《大行》交银国际列出美团外卖、闪购及饿了么去年日单量对比、外卖市占率估算(表)

阿斯达克财经
Yesterday

交银国际发表报告表示,列出美团外卖、美团闪购及饿了么去年日单量对比:
公司│2024年日单量
美团外卖│6,000万+
美团闪购│950万+
饿了么(阿里(09988.HK) 旗下)│2,000万至3,000万
叮咚买菜│100万+
-----------------------
该行亦列出内地外卖市场市占率估算:
(1)餐饮外卖
公司│2024年│2025年预测
美团外卖│65%│64%
饿了么│33%│34%
(2)即时零售-非餐
公司│2024年│2025年预测
美团闪购│45%│48%
饿了么│21%│21%
京东到家│11%│9%
小象超市(美团旗下)│4%│4%
盒马(阿里旗下)│10%│9%
叮咚买菜│4%│4%
(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-17 16:25。)

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