（文章来源：第一财经） 据第一财经记者了解，由于台风"桦加沙"来袭，根据政府部门的防控要求以及为保障骑手安全，美团外 卖已迅速启动了特殊天气应对预案，将于9月23日18点起在深圳暂停外卖服务。 ...

美团最近上线了新Agent"小美"，主打对话框操作，帮懒人快捷点外卖。打开位置和数据权限后，小美 会结合时间和口味推荐产品，所有门店信息、价格、配送细节一目了然。Agent"小美"，它真的省事儿 吗？本期视频我们实测了一下。 文章链接：https://www.huxiu.com/article/4782315.html 阅读原文：美团新Agent，懒人福音？_虎嗅网 文章标题：美团新Agent，懒人福音？ ...

Core Viewpoint - Meituan Waimai is enhancing its "Mingchu Liangzao" initiative by providing subsidies to more merchants, aiming to promote transparency in food preparation and increase consumer trust [1][2]. Group 1: Initiative Details - The "Mingchu Liangzao" program was launched earlier this year, allowing merchants to apply for live streaming of their kitchens, with consumers able to recommend merchants for participation [1]. - Meituan is offering hardware and installation subsidies, as well as platform traffic support, to help quality food safety merchants develop better [1]. - A total investment of 100 billion yuan is planned to support the initiative, which aims to cover 100,000 stores and strengthen industry infrastructure [1]. Group 2: Participation and Impact - As of mid-September, 300,000 merchants, over 3,000 chain brands, and 60,000 chain stores have joined the "Mingchu Liangzao" program [1]. - Merchants participating in the program have seen order volume increase by 5% to 8.6%, a 23% reduction in consumer complaints, and a 12% increase in repurchase rates [2]. - Positive consumer feedback has increased, with keywords like "trustworthy," "clean," and "hygienic" rising from 12% to 35% in reviews [2]. Group 3: Technological and Operational Support - Meituan has launched a dedicated channel for "Mingchu Liangzao" on its app, enhancing visibility and resources for participating merchants [3]. - The company is providing free AI inspection capabilities to identify non-compliance behaviors in kitchens [3]. - Future investments will focus on improving camera hardware and data synchronization to enhance the live streaming experience [3]. Group 4: Pilot Programs - Pilot programs for "Mingchu Liangzao" have been initiated in provinces such as Zhejiang, Jilin, and Gansu, allowing merchants to showcase food preparation live [4].

Group 1 - Meituan Waimai announced an increase in subsidies for the "Mingchu Liangzao" program to 500 million yuan to help merchants enhance kitchen transparency [2] - As of mid-September, 300,000 merchants, over 3,000 chain brands, and 60,000 chain stores have participated in the "Mingchu Liangzao" initiative [2]

Group 1 - Meituan Waimai announced an increase in the "Mingchu Liangzao" subsidy to 500 million yuan to help merchants enhance kitchen transparency [1] - Meituan will distribute assistance funds to help merchants increase revenue, support and reward high-quality merchants, and expand the "Mingchu Liangzao" initiative to cover 100,000 stores, with a total investment reaching 100 billion yuan [1] - As of mid-September, 300,000 merchants, over 3,000 chain brands, and 60,000 chain stores have participated in the "Mingchu Liangzao" program [1]

Core Viewpoint - Meituan's international food delivery brand Keeta has officially launched operations in Kuwait, marking its third entry into the Gulf region after Saudi Arabia and Qatar, indicating the company's aggressive overseas expansion strategy despite increasing domestic competition [1] Group 1: Company Expansion - Keeta's user base and order volume have rapidly increased since its entry into Saudi Arabia in September 2024 [1] - The brand launched in Qatar in August 2023 and entered Kuwait less than a month later, showcasing a swift expansion in the Middle East [1] - Meituan plans to continue exploring new overseas markets, with expectations for Keeta to enter the UAE by the end of the year and pilot 1-2 cities in Brazil in the coming months [1] Group 2: Investment Plans - Meituan's management has indicated that the Middle East and Latin America are key areas for overseas expansion [1] - The company plans to invest $1 billion in Brazil over the next five years, targeting 15 major metropolitan areas and 1,000 cities [1]

花旗发布研报称，美团旗下国际餐饮外送品牌Keeta于昨日正式进军科威特市场。这显示即使面对内地 市场日趋激烈的竞争，美团对海外市场扩张仍相当积极、并未松懈。展望未来，市场预期Keeta将于年 底前进军阿联酋，并计划未来数月于巴西试点1至2个城市。美团管理层此前曾表明，中东及拉丁美洲是 海外扩张重点，未来五年将于巴西投资10亿美元，目标覆盖15个主要都会区及1000个城市。 智通财经APP获悉，美团-W(03690)再涨超4%，截至发稿，涨4.59%，报104.9港元，成交额34.78亿港 元。 消息面上，9月15日，美团旗下国际外卖品牌Keeta正式在科威特启动运营，成为其继沙特阿拉伯、卡塔 尔之后，在中东海湾地区的第三个落点。据悉，自2024年9月进入沙特阿拉伯，Keeta用户数与订单量快 速增长。今年8月，Keeta上线卡塔尔，时隔不到一个月，又正式进入科威特。未来，Keeta将持续深耕 中东，并积极探索更多海外新市场。 ...

迅猛扩张，Keeta中东版图再添一城 在本土市场竞争日益白热化之际，美团正将其战略延伸至海外。最新动态显示，美团于当地时间9月15日上午11时在科威特正式推出Keeta服务。 追风交易台消息，据花旗15日发布的研究报告指出，此次扩张距离其进入卡塔尔市场（8月19日）尚不足一个月，显示出其快速渗透海湾合作委员 会（GCC）其他市场的节奏。科威特是Keeta继沙特阿拉伯和卡塔尔之后进入的第三个中东市场。 根据花旗的数据，截至9月15日，Keeta已在科威特的苹果iOS和谷歌Google Play应用商店中，登顶餐饮类App下载榜第一。在其进入近一年的沙 特市场以及新近进入的卡塔尔市场，Keeta依然维持着同类应用下载量榜首的位置。 花旗分析师在报告中指出，美团对海外市场扩张的承诺似乎并未因国内市场的激烈竞争而改变。分析师预计，凭借其成熟的运营模式和补贴策 略，Keeta有望在几个月内迅速成长为科威特市场排名前两到三位的参与者。花旗对其维持"中性/高风险"评级，给出了133.00港元的目标价，较当 前股价存在33%的上涨空间。 花旗评级"中性/高风险"，但看好未来估值 尽管海外扩张势头迅猛，但花旗对美团依然给出了" ...

福利方面，7月1日起，"新就业形态人员职业伤害保障"（骑手工伤保险）已扩至17个省市，美团按单 缴费、每单必保、每人必保。2022年试点以来，截至今年上半年，美团已累计缴费超15亿元。（第一 财经记者 陆涵之） 美团数据显示，2025年上半年，全国高频骑手月均收入6949至10201元。以熟练骑手组成的"乐 跑"群体为例，在北上广深等高线城市月收入可达12826元。二季度以来，面对高温及订单高峰，各线 城市高频骑手月均收入同比增幅均超20%。 ...

Core Insights - Brazilian President Lula met with Didi's founder and CEO Cheng Wei, along with executives from Didi and its subsidiary 99, to discuss a significant investment in the food delivery sector [1] - 99 announced an additional investment of 2 billion Brazilian Reais (approximately 2.6 billion RMB) in its food delivery platform 99Food, which will be fully implemented by June 2026 [1] - The investment aims to expand 99Food's operations from two cities to 15 by the end of the year and to 35 cities by January 2026 [1] Investment Details - The new investment will include 50 million Brazilian Reais (approximately 65 million RMB) allocated for building support points for delivery personnel, providing rest areas, drinking water, and sanitation facilities [1] - Additionally, 99 will launch a welfare support plan valued at 6 billion Brazilian Reais (approximately 7.8 billion RMB), which includes credit support for delivery workers to purchase or lease electric motorcycles and bicycles [1] Strategic Importance - Cheng Wei emphasized Brazil's significant role in Didi's global strategy, highlighting the country's scale, innovation, and opportunities [1] - The meeting and investment plan are seen as a continuation of Chinese enterprises increasing their presence in the digital economy and green transportation sectors in Latin America [1]