即时零售带来购物新体验 12月15日，美团团好货业务发布内部邮件，称食杂零售管理团队经研究讨论，决定暂停团好货业务，聚 焦探索零售新业态。 据公开资料显示，团好货是美团自主孵化的B2C电商业务，2020年8月，团好货以小程序形态推出后， 凭借"产地直发+低价拼团"模式精准踩中市场需求，依托美团外卖积累的庞大流量池，2020年12月提升 至"美团APP"一级入口，后更名为美团电商。团好货与外卖、到店业务并列，通过生鲜日用品补贴快速 破局，日单量迅速突破10万单，货品种类覆盖18大类，成为当时美团零售板块的重点布局。 美团的电商策略正随着市场发生改变：关注即时零售，淡化快递电商。团好货内部邮件显示，该业务作 为美团快递电商业务探索者，积累了商品零售相关经验，但近年来随着食杂零售行业创新发展，快递电 商难以承接即时零售用户的需求，"我们将顺应趋势，主动求变。"此外，对于此次调整涉及的人员，内 部将进行沟通，详细说明后续的方案。 今年以来，美团加大力度发展零售新业态，推动零售战略转型升级。美团第三季度财报显示，包括食杂 零售业务在内的新业务板块增长强劲，实现营收280亿元，同比增长15.9%。同时，三季度即时零售日 ...

一边是社区团购业务收缩关停，一边是大举进军线下新零售业态——美团正迎来一次关键的战略转向。 近日，美团内部邮件宣布暂停旗下"团好货"（美团电商）业务，标志着这家本地生活巨头正式放弃快递电商赛道，转而集中资源，深耕"30分钟生活圈"。 文 | 娱乐资本论 亚娜 内部邮件中指出了关停这一业务的核心因素：这种快递电商模式难以承接即时零售用户的需求，因而美团团好货业务"将顺应趋势，主动求变。" 在剁椒Spicy看来，这次业务关停的另一本质在于：在外卖大战影响下，美团财务承压，需要将资源集中向高增长业务倾斜。 今年6月，美团刚刚收缩了社区团购业务——美团优选，彼时就引发了不少老用户感慨，"美团优选质量要比同行好多了，关停确实可惜。" 但这次，团好货的关停未能引发用户层面的大规模讨论，这也侧面反映出了这一老业务的边缘化。 美团优选和团好货这两大业务的关停、收缩，是美团战略性转向的重要标志。与其缠斗已经流量红利见顶的货架电商，不如集中火力发挥自身长板。按美 团官方的表述，这叫明智撤退。 与之形成鲜明对比的是，美团小象超市和快乐猴超市在线下开启大举进攻。继快乐猴超市"北上"连开三家社区门店后，首家小象超市也将在12月19日落 ...

我国首批L3级自动驾驶车型获批准 15日，工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可，两款分别适配城市拥堵、高 速路段的车型将在北京、重庆指定区域开展上路试点，标志着我国L3级自动驾驶从测试阶段迈入商业化应 用的关键一步。 智元机器人将于12月22日发布擎天租平台 据"智元AGIBOT"公众号消息，智元机器人将于12月22日举办擎天租平台发布会，消息提到，首批租赁服务 商和用户可参与体验活动，实现机器人按需租赁。 我国离岸距离最远海上风电项目全容量并网 今天（15日），随着最后一台风机成功启动，我国离岸最远海上风电项目——三峡江苏大丰800兆瓦海上风 电项目实现全容量并网，标志着我国海上风电向深远海迈进取得了又一重大突破。 广东人工智能和机器人产业核心指标位列全国第一 12月13日，2025年粤港澳大湾区人工智能与机器人产业大会开幕式上发布的《AIR珠江指数报告（2025）》 显示，广东省人工智能与机器人产业的企业实力、发展潜力、行业应用、产业链接4项核心指标均位列全国 第一。从产业规模看，2024年广东省人工智能核心产业规模2200亿元，同比增长约22%。2024年，广东省智 能机器人产 ...

International Market Overview - The European stock indices closed higher, with the German DAX up 0.07% at 24,203.43 points, the French CAC40 up 0.7% at 8,124.88 points, and the UK FTSE 100 up 1.06% at 9,751.31 points [11] - The US stock market saw slight declines, with the Dow Jones down 0.09% at 48,416.56 points, the S&P 500 down 0.16% at 6,816.51 points, and the Nasdaq down 0.59% at 23,057.41 points [11] - The Hong Kong Hang Seng Index closed down 1.34% at 25,628.88 points, with the Hang Seng Tech Index falling 2.48% [11] - The Nikkei 225 index in Japan fell 1.31% to 50,168.11 points, while the KOSPI index in South Korea dropped 1.84% to 4,090.59 points [11] Domestic News - The article by Xi Jinping in "Qiushi" magazine emphasizes that expanding domestic demand is a strategic move essential for long-term economic stability and security [12] - In November, China's industrial output increased by 4.8% year-on-year, while the service production index rose by 4.2% [13] - The Ministry of Commerce and other departments issued a plan to promote high-quality development in the service outsourcing sector, aiming to cultivate competitive enterprises by 2030 [14] - The National Bureau of Statistics reported a decline in housing prices across 70 cities, with a year-on-year decrease expanding [15] Company News - Meituan announced the suspension of its "Tuan Hao Huo" business to focus on exploring new retail formats [16] - Nvidia released the latest version of its AI model series, Nemotron 3, aimed at providing customizable AI development capabilities across industries [16] - Aerospace Electronic plans to increase its investment in its subsidiary by 728 million yuan [16] - Pengding Holdings intends to invest a total of 4.297 billion yuan in a Thai park by 2026 [16] - Jingjia Microelectronics reported that its subsidiary's AI SoC chip has completed key development stages [16] Research Recommendations - The report on low-altitude economy highlights various developments, including the establishment of a logistics route for drones and the successful test flights of new drone models [17] - The report on 3D NAND suggests that it may become a new growth curve in storage, driven by the expansion of AI applications [18] - The report on the computer industry notes Google's collaboration with a Chinese company to develop AR glasses, marking a significant advancement in the AR field [19]

Group 1 - McDonald's has increased prices for various menu items by 0.5 to 1 yuan, including a 1 yuan increase for the Big Mac and Double Fillet-O-Fish [2] - Hong Kong's visitor numbers reached approximately 45 million in the first 11 months of the year, surpassing the total for the previous year, with a 12% year-on-year increase [3] - Douyin E-commerce updated its content governance regulations to ensure that creators adhere to scientific evidence and industry standards when publishing content related to counterfeiting and product reviews [4] Group 2 - The National Bureau of Statistics reported a steady expansion in consumer spending, with a focus on enhancing employment and income, and emphasized the need to boost consumer confidence [5][7] - GuoXia Technology's IPO in Hong Kong received over 1800 times oversubscription, raising more than 130 billion HKD, indicating strong interest from global long-term funds [6] - Meituan announced the suspension of its "Tuan Hao Huo" business to focus on exploring new retail formats, reflecting a strategic shift in response to market trends [10] Group 3 - SpaceX is reportedly planning to go public in the second half of next year, with a target valuation of approximately 1.5 trillion USD, which could make Elon Musk the world's first trillionaire [11] - SK Hynix has ordered new thermal compression bonding machines from ASMPT to support the production of HBM4, with a total contract value estimated at around 30 billion KRW [13] - The U.S. chip policy remains inconsistent, as recent approvals for NVIDIA to sell AI chips to China are juxtaposed with legislative efforts to restrict such sales, highlighting ongoing tensions in the semiconductor sector [14]

12月15日，美团团好货业务发布内部邮件，称食杂零售管理团队经研究讨论，决定暂停团好货业务，聚焦探索零售新业态。 公开资料显示，团好货是美团自主孵化的B2C电商业务，2020年8月，团好货以小程序形态推出后，凭借"产地直发+低价拼团"模式精准踩中市场需求，依 托美团外卖积累的庞大流量池，2020年12月提升至"美团APP"一级入口，后更名为美团电商。团好货与外卖、到店业务并列，通过生鲜日用品补贴快速破 局，日单量迅速突破10万单，货品种类覆盖18大类，成为当时美团零售板块的重点布局。 校对：杨立林 END 潜望系列深度报道丨股事会专栏丨投资小红书丨e公司调查丨时报会客厅丨 ...

Group 1 - The core point of the article is that Meituan has decided to suspend its "Tuan Hao Huo" business to focus on exploring new retail formats [1][6]. Group 2 - "Tuan Hao Huo" is a B2C e-commerce business independently incubated by Meituan, launched in August 2020, which quickly gained traction by leveraging a "direct delivery from the source + low-price group buying" model [6]. - The business was integrated into the Meituan app in December 2020 and was a key part of Meituan's retail strategy, achieving over 100,000 daily orders and covering 18 product categories [6].

Core Viewpoint - Meituan's "Tuan Hao Huo" business has been suspended to focus on exploring new retail formats, reflecting a strategic shift in response to market changes [3][7]. Group 1: Business Strategy - Meituan's e-commerce strategy is evolving towards instant retail while downplaying traditional express e-commerce [7]. - The company aims to adapt to trends and actively seek changes in its business model [7]. - The suspension of "Tuan Hao Huo" will involve internal communication regarding the future plans for affected personnel [7]. Group 2: Financial Performance - Meituan's new business segments, including grocery retail, reported strong growth with revenues reaching 28 billion yuan, a year-on-year increase of 15.9% [7]. - Instant retail saw a peak of over 150 million daily orders in July, with more low-frequency users transitioning to high-frequency usage [7]. Group 3: Market Trends - Instant retail is gaining traction, with sales during this year's Double 11 shopping festival reaching 67 billion yuan, a 138.4% year-on-year increase [8]. - The growth in instant retail is driven by high-frequency purchases that stimulate lower-frequency buying, breaking through growth bottlenecks [8]. - Major brands are increasingly entering instant retail platforms, as evidenced by the participation of over ten thousand stores during the recent Double 11 event [8]. Group 4: Industry Insights - The rise of instant retail signifies a new phase in e-commerce competition, blending "far-field + near-field" strategies [9]. - Traditional e-commerce must enhance last-mile delivery capabilities, while local businesses leverage instant retail to challenge traditional e-commerce supply chain resilience [9].

文 | 超聚焦 快递电商，美团也不干了？ 12月15日，美团宣布暂停团好货业务，将战略重心转向探索零售新业态。 美团食杂零售团队在内部邮件中指出，作为美团快递电商业务的早期探索业务，团好货已积累商品零售 经验，但面对食杂零售行业的快速创新，现有快递电商模式难以满足即时零售用户需求。针对业务调整 涉及的人员，团队称将启动一对一沟通，详细说明后续安置方案。 翻译成大白话就是：我们试过了，但用做全国快递生意的逻辑，服务不好我们App里那些想"30分钟万 物到家"的用户。 从2020年高调上线，对标拼多多，到如今黯然离场，团好货的五年快递电商探索之路画上了句号。 这不禁让人发问，美团建立在数百万外卖骑手之上的即时配送网络，究竟能否撑起一个与淘宝、拼多多 同维竞争的快递电商帝国？或者说，送外卖的，揽得了送快递的活儿吗？ 一场始于对标， 终于"基因冲突"的电商梦 回望团好货五年来的跌宕起伏，像是一部浓缩的互联网业务兴衰史，其身上清晰地烙印着美团在电商领 域的野心、摇摆与无奈。 2020年8月，团好货正式上线，主打"产地直发"和"团购模式"。彼时，拼多多势如破竹，社区团购烽烟 四起，美团急需在本地生活之外，找到新的增长曲线 ...

美团近期发布的2025年第三季度业绩公告显示，公司出现自2022年以来的首次季度亏损。其中，核心本 地商业分部经营溢利同比大幅下降，转为经营亏损141亿元人民币；包含社区团购等业务的新业务分 部，经营亏损也同比扩大至13亿元。 凤凰网科技讯 12月15日，"电商行业"微博发布美团优选于12月15日关停了广东省区域的服务。相关社 区团长收到的通知显示，"由于业务转型升级，我们将于即日起停止您所在社区的服务"。据南方日报此 前报道，今年6月美团优选已收缩业务，仅保留广东、浙江等部分区域。 此次业务调整并非孤立事件。美团的B2C电商业务"团好货"也已通过内部邮件宣布暂停，将资源聚焦于 零售新业态的探索。该业务曾于2020年上线并一度占据美团App一级入口。 ...