---
title: "Understanding the Market | MEITUAN-W rose over 5% in the afternoon as policies clearly counter the involution trend, slowing down competition in the food delivery industry"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286202443.md"
description: "MEITUAN-W rose over 5% in the afternoon, as of the time of writing, it increased by 5.17%, priced at HKD 88.5, with a transaction volume of HKD 3.138 billion. In terms of news, JD Group released its first-quarter performance report, which showed that JD's food delivery service achieved the largest sequential reduction in losses since its establishment in the first quarter, with continuous improvement in average profit and loss per order, and the total investment scale significantly narrowed sequentially. Industry insiders pointed out that a series of anti-involution policies this year are expected to cool down the price wars among major platforms, bringing performance recovery expectations. UBS previously released a research report stating that it expects MEITUAN's competitive advantage in local life services to remain unchanged, benefiting from a strong consumer mind share and an efficient merchant platform. UBS gave MEITUAN a \"Buy\" rating with a target price of HKD 128, and believes that the intensity of industry competition has slowed compared to the past two years"
datetime: "2026-05-13T05:42:02.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286202443.md)
  - [en](https://longbridge.com/en/news/286202443.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286202443.md)
---

# Understanding the Market | MEITUAN-W rose over 5% in the afternoon as policies clearly counter the involution trend, slowing down competition in the food delivery industry

According to Zhitong Finance APP, MEITUAN-W (03690) rose over 5% in the afternoon, and as of the time of writing, it was up 5.17%, priced at HKD 88.5, with a transaction volume of HKD 3.138 billion.

In terms of news, JD Group released its first-quarter performance report, which showed that JD's food delivery service achieved the largest quarter-on-quarter reduction in losses since its establishment, with continuous improvement in average profit and loss per order, and total investment scale significantly narrowing quarter-on-quarter. Industry insiders pointed out that a series of anti-involution policies this year are expected to cool down the price war among major platforms, bringing expectations for performance recovery.

UBS previously released a research report stating that it expects MEITUAN's competitive advantage in local life services to remain unchanged, benefiting from a strong consumer mind share and an efficient merchant platform. UBS has given MEITUAN a "Buy" rating with a target price of HKD 128, and believes that the intensity of industry competition has slowed compared to the past two years

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