Industry Environment - Chinese companies' overseas expansion has shifted from "business supplement" to "business necessity," emphasizing the importance of local adaptation, brand building, and talent development [2] - The global trade environment remains tense, particularly affecting the solar industry, with a significant decline in exports to the U.S. and Europe, while Southeast Asia shows growth in component exports [3][4] - The cultural products sector is experiencing rapid growth in overseas markets, with digital content and gaming becoming key areas for international competitiveness [5] - The food and beverage market in Indonesia and Thailand shows strong consumer demand, with significant market sizes of nearly $50 billion and $40 billion respectively [6] - The gaming and esports industry is rapidly developing, with policies supporting international expansion and a notable increase in overseas sales revenue [7] Key Brand Dynamics - LABUBU, a trendy toy IP, exemplifies the successful global expansion of Chinese creative products, with significant growth in overseas markets [15] - iFLYTEK has established a global presence with its AI products, achieving substantial revenue growth and expanding its international market reach [17] - BlueFocus plans to go public in Hong Kong, focusing on AI development and international business expansion, despite low profit margins [18] - BYD has seen remarkable sales growth in Europe and Asia, surpassing Tesla in several markets, showcasing its strong global competitiveness [19] - Junlebao is enhancing its international image and product quality to address challenges in the dairy industry as it expands overseas [21] - Anjoy Foods is launching an IPO to optimize its supply chain and expand its global footprint, with a significant market share in the frozen food sector [22] - Haitian Flavor Industry's IPO faced challenges due to market concerns over its revenue structure, highlighting the need for successful overseas market penetration [23] - Meituan is expanding its instant retail strategy internationally, leveraging its existing infrastructure and local partnerships to enhance its global presence [26] - YI Technology has achieved significant market share in the global camera industry through innovation and a strong international strategy [27]

Core Insights - Meituan announced a comprehensive expansion of its instant retail business to enhance the quality and upgrade the retail new format [2][3] - The company has developed various instant retail formats, including Meituan Flash Purchase, Little Elephant Supermarket, and Meituan Preferred, to cater to consumer needs [2] Group 1: Business Expansion - Meituan Flash Purchase collaborates with nearly one million physical stores to offer a "30-minute delivery" service and has built over 30,000 flash warehouses nationwide [2] - During the recent 618 shopping festival, over 100 million users placed orders through Meituan Flash Purchase [2] - Little Elephant Supermarket has established nearly 1,000 front warehouses in 20 cities, aiming for a sales target of over 20 billion yuan in agricultural products this year [2] Group 2: Strategic Developments - Meituan Flash Purchase will continue to expand its product categories and optimize the shopping experience for 1 billion consumers [3] - Little Elephant Supermarket plans to expand its coverage to all first and second-tier cities and will source directly from 200 high-quality agricultural regions [3] - Meituan Preferred will focus on supply chain and distribution network improvements, exploring "next-day delivery + self-pickup" models [3] Group 3: International Expansion - Meituan is actively exploring overseas markets to participate in high-level global retail competition [3] - The overseas version of Little Elephant Supermarket, Keemart, has begun testing in two areas of Riyadh, Saudi Arabia, with plans for further expansion [3]

以下文章来源于36氪未来消费 ，作者任彩茹 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 对美团而言，国际化和AI是新时代里不得不主动出击的"远方"，而作为传统优势业务的即时配送，则是必须保住份额的"眼前"。要向前望，也要时刻盯紧 后方。 这一切似乎都 是 成本。电话会上，王兴表示，将在秉持公平有序竞争原则的前提下，继续加大投入，"预计二季度核心本地商业的收入增幅将比一季度有 所放缓，该分部的营业利润将同比大幅下降。" 近有外卖和闪购，远有出海。 文 ｜ 任彩茹 编辑 ｜ 乔芊 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ IC photo 美团度过了一年多来最喧闹的一个季度。 沸沸扬扬的外卖之争、闪购之战，在一季度只是"浅浅"开了个局，但已经足以引发太多的好奇和担忧。 单从业绩来看，美团的一季度是符合甚至超出预期的——收入同比增长18.1%至866亿元，经调整净利润同比增长至10亿元。其中，核心本地商业的收入 同比增长17.8%至643亿元，新业务也实现收入的双位数增长和亏损的稳步收窄。 只是，与二季度面临的巨大不确定性和板上钉钉的利润下降相比，这些成绩几乎被投资人们抛诸脑 ...

Core Insights - Meituan's subsidiary, Keemart, has officially launched in Saudi Arabia, marking the company's entry into the international market for its "front warehouse + instant retail" business model [1] - The launch of Keemart is part of Meituan's broader strategy to expand its footprint in the rapidly growing instant retail sector, which is expected to see increased competition [1][6] Group 1: Market Entry and Strategy - Meituan's previous experience with its food delivery service, Keeta, in Saudi Arabia has laid a foundation for the launch of Keemart, providing insights into local market conditions and consumer behavior [2][3] - CEO Wang Xing emphasized the company's commitment to deepening its presence in the Saudi market, with Keeta already covering all major cities with populations over one million [4] - Meituan plans to replicate its successful business model in Saudi Arabia and Brazil, viewing both markets as significant growth opportunities [4] Group 2: Market Potential and Competition - Saudi Arabia boasts a high internet penetration rate of 90%, creating a favorable environment for online retail growth [5] - The grocery delivery market in Saudi Arabia is experiencing rapid growth, with a projected compound annual growth rate (CAGR) of 18.2%, expected to reach $2.8 billion by 2028 [6] - The demand for instant delivery services is increasing, particularly among the younger population, which constitutes 63% of the total population [9] Group 3: Competitive Landscape - The instant grocery delivery market in Saudi Arabia is competitive, with local players like Hunger Station and Jahez already established, alongside new entrants like Rabbit Mart [9][14] - Meituan's Keemart will face challenges from both local competitors and other international companies, including Dingdong Maicai, which has also targeted Saudi Arabia for expansion [10][12] - Dingdong Maicai has reportedly shifted its strategy to avoid direct competition with Meituan in the C-end instant retail space due to high operational costs and complex local market dynamics [12][13]

图片来源：视觉中国 5月21日消息，美团自营的食杂零售海外品牌Keemart在5月初于沙特首都利雅得启动营业，它被视作是 小象超市的海外版。Keemart Courier（小象超市配送端应用）已在APP Store 上线一个多月，目前仅支 持邮箱和沙特手机号注册。 去年12月，在美团外卖海外版Keeta在沙特站稳脚跟后，美团要带前置仓业务小象超市出海沙特的消息 便已传出。据36氪报道，当时该出海项目已有百人团队，负责人为刘薇，她作为美团的早期员工，先后 担任过快驴相关业务、美团优选区域经营部、到店事业群产品部等的负责人。 美团对这项业务的进展较为低调，直到启动营业，官方发布的消息也相对有限。目前，中国社交媒体平 台已有Keemart的招聘信息传出，包括商品供应链管理、业务拓展经理等岗位，岗位均要求常驻利雅 得。 今年2月，美团CEO王兴在一场总监级别以上的内部沟通会上表示，美团的第二个十年，除了核心本地 商业，他会更多关注三个方向——食杂零售、国际化和科技。前两者与Keemart属性高度重合。 今年年初，由京东掀起的外卖大战也让美团的出海计划更具紧迫性——与其在国内争夺见顶的空间，不 如去占领待开发的海外市场 ...