美团出海，开始加速了。 9月27日，美团旗下国际外卖品牌Keeta正式在阿联酋迪拜启动运营——这是Keeta继8月上线卡塔尔、9月上线科威特后，在40天内开拓的第三个中东国家 外卖市场。 算上2024年9月入驻的沙特，美团Keeta一年里已经在中东海湾地区完成了四个战略落点的布局。并且，今年5月美团还曾宣布，将在接下来数月内把Keeta 品牌引入巴西。显而易见，美团在海外布局的速度正在加快。 自2010年成立至今，从团购到外卖，美团在国内已经深耕了15年。这十余年，中国外卖市场也从起步到日渐成熟。艾媒咨询数据显示，到2024年，中国在 线餐饮外卖市场规模已达16357亿元，行业渗透率达28.0%。增长正趋于平稳。而从全球来看，招商证券的研报显示，2024年全球外卖市场规模超过5500 亿美元，渗透率也提升至16.4%。 其中，中东、拉美等市场外卖规模增速快于全球平均水平。中东的外卖市场规模近年保持在20%以上的增长速度，相比之下，亚洲和北美等市场的增速已 低于15%。可见，全球新兴市场外卖行业，正在进入新一轮增长期。 而美团在国内市场打磨的领先技术能力和运营经验，正转化为其国际化拓展的核心竞争力，中东一年，美 ...

公司情报专家《财经涂鸦》获悉，当地时间9月27日，美团旗下国际外卖品牌Keeta正式在阿联酋迪拜启 动运营，成为美团国际化业务在中东海湾地区的第四个战略落点。 "卡塔尔不是一个人口众多的国家，但其人均国内生产总值在世界上名列前茅，且消费者有很强的服务 付费意愿，这为未来外卖或更广义的零售业务的发展奠定了良好基础。"美团管理层在8月27日Q2电话 会议中进一步表示。 不到一个月后，科威特当地时间9月15日，Keeta又宣布正式在科威特启动运营，拿下其在中东海湾地区 的第三个关键落点。 美团针对此次拓展表示，进驻科威特并非简单的模式复制，而是深度融入当地生态的精准发力。"一方 面，我们将延续在国内验证成熟的多方共赢生态模式，包括为科威特消费者提供便捷可靠的配送服务、 丰富多元的商品选择以及经济实惠的价格；为本地商户提供先进的数字运营工具，助力其拓展线上增长 空间；为骑手伙伴提供收入保障、专业培训与招聘激励等。另一方面，我们也将紧扣科威特'2035国家 愿景'中数字化转型的目标，以技术创新不断推动当地餐饮行业生态升级。" 此次正式落子迪拜并进驻阿联酋，意味着美团在国内市场打磨的领先技术能力和运营经验，正持续转化 为 ...

每经记者｜赵雯琪 每经编辑｜张益铭 继卡塔尔、科威特后，美团在中东市场40天内再开新城。 当地时间9月27日上午11点（北京时间9月27日15点），美团旗下国际外卖品牌Keeta正式在阿联酋迪拜启动运营。《每日经济新闻》记者了解到，Keeta在阿 联酋首都阿布扎比的上线筹备工作也已在进行中。 值得一提的是，阿联酋也成为美团国际化业务在中东海湾地区的第四个战略落点，今年年初，美团管理层在电话会上提出"三年内覆盖海湾六国（沙特、阿 联酋、卡塔尔、科威特、阿曼、巴林）"的目标。 在国内竞争激烈的背景下，此次将Keeta业务扩展至迪拜，也是美团进一步加速国际化战略的表现。经过沙特市场近一年的耐心拓展和本地化经验积累，美 团国际化业务在中东外卖市场已进入加速落地阶段。 知名经济学者、工信部信息通信经济专家委员会委员盘和林在接受《每日经济新闻》记者采访时表示，在国内，外卖行业竞争越来越激烈，美团要增量，那 么必然需要出海，在海外打开局面，另辟战场。不过他也提到，不同于中国市场可以采用一致的策略，全球各个区域存在文化差异和规则差异，所以，未来 探索运营模式对美团来说依然会面临一定的挑战。 记者将Keeta App定位在迪拜 ...

当地时间9月27日上午11点，美团旗下国际外卖品牌Keeta正式在阿联酋迪拜启动运营——这是Keeta继8 月上线卡塔尔、9月上线科威特后，40天内开拓的第三个中东国家外卖市场。阿联酋也成为美团国际化 业务在中东海湾地区的第四个战略落点。 ▲ Keeta骑手正在科威特街头送餐。 围绕"零售+科技"战略，近年来，美团在全球更多新市场里实现了即时零售服务的多场景、多业态协同 发展。 keeta l Dubai - United Arab Emir... ∨ 9, 11 Q Burgers Enjoy 4 Vouchers! Order Now! SAVE UP TO 50% off 30% 40% off Max AED 50 Max AED 40 Max AED AED Free delivery · Unlimited (1 Fast food Arabic Beverages Desserts Indian Popular Brands > DUNKIN' Popeyes � Offers Free Delivery Sort by > Under 30 min Papa Murphy's Pizza Fa ...

Core Insights - Meituan's international delivery brand Keeta is set to launch in Dubai today at 11 AM local time, which corresponds to 3 PM Beijing time [1] - Last December, Meituan announced that its drone delivery service, Keeta Drone, received the first commercial operating license in Dubai and opened four delivery routes primarily for food, medicine, and health products [1] - On September 15, Keeta commenced operations in Kuwait, and Meituan has expressed intentions to deepen its presence in the Middle East while exploring additional overseas markets [1]

Core Viewpoint - Meituan's international delivery brand Keeta is expanding its operations by launching in Dubai, following its recent entry into the Kuwaiti market, indicating a strategic focus on the Middle East and potential new overseas markets [1] Group 1 - Keeta will officially launch in Dubai at 11 AM local time, which corresponds to approximately 3 PM Beijing time [1] - Meituan's drone delivery service, Keeta Drone, received the first commercial operating license in Dubai last December and has established four delivery routes primarily for food, medicine, and health products [1] - The company aims to deepen its presence in the Middle East while actively exploring additional overseas markets [1]

Group 1: Market Overview - The Hang Seng Index (HSI) closed at 24,181.43, up 388 points or 1.6%, with significant support observed at the 24,000 level [3] - The trading volume for the day was 245.83 billion HKD, indicating active market participation [3] - The improvement in the Consumer Price Index (CPI) data is expected to support the HSI above 24,000 points [2] Group 2: Economic Indicators - In May, China's exports in USD terms increased by 4.8%, which was below market expectations of a 6% rise [6] - The total value of imports and exports in May was 528.98 billion USD, with a trade surplus of 103.22 billion USD [6] - The CPI in China fell by 0.1% year-on-year in May, marking four consecutive months of deflation [8] Group 3: Company News - Kuaishou's AI subsidiary, Keling AI, has reportedly formed a deep partnership with Lovart, leading to a 5.6% increase in its stock price [3] - Meituan's drone delivery service, Keeta Drone, launched its first delivery route, resulting in a 4.7% rise in its stock price [3] - Citigroup downgraded Beijing Enterprises Holdings to a "neutral" rating due to a decrease in expected dividend yield, despite raising the target price by 20.7% to 35 HKD [12]

Core Viewpoint - The first regular drone delivery route under Hong Kong's low-altitude economy regulatory sandbox officially commenced operations on June 6, 2023 [1][3]. Group 1: Drone Delivery Operations - The drone delivery service "Keeta Drone," operated by Meituan, launched Hong Kong's first drone delivery route, connecting Hong Kong Science Park to Ma On Shan, covering a distance of 1.8 kilometers compared to the traditional delivery distance of 7.8 kilometers, with a flight time of approximately 5 minutes [3][6]. - Currently, two restaurants are participating in this drone delivery route [3]. Group 2: Government Support and Initiatives - The Hong Kong government, represented by the Deputy Secretary for Financial Services and the Treasury, Huang Weilan, is committed to facilitating the low-altitude economy by providing infrastructure support and promoting the industry [3][6]. - The government plans to host a low-altitude economy forum at the end of June, inviting scholars, industry professionals, and investors to foster communication within the sector [3]. Group 3: Regulatory Framework - Following the release of the low-altitude economy regulatory sandbox in November 2022, "Keeta Drone" promptly submitted its application, including operational plans and safety tests, and was selected as part of the first batch of sandbox projects [6]. - A total of 72 applications were received for the regulatory sandbox, with 38 projects approved as pilot initiatives after review by the "Low Altitude Economy Development Working Group" [6].

Core Viewpoint - Meituan is expanding its overseas operations with the launch of its grocery retail brand Keemart in Saudi Arabia, aiming to tap into the growing demand in the Middle East market [1][2][3] Group 1: Business Expansion - Keemart, a version of Meituan's Xiaoxiang Supermarket, started operations in Riyadh, Saudi Arabia, in early May [1] - The company plans to cover 80% of Saudi Arabia by July 2023, with a goal of reaching every city by the end of 2025 [3] - Meituan's international business vice president, Qiu Guangyu, predicts a 20% annual growth rate for the Saudi food delivery market, driven by a young population and urbanization [2] Group 2: Strategic Focus - Meituan's CEO Wang Xing emphasized three strategic directions for the company's second decade: grocery retail, internationalization, and technology, aligning with the launch of Keemart [1][4] - The company is leveraging its existing delivery network and operational experience from its previous venture, Keeta, which has captured 10% of the Saudi market share [2][3] Group 3: Competitive Landscape - The entry of Keemart into the Saudi market is seen as a response to the competitive pressure from other Chinese companies, such as Dingdong Maicai, which has also considered entering the region [5][6] - Keeta's aggressive pricing strategy has posed challenges to established local brands, but it also raises concerns about sustainability due to high delivery costs [4][5] Group 4: Future Prospects - Meituan is not only focusing on food delivery but also on integrating drone delivery services, having received operational qualifications in the UAE [3] - The company plans to invest $1 billion in Brazil over the next five years, indicating a broader international strategy beyond the Middle East [6]