港股详情

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美团-WR

167.800

+7.5004.68%

成交量：8.66万

成交额：1,447.61万

市值：1.01万亿

市盈率：75.24

高：168.800

开：163.600

低：163.600

收：160.300

数据加载中...

总览公司新闻资讯公告

“最佳港股公司”榜单揭晓，顺丰同城、美团、快手等共同获选最具成长性港股公司

两个月获利或超20亿，美团在这个赛道赚翻了

2024年度商业模式创新公司出炉顺丰同城、宇树科技、美团等获选

节后错峰出游热，美团旅行：文旅订单上涨24% ，00后热衷非遗体验

输给抖音，京东靠外卖就想拿下美团了？

京东外卖一周涌入近20万商家刘强东能否拿到市场“第三张门票”？

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每日经济新闻

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中国家电网

京东入局外卖行业，破局当下底层商家的困境？

Ofweek维科网

京东开外卖免佣金、美团取消超时罚款，他们对钱不感兴趣？

外卖零佣金! 京东要做重塑格局的鲶鱼

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刘强东能否拿到市场“第三张门票”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2513237748","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513237748?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 09:25","pubTimestamp":1740101103,"startTime":"0","endTime":"0","summary":"2月20日，记者从接近京东外卖业务的人士处了解到，当前，已有近20万餐饮商家申请入驻。而京东外卖上线一周后，部分城市订单量增长超100倍。目前京东外卖已在全国39个城市上线。京东使出的大招，瞄向了外卖“双雄”重兵把守的“商家”和“骑手”两座城池。2月19日，京东外卖宣布将逐步为全职骑手缴纳五险一金；美团同日表示，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。","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=nesSN20250221092515962a9b0b&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, 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重申“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2512467372","media":"观点网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512467372?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 12:25","pubTimestamp":1740025500,"startTime":"0","endTime":"0","summary":"观点网讯：2月20日，野村证券发布研报指出，社保覆盖对美团外卖业务的单位经济影响可控。据了解，野村预计缴纳社保对美团今年外卖业务的单位经济效益和营运利润影响有限。野村分析称，美团可能会采取逐个城市推进的方式实施社保措施，而非一次性全面推行，预计全面推行可能需要3至4年时间。预测显示，2025财年社保覆盖对美团外卖业务单位经济效益的影响可能控制在约5%至7%内。野村重申对美团的“买入”评级，并给予目标价212港元。该行认为，尽管社保覆盖可能带来一定成本压力，但其影响整体可控，不会显著改变美团外卖业务的基本面。免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。","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=nesSN20250220122736962973d5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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日，摩根士丹利发表研报称】美团宣布计划为全职及稳定兼职骑手缴纳社保。大摩认为此举对 2025 年外卖业务单位和营运利润影响有限，公司会逐步推展而非一次性为全国骑手缴纳社保，影响分散在未来几年内。同时，大摩预期美团透过提升经营效率，能吸收对订单单位的影响，对 2025 年外卖全年经营利润预测维持为 350 亿元不变，单位预测为 1.45 元。大摩认为，美团作为外卖行业领先者，为骑手缴纳社保及改善福利将提升行业进入门槛，进一步巩固其行业地位，并给予“增持”评级，目标价 200 港元。","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=nesSN2025022012210296297293&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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10:19","pubTimestamp":1740017940,"startTime":"0","endTime":"0","summary":"2月20日早间，美团股价最大跌幅6.86%，探至156.2港元/股，截至发稿时仍跌超6.5%。消息面上，2月19日，继京东官宣将逐步为外卖全职骑手缴纳五险一金后，美团也于同日宣布，将为全职及稳定兼职骑手缴纳社保。美团介绍，2022年7月以来，已出资14亿元为7个试点省市的全量骑手缴纳职业伤害保费，未来将进一步覆盖所有省市所有骑手。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":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220102104a24c86e9&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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美团跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2512468751","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512468751?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 09:54","pubTimestamp":1740016460,"startTime":"0","endTime":"0","summary":"每经记者：曾子建每经编辑：肖芮冬2月20日早盘，港股市场早盘低开。截至发稿前，恒生指数报22840点，下跌0.47%；恒生科技指数报5646点，下跌0.48%。盘面上，美团大幅低开，截至发稿前报159港元，下跌5.19%。消息方面，2月19日傍晚，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。今日早间，京东集团下跌0.45%，报153.5港元。跨境ETF方面，恒生医疗指数ETF、港股医药ETF、港股创新药ETF基金等早盘涨超2%。","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=nesSN20250220095604a24c7fa7&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, 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快速跳水5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2512450161","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512450161?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 09:33","pubTimestamp":1740015193,"startTime":"0","endTime":"0","summary":"2025年02月20日早盘09时33分，美团-WR股票出现异动，股价快速下挫5.04%。美团-WR股票所在的线上零售商行业中，整体跌幅为2.05%。其相关个股中，汇通达网络、宝尊电商-W、汽车之家-S涨幅较大，振幅较大的相关个股有美团-WR、香港科技探索、汇通达网络，振幅分别为5.23%、4.55%、2.89%。美团-WR公司简介：美团是一家中国生活服务电子商务平台。该公司拥有即时配送服务品牌“美团外卖”,并通过其移动端提供服务。","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=nesSN20250220093314988bab42&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, 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AI布局提供发展借鉴，外卖核心竞争力依旧稳固——系列研究之四","url":"https://stock-news.laohu8.com/highlight/detail?id=2512976105","media":"光仔看消费","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512976105?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 16:31","pubTimestamp":1739953889,"startTime":"0","endTime":"0","summary":"国信社服观点1）DoorDash2024年第四季度维持强劲增长，积极探索AI布局。我们认为DoorDash的AI布局思路也可为美团布局AI提供部分参考。DoorDash 于 2023 年 8 月 28 日正式推出 AI 语音点餐服务。最终，AI 语音订餐系统可以为餐厅带来运营效率和销售额的双重提升，而 DoorDash 也会获得更多的佣金以及配送收入，但公司尚未公布该技术对经营的实际贡献。","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=nesSN20250219195027a24bd25b&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, 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14:19","pubTimestamp":1739945940,"startTime":"0","endTime":"0","summary":"报道显示，2024年美团闪购平台卖出5亿份果切，鲜花、面膜、裙子、盲盒、游戏手柄等销量均有大幅增长，其中盲盒销量同比增长990%，外卖买小家电、盲盒、裙子等新型消费方式持续升温。近年来，消费电子、日用百货类品牌商持续入驻美团闪购等即时零售平台，推动即时零售商品供给不断丰富、质量持续提升，推动消费者养成“外卖买万物”的消费习惯。","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=nesSN2025021914212396285594&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":1739780270,"startTime":"0","endTime":"0","summary":"2025年2月11日，京东外卖正式宣布启动“品质堂食餐饮商家”招募计划，对2025年5月1日前入驻的商家实施全年免佣金政策，直接对标美团和饿了么的收费模式。京东的战略野心不止于外卖。京东入局外卖如果崭露头角必然打破了市场平衡，迫使美团、饿了么重新审视商业模式。外卖行业不可以也坚决不能出现垄断行业，毕竟底层商家代表的是中国商业最基础的部分，让底层商家萎靡不振，必然会导致中国经济的低迷。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025021716180398885f18&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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06:51","pubTimestamp":1739487081,"startTime":"0","endTime":"0","summary":"有趣的是，当天深夜，美团也似乎用行动在回应京东这一举措：发布公告称将于近期公布“取消骑手超时扣款”具体方案。京东外卖是其即时零售业务的重要组成部分。虽然京东并未公布投入外卖的配送人员具体数量，但相信其已有能力满足外卖业务初期的人员支撑。骑手们为避罚款常采取逆行等危险行为，形成安全隐患。美团的取消超时扣款到底能不能有实际成效，顾客吃饭的及时需求又如何平衡等，也要等待时间检验。","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=nesSN20250214070039a2450eca&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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京东要做重塑格局的鲶鱼","url":"https://stock-news.laohu8.com/highlight/detail?id=2511511272","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2511511272?lang=zh_cn&edition=fundamental","pubTime":"2025-02-13 17:20","pubTimestamp":1739438457,"startTime":"0","endTime":"0","summary":"据艾媒数据，2023年餐饮外卖占收入比重达22.6%，商家对成本敏感度极高，京东此举将引发“羊群效应”。京东强势闪电冲击，将美团逼入防守困局。美团核心本地商业贡献超70%营收，外卖佣金更是利润支柱，京东的零佣金迫使美团面临两难，若跟进降价将直接冲击2024年已降至12%的运营利润率，若维持现状则面临商家流失风险。京东的鲶鱼效应将加速行业从“规模竞争”转向“价值竞争”。","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=nesSN20250213173148a2446393&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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