Ready to 2X with China’s Recovery Engine! 🇨🇳📈
Meituan is once again proving why it’s the backbone of China’s digital economy. Now trading around HKD 140, the stock has recovered to two key levels seen pre-COVID, and is setting up for its next breakout. The previous high was well above HKD 200, and we are now looking at a solid potential run toward HKD 250 by year-end 2025.
💡 Why I’m Bullish on Meituan:
✅ China’s #1 Life Services Super-App
From food delivery and hotel bookings to in-store services and community group buying — Meituan owns the entire local consumption ecosystem.
✅ Post-COVID Reopening Tailwind
Domestic demand is accelerating. Mobility, tourism, and local spending are bouncing back fast — and Meituan sits right at the centre of this recovery.
✅ Next-Gen Technology Investments
Meituan is leading in:
• Autonomous delivery bots & drones
• AI-powered logistics
• Smart retail & grocery infrastructure
These will supercharge efficiency and margins over the next 2–3 years.
✅ Expansion into High-Frequency, High-Retention Sectors
Quick commerce (Meituan Flash), community group buy (Meituan Select), and grocery logistics will expand their reach and deepen user engagement.
✅ Sustainable & Scalable Business Model
From delivery fleet electrification to employment creation, Meituan is aligned with long-term government priorities — making it both resilient and favoured in policy.
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📊 The Path Ahead
• 💹 HKD 250 Target by Dec 2025
• 🧠 Margin growth through automation & AI
• 🛒 New verticals = new revenue
• 📊 Valuation still undervalued vs. growth outlook
With over 600 million active users, a moat built on scale + tech + data, and full backing of China’s consumption rebound — Meituan is not just a bet on a company, it’s a bet on how modern life will function in China.
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📢 “Meituan is no longer just a food delivery giant — it’s a national infrastructure in disguise.”
#MEITUAN #3690HK #BullishStock #TechRecovery #ChinaReopening #DigitalEconomy #AIinLogistics #HKStocks #2XTarget #LongTermInvesting
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- chocoee·2025-06-09Impressive analysis1Report