Meituan unveils LongCat-2.0 AI model, CatPaw at CIFTIS

Meituan's push into AI infrastructure and merchant-facing tools signals a strategic shift toward operational efficiency, not just consumer services. The scale of adoption—1.3 million restaurants and 700 million requests—shows real-world traction, which could pressure competitors to accelerate their own AI deployments. The open question is whether LongCat-2.0's capabilities will translate into durable competitive advantages in local services, or if these tools become commoditized across the industry. Watch how this integrates with Meituan's broader international expansion, as that synergy could define its next growth phase.