Food delivery is a serious business in China. A 30-fold growth in the market pushed the equity value of China’s largest on-demand delivery platform to $180bn in 2021, as pandemic lockdowns gave sales a boost. The prolonged slide in shares of Meituan since then seems overdone.Meituan’s Hong Kong-listed shares are down more than 80 per cent from their 2021 peak. Part of that is due to weak consumer spending growth amid an economic slowdown. But the bigger fear is the threat that Douyin — the original Chinese version of TikTok — poses to the industry as its food delivery service business expands faster than expected.
送餐在manbetx3.0 是一项不容小觑的业务。新冠疫情时期，随着防疫封控措施提振销售，这个市场猛增30倍，推动manbetx3.0 最大送餐平台的股权价值在2021年达到1800亿美元。美团(Meituan)股价自那以来的漫长下跌似乎有些过头了。
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