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布鲁诺基亚
08-27
这篇文章不错，转发给大家看看
外卖大战激烈，美团预计三季度核心本地商业业务将出现大幅亏损
布鲁诺基亚
08-07
$多邻国(DUOL)$
布鲁诺基亚
07-14
Down to 30% from 55%
布鲁诺基亚
06-03
继续买进文远知行
布鲁诺基亚
05-31
WeRide Win in May
布鲁诺基亚
05-22
略5
布鲁诺基亚
05-21
$WeRide Inc.(WRD)$
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20:24","market":"hk","language":"zh","title":"外卖大战激烈，美团预计三季度核心本地商业业务将出现大幅亏损","url":"https://stock-news.laohu8.com/highlight/detail?id=1118709809","media":"IT之家","summary":"美团将加大投入应对竞争。","content":"<html><head></head><body><p>周三， <a href=\"https://laohu8.com/S/MPNGY\">美团ADR</a> 盘初大跌超14%。美团今日发布 2025 年第二季度财报，核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响，经营溢利同比下降 75.6% 至人民币 37 亿元，经营利润率同比下降 19.4 个百分点至 5.7%。</p><p style=\"text-align: justify;\">在财报发布后的电话会议中，<strong>美团高管预计第三季度核心本地商业业务将出现大幅亏损。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eedc343bbfb8d98505fd95e55a1633b2\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">美团管理层表示，目前其他平台的补贴水平仍保持历史高位，美团将加大投入应对竞争，同时加大对行业生态的投入。美团将在保持外卖规模优势的基础上增加补贴，来确保价格竞争力和稳定的履约体验，预计核心本地商业三季度会出现较大规模的亏损，美团会根据竞争态势和策略动态调整投入规模；并认为，当行业补贴逐步回归理性水平，外卖也会回归合理的利润水平。</p><p style=\"text-align: justify;\">美团高级副总裁兼首席财务官陈少晖在电话会上说：“我们预计短期内竞争将持续存在，并且会对我们的财务结果产生负面影响，尽管如此，我想强调的是，我们的核心本地商业业务的韧性已经在多个周期中得到了证明。每一个挑战最终都将增强我们的竞争地位，提升我们的执行力，并推动运营卓越。超越短期波动，我们对我们能够长期保持健康、高质量增长充满信心。”</p><p>在<a href=\"https://laohu8.com/S/MPNGY\" title=\"美团\" class=\"\">美团</a>财报电话会上，<a href=\"https://laohu8.com/S/03690\" title=\"美团\" class=\"\">美团</a>CEO王兴表示，“首先明确，我们坚决反对内卷。”当前外卖市场竞争持续加剧，美团将继续捍卫市场地位。“美团是在竞争中成长起来的，我们在持续的竞争中实现了今天的领先地位。”</p><p style=\"text-align: start;\">王兴表示，美团不是第一次面对这种激烈的竞争，在过去多年的发展中，美团在竞争中不断壮大、巩固领先地位。无论过去还是现在，美团始终专注于做正确的事，即，保证优质供给、稳定履约、合理价格，为用户创造良好的体验。</p><p style=\"text-align: start;\">无论市场如何变化，无论竞争如何激烈，美团坚持做正确的事这一点不会变。“没有什么花哨的，回归本质，确保快速可靠地履约、确保经济实惠的价格。”同时，王兴表示，美团将长期专注于生态建设，让消费者、商户和骑手都从中受益。</p></body></html>","source":"ithome","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外卖大战激烈，美团预计三季度核心本地商业业务将出现大幅亏损\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-27 20:24 北京时间 <a href=https://www.ithome.com/0/878/478.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三， 美团ADR 盘初大跌超14%。美团今日发布 2025 年第二季度财报，核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响，经营溢利同比下降 75.6% 至人民币 37 亿元，经营利润率同比下降 19.4 个百分点至 5.7%。在财报发布后的电话会议中，美团高管预计第三季度核心本地商业业务将出现大幅亏损。美团管理层表示，目前其他平台的补贴水平仍保持...</p>\n\n<a href=\"https://www.ithome.com/0/878/478.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"source_url":"https://www.ithome.com/0/878/478.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118709809","content_text":"周三， 美团ADR 盘初大跌超14%。美团今日发布 2025 年第二季度财报，核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响，经营溢利同比下降 75.6% 至人民币 37 亿元，经营利润率同比下降 19.4 个百分点至 5.7%。在财报发布后的电话会议中，美团高管预计第三季度核心本地商业业务将出现大幅亏损。美团管理层表示，目前其他平台的补贴水平仍保持历史高位，美团将加大投入应对竞争，同时加大对行业生态的投入。美团将在保持外卖规模优势的基础上增加补贴，来确保价格竞争力和稳定的履约体验，预计核心本地商业三季度会出现较大规模的亏损，美团会根据竞争态势和策略动态调整投入规模；并认为，当行业补贴逐步回归理性水平，外卖也会回归合理的利润水平。美团高级副总裁兼首席财务官陈少晖在电话会上说：“我们预计短期内竞争将持续存在，并且会对我们的财务结果产生负面影响，尽管如此，我想强调的是，我们的核心本地商业业务的韧性已经在多个周期中得到了证明。每一个挑战最终都将增强我们的竞争地位，提升我们的执行力，并推动运营卓越。超越短期波动，我们对我们能够长期保持健康、高质量增长充满信心。”在美团财报电话会上，美团CEO王兴表示，“首先明确，我们坚决反对内卷。”当前外卖市场竞争持续加剧，美团将继续捍卫市场地位。“美团是在竞争中成长起来的，我们在持续的竞争中实现了今天的领先地位。”王兴表示，美团不是第一次面对这种激烈的竞争，在过去多年的发展中，美团在竞争中不断壮大、巩固领先地位。无论过去还是现在，美团始终专注于做正确的事，即，保证优质供给、稳定履约、合理价格，为用户创造良好的体验。无论市场如何变化，无论竞争如何激烈，美团坚持做正确的事这一点不会变。“没有什么花哨的，回归本质，确保快速可靠地履约、确保经济实惠的价格。”同时，王兴表示，美团将长期专注于生态建设，让消费者、商户和骑手都从中受益。","news_type":1,"symbols_score_info":{"03690":1.1,"MPNGY":1.1}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464881165029536,"gmtCreate":1754521704383,"gmtModify":1754521715820,"author":{"id":"4205284294253352","authorId":"4205284294253352","name":"布鲁诺基亚","avatar":"https://static.tigerbbs.com/592481695d1ae6238f4596bbc42a5cdd","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4205284294253352","authorIdStr":"4205284294253352"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$ </a> ","text":"$多邻国(DUOL)$","images":[{"img":"https://static.tigerbbs.com/ff1afad9d0bc9afb7beadb73613ae8fe","width":"890","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464881165029536","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":456476583731240,"gmtCreate":1752481261342,"gmtModify":1752481263166,"author":{"id":"4205284294253352","authorId":"4205284294253352","name":"布鲁诺基亚","avatar":"https://static.tigerbbs.com/592481695d1ae6238f4596bbc42a5cdd","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4205284294253352","authorIdStr":"4205284294253352"},"themes":[],"htmlText":"Down to 30% from 55%","listText":"Down to 30% from 55%","text":"Down to 30% from 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Inc.(WRD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437495574078240","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":472172154421792,"gmtCreate":1756308291765,"gmtModify":1756308293424,"author":{"id":"4205284294253352","authorId":"4205284294253352","name":"布鲁诺基亚","avatar":"https://static.tigerbbs.com/592481695d1ae6238f4596bbc42a5cdd","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4205284294253352","authorIdStr":"4205284294253352"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472172154421792","repostId":"1118709809","repostType":2,"repost":{"id":"1118709809","kind":"news","pubTimestamp":1756297452,"share":"https://www.laohu8.com/m/news/1118709809?lang=&edition=full","pubTime":"2025-08-27 20:24","market":"hk","language":"zh","title":"外卖大战激烈，美团预计三季度核心本地商业业务将出现大幅亏损","url":"https://stock-news.laohu8.com/highlight/detail?id=1118709809","media":"IT之家","summary":"美团将加大投入应对竞争。","content":"<html><head></head><body><p>周三， <a href=\"https://laohu8.com/S/MPNGY\">美团ADR</a> 盘初大跌超14%。美团今日发布 2025 年第二季度财报，核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响，经营溢利同比下降 75.6% 至人民币 37 亿元，经营利润率同比下降 19.4 个百分点至 5.7%。</p><p style=\"text-align: justify;\">在财报发布后的电话会议中，<strong>美团高管预计第三季度核心本地商业业务将出现大幅亏损。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eedc343bbfb8d98505fd95e55a1633b2\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">美团管理层表示，目前其他平台的补贴水平仍保持历史高位，美团将加大投入应对竞争，同时加大对行业生态的投入。美团将在保持外卖规模优势的基础上增加补贴，来确保价格竞争力和稳定的履约体验，预计核心本地商业三季度会出现较大规模的亏损，美团会根据竞争态势和策略动态调整投入规模；并认为，当行业补贴逐步回归理性水平，外卖也会回归合理的利润水平。</p><p style=\"text-align: justify;\">美团高级副总裁兼首席财务官陈少晖在电话会上说：“我们预计短期内竞争将持续存在，并且会对我们的财务结果产生负面影响，尽管如此，我想强调的是，我们的核心本地商业业务的韧性已经在多个周期中得到了证明。每一个挑战最终都将增强我们的竞争地位，提升我们的执行力，并推动运营卓越。超越短期波动，我们对我们能够长期保持健康、高质量增长充满信心。”</p><p>在<a href=\"https://laohu8.com/S/MPNGY\" title=\"美团\" class=\"\">美团</a>财报电话会上，<a href=\"https://laohu8.com/S/03690\" title=\"美团\" class=\"\">美团</a>CEO王兴表示，“首先明确，我们坚决反对内卷。”当前外卖市场竞争持续加剧，美团将继续捍卫市场地位。“美团是在竞争中成长起来的，我们在持续的竞争中实现了今天的领先地位。”</p><p style=\"text-align: start;\">王兴表示，美团不是第一次面对这种激烈的竞争，在过去多年的发展中，美团在竞争中不断壮大、巩固领先地位。无论过去还是现在，美团始终专注于做正确的事，即，保证优质供给、稳定履约、合理价格，为用户创造良好的体验。</p><p style=\"text-align: start;\">无论市场如何变化，无论竞争如何激烈，美团坚持做正确的事这一点不会变。“没有什么花哨的，回归本质，确保快速可靠地履约、确保经济实惠的价格。”同时，王兴表示，美团将长期专注于生态建设，让消费者、商户和骑手都从中受益。</p></body></html>","source":"ithome","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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5.7%。在财报发布后的电话会议中，美团高管预计第三季度核心本地商业业务将出现大幅亏损。美团管理层表示，目前其他平台的补贴水平仍保持...</p>\n\n<a href=\"https://www.ithome.com/0/878/478.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"source_url":"https://www.ithome.com/0/878/478.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118709809","content_text":"周三， 美团ADR 盘初大跌超14%。美团今日发布 2025 年第二季度财报，核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响，经营溢利同比下降 75.6% 至人民币 37 亿元，经营利润率同比下降 19.4 个百分点至 5.7%。在财报发布后的电话会议中，美团高管预计第三季度核心本地商业业务将出现大幅亏损。美团管理层表示，目前其他平台的补贴水平仍保持历史高位，美团将加大投入应对竞争，同时加大对行业生态的投入。美团将在保持外卖规模优势的基础上增加补贴，来确保价格竞争力和稳定的履约体验，预计核心本地商业三季度会出现较大规模的亏损，美团会根据竞争态势和策略动态调整投入规模；并认为，当行业补贴逐步回归理性水平，外卖也会回归合理的利润水平。美团高级副总裁兼首席财务官陈少晖在电话会上说：“我们预计短期内竞争将持续存在，并且会对我们的财务结果产生负面影响，尽管如此，我想强调的是，我们的核心本地商业业务的韧性已经在多个周期中得到了证明。每一个挑战最终都将增强我们的竞争地位，提升我们的执行力，并推动运营卓越。超越短期波动，我们对我们能够长期保持健康、高质量增长充满信心。”在美团财报电话会上，美团CEO王兴表示，“首先明确，我们坚决反对内卷。”当前外卖市场竞争持续加剧，美团将继续捍卫市场地位。“美团是在竞争中成长起来的，我们在持续的竞争中实现了今天的领先地位。”王兴表示，美团不是第一次面对这种激烈的竞争，在过去多年的发展中，美团在竞争中不断壮大、巩固领先地位。无论过去还是现在，美团始终专注于做正确的事，即，保证优质供给、稳定履约、合理价格，为用户创造良好的体验。无论市场如何变化，无论竞争如何激烈，美团坚持做正确的事这一点不会变。“没有什么花哨的，回归本质，确保快速可靠地履约、确保经济实惠的价格。”同时，王兴表示，美团将长期专注于生态建设，让消费者、商户和骑手都从中受益。","news_type":1,"symbols_score_info":{"03690":1.1,"MPNGY":1.1}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464881165029536,"gmtCreate":1754521704383,"gmtModify":1754521715820,"author":{"id":"4205284294253352","authorId":"4205284294253352","name":"布鲁诺基亚","avatar":"https://static.tigerbbs.com/592481695d1ae6238f4596bbc42a5cdd","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4205284294253352","authorIdStr":"4205284294253352"},"themes":[],"htmlText":"<a 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