美团-W3Q24前瞻:市场回暖更显利润弹性

华泰证券
12 Oct 2024

3Q24前瞻:政策利好提振信心,消费回暖助力长期前景近期多项会议释放政策利好,提振市场信心,亦有望引导消费逐步回暖,美团作为本地生活服务龙头或展现更强的成长弹性;短期内到店竞争改善叠加公司自身运营效率提升助力业绩弹性释放。我们预计公司3Q24收入921亿元,yoy+21%,非IFRS净利润112亿元,yoy+96%;预计公司24-26年收入3273/3822/4421亿元,非IFRS净利润为402...

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