《大行》瑞银:美团(03690.HK)为骑手缴纳社保影响可控 短期可能疲软

阿斯达克财经
Feb 20, 2025

美团(03690.HK) 将为全国范围内的全职及稳定兼职骑手缴纳社保。瑞银发表研究报告指,美团这个做法对单位经济效益(UE)的影响可控。报告进一步解释,资料显示,美持于2023年仅有80万个高频骑手,占其骑手总数11%,因此保险覆盖范围有限。另外,瑞银相信并非所有合资格的骑士都会选择社保,因为他们同样必须为保险计划供款,且骑手工作通常被视为过渡性工作。而在逐步实施缴纳社保的过程中,该行相信美团的...

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