【野村：社保覆盖对美团外卖业务单位经济影响可控 重申“买入”评级】金十数据2月20日讯，美团(03690.HK)宣布将为全职及稳定兼职骑手缴交社保，野村发表研究报告指，预期缴纳社保对美团今年外卖单位经济和营运利润影响有限，根据美团研究院去年9月数据，2023年通过接单获得收入的745万骑手中，高频骑手仅占总数的11%，低频骑手占41%，业余骑手(一年累计接单天数不超过30天)约占48%，认为符合缴纳社保资格的全职和稳定兼职骑手可能占美团骑手总数不到20%，预测对每笔订单的影响约为0.3至0.4元人民币。野村又指，美团可能会逐个城市推展该措施，而非一次性全面实施，预计全面推行可能需要3至4年时间，预测对美团外卖业务单位经济效益影响在2025财年可能控制在约5%至7%内，重申“买入”评级，目标价212港元。
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