][2][3] Group 1: Rider Performance and Income Growth - Ele.me reported a 181% increase in monthly active riders since the launch of Taobao Flash Purchase, with a 236% increase in crowd-sourced riders [1] - The number of riders earning over 10,000 yuan in July reached 2.8 times that of the previous year [1] - On August 7, the number of riders on Ele.me reached 3.5 times that of the previous year, coinciding with a peak in transactions from over 300,000 small restaurants [1] Group 2: Rider Welfare and Support Initiatives - Ele.me has initiated measures to improve rider welfare, including social security contributions for willing riders, which has become a necessity for many [2] - The company has implemented various support initiatives such as order rewards, weather subsidies, and flexible delivery time matching to enhance rider protection [3] - Riders have expressed their appreciation for the company's efforts to improve their working conditions and overall quality of life [2][3] Group 3: Community Engagement and Recognition - Ele.me has recognized riders who have performed heroic acts, awarding them the title of "Community Hero" and providing substantial rewards for their bravery [3] - The company aims to continue incentivizing positive community actions among riders, reinforcing their role as essential contributors to urban life [3][4] - The commitment to enhancing riders' living conditions and social security is a priority for Ele.me moving forward [4]

Group 1 - Ele.me held a rider communication meeting in Hangzhou on August 11, with participation from riders across Shanghai, Zhejiang, and Jiangsu, highlighting significant growth in rider income and employment [1] - Since the launch of Taobao Flash Purchase, the monthly active rider count for Ele.me has increased by 181%, with a 236% growth in crowd-sourced riders, and the number of riders earning over 10,000 yuan in July reached 2.8 times that of the previous year [1] - The overall number of Ele.me riders has reached 3.5 times that of last year, with over 300,000 small restaurants breaking transaction peaks on August 7 [1] Group 2 - Ele.me expressed gratitude towards riders for their hard work, emphasizing that healthy competition benefits all participants, and is committed to improving rider experience and support through various initiatives [1] - This summer, Taobao Flash Purchase and Ele.me have implemented multiple measures including order rewards, weather subsidies, enhanced new rider benefits, and flexible delivery time matching during adverse weather [1] - Ele.me has recognized riders who performed heroic acts, awarding them the title of "Community Heroes" and pledging to continue rewarding positive actions and increasing support for riders' livelihoods and development [2]

新浪科技讯 8月11日晚间消息，今日，饿了么在杭州召开骑手交流会，来自上海、浙江、江苏等多地的 骑手纷纷表达了夏季跑单的感受、反馈与期待。饿了么负责人表示，感谢并致敬每一位骑手，将持续加 大投入，让骑手体验与保障更好，并持续优化骑手服务举措。 数据显示，淘宝闪购上线以来，截至7月底，饿了么骑手月活数量整体增长181%，其中众包骑手增长 236%；同时，7月收入超过1万元的骑手数量达到去年2.8倍。 据介绍，这个夏天淘宝闪购联合饿了么，加码订单奖励、加大天气补贴、加深新人权益、加强防暑保 障，在恶劣天气下提供超时免责、匹配灵活配送时间等多项举措，以及开展智能装备升级、实惠骑手 餐、话费换电补贴、骑手亲子暑期研学营等活动，持续提升骑手保障。 在立秋当天，这一增长更加显著。8月7日，30多万餐饮小店成交突破峰值同时，饿了么骑手整体数量达 到去年的3.5倍。 "我们衷心感谢每一位骑手。夏天的每一单送达，都离不开大家的奔波与付出。"交流会上，饿了么负责 人表示，良性竞争让所有参与者获益，饿了么与淘宝闪购一起，正通过普惠措施及关怀项目，全面改善 骑手的工作与生活。 责任编辑：何俊熹 ...

据了解，"某平台"为美团外卖平台。活动规则显示，活动时间与报名时间均为2025年8月9日-8月15日， 用户每消费1元累计1分"餐饮外卖成长值"，系统根据单日成长值实时排名发放奖励。每个自然日餐饮外 卖成长值排名前10名的用户可获得免费演唱会门票，其中前3名的用户可获得内场双人票，第4~10名用 户可获得看台单人票，具体可获得的演唱会门票信息以页面展示为准。 根据美团外卖所公布的信息来看，所涉及的演唱会为张杰演唱会西安场、鹿晗演唱会南昌场，华晨宇演 唱会苏州场、周杰伦演唱会济南场、谢霆锋演唱会重庆场、孙燕姿演唱会重庆场、刀郎演唱会乌鲁木齐 场。 8月10日，2025鹿晗Season4亚洲巡演官博@这就是Season4 发文称，"如下某平台活动及话题，均非我方 及鹿晗先生官方授权合作，已侵犯鹿晗先生的人格权及我方对该演唱会的独家合法权益。对此我方已完 成取证，并保留依法追诉的权利。在此也提醒广大消费者，勿轻信此类未经授权的营销信息，谨防权益 受损。" 随后，@鹿晗工作室 转发此文，并强调，"请认准官方渠道，勿轻信此类未经授权的营销信息，保护好 自身隐私及财产安全，谨防权益受损。" 新浪科技就此事向美团方面求证。 ...

Group 1: Business Expansion and Investment - Meituan's Keeta plans to expand operations in multiple cities across the Middle East, including the UAE, Kuwait, Qatar, Bahrain, and Brazil, with significant recruitment efforts in Dubai, Kuwait City, Doha, and São Paulo [2] - MGX, an Abu Dhabi investment group, is considering raising up to $25 billion for AI infrastructure investments, aiming to become one of the largest entities in this sector globally [5] - The Abu Dhabi Customs reported a 34.7% increase in non-oil foreign trade in the first half of 2025, reaching 195.4 billion dirhams, indicating strong economic activity [4] Group 2: Automotive Industry Growth - In the first half of 2025, the UAE became the second-largest destination for Chinese car exports, with 214,300 vehicles exported, marking a 58.5% year-on-year increase [3] - Chery's iCAUR brand launched two new hybrid SUVs in Dubai, highlighting the growing presence of Chinese automotive brands in the UAE market [2] Group 3: Technological Advancements - Dubai has established over 1,270 electric vehicle charging stations, supporting over 40,600 electric vehicles, as part of its goal to increase the share of electric and hybrid vehicles to 50% by 2050 [7] - The introduction of an AI-based smart parking system in Dubai aims to enhance parking experiences and streamline payment processes [7] Group 4: Tourism and Economic Indicators - Dubai welcomed 9.88 million international overnight visitors in the first half of 2025, a 6% increase compared to the previous year, with significant contributions from the GCC and MENA regions [8] - Qatar's industrial production index rose to 101.9 points in Q2 2025, reflecting a 2.8% quarter-on-quarter growth, driven by strong investment inflows [9]

经济观察网据央视财经消息，今年4月以来，各大外卖平台掀起了激烈的"补贴大战"，订单量一次次破 纪录。乍一看，消费者得实惠，商家多卖货，好像两全其美。然而，不少商家反映，店里的日子更难 了。 记者调查发现，外卖平台制定的优惠机制，补贴由平台和商家共同承担，部分订单因活动叠加，成本甚 至超过收入，出现商家倒贴出货的情况。尽管如此，大多数商户为维持平台曝光量，仍不得不参与各平 台的补贴政策。 专家表示，外卖大战的实质是资本驱动下的"以烧钱换市场"为特征的"内卷式"博弈，其本身就是"不可 持续陷阱"。如果平台通过抬高佣金、压低价格等方式，将经营成本转嫁给商户和骑手，不仅会加剧行 业内的无序竞争，也可能在服务质量和消费者体验上埋下隐患。"外卖大战"，应从"卷价格"向"卷价 值""卷服务"转变。唯有共建共享、规范有序的平台生态，才能为中国餐饮产业和数字经济发展注入真 正可持续的增长动力。 一家粤菜馆6月接到外卖订单4158单，营业额162215.8元。但减去商家补贴、平台佣金、配送服务费、 房租、人工、水电气、食材等成本后，利润是-10340.47元。 一早餐店平均一天有近1000个外卖订单，但利润很低，甚至根本没有利润 ...