金吾财讯 | 美团(03690)早盘股价受压走低，截至发稿，报158.9港元，跌5.25%，成交额34.75亿港元。消息面上，京东宣布，自2025年3月1日起，将逐步为京东外卖全职骑手缴纳五险一金，为兼职骑手提供意外险和健康医疗险。随后，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，预计将于2025年二季度开始实施。根据美团官方公布的数据，2023年在美团平台获得收入的骑手约745万人。另外，据美团研究院，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。花旗表示，美团社保试点对2025-26年整体利润率影响可控，维持买入评级，目标价200港元。
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