Economic Observation Network Meituan responds to rumors of layoffs by establishing a new AI department to advance its strategy, while also carrying out multiple business related layouts.

Executive changes:
On July 10-11, the company responded to recent rumors of "layoffs", stating that less than 2000 employees (about 1.8% of the total number of employees) have actually resigned in the past two months, which is a routine business optimization, and compensation will be implemented according to N+1 The background is that the company recorded a net loss of 23.4 billion yuan in 2025, with a core local business sector operating loss of 6.9 billion yuan 。

Strategic Advancement:
On July 13th, it was announced that a new AI Transformation department has been established in Core Local Business, led by business executives, demonstrating that AI has risen from technological exploration to a strategic core 。

Business progress:
The price of shared bicycle services has increased in many places; Shenzhen launches AED emergency delivery project involving Meituan riders; Many places remind to reduce ordering of takeout to ensure rider safety during typhoon weather 。

The above content is based on publicly available information and does not constitute investment advice.