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成立AI新部门、Tabbit狂飙 美团能否挤上AI牌桌?

林京 2026-06-26 14:12
林京 2026/06/26 14:12

邦小白快读

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本文核心内容是美团近期密集调整布局AI业务,整体走向战略落地阶段,核心干货如下:

1.组织架构升级:美团新成立与外卖、闪购平行的AI Transformation部门,直接向核心本地商业CEO王莆中汇报,AI从技术探索升级为战略核心,调动资源效率大幅提升,由资深业务高管掌舵,延续AI与业务融合的务实风格;

2.产品落地进展:美团自研全模态大模型LongCat已经推出12个版本,落地了面向B端的袋鼠参谋、智能掌柜,面向C端的问小团、小美,还有光年之外团队整合推出的AI原生浏览器Tabbit 1.0,内部已经实现95%代码工作依托AI工具CatPaw完成,将AI提人效作为核心目标;

3.整体战略方向:美团不抢AI入口,主打做AI生态的服务底座,开放履约能力给所有AI Agent,依托自身全国覆盖的履约网络卡位物理AI。

本文披露了美团AI转型的最新布局,给本地生活相关品牌带来多维度参考信息,核心干货如下:

1.消费与渠道变化:AI正在重构本地生活的交易链路,用户越来越多通过第三方AI Agent发起本地生活需求,美团开放履约能力后,品牌可以对接全网AI Agent获取全新流量渠道,打破原有平台流量边界;

2.产品与运营方向:AI与业务深度融合已经成为明确趋势,美团已经面向商家推出袋鼠参谋、智能掌柜等AI运营工具,可以帮助品牌降低重复劳动、提升运营效率,品牌可以优先对接这类工具降本增效;

3.竞争策略参考:当前AI赛道竞争激烈,纯技术噱头很难建立长期优势,美团依托自身履约场景做差异化卡位,品牌做AI转型也应当优先贴合自身业务场景,不要盲目投入纯技术研发,优先关注AI对业务的实际提升效果。

本文梳理了美团AI转型的最新动向,给美团平台上的各类卖家带来明确的机会提示与风险参考,核心干货如下:

1.新增量机会:美团正式推出To A新战略,将自身的履约服务能力开放给全网所有AI Agent,把AI Agent变成新客户,目前跑腿服务已经以Skill形式开放接入多家AI助手,后续本地生活各类服务都会逐步开放,卖家可以提前对接相关合作,获取美团自有流量外的新增量;

2.降本增效机会:美团面向B端商家推出了袋鼠参谋、智能掌柜等多款AI运营工具,可以帮助卖家完成选品、运营、客服等多环节的重复工作,降低人力成本,提升运营效率,卖家可以提前试用这类工具优化自身运营;

3.风险提示:当前美团AI产品整体声量较低,C端用户规模还比较小,短期用户增长存在不确定性,卖家布局AI相关营销要控制投入,优先对接已经成熟的生态合作项目,不要盲目跟风投入。

本文介绍了美团AI布局与新业务拓展的整体思路,给各类工厂带来商业机会与数字化转型参考,核心干货如下:

1.明确商业机会:美团早在2017年就开始布局无人机配送业务,属于卡位低空经济的核心战略,目前业务已经升级为直接向王兴汇报,团队规模超过300人,需要大量人工智能硬件、无人机相关配件的生产研发支持,有相关技术和产能优势的工厂可以对接相关合作;

2.数字化转型启示:美团内部全面推进AI化,用AI工具替代95%的重复劳动,通过AI重新梳理业务流程,减少内部内耗,将AI提升人效作为核心目标,工厂也可以参考这个思路,用AI改造生产、运营、管理流程,降低人力成本,提升运转效率;

3.产品设计方向参考:AI原生产品已经成为新的发展方向,工厂布局AI相关智能硬件产品时,可以参考美团业务先行的思路,让AI贴合具体使用场景,不要盲目追求纯技术参数,优先关注AI对场景的实际提升效果。

本文梳理了当前互联网大厂AI转型的最新动向,给AI、To B相关服务商带来行业趋势与合作机会干货,核心内容如下:

1.行业发展新趋势:AI已经完成从技术探索到企业核心战略的升级,国内主流互联网大厂都纷纷成立独立的AI部门统筹全企业业务落地,AI与实体场景结合的物理AI、服务AI Agent成为新的赛道,市场空间非常广阔,是服务商接下来的核心增长点;

2.企业AI转型痛点与解决方案:很多企业AI转型面临技术部门和业务部门脱节、资源调动困难、决策周期长的痛点,美团通过成立独立的AI转型部门,直接向业务一号位汇报,有效解决了这个问题,这个架构调整方案可以作为服务商给企业做AI转型咨询的参考;

3.生态合作机会:美团AI采用开放合作的策略,Tabbit浏览器集成了多家头部大模型,同时美团开放自身履约能力给所有AI Agent,AI大模型、AI应用相关服务商可以对接美团生态,获得海量真实落地场景。

本文介绍了美团AI布局的经验与战略思路,给各类互联网平台的AI转型运营带来多维度参考,核心干货如下:

1.组织管理调整经验:美团原有AI探索分散在各个业务线,存在资源调动困难、决策效率低的问题,新成立的AI Transformation部门和核心业务平行,直接向业务一号位汇报,大幅提升了AI落地的效率,这个调整思路适合正在推进AI转型的平台参考;

2.差异化战略与风险规避:当前AI入口赛道已经变成红海,巨头竞争激烈,美团没有盲目跟风烧钱争夺超级入口,而是依托自身原有履约优势,差异化卡位做AI生态的服务底座,避开了红海竞争,这个思路可以帮助平台规避盲目烧钱的风险,找到适合自身的定位;

3.内部运营启示:美团内部把AI提升人效作为核心目标,用AI替代重复劳动,重新梳理业务流程减少内耗,打造适配AI的组织文化,有效降低了内部运营成本,平台可以参考这个思路,通过AI优化内部管理,提升整体运转效率。

本文披露了美团AI转型的最新布局,呈现了国内互联网产业AI发展的新动向,给产业研究提供了丰富的样本,核心干货如下:

1.产业发展新动向:当前国内互联网大厂的AI发展已经从早期的技术探索进入到战略落地阶段,各大厂纷纷调整组织架构升级AI的战略地位,商业模式层面出现了To A(服务AI Agent)的全新方向,拓展了原有的To B、To C商业模式框架,是值得研究的全新产业方向;

2.差异化竞争新路径:不同于头部互联网大厂砸千亿资金自研大模型、争夺AI超级入口的路径,美团依托自身覆盖全国的本地生活履约网络,提出物理AI战略,卡位连接数字智能与真实世界的基础设施,坚持业务先行,技术服务业务的路线,走出了一条非头部大厂的差异化竞争路线;

3.行业新问题:当前AI赛道已经进入红海竞争,中小体量大厂在资金、流量上都无法和头部企业比拼,AI产品普遍存在强投入弱声量的现状,如何依托自身原有生态建立差异化优势,是整个行业都需要解决的新问题,美团的样本提供了重要的研究案例。

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Quick Summary

This article covers Meituan's recent intensive AI strategy adjustments as the company moves into the phase of strategic implementation. Key takeaways are as follows:

1. Organizational restructuring: Meituan has established a new AI Transformation department that operates on the same level as its core food delivery and instant retail divisions, reporting directly to Puzhong Wang, CEO of Meituan Core Local Commerce. This upgrade elevates AI from a technical exploration initiative to a core strategic focus, drastically improving resource allocation efficiency. Led by a senior business executive, the new structure maintains Meituan's pragmatic approach of integrating AI with business operations.

2. Product implementation progress: Meituan's self-developed multimodal large model LongCat has been iterated into 12 versions, with B-facing products including Dajiang Advisor and Smart Store Manager, and C-facing products including Wenxiaotuan and Xiaomei. It has also launched Tabbit 1.0, an AI-native browser developed with the integrated team from光年之外 (Light-Years Beyond). Internally, 95% of all coding work is now completed with the support of Meituan's AI tool CatPaw, with improving workforce productivity as the core goal.

3. Overall strategic direction: Instead of competing for AI user entry points, Meituan positions itself as the service infrastructure for the AI ecosystem. It opens its fulfillment capabilities to all AI Agents, leveraging its nationwide fulfillment network to carve out a position in "physical AI".

This article discloses Meituan's latest AI transformation layout, providing multi-dimensional insights for brands in the local living industry. Key takeaways are as follows:

1. Shifts in consumption and channels: AI is reshaping the transaction chain of local living services, as an increasing number of users initiate local living demand via third-party AI Agents. After Meituan opens its fulfillment capabilities, brands can connect to AI Agents across the internet to access new traffic channels, breaking through the original traffic boundaries of the platform.

2. Product and operational direction: Deep integration of AI and business has become a clear industry trend. Meituan has already launched AI-powered operational tools including Dajiang Advisor and Smart Store Manager for merchants, which help brands reduce repetitive work and improve operational efficiency. Brands should prioritize integrating these tools to cut costs and boost performance.

3. Reference for competitive strategy: Competition in the current AI track is fierce, and pure technical gimmicks can hardly build long-term advantages. Meituan pursues differentiated positioning based on its own fulfillment scenarios. When carrying out AI transformation, brands should also prioritize alignment with their own business scenarios, avoid blind investment in pure technology research and development, and focus on actual business improvements driven by AI.

This article sorts out the latest trends of Meituan's AI transformation, providing clear opportunity alerts and risk references for all types of sellers on Meituan's platform. Key takeaways are as follows:

1. New growth opportunities: Meituan has formally launched its new "To A" strategy, opening its fulfillment service capabilities to all AI Agents across the internet, turning AI Agents into new customers. Currently, its errand service has already been opened as a skill access to multiple AI assistants, and various local living services will be opened gradually in the future. Sellers can prepare for related cooperation in advance to access new growth outside of Meituan's own traffic.

2. Cost reduction and efficiency improvement opportunities: Meituan has launched multiple AI-powered operational tools such as Dajiang Advisor and Smart Store Manager for B-end merchants. These tools can help sellers complete repetitive work across multiple links including product selection, operation and customer service, reducing labor costs and improving operational efficiency. Sellers can trial these tools in advance to optimize their operations.

3. Risk warning: The overall brand awareness of Meituan's AI products is still low, and the C-end user scale remains relatively small, leading to uncertain short-term user growth. Sellers should control investment when laying out AI-related marketing, prioritize cooperation with mature ecosystem projects, and avoid blind investment following trends.

This article introduces Meituan's overall approach to AI layout and new business expansion, providing commercial opportunities and digital transformation references for manufacturers. Key takeaways are as follows:

1. Clear commercial opportunities: Meituan started布局 drone delivery as early as 2017 as a core strategy to position itself in the low-altitude economy. Currently, the business has been upgraded to report directly to Meituan CEO Wang Xing, with a team of over 300 people. It requires large-scale support for R&D and production of AI hardware and drone-related accessories. Manufacturers with relevant technological and production capacity advantages can pursue cooperation opportunities.

2. Insights for digital transformation: Meituan is promoting company-wide AI adoption, using AI tools to replace 95% of repetitive work, restructuring business processes to reduce internal friction, and takes AI-driven productivity improvement as its core goal. Manufacturers can follow this example to transform production, operation and management processes with AI, reduce labor costs and improve operational efficiency.

3. Reference for product design direction: AI-native products have become a new development trend. When laying out AI-related smart hardware products, manufacturers can follow Meituan's business-first approach, align AI with specific usage scenarios, avoid blindly chasing pure technical parameters, and prioritize actual performance improvement for target scenarios.

This article sorts out the latest AI transformation trends among major Chinese internet companies, providing industry insights and cooperation opportunities for AI and B2B service providers. Key takeaways are as follows:

1. New industry development trends: AI has completed its upgrade from a technical exploration initiative to a core corporate strategy. All major domestic internet giants have established independent AI departments to coordinate company-wide business implementation. Physical AI that combines AI with physical scenarios, and service for AI Agents have emerged as new tracks with huge market potential, becoming core growth areas for service providers going forward.

2. Pain points and solutions for corporate AI transformation: Many companies face pain points including misalignment between technical and business departments, difficulties in resource allocation and long decision cycles when implementing AI transformation. By establishing an independent AI transformation department that reports directly to the top business leader, Meituan has effectively solved these problems. This restructuring plan can serve as a reference for service providers when providing AI transformation consulting services for enterprises.

3. Ecosystem cooperation opportunities: Meituan adopts an open cooperation strategy for its AI business. Its Tabbit browser integrates multiple leading large language models, and the company opens its fulfillment capabilities to all AI Agents. Service providers focusing on large models and AI applications can access Meituan's ecosystem to gain access to massive real-world implementation scenarios.

This article introduces Meituan's experience and strategic thinking on AI layout, providing multi-dimensional references for AI transformation and operation for all types of internet platforms. Key takeaways are as follows:

1. Experience for organizational restructuring: Previously, Meituan's AI exploration was scattered across different business lines, leading to difficulties in resource allocation and low decision-making efficiency. The newly established AI Transformation department sits on the same level as core business divisions and reports directly to the top business leader, drastically improving the efficiency of AI implementation. This adjustment approach is suitable for platforms currently advancing AI transformation as a reference.

2. Differentiated strategy and risk mitigation: The AI entry track has become a red ocean with fierce competition among tech giants. Instead of blindly following rivals and burning cash to compete for a super AI entry point, Meituan leverages its existing fulfillment advantages, takes a differentiated position as the service infrastructure for the AI ecosystem, and avoids red ocean competition. This approach can help platforms avoid the risk of blind cash-burning and find a positioning that fits their own strengths.

3. Insights for internal operation: Meituan takes AI-driven productivity improvement as its core internal goal, uses AI to replace repetitive work, restructures business processes to reduce internal friction, and builds an organizational culture adapted to AI, effectively reducing internal operation costs. Platforms can reference this approach to optimize internal management and improve overall operational efficiency.

This article discloses Meituan's latest AI transformation layout, reflecting new development trends of AI in China's internet industry, and provides a rich case study for industrial research. Key takeaways are as follows:

1. New industry development trends: AI development at China's major internet companies has progressed from early-stage technical exploration to strategic implementation. Major players are adjusting their organizational structures to elevate AI's strategic status. A brand-new business model direction called "To A" (serving AI Agents) has emerged, expanding the original framework of B2B and B2C business models, making it a new industrial direction worthy of in-depth research.

2. A new path for differentiated competition: Unlike leading internet giants that invest hundreds of billions of RMB in developing self-built large models and competing for super AI entry points, Meituan leverages its nationwide local life fulfillment network to propose a physical AI strategy, positioning itself as the infrastructure connecting digital intelligence and the physical world. Adhering to a business-first approach where technology serves business needs, Meituan has carved out a differentiated competition path for non-top-tier internet giants.

3. New industry issues: The AI track has now entered a red ocean competition. Medium and smaller internet players cannot compete with leading giants in terms of capital and traffic, and AI products generally face the situation of heavy investment but low market awareness. How to build differentiated advantages based on existing ecosystems is a new problem that the entire industry needs to solve, and Meituan's case provides an important research sample.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

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|林京

美团核心本地商业(CLC)组织架构近日调整,新成立AI Transformation部门,与外卖、闪购等部门平行,由前大众点评总经理牧遥负责,汇报关系从美团高级副总裁、平台负责人李树斌调整为向美团核心本地商业CEO王莆中。

这也是继阿里成立Token Foundry事业部之后,又一互联网大厂设立AI转型部门,美团的AI战略也随之浮出水面。而“一号位”交由业务经验丰富的高管而非技术专家掌舵,也延续美团将AI与业务融合置于首位的务实风格。

除此之外,美团近期还密集落地多款AI产品。最受关注的公测100天、更新十多个版本之后,美团旗下GN06团队推出的AI原生浏览器Tabbit 1.0近期。GN06团队是由美团花20.65亿元收购的“光年之外”团队整合而成,这也是其走至台前交出的第一份答卷。

外卖大战之后,美团AI业务正在开启“大跃进”。

美团AI战略,浮出水面

随着AI Transformation部门成立,美团AI战略轮廓初现。

不同于美团自研大模型、各项AI应用产品探索的业务团队都是直接汇报给美团平台负责人、S-team成员李树斌,AI Transformation现在直接向王莆中汇报,美团AI从过去的“技术探索”上升为“战略核心”,在推动AI方案落地时,可以更高效调动整个核心本地商业体系的资源,而不再受制于单个业务部门的技术能力和决策周期。

美团对于AI业务的态度,转折点可以追溯到2025年的一季度电话会上,彼时美团CEO王兴表示,美团在AI技术上的战略定位,是积极进攻而非消极防御。

受外卖大战牵制,美团将有限的“子弹”都铺向AI基础设施,核心是其自研大模型Long cat(龙猫)。从2025年9月首次发布至今,美团LongCat系列模型已累计发布12个模型,覆盖文本、图像、语音、视频等全模态。

和其他互联网大厂一样,美团通过“挖角”迅速补齐人才短板。2025年底,据《智能涌现》报道,前闪极AI合伙人、前字节视觉大模型AI平台负责人潘欣加入美团。潘欣负责多模态AI创新工作,主导了LongCat App等多个相关应用的开发。

而作为美团LongCat团队基础模型负责人,裴鹏在2025年多所高校举办的学术论坛活动上露面。基于LongCat,美团密集发布了面向B端和C端产品,前者包括“袋鼠参谋”、“智能掌柜”等产品,后者则是独立APPAI生活秘书“小美”、AI管家“问小团”等产品。今年“五一”小长假前夕,“问小团”被提至美团APP首页底部导航栏核心位置。

它们属于核心本地商业(CLC)体系下的各个业务线自行推进的项目。从美团官网发布的招聘需求可以看到,“小团”等都归属于美团核心本地商业部门。伴随着AI Transformation的设立,未来这些产品很可能都会在新的架构下进行统一规划和协调。

另一款备受关注的AI产品Tabbit上线背后,AI浏览器赛道已经卷成一片红海,不仅有谷歌Chrome、微软Edge、OpenAI Atlas等海外巨头重兵布阵,还有夸克、字节跳动和360 AI浏览器等国内企业入局。

据界面新闻报道,Tabbit在2025年8月正式立项,9月开工,11月做出第一个版本,12月在美团内部测试,春节后推向公测。

Tabbit在国内百日狂飙上线、一度陷入抄袭风波之后,最近还悄悄上线了Tabbit国际版,在去年6月停止招聘后,Tabbit团队近日又重启了海外岗位招聘。

其背后的原光年之外团队也颇受关注。2023年,美团前联合创始人、高级副总裁王慧文创立的“光年之外”被美团收购后,整合为GN06在美团运营,目前与外卖、闪购、酒旅等主营业务无关联,主要是面向AI原生应用的探索。除了Tabbit之外,GN06在2023年和2024年末还分别推出过AI图像/视频生成工具妙刷、AI情感陪伴App“WOW”。

据雷峰网报道,2025年11月,原光年之外应用负责人调任至美团,直接向李树斌汇报。美团的GN06团队规模数十人,产品线围绕AI应用的娱乐、Agent等方面。

进入2026年,美团不止是布局自研大模型、密集落地产品,还有内部氛围变化。虎嗅曾报道,一位美团技术中层表示,2026年开年以来,美团内部在彻底的“AI化”,他所在的某核心业务线的技术部门,超过95%的代码工作都依托于美团自研的CatPaw这款工具。CatPaw几乎嵌入到了他如今工作的每一步。

此外,2026年,美团内部把“AI提高人效”作为关键目标之一。其核心思路是,通过AI减少“重复劳动”中人工占比,这不仅是常规代码生成,也包括了通过无人机和无人配送车提高复杂、困难场景中的配送人效。基于AI重新梳理业务流程,并优化流程以减少内耗,打造适配AI生态、高效流程的组织文化。

借力腾讯,美团抢滩AI入口

相比流量更充沛和技术实力更雄厚的互联网大厂,无论是自研大模型,还是面向C端的产品探索,美团AI业务在外界的存在感并不强,以独立APPAI生活秘书“小美”为例,截至目前,其在安卓端的下载量不过169万。

美团想要重新定义自己在AI时代的角色。在今年Q1的财报电话会上,王兴表示,美团的AI Agent“小美”跟腾讯元宝的合作即将上线。用户在腾讯元宝里输入本地生活需求,可以直接通过小美调用美团的外卖等服务,整个交易过程不用跳转到美团App。

这和阿里千问点外卖的模式颇为相似,不同的是,阿里是在自身体系内完成闭环,而美团则是向所有AI Agent开放自身的履约能力。美团想要实现的,是未来无论用户用的是元宝、豆包还是其他AI入口,最终完成配送和线下服务的,依然是美团的商家网络和骑手体系。

比起争夺AI时代的“超级入口”,美团选择的是“退一步”战略,将平台积累的核心能力,打造成为所有AI Agent都绕不开的“服务底座”。

这也是美团提出的“物理AI”战略,主要建立在美团数据和履约优势上,具体表现为美团的AI可以直接在覆盖全国2800多个市县、每日数千万笔交易的复杂真实环境中学习和迭代。王兴曾用一个形象的比喻说明:“就算让爱因斯坦来当秘书,让他订一家餐厅,他依然不知道那个餐厅有没有座位。这不是智力问题,而是信息问题。”

在这一愿景之下,美团已经开始推出具体的落地路径。在2026年Q1财报电话会上,王兴提出的新战略方向——服务AI Agent(To A),他表示,未来美团除了服务消费者(To C)和商家(To B),服务AI Agent(To A)正变得越来越重要。

美团将AI Agent从“工具”重新定义为美团的“客户”。一些具体的产品已经开始落地,美团在5月发布了“跑腿Skill”,将跑腿下单能力以封装Skill形式向AI助手生态开放,目前已有多家AI助手接入美团跑腿。

而决定物理世界AI化的广度,还有美团早在探索的无人机业务。通过卡位低空经济,美团可以将“物理AI”的服务边界从地面延伸至空中。

这是美团从2017年就开始布局的业务。彼时,毛一宁带着其创业团队加入美团无人机业务。2022年,毛一宁在接受《电脑报》专访时提到,2022年9月,该团队已经有300余人,并且里面很多已经是小有成就的人工智能、或者硬件领域的leader。

这一项业务的特殊性还在于直接向王兴汇报。2024年2月的美团组织架构调整中,王兴在内部邮件里明确将无人机和境外业务的汇报关系提升至直接向他汇报,以此提升科技与国际化业务的优先级。

强投入、弱声量,不追求“Token工厂”

在AI投入上,美团并非“低调”。核心本地商业CEO王莆中曾公开表示,美团每年在AI领域的投入超过百亿元。美团CEO王兴也曾披露,自2023年初以来,美团在资本开支和AI人才上持续加码,大部分资金用于自研大模型的构建,投入规模在国内企业中位居前列,仅次于部分云计算巨头。

只不过,相较于阿里、字节、腾讯等动辄数千亿的AI投入,美团的体量仍有差距。加之过去一年外卖大战对资源和精力的牵制,美团的AI叙事在外界看来,存在感并不算强。

这种“强投入、弱声量”的感知,在自研大模型业务上体现得尤为明显。LongCat团队极少公开亮相,也缺乏明显的技术“一号位”,落地产品如“小团”等,在千问等产品通过狂撒红包补贴推动用户点外卖心智时,美团的“问小团”声量也较小。

美团的AI业务也有其浓厚的企业基因,美团并未将全部筹码押注在自研模型上。以AI浏览器Tabbit为例,其策略是集成多家头部大模型——除自研LongCat-Flash-Chat外,还接入了DeepSeek、豆包、千问、Kimi等。美团更在意的,显然是模型能否在自家场景中跑出结果,而非模型本身有多强。这种与业务强结合的风格,贯穿了美团AI的整体布局。

譬如,LongCat与市面上其他大模型产品的一个区别是与本地生活业务深度绑定。在其产品界面上,“找附近玩乐”、“做出游攻略”、“订住处”等导航栏清晰可见,延续了美团“业务先行”的一贯逻辑。

美团在“物理AI”战略下,不追求成为“Token工厂”,而是致力于成为连接数字智能与真实世界服务的“基础设施”,这是基于自身独业务特基因进行战略卡位。相较之下,美团主动出击推出的LongCat与Tabbit等产品,在当前激烈的AI工具与模型竞争中,很难在短期内建立起显著的差异化优势,其未来的竞争力更取决于与美团实体服务生态的融合深度。

在AI颠覆本地生活之前,场景和履约能力是美团真正的底牌,美团必须把这张牌牢握在自己手里。

注:文/林京,文章来源:Tech星球(公众号ID:tech618),本文为作者独立观点,不代表亿邦动力立场。

文章来源:Tech星球

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