本周二(1月14日), 美团-W 结束六连跌,触底反弹超3%,截至发稿报141.6港元,涨幅3.06%
据统计,美团自12月11日到1月13日区间,累计跌幅达到20.02%。在发布三季报后,其港股股价遭遇重挫,持续刷新着自2020年4月以来的新低纪录。
机构指出,美团股价持续下挫的原因,部分由于新业务”板块在Q3的表现有所放缓。该板块实现营业收入18亿元,同比增长3%,相较于Q2的4%增速有所降低。
这反映出新业务增长面临一定压力,尤其是共享单车业务规模下降的影响。同时,美团买菜和美团优选的增长也受到了去年疫情期间高营收基数的制约。
值得注意的是,“新业务”板块虽然整体仍呈现亏损状态,但本季度已有所改善。亏损的主要原因是美团优选的运营不佳,但美团买菜交易金额的强劲增长已经成为了许多消费者的首选。用户规模、购买频次及客单价均呈现出稳步增长的趋势。
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