《大行》瑞银料美团(03690.HK)今年外卖订单及单位经济增长稳定

阿斯达克财经
Mar 03, 2025

瑞银表示,与一位在第三方本地服务机构工作的专家进行了调研,其表示美团(03690.HK) 第四季度食品配送订单增长应能稳定在按年升10%,但按季增长有所放缓。展望2025年,专家预计订单增长将稳定在10%,主要驱动因素包括自2024年7月“到家”与“到店”服务整合至神会员计划后,截至12月会员数已增长至约1.2亿(按季增长20%),根据QuestMobile数据,占月活跃用户(MAU)的24%。...

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