TREE NEWS update: At the 2026 China International Fair for Trade in Services in Beijing, Meituan showcased its new trillion-parameter large model LongCat-2.0, AI business workbench CatPaw, and applications including ‘Smart Shopkeeper,’ ‘Kangaroo Butler,’ and ‘Xiaotuan.’ Smart Shopkeeper now serves over 1.3 million catering merchants, while Xiaotuan has responded to more than 700 million user requests.
Meituan unveils AI tools at CIFTIS 2026
Meituan's push into AI at CIFTIS signals a shift from consumer services to enterprise efficiency tools, targeting the vast small-merchant base in food delivery. The scale of adoption—1.3 million merchants and 700 million interactions—suggests AI is becoming operational, not experimental, in China's local services sector. This matters because it could redefine competitive moats, as data from daily transactions trains specialized models. Watch whether rivals in food delivery or broader commerce respond with similar vertical AI deployments, and if these tools translate into merchant retention or margin improvements over time.
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