美团无人机的野心不止于送外卖

21世纪经济报道05-23 18:53

深圳暴雨中，一单奶茶外卖从天而降。　　体验无人机送外卖，已是很多境外游客到深圳旅游的热门打卡项目。　　5月21日至23日，在深圳举行的2026世界无人机大会上，美团无人机宣布“低空航网”正式投入常态化运营，同时面向全国低空物流运营人开启授权服务商招募计划。　　显然，美团无人机的目标，不止于送外卖。累计完成 90 万单配送后，美团无人机试图成为一个低空运营服务方案的提供者，开拓更多的B端合作伙伴，以...

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takeaways","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HMTD.SI":0.6,"MPNGY":1.98,"03690":1.98,"METmain":0.6},"content_text":"深圳暴雨中，一单奶茶外卖从天而降。　　体验无人机送外卖，已是很多境外游客到深圳旅游的热门打卡项目。　　5月21日至23日，在深圳举行的2026世界无人机大会上，美团无人机宣布“低空航网”正式投入常态化运营，同时面向全国低空物流运营人开启授权服务商招募计划。　　显然，美团无人机的目标，不止于送外卖。累计完成 90 万单配送后，美团无人机试图成为一个低空运营服务方案的提供者，开拓更多的B端合作伙伴，以实现更优的商业化运营效益。　　在大会期间，美团副总裁、无人机业务负责人毛一年告诉21世纪经济报道记者，美团无人机业务的最终目标是实现规模化盈利，预计还需要两到三年才能达成目标，目前正在一步步地向前走。他特别提到，美团公司内部最好的地方，就是不设时间预期，只看业务路径的执行是否正确，以及业务发展的相对提升是否达到预期。　　5月21日上午，深圳暴雨，在首创商务大厦附近的智能接驳机场M-Port 3，21世纪经济报道记者实地体验了无人机外卖点单，从点单到取到外卖，耗时21分钟。其中，无人机在路上飞行时长是6分钟。　　美团无人机的城市服务范围正在加速扩围，2021年美团无人机在深圳完成了首个面向真实用户的订单配送任务，截至2025年底，美团无人机已在深圳、北京、上海、广州、香港、迪拜等城市开通70条航线。　　另外，美团无人机的技术也在迭代。相比2025年11月记者在迪拜街头体验的美团无人机外卖设备，智能接驳机场M-Port 3的功能已明显优化，占地面积1.4平方米，接近传统电话亭大小，无人机在此处可取外卖，也可空投外卖，机械臂可直接将商品挂载上无人机。　　无人机配送的成本和盈利空间备受关注。在中国香港，美团无人机配送一单外卖，可以收取约30元的配送费；在迪拜，餐饮外卖的客单价更高，配送费也较为可观。在中国内地城市，美团无人机收的配送费则要低很多。记者在深圳下单的无人机外卖，订单上显示的配送费免费。 　　图：记者体验的无人机外卖订单，配送费免费截图来自美团APP　　在回答21世纪经济报道记者关于配送成本的问题时，毛一年表示，过去五年，每年的单均运行成本都在下降，降幅达 40%—50%。至于成本下降的原因，一是设备成本的下降；二是单量持续提升，以深圳人才公园的点位为例，日订单量已从几十单攀升至最高 400 余单；三是在单量规模提升后，电池、能源以及场地租用成本摊销进一步下降。　　“目前美团无人机在医疗场景是盈利的，餐饮外卖场景规模经济的边际效益，还没达到我们预期的水平，还有一段时间的路要走。”毛一年告诉21世纪经济报道记者。　　无人机送外卖和骑手送外卖有什么区别？美团无人机运营负责人陈浩告诉21世纪经济报道记者，完成外卖订单的过程中，无人机和人是协同关系，暴雨极端天气和长距离的路程，无人机的配送效率更高，骑手负责两端需要和人交互的环节。　　在毛一年看来，低空航网的本质，不是让外卖变得更炫酷，而是让城市商业不再受制于钢筋水泥的物理折叠。　　据介绍，美团无人机新机型具备较好的环境适应力，可在-20℃至50℃的温度范围、大雨、中雪及6级大风等极端天气下稳定飞行，覆盖国内97%以上的城市场景。不管是在迪拜的高热和沙漠环境，还是在深圳的大雨天，无人机送外卖都能正常履约。　　谈及成本和利润话题，毛一年强调的是，美团无人机不止于送餐饮外卖，而是要找更多的场景。　　值得关注的是，随着航网进入常态化运营，美团无人机的商业化合作也迎来新进展，在2026年世界无人机大会开幕当天，美团无人机宣布，正式面向全国低空物流运营人招募授权服务商。　　早在今年初，美团无人机已在全国范围内试水招募，首批已签约10个授权服务商。按照毛一年介绍的逻辑，美团无人机的配送场景，不止于餐饮外卖，而是希望依托合作方的本地化资源，将配送场景从餐饮外卖延伸至更多高价值低空物流场景。商家、商业地产、低空配送运营人，都是美团无人机想挖掘的B端应用场景合作伙伴，美团无人机可以提供从硬件、软件到运营标准的全链路服务。　　实际上，布局该赛道的企业不止美团一家，大疆、顺丰丰翼等都在告别单纯的硬件比拼，转向场景化深度运营。　　据媒体公开报道，目前顺丰丰翼的航线网络已不再局限于单一的点对点连接，而是形成了覆盖深圳宝安、龙华，东莞沙田、塘厦、松山湖，以及广州南沙等地的航线群。　　中金最新研报显示，物流无人机可以推动物流行业提质增效，其场景价值正随着低空政策的开放与技术的成熟持续释放，硬件、运营及第三方服务各环节均展现出可观的市场发展潜力。保守估计，中国无人机硬件市场空间有望达1274亿元，第三方服务每年市场规模有望达85亿元。　　对于美团无人机在餐饮外卖之外的低空物流运营场景的开拓空间，毛一年告诉21世纪经济报道记者，从2025年下半年至今，他已注意到行业有非常高的天花板，美团无人机未来可能在全国（经济实力靠前）的50个到100个城市运营，美团绝不是低空物流运营市场的唯一玩家，若能占据两成市场份额，便可拥有可观的业务体量。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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美团无人机的野心 不止于送外卖

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美团无人机的野心不止于送外卖