10月16日上午，"酒类行业新机遇·美团酒饮闪电仓大会"在南京成功举办。作为第113届全国糖酒会的重 要组成部分，本次大会在全国糖酒会组委会与中国酒类流通协会的共同指导下，聚焦"酒类即时零售"新 趋势，致力于推动酒类行业向数字化、连锁化、场景化方向转型，助力品牌与商家抢占即时零售新赛 道。 会议围绕"酒饮闪电仓"这一创新模式展开深入探讨，涵盖战略发布、商家实战分享、系统赋能解析等多 个维度，为行业提供了从模式构建到运营落地的完整解决方案参考。 行业聚焦，共探酒类即时零售新路径 本次大会由行业权威机构联合指导，汇聚了来自产业链各环节的核心代表。中粮会展（北京）有限公司 副总经理、全国糖酒会组委会副秘书长王昊，中国酒类流通协会监事长、办公室主任刘雪清，江苏酒类 行业协会常务副秘书长龚诺，美团酒饮闪电仓负责人夏国佼等行业协会领导和嘉宾莅临现场，展现了行 业对即时零售新赛道的高度重视。大会还邀请了酒易淘、布马甜酒铺等知名酒商代表参与分享。 大会开场，全国糖酒会组委会代表在致辞中指出，当前食品行业正处于结构升级、酒类行业深度调整的 关键阶段。她强调，美团酒饮闪电仓代表着一种全新的即时零售酒水供给模式，精准契合了年轻一 ...

Investment Rating - The investment rating for Meituan-W (03690) is "Buy" (maintained) [1] Core Views - The report emphasizes the potential of AI empowerment to enhance both customer experience and operational efficiency. Meituan's strategic upgrade to "Retail + Technology" aims to integrate technological capabilities deeply into local life services and retail businesses, focusing on areas such as instant retail, smart supply chains, and unmanned delivery [4][10] Summary by Sections Financial Performance - For 2023, Meituan's revenue is projected at 276,563 million, with a year-on-year growth of 26%. The adjusted net profit is expected to be 23,253 million, reflecting a significant increase of 730% [13] - Revenue forecasts for 2024, 2025, and 2026 are 336,699 million, 385,681 million, and 435,161 million respectively, with growth rates of 22%, 15%, and 13% [10] - Adjusted net profit forecasts for the same years are 42,305 million, 52,213 million, and 70,790 million, with growth rates of 82%, 23%, and 36% [10] Business Strategy - Meituan has accelerated its layout in B-end SaaS since 2016, providing comprehensive solutions for merchants in management, marketing, and supply chain [5] - The company is focusing on AI's role in enhancing operational efficiency in the restaurant SaaS sector, drawing parallels with successful overseas examples [5][6] - The report highlights Meituan's investment in robotics and automation technologies, with over 30 investments in related companies since 2021 [9] Market Positioning - Meituan's strategic focus on AI and technology integration is expected to create a competitive edge in the retail sector, particularly in enhancing customer experience through personalized services and operational efficiencies [7][10] - The report notes the significant advancements in Meituan's unmanned delivery capabilities, including the development of autonomous driving technology and drone delivery services [8][9] Future Outlook - The report maintains a positive long-term outlook on Meituan's operational and organizational capabilities, emphasizing the importance of its "extreme execution" strategy in the retail sector [10] - The anticipated acceleration of generative AI commercialization and macroeconomic improvements are expected to positively impact Meituan's business performance [6][10]