【美团鲸吞叮咚买菜：冷链将如何重塑即时零售的“精耕时代”？】_老虎社区_美港股上老虎

【美团鲸吞叮咚买菜：冷链将如何重塑即时零售的“精耕时代”？】

物流指闻02-13 20:41

2026年2月5日，美团于香港联交所发布公告，以7.17亿美元初始对价全资收购叮咚买菜中国业务。该收购不仅意味着生鲜电商依靠“烧钱换规模”的独立平台时代告一段落，更推动即时零售竞争进入白热化阶段。而在巨头交锋的背后，冷链物流作为生鲜履约的核心基础设施，正成为影响行业格局的关键命脉。来源/中物联冷链委（ID：lenglian_56）01战略并购：美团的冷链网络“精准补仓”此次收购的核心价值，在于...

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