Latest news and articles about Dingdong
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Meituan disclosed a dramatic shift to an estimated 2025 net loss of RMB 233–243 billion, yet has chosen to intensify strategic investments—buying Dingdong’s China fresh‑food business and upgrading its AI assistant—to protect its instant retail and delivery moat. The move underscores a broader industry turning point from subsidy‑led growth to a capital‑and‑efficiency contest over logistics, AI and fulfilment.
