CIMTUAN@EP2612B

Guangzhou authorities commend Meituan delivery riders for rescue during rainstorm

Domestic airline fuel surcharge increase leads to a significant surge in flight bookings on Meituan's platform

Meituan's Xiaoxiang Supermarket accelerates its expansion in Shandong, with the first batch of sites in Jinan scheduled to open on May 22

Media reports that Meituan is making progress in training domestic large-scale models

Sina Finance Publishes In-depth Profile on Meituan CEO Wang Xing

Reports suggest Amap is urgently recruiting service providers in East China to intensify competition with Meituan's in-store business

Meituan's Strategic Investment Department Participates in Infunix Workshop's Nearly 100 Million RMB Series A Financing

Meituan Establishes Food Safety Sharing and Co-governance Mechanism with Over 70 Regulatory Departments

China's SAMR Emphasizes Accelerating 'Internet + AI Regulation' to Govern Online Catering

Hangzhou launches "snap and report" feature for small ads on shared bikes, with platforms like Meituan participating

Fanwenhua Facial Care partners with Meituan to support the 'Genius Moms' charity project

Meituan Reconstructs Consumption Logic with its Technology Platform, Promoting the Integration of Culture, Commerce, and Tourism

Meituan becomes the exclusive title sponsor of "Singer 2026", with a record number of cooperative brands

Ministry of Transport: Ride-hailing platforms completed 289 million orders in April, a daily average increase of 1.6% month-on-month

Meituan Leverages AI to Reshape the Logic of Local Lifestyle Consumption

Shenzhen increases subsidies for electronic products, with platforms like Meituan to launch the program successively

Meituan and Other Delivery Platforms Reform Algorithms, Canceling Late-Delivery Penalties to Ensure Rider Safety

Meituan Longzhu Invests in AI Software Developer Chaowei Wuji

Citi lowers HSI 2026 target but remains optimistic on tech sector

Data shows Hong Kong Stock Connect reduced Meituan holdings by HK$1.365 billion in the last 5 trading days

RADIANCE HLDGS

ANCHORSTONE

RIVERINE CHINA

REACH NEW HLDGS

FINELAND LIVING

NUR HOLDINGS

GOLDEN LEAF INT

UBOT HOLDING

MAN YUE TECH

MPNGY

03690

Meituan's revenue last year was 364.854746 billion RMB, compared to 337.591576 billion RMB the previous year. Gross profit last year was 111.008626 billion RMB, compared to 129.784594 billion RMB the previous year

Wallstreetcn

Meituan

MEITUAN

MEITUAN-WR

Meituan HK SDR 5to1

603198

600809

600559

300308

000596

Liquor stocks rise across the board; YINGJIAGONGJIU hits limit up, while LAO BAI GAN JIU, SHANXI FEN WINE, Gu Jing, and others climb successively. Lithium mining concept stocks plunge; Xizang Zhufeng hits limit down, with Guocheng Mining, Tibet Mineral, Jinyuan Shares, and Zhongkuang Resources among the top decliners

- On April 23, the A-share market opened higher but experienced significant declines, with the ChiNext index falling nearly 2% amid adjustments in computing hardware stocks.  
- The Hong Kong market also saw losses, with the Hang Seng Index down approximately 1% and tech stocks, including Hua Hong Semiconductor, declining over 7%.  
- In the commodity market, energy products gained, while metals and agricultural products, particularly polysilicon and apples, dropped, contributing to overall market volatility.

YINGJIAGONGJIU

SHANXI FEN WINE

LAO BAI GAN JIU

Zhongji Innolight

Gu Jing

A-share major indices fluctuate and decline; computing hardware active, Zhongji Innolight market cap breaks 1 trillion, Hang Seng Tech Index falls over 2%, Zhipu rises 800% since listing

09618

09899

BABA

01698

BIDU

NTES

01024

UBS released investment ratings and target prices for Chinese technology stocks, including Tencent, Alibaba, JD, and several other companies. The specific ratings are as follows: Tencent (Buy, HKD 780), Meituan (Buy, HKD 128), Baidu (Buy, USD 170), Alibaba (Buy, USD 170), JD (Buy, USD 48), Pinduoduo (Buy, USD 198), Vipshop (Neutral, USD 20), NetEase (Buy, USD 180), Kuaishou (Buy, HKD 68), Tencent Music (Neutral, USD 13), NETEASE MUSIC (Buy, HKD 300), Bilibili (Buy, USD 37.5), iQIYI (Buy, USD 2.5), JOYY (Buy, USD 80), Weibo (Buy, USD 12.8), Hello Group (Buy, USD 8.8), China Literature (Buy, HKD 50), Focus Media (Buy, RMB 9.8), BOSS Zhipin (Buy, USD 23), Trip.com (Buy, USD 80), Tongcheng Travel (Buy, HKD 26.5), TAL Education (Buy, USD 19.5), New Oriental (Buy, USD 80), and Zhongjiao Holdings (Buy, HKD 4.1)

AASTOCKS

JD-SW

NETEASE MUSIC

Alibaba

TME-SW

Baidu

NetEase

iQIYI

KUAISHOU-W

UBS Group AG

TENCENT

Tencent

BIDU-SW

BABA-W

JD.com

Vipshops

NTES-S

KUAISHOU-WR

Tencent Music

Bilibili

BILIBILI-W

JOYY

Weibo

WB-SW

Hello

CHINA LIT

Focus Media

Kanzhun

BOSS ZHIPIN-W

Trip.com

TRIP.COM-S

TONGCHENGTRAVEL

TAL Edu

New Oriental EDU & Tech

NEW ORIENTAL-S

CHINA EDU GROUP

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

BIDU-SWR

BABA-WR

Alibaba HK SDR 5to1

JD-SWR

Trip.com HK SDR 50to1

UBS lists investment ratings and target prices for Chinese technology stocks (Table)

A report released by UBS shows that Meituan's market share in the instant retail market increased in March, with an average daily takeaway order volume reaching 62 million and a market share of 53%. The overall industry average daily takeaway order volume is 122 million, reflecting the recovery of merchant activities after the Spring Festival. With the implementation of new regulations, the industry will move towards sustainable development. Meituan's order volume growth mainly comes from the decline in market share of Taobao and JD.com. UBS believes the industry is entering a normalization phase, with profitability continuing to improve

UBS: Meituan's market share in instant retail rose in March, indicating the industry is entering a normalization phase

02618

The State Administration for Market Regulation imposed administrative penalties on seven e-commerce platforms (Pinduoduo, Meituan, JD, Ele.me, Douyin, Taobao, and Tmall) due to the "ghost delivery" series of cases, with a total fine of 3.597 billion yuan, and suspended the addition of new cake shops for three to nine months. Each platform has expressed sincere acceptance of the penalties, committed to fulfilling food safety responsibilities, standardizing business processes, enhancing governance capabilities, and actively fulfilling social responsibilities

JD LOGISTICS

Seven e-commerce platforms in mainland China stated that they sincerely accept the penalties from the State Administration for Market Regulation and all expressed their firm commitment to fulfilling food safety responsibilities

Meituan launched ten measures for "Safe Delivery," comprehensively upgrading the food safety governance system for delivery services, focusing on merchant access, transparent operations, and multi-party governance. The measures include data integration of merchant licenses, store video verification, offline inspections, kitchen live streaming, food safety transparent windows, AI inspections, rider rewards, and consumer participation in discussions. This initiative responds to the administrative penalties from the State Administration for Market Regulation, aiming to enhance food safety governance capabilities, combat illegal activities, and ensure the safety of delivery food

Meituan launches "Safe Takeaway" with ten measures to comprehensively upgrade the food safety governance system for takeout

SPDB analyst maintained a Buy rating on Meituan yesterday and set a price target of HK$120.00. The company’s shares closed yesterday at HK$86.50.Claim 30% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on Meituan is a Strong Buy with an average price target of HK$114.68.

- SPDB analyst maintained a Buy rating on Meituan and set a price target of HK$120.00.  
- Meituan’s shares closed at HK$86.50 yesterday, with the analyst consensus being a Strong Buy and an average price target of HK$114.68.  
- This indicates significant growth potential as the average target suggests an approximate increase of 32% from the current share price.

Tip Ranks

Meituan (MPNGF) Gets a Buy from SPDB

Recently, at the Wuzhen Health Conference, Meituan Medical and Health officially launched its AI Family Health Butler, "Xiaotuan Health Butler". According to Meituan, this is a

- At the recent Wuzhen Health Conference, Meituan Medicine launched the AI family health manager "Xiao Tuan Health Manager."  
- This AI platform integrates symptom inquiry, report interpretation, and family health records, aiming to address comprehensive family health management needs while facilitating pharmacy transactions.  
- Meituan aspires to transform users' infrequent medication purchases into regular family health management, although challenges remain in building trust and ensuring accuracy necessary for effective health consultations.

Deconstructing the Business Logic of Meituan's AI Health Butler: From Emergency Medicine Purchasing to Extended Health Management

Featured

you all too young to remember when MT first came out they had to price war against 1000 other companies?

7 figure trader. Doing a small account challenge

ApexTrades

Ranks in the top 90% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

Meituan got potential but the price war quite jialat leh. I lean towards JD for now, more steady.

markypots

JD logistics really solid, but the margin pressure from price wars damn scary sia

KopiO

$MEITUAN(03690.HK)$JD-SW(09618.HK) 🥡 Delivery Giant or 📦 Retail King? The 2026 China Tech ShowdownWith JD.com’s latest 1Q 26 earnings report finally out, someone recently asked me: “if i am given a choice between Meituan or JD, which one should I pick?”Choosing between these two has never been a simple task. If I had to decide which one deserves a spot in your portfolio, here is how the breakdown looks in mid-2026:🏆 Meituan: The High-Stakes Gamble🟢 The Bull Case: Meituan remains the undisputed “everything app” for services. Their international expansion via KeeTa is gaining real traction, and they still command over 60% of the domestic food delivery market.🔴 The Bear Case: The bottom line has taken a serious hit. For the first time, their core business is bleeding cash as they fight a grueling multi-front war against JD and Douyin.🟢 The Vibe: Pure “growth-at-all-costs” energy. 🚀🏆JD.com: The Defensive Play🟢 The Bull Case: They boast massive scale and the gold standard of logistics. JD is successfully pivoting from “delivery in days” to “delivery in 30 minutes” across nearly every product category.🔴 The Bear Case: Core retail growth has leveled off into the single digits. Meanwhile, their dividend yield is not quite enough to offset the margin squeeze caused by aggressive price wars.🟢 The Vibe: A steady ship navigating a heavy storm. ⚓🔷 Personal Thoughts:If I had to pull the trigger today, JD.com feels like the safer “value” play. This is because it is backed by a robust supply chain and more reliable cash flow. However, Meituan is clearly the “alpha” play. If they can land their international expansion and stabilise the domestic price war, the potential for a massive rebound is huge.Ultimately, Meituan is for the risk-takers while JD is for the patient investor.What is your risk appetite 🤔?

JD HK SDR 10to1

NewUser_wgiykD

Ranks in the top 5% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

In the Chinese equity markets, there is only one immutable law: capital is transient, but the regulatory state is eternal.Just as global investors began to confidently price in the end of the tech cra...

Alibaba, JD, PDD, and Meituan Fined $528M. Investors Cheer. Why and which to buy?

May I know if you will be buying into Meituan as well? If yea, what will be your TP?

KopiPeng

$MEITUAN(03690.HK)🚨 China’s $527M Wake-Up Call: The End of Cheap Delivery?China just fined Meituan, Pinduoduo (PDD), and Alibaba $527 million for food safety failures and “ghost kitchens.” This is not just a penalty. It is a clear signal that regulators care more about accountability than rapid growth now.🔷 What has changed?❤️Compliance is now expensive.Platforms must use real-time video and conduct physical kitchen checks. That adds major costs. Meituan already posted a ¥23.4 billion loss in 2025 due to subsidy wars. New rules will squeeze margins further.❤️Platforms can no longer hide.Regulators also fined executives personally (~$2.8 million total). That breaks the old “we are just a middleman” defense. Now platforms are legally responsible for what their vendors do.❤️Meituan is still the best bet.Why? In a slowing economy, people order more delivery instead of dining out. Meituan controls approximately 65% of the market and runs a “Super App” for food, groceries, and medicine. That scale helps it absorb new compliance costs better than rivals.🔷 What Analysts Say· SPDB rates Meituan a Buy with a HK$120 target, citing less competition.· CICC agrees that competitive pressure has “marginally eased.”· Overall consensus (36 analysts): 27 Buy, 10 Hold, 3 Sell.· Average price target: HK$110.45, which is +37.6% upside from the current HK$86.50.🔷 Bottom LineThe “Wild West” of food delivery is over. Going forward, only large platforms with strong compliance systems will win. Analysts believe Meituan is the top pick in this new environment.Not financial advice. Always do your own DD! Remember stock market is always there. Do not FOMO.

SPD Bank

CICC

Today’s Key News Recap

0417 | Dolphin Research Focus: 🐬 Stock 1, $XIAOMI-W(01810.HK) Xiaomi Communications issued the '26 Xiaomi K1' sci-tech innovation bond for intelligent manufacturing on the SSE, sized at RMB 1 bn with a 3-year tenor and a 1.6% coupon, with the book 4.82x covered. This issuance delivers on both policy tailwinds and market confidence. The 1.6% coupon is well below AAA corporates of the same tenor, underscoring strong institutional conviction in Xiaomi's hard-tech push and its AAA credit profile...

SentinelOne

Microsoft

Amazon

Netflix

Charles Schwab

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XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Apple

BABA 'Happy Oyster' Unveils Virtual World; Meituan 'Shrimp 345' Expands AI Ecosystem | Daily News Recap

While higher interest rates are usually good for banks, stagflation is a different story. Stagflation is inflation occurring at the same time as rising unemployment and a slowdown in the economy.

Dacai

it depends on how long oil price stays above 150. if it's just a short spike, then it's just a nasty road bump and passengers on the vehicle will go back to their slumber again, having been fatigued and numb to the undulating road

LazyCat

Current LINK REIT stock return rate > 20%

LINK REIT Return Rate

Dividend Collector

Higher time frame , weekly chart, gold is still in uptrend. Wait for better price to entry. Cheers everybody. Happy trading.

Fattycat

JD Return Rate

BABA Diamond Holder

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United Overseas Bank (UOB)

Not chasing this rally. Expecting a pullback pretty soon and will look at how price behaves before deciding on cash deployment. Stay safe!

CIMTUAN@EP2612B(29207.HK)

Meituan's revenue last year was 364.854746 billion RMB, compared to 337.591576 billion RMB the previous year. Gross profit last year was 111.008626 billion RMB, compared to 129.784594 billion RMB the previous year

A-share major indices fluctuate and decline; computing hardware active, Zhongji Innolight market cap breaks 1 trillion, Hang Seng Tech Index falls over 2%, Zhipu rises 800% since listing

UBS lists investment ratings and target prices for Chinese technology stocks (Table)

UBS: Meituan's market share in instant retail rose in March, indicating the industry is entering a normalization phase

Seven e-commerce platforms in mainland China stated that they sincerely accept the penalties from the State Administration for Market Regulation and all expressed their firm commitment to fulfilling food safety responsibilities