美团:为骑手缴社保影响有限,目标价 200 港元

和讯网
20 Feb

【2 月 20 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...

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