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　　中信证券发布研报称，美团-W（03690）一直以来对新技术的投入和应用十分积极，此轮科技创新浪潮更利于各细分赛道龙头企业提升竞争力，维持“买入”评级。预计24Q4美团整体收入877.8亿元/同比+19.1%，经营利润91.0亿元/同比+417.3%（其中即时配送66.0亿元/同比+42.2%，到店50.5亿元/同比+49.6%，新业务-21.1亿元/同比显著减亏），经调整净利润104.2亿元/同比+138.1%。

　　公司业务保持了韧性、延续稳健增长。公司近期宣布自25Q2起将逐步为全职及稳定兼职骑手缴纳社保，是继“超时免罚”、“防疲劳试点”、向餐饮商家发放助力金等举措后又一加强核心商业主业生态稳固性的落地事件。对此，该行认为长期意义高于短期成本影响，社保等相对事项已酝酿数年、本身推进存在周期，长久看有利于平台生态健康并加强竞争力。

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