Core Viewpoint - Meituan plans to raise US$3 billion through a dual-currency bond offering to strengthen its financial position amid intense competition from Alibaba and JD.com in the instant commerce sector [1][5]. Group 1: Bond Offering Details - Meituan will issue US$1.99 billion in US dollar-denominated bonds and 7.08 billion yuan (approximately US$1 billion) in yuan-denominated notes [1][2]. - The bonds will have maturity terms of six, seven, and ten years, with coupon rates ranging from 4.5% to 5.125% [4]. - The yuan-denominated notes will have tenors of five and ten years, with interest rates of 2.55% and 3.10%, respectively [4]. - The notes received ratings of A- from Standard & Poor's, BBB+ from Fitch Ratings, and Baa1 from Moody's [4]. Group 2: Competitive Landscape - The bond issuance reflects the fierce competition in the instant commerce sector, which combines online shopping with rapid delivery services [5]. - This competition has led to significant promotional subsidies and quick deliveries, impacting Meituan's market share and profit margins [5][7]. - Alibaba's instant commerce unit, Taobao Shangou, achieved a daily delivery volume of over 100 million in early August, closely trailing Meituan's volume [7]. Group 3: Market Dynamics - The instant commerce segment in China serves hundreds of millions of consumers accustomed to ordering a variety of products and services online with expedited delivery [6]. - Analysts indicate that the third quarter saw heightened competition in food deliveries, putting pressure on Meituan's revenue growth and profitability in the short term [8].

最近京东和美团频频上热搜，貌似一直没饿了么啥事。 事情经过 4 月 25 日，有一位成都小姐姐网购后遇到了一个奇葩配送员。（小程程也遇到过奇葩的骑手，我写在最后 了） 这位小姐姐是在淘宝买了一盒消毒液及避孕套，卖家是同城的一个实体店，卖家在饿了么下单送货上门。 小姐姐表示，配送员送到门口就意味深长地看着自己，后来还发短信骚扰。 不过今天它终于上热搜了！ 在被骚扰后，小姐姐很纳闷，明明东西用黑色塑料袋包装，而且小票上信息也是隐藏了，但配送员仍知晓具体 物品信息，怀疑东西被拆或系统信息泄露了，于是她投诉了。 商家 饿了么客服回应 后续：骑手道歉，当事人原谅 小程程在小红书找到当事人发的后续了： Bonus：我遇到的奇葩骑手 刷到这个热搜时，小程程就想起前几年遇到一个某团的骑手，他给邻居送东西后，然后居然把我家买的东西 （送货到门口的）给偷走，正好被可视门铃监控拍下来了。 商家拒绝退货退款，但平台介入后承诺保护用户隐私 门店目前也已拉黑了这名骑手，不让他再接门店的订单 我给了他改正机会（找邻居帮忙电联让其送回），但他拒不承认偷窃，只能报警处理 + 曝光。（我用是个人 小号曝光，不是大号 ）。 最后是外卖站点的站长带 ...