港股详情

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美团-W

174.900

-8.600-4.69%

成交量：5,003.07万

成交额：88.69亿

市值：1.07万亿

市盈率：73.30

高：184.000

开：183.500

低：173.000

收：183.500

数据加载中...

总览公司新闻公告

电商跌到第四、AI掉队，流量困境下，刘强东提刀杀向美团腹地

《瑞银窝轮》美团为外卖全职骑手缴纳社保股价挫博股价反弹可留意美团牛证（68997）

阿斯达克财经

美团回应为骑手缴纳“五险一金”：全职兼职都交，到手工资会少一部分

美团兼职和全职骑手都会缴纳社保：是否参缴可与站长协商

微博财经-财道工作室

《市评》恒指续跌科指急吐3% 美团及联想集团受压

阿斯达克财经

美团股价下跌超6% 将为全职及稳定兼职骑手缴纳社保

外卖行业历史性时刻！饿了么、美团、京东集体为骑手交社保

美团-W02月20日遭主力抛售2.74亿元

《全日速报》恒指跌367点; 恒生科技指数跌172点美团跌逾6% 港交所跌逾3% 比亚迪、中银香港、敏实、德昌电机、高伟电子创新高成交畅旺

阿斯达克财经

港股收盘，恒指收跌1.6%，科指收跌3.04%。科网股多数下跌，快手跌超7%，联想集团跌超6%，美团跌超6%，哔哩哔哩跌超5%。

港股收盘，恒指收跌1.6%，科指收跌3.04%。科网股多数下跌，快手(01024.HK)跌超7%，联想集团(00992.

美团骑手社保将落地，影响几何？

高盛：予美团-W“买入”评级目标价200港元

《大行》汇丰研究：美团(03690.HK)外卖为骑手缴纳社保对今年盈利影响可控但短期限制单位经济上行惊喜空间

阿斯达克财经

高盛：予美团-W(03690)“买入”评级目标价200港元

百万美团骑手有了底气

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最新宣布将为外卖全职骑手缴纳社保，美团周四低开5.8%，其后跌幅扩大至约6.4%。根据美团，落实骑手权益保障主要是为积极推动和谐劳动关系。虽然美团挨沽，不过根据瑞银即市资金流，较多投资者部署美团好仓产品或希望博股价反弹；或认为消息可为美团带来正面企业形象，如看好美团可留意美团牛证，收回价142元，行使价139.5元，25年12月到期，有效杠杆约8.4倍。联想周四股价一度飙升至13.18元，不过其后联想股价回吐接近6.4%，收报近11.8元。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230710095930524_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230710095930524_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1418925/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0672654166.SGD","LU0011963245.USD","LU0359201885.HKD","LU0541501648.USD","LU0588545904.SGD","BK1233","LU0708995583.HKD","LU0871576103.HKD","LU0307460666.USD","LU1188198961.HKD","LU1734074674.USD","LU0499858438.USD","IE00B0JY6N72.USD","LU0165289439.USD","LU0181495838.USD","LU1720050803.USD","LU0856984785.SGD","LU0683595622.HKD","LU0880133367.SGD","LU0348805143.USD","LU0878005551.USD","LU1152091168.USD","LU2097828714.EUR","LU2097828805.USD","BK1604","LU0072913022.USD","LU0561508036.HKD","LU0577902538.SGD","BK1583","LU0577902298.EUR","LU0633140727.USD","03690","LU0650527681.SGD","LU0821914370.USD","LU0868486357.SGD","LU2097828557.USD","MPNGY","LU0348825331.USD","LU0320764599.SGD","LU2097828474.EUR","LU0048580855.USD","LU1102505929.USD","LU1242518857.USD","SG9999002463.SGD","LU0593848301.USD","LU0051755006.USD","LU0164880469.USD","IE00B5MMRT66.SGD","LU0456846285.SGD","BK1142"],"gpt_icon":1},{"id":"2512125644","title":"美团回应为骑手缴纳“五险一金”：全职兼职都交，到手工资会少一部分","url":"https://stock-news.laohu8.com/highlight/detail?id=2512125644","media":"海峡导报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512125644?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 17:47","pubTimestamp":1740044820,"startTime":"0","endTime":"0","summary":"美团预计自2025年第二季度为全职及稳定兼职骑手缴纳社保。2月20日，美团一名客服人员表示，2022年7月以来，美团已为7个试点省市的全量骑手缴纳了职业伤害保费。谈及缴纳五险一金之后，骑手到手工资是否会存在下降，美团客服人员表示，骑手是否参与缴纳五险一金，“可与站长协商沟通。”","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/wm/2025-02-20/doc-inemcpfi9167819.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0650527681.SGD","BK1142","LU2488822045.USD","LU0634319403.HKD","LU1224709979.USD","LU0228659784.USD","MPNGY","LU2476274308.USD","LU0072462343.USD","BK1610","LU0588545904.SGD","LU0821914370.USD","LU0348814723.USD","LU1880383440.USD","LU0214875030.USD","LU0856984785.SGD","LU2097828474.EUR","LU0196878994.USD","LU0683595622.HKD","LU0588546209.SGD","LU0051755006.USD","LU0143863784.USD","LU2045819591.USD","LU0048597586.USD","LU1188198961.HKD","LU0871576103.HKD","LU0543330483.HKD","LU0052750758.USD","LU2039709279.SGD","LU0868486357.SGD","BK1233","LU0541502299.USD","LU1770034418.SGD","LU0577902538.SGD","LU0348825331.USD","LU0043850808.USD","03690","LU0048580855.USD","LU0359201885.HKD","LU0572944931.SGD","LU0633140727.USD","LU0269904917.USD","LU2399975544.HKD","LU0251144936.SGD","LU0348816934.USD","LU0345776255.USD","IE00B543WZ88.USD","LU0449509016.USD","LU1226287529.USD","IE0032431581.USD"],"gpt_icon":1},{"id":"2512264419","title":"美团兼职和全职骑手都会缴纳社保：是否参缴可与站长协商","url":"https://stock-news.laohu8.com/highlight/detail?id=2512264419","media":"微博财经-财道工作室","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512264419?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 17:07","pubTimestamp":1740042420,"startTime":"0","endTime":"0","summary":"#美团称骑手缴纳社保会影响工资#2月19日下午，“美团Meituan”微信账号发文表示，正在搭建骑手社保相关的信息系统，预计自2025年第二季度开始实施，逐步为全职及稳定兼职骑手缴纳社保。2月20日，美团一名客服人员表示，全职和兼职人员都交，骑手是否参与缴纳五险一金，可与站长协商沟通。其补充，目前，无论是从骑手的工作安全还是福利保障方面，美团都在持续优化和提升。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/wbstock/2025-02-20/doc-inemcpfh2379278.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2097828557.USD","LU0072913022.USD","LU0039217434.USD","LU0828237510.HKD","LU1242518931.SGD","LU0348788117.USD","LU1720050803.USD","LU0164872284.USD","LU1770034418.SGD","LU1880383440.USD","LU0359202008.SGD","03690","LU0314109678.HKD","LU0509642566.USD","IE0034224299.USD","LU2257852520.SGD","BK1521","LU1831875114.USD","LU2242644610.SGD","LU0228659784.USD","SG9999002828.SGD","LU0672654166.SGD","LU1242518857.USD","LU0196878994.USD","LU0143863784.USD","LU0106252389.USD","LU1328277881.USD","LU1224709979.USD","LU0456827905.SGD","LU1303224171.USD","LU2226246903.HKD","BK4209","LU0327786744.USD","LU0821914370.USD","LU0370786039.SGD","LU0072462343.USD","LU0214875030.USD","LU0823038988.USD","MPNGY","LU0315178854.USD","LU0345776255.USD","IE00B5MMRT66.SGD","LU0054450605.USD","LU0823426480.USD","LU0577902371.SGD","LU0683595622.HKD","IE00B29SXG58.USD","LU0594300179.USD","LU1675838814.USD","LU0611395673.USD"],"gpt_icon":0},{"id":"2512416911","title":"《市评》恒指续跌 科指急吐3% 美团及联想集团受压","url":"https://stock-news.laohu8.com/highlight/detail?id=2512416911","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512416911?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 16:56","pubTimestamp":1740041760,"startTime":"0","endTime":"0","summary":"人行公布2月一年期及五年期LPR分别为3.1%及3.6%维持不变，符市场预期。上证综指全日微跌不足1点或0.02%收3,350点，深证成指升0.2%，沪深两市成交额共近1.76万亿元人民币。大市全日成交总额2,839.43亿元。花旗发表报告指，美团宣布自第二季度起将为旗下全职及稳定的兼职骑手缴纳社保，消息可能会引发投资者对即时配送业务的单位经济效益及整体盈利影响的担忧。由于利率下降，净息差按年收窄5个基点，由 2.14%下降至2.09%。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1418904/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU2097828805.USD","MHImain","LU0348827113.USD","LU0228659784.USD","LU0821914370.USD","LU0501845795.SGD","LU0052750758.USD","LU0128522157.USD","HHImain","LU1720050803.USD","513600","03690","HSImain","HK0000320223.HKD","LU0345775950.USD","LU0823039010.USD","LU1960683339.HKD","LU0633140727.USD","LU0310800965.SGD","LU1734074674.USD","LU0048580855.USD","LU0819121731.USD","BK1526","02833","LU1961090484.USD","LU0196878994.USD","LU0865486749.SGD","LU0359202008.SGD","00992","MCHmain","LU1366334578.USD","LU0011963245.USD","LU0307460666.USD","HSI","LU0499858602.USD","HSTECH","LU0173614495.USD","LNVGY","LU0561508036.HKD","LU0700851271.USD","LU1102505762.USD","MPNGY","80992","LU0577902611.USD","LU0823426480.USD","BK1233","LU0261950983.USD","LU1808992512.USD","LU1048588211.SGD","LU1794554557.SGD"],"gpt_icon":1},{"id":"2512392415","title":"美团股价下跌超6% 将为全职及稳定兼职骑手缴纳社保","url":"https://stock-news.laohu8.com/highlight/detail?id=2512392415","media":"雷递网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512392415?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 16:46","pubTimestamp":1740041204,"startTime":"0","endTime":"0","summary":"昨日，美团宣布将为全国范围内的全职及稳定兼职骑手缴纳社保，预计2025年二季度开始逐步实施。公开报道显示，2023年美团“全年累计接单天数在260天以上的稳定骑手”大约82万人，这一数字应该包括了美团公告中所描述的“全职及稳定兼职骑手”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220164702988c12b6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:17","pubTimestamp":1740039425,"startTime":"0","endTime":"0","summary":"02月20日, 美团-W股价跌6.44%，报收156.90元，成交金额143.05亿元，换手率1.66%，振幅2.44%，量比1.22。美团-W今日主力资金净流出2.74亿元，连续3日净流出，上一交易日主力净流出5.30亿元。近一年数据显示，该股主力连续3日净流出后，次日下跌概率为54.55%，平均跌幅为2.15%。该股近5个交易日下跌2.00%，主力资金累计净流入3.38亿元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入56.74亿元，其中净流入天数为14日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220161827a24cd9ac&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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恒生科技指数跌172点 美团跌逾6% 港交所跌逾3% 比亚迪、中银香港、敏实、德昌电机、高伟电子创新高 成交畅旺","url":"https://stock-news.laohu8.com/highlight/detail?id=2512441835","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512441835?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 16:12","pubTimestamp":1740039120,"startTime":"0","endTime":"0","summary":"恒指全日收22,576点，跌367点或1.6%。恒生科技指数报5,500点，跌172点或3.0%。国指跌140点或1.7%，报8,322点。大市成交额2,839.43亿元。沽空资料截至 2025-02-20 12:25。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190213170656631_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190213170656631_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1418869/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1861214812.USD","LU0572944931.SGD","03690","LU0345775950.USD","SG9999015952.SGD","03143","HHImain","LU0164872284.USD","LU1102505762.USD","LU0140636845.USD","BK1591","LU0828237940.HKD","LU0320764755.SGD","LU1961090484.USD","SG9999001903.USD","LU0143863198.USD","MHImain","SG9999002463.SGD","BK0014","LU2257852520.SGD","LU1242518857.USD","HSI","EVS.SI","01211","01415","LU1064131003.USD","HYDD.SI","00285","LU0043850808.USD","LU0054450605.USD","82388","LU0287142896.SGD","MPNGY","BHKLY","MCHmain","LU0254981946.USD","LU0955623706.USD","02833","LU0431992006.USD","LU0588545904.SGD","BYDDY","LU0828237510.HKD","02388","HSTECH","002594","HSImain","81211","513600","LU0979878070.USD","IE00B29SXG58.USD"],"gpt_icon":0},{"id":"2512185894","title":"港股收盘，恒指收跌1.6%，科指收跌3.04%。科网股多数下跌，快手跌超7%，联想集团跌超6%，美团跌超6%，哔哩哔哩跌超5%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2512185894","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512185894?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 16:09","pubTimestamp":1740038985,"startTime":"0","endTime":"0","summary":"港股收盘，恒指收跌1.6%，科指收跌3.04%。科网股多数下跌，快手跌超7%，联想集团跌超6%，美团跌超6%，哔哩哔哩跌超5%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/20160948278783.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU2242644610.SGD","80992","09626","MCHmain","LU0048597586.USD","BK1610","01024","LU1303224171.USD","LU1152091754.HKD","HHImain","LU1267930227.SGD","LU1868837722.USD","LU0823426308.USD","HSTECH","LU0588545730.USD","LNVGY","HK0000320264.USD","LU1961090484.USD","LU0048580855.USD","LU0348766576.USD","BK4577","HSCEI","00992","LU0868486357.SGD","LU0029875118.USD","03690","LU0072913022.USD","LU1675838814.USD","LU2226246903.HKD","SG9999001903.USD","LU0819123356.HKD","LU1770036033.HKD","LU0918141705.HKD","513600","81024","MPNGY","BK1142","HSI","LU0431992006.USD","LU2097828557.USD","YANG","BK4077","LU0501845795.SGD","LU1023057109.AUD","LU1188198961.HKD","LU1242518857.USD","LU1481107354.HKD","BILI","02833"],"gpt_icon":0},{"id":"2512907474","title":"港股收盘，恒指收跌1.6%，科指收跌3.04%。科网股多数下跌，快手(01024.HK)跌超7%，联想集团(00992.","url":"https://stock-news.laohu8.com/highlight/detail?id=2512907474","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512907474?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 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15:34","pubTimestamp":1740036871,"startTime":"0","endTime":"0","summary":"近日，美团(03690.HK)被华泰证券纳入中国科技股“七巨头”行列中，但其股价表现却明显落后于其他六家巨头。","market":"us","thumbnail":"https://images.finet.hk/photoLib/title/202502_1/db6e1689-26d8-424e-9c1e-2918047dc759.png","type":0,"news_type":0,"thumbnails":["https://images.finet.hk/photoLib/title/202502_1/db6e1689-26d8-424e-9c1e-2918047dc759.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.finet.hk/newscenter/news_content/67b6db075a77129dd69eed18","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"美团骑手社保将落地，影响几何？","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"finet_stock","symbols":["LU0455707207.USD","LU2087589342.USD","LU0605514214.HKD","SG9999000459.SGD","IE00B543WZ88.USD","LU1328277881.USD","LU1868837722.USD","LU0700851271.USD","LU0650527681.SGD","LU0797268264.HKD","LU1152091754.HKD","LU0029875118.USD","LU0577902611.USD","LU0823040885.USD","LU0541501648.USD","BK1604","LU0918141705.HKD","LU1102505929.USD","LU0251144936.SGD","LU0501845795.SGD","IE0032431581.USD","LU0683595622.HKD","LU0828237510.HKD","IE0034224299.USD","LU2039709279.SGD","LU0572944931.SGD","LU0173614495.USD","LU0052750758.USD","LU0181495838.USD","LU0128522157.USD","LU0244354667.USD","LU0561508036.HKD","LU0039217434.USD","LU1323998911.USD","LU1675838814.USD","LU0449509016.USD","LU1770036033.HKD","SG9999002562.SGD","LU1282648689.USD","LU2257852520.SGD","LU0456846285.SGD","LU1226287529.USD","LU1807302812.USD","LU0043850808.USD","MPNGY","LU1048588211.SGD","03690","LU0828238088.HKD","LU2488822045.USD","LU1720050803.USD"],"gpt_icon":1},{"id":"2512944714","title":"高盛：予美团-W“买入”评级 目标价200港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2512944714","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512944714?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 15:21","pubTimestamp":1740036060,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　高盛发布研报称，给予美团-W（03690）“买入”评级，目标价200港元。预计美团外卖业务第一年社保成本可控，增量成本每单0.1至0.2元人民币，或20至30亿元人民币，且今年外卖GTV利润率同比稳定在约3%。\n　　据悉，美团将为全国范围内的全职及稳定兼职骑手缴纳社保。高盛指，注意到美团已自2022年7月起，在7个试点省份为骑手提供职业伤害保险，并推出更多措施支持健康的骑手生态圈。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：史丽君","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-02-20/doc-inemchxm9228607.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["03690","MPNGY"],"gpt_icon":0},{"id":"2512949534","title":"《大行》汇丰研究：美团(03690.HK)外卖为骑手缴纳社保对今年盈利影响可控  但短期限制单位经济上行惊喜空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2512949534","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512949534?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 14:35","pubTimestamp":1740033300,"startTime":"0","endTime":"0","summary":"汇丰研究发表报告指出，美团-W于2022年7月以来，已在七个试点城市投入14亿元人民币为骑手缴纳社保，至2023年底覆盖多达450万名骑手。该行对美团外卖业务长期前景持建设性看法，但预计为外卖骑手缴纳社保的消息或对市场情绪产生负面影响，并影响股价，因市场或忧虑其外卖业务单位经济效益上行惊喜空间短期受限。鉴于美团逐步推广为外卖骑手缴纳社保的措施至其他城市，该行相信对集团今年盈利影响可控。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190715113311738_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190715113311738_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1418840/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1868837565.USD","LU0865486749.SGD","LU0683595622.HKD","LU0455707207.USD","LU0348827113.USD","LU0577902611.USD","LU0918141887.USD","LU1102505762.USD","SG9999002562.SGD","LU0320764755.SGD","LU2087589342.USD","LU0650527681.SGD","LU1242518931.SGD","LU0449509016.USD","LU0456846285.SGD","LU0634319403.HKD","LU1323998911.USD","LU1303224171.USD","LU1961090484.USD","LU0588545730.USD","LU0067412154.USD","LU0128522157.USD","LU1481107354.HKD","LU0823039010.USD","MPNGY","BK1521","IE0032431581.USD","LU1226287529.USD","LU0878005551.USD","LU2488822045.USD","LU0509642566.USD","LU0819123356.HKD","LU0633140560.USD","LU0029875118.USD","LU0052750758.USD","LU0502904849.HKD","LU0821914370.USD","LU0244354667.USD","LU0287142896.SGD","BK1610","LU0348825331.USD","LU1675838814.USD","LU0149721374.USD","03690","LU0214875030.USD","LU0918141705.HKD","LU0417516902.SGD","LU0164872284.USD","LU1048588211.SGD","LU0499858438.USD"],"gpt_icon":0},{"id":"2512049300","title":"高盛：予美团-W(03690)“买入”评级 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13:59","pubTimestamp":1740031175,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛发布研报称，给予美团-W(03690)“买入”评级，目标价200港元。预计美团外卖业务第一年社保成本可控，增量成本每单0.1至0.2元人民币，或20至30亿元人民币，且今年外卖GTV利润率同比稳定在约3%。据悉，美团将为全国范围内的全职及稳定兼职骑手缴纳社保。高盛指，注意到美团已自2022年7月起，在7个试点省份为骑手提供职业伤害保险，并推出更多措施支持健康的骑手生态圈。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1252073.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MPNGY","03690"],"gpt_icon":0},{"id":"2512460484","title":"百万美团骑手有了底气","url":"https://stock-news.laohu8.com/highlight/detail?id=2512460484","media":"时代周报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512460484?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 13:03","pubTimestamp":1740027799,"startTime":"0","endTime":"0","summary":"美团闷声干了件大事。2月19日，美团官方公众号发文称，美团根据新就业形态的特点和新就业群体的实际需求，认真落实骑手权益保障，持续推进骑手社保工作。去年以来，美团就骑手缴纳养老保险等社保方案做了认真研究，选择了不同区域不同城市进行深入调研，并在有关部门的指导下形成了初步试点方案，目前正在搭建骑手社保相关的信息系统，预计2025年二季度开始实施，逐步为全职及稳定兼职骑手缴纳社保。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202502203324722766.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0228659784.USD","LU1770034418.SGD","LU0327786744.USD","LU0828237940.HKD","LU0359201885.HKD","LU0196878994.USD","LU0880133367.SGD","LU1328277881.USD","LU2045819591.USD","IE00BPRC5H50.USD","LU0348735423.USD","LU0605514214.HKD","LU0449509016.USD","LU0634319403.HKD","LU0165289439.USD","LU1993786604.SGD","LU1831875114.USD","LU0819121731.USD","SG9999001903.USD","BK1610","LU0683595622.HKD","MPNGY","LU1102505929.USD","BK1604","IE00B29SXG58.USD","LU1152091754.HKD","LU2125910500.SGD","LU1242518931.SGD","LU1242518857.USD","LU0049853897.USD","LU0499858602.USD","LU0823426480.USD","LU1023057109.AUD","BK1521","LU0348825331.USD","LU0043850808.USD","LU0326950275.SGD","LU0540923850.HKD","LU2226246903.HKD","IE00B5MMRT66.SGD","LU1282648689.USD","LU0039217434.USD","LU0672654166.SGD","LU1048588211.SGD","03690","LU0823426308.USD","BK1583","LU0633140727.USD","LU1048596156.SGD","LU0868486357.SGD"],"gpt_icon":1}],"pageSize":16,"totalPage":25,"pageCount":14,"totalSize":400}]}}