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T20211211736
T20211211736
·
2025-11-29
请不要给我面子，该跌还是让他跌，只有跌出自由，跌出高度，才能更健康，为社会主义伟大复兴努力
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T20211211736
T20211211736
·
2025-09-17
这个社会怎么了，欠钱成大爷了？欠缺还不让人催了，拉黑名单不对？没报送央行不错了
欠费14元像欠债40万？美团打车“催收式”短信遭吐槽
三言Pro近日，三言注意到有网友反映自己遭到美团打车“催收式”短信通知提醒交费。这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。笔者亲测：使用美团打车欠款14元五天后遭“催收式”短信通知为了求证网友经历是否属实，笔者亲自使用美团打车进行测试。行程结束后，为了验证是否会收到美团打车“催收式”短信，笔者故意没有付款。
欠费14元像欠债40万？美团打车“催收式”短信遭吐槽
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T20211211736
T20211211736
·
2025-08-22
Replying to
@tmfefuvi
:我已经交了300个，套了就不想动//
@tmfefuvi
:管不住自己的手，总有一天交巨额学费 [得意]
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T20211211736
T20211211736
·
2025-08-20
摩根什么态度
财报前瞻丨美团，在外卖大战中寻找有效“对冲”与高增长机会
美团将于8月27日发布二季度业绩。
财报前瞻丨美团，在外卖大战中寻找有效“对冲”与高增长机会
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T20211211736
T20211211736
·
2025-07-18
$美团ADR(MPNGY)$
adr涨这么多，周一。。。。汇丰大卖。。。。。
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T20211211736
T20211211736
·
2025-07-16
$英伟达(NVDA)$
还以为是h100
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T20211211736
T20211211736
·
2025-05-15
活动优惠是商家经验活动，不能算商家损失，商家都是抬高单价做活动
非常抱歉，此主贴已删除
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T20211211736
T20211211736
·
2025-04-25
Replying to
@夜流沙
:你这睁眼说瞎话啊，消费者感觉不到佣金,甚至外卖比到店便宜，感觉佣金高的是商家，感觉赚少的是外卖员。//
@夜流沙
:不站队，因为我都不看好。作为消费者感觉美团外卖的抽成是真的高，净利润那么低，基层员工收入也不高，真应该想想钱都花在哪了[捂脸]
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T20211211736
T20211211736
·
2025-04-23
$三倍做多富时中国ETF-Direxion(YINN)$
出啥好事了，突然拉升
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T20211211736
T20211211736
·
2025-04-15
撕破脸了，那就和大A一样退，一分不赔[开心]
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href=\"https://laohu8.com/S/03690\">美团</a>打车给该网友发送警示短信称，“乘客您好，平台必须严肃警示您……打车账单已经逾期5天，务必于今日23:59前点击链接立即结清，否则将直接降低您在平台的个人信用。”</p><p>这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。</p><p>该网友认为，仅仅10元钱，五天未支付，美团竟以“催债公司”的逻辑催款，实在无法理解。</p><p>笔者亲测：</p><p>使用美团打车欠款14元</p><p>五天后遭“催收式”短信通知</p><p>为了求证网友经历是否属实，笔者亲自使用美团打车进行测试。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/6D2DD5B7B7C14338C26349E6AB91826C3D545D53_size72_w1080_h869.jpg\"/></p><p>“美团打车”入口在美团App首页顶部。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/046AA1B6854F6A048AE720DAB6386BE2158565B6_size136_w1080_h1692.jpg\"/></p><p>进入后，交互逻辑其它网约车平台类似，需要选择好上车点以及目的地信息。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/0B31FB649CAC97CD69F546BDF566A136A71F3D41_size167_w1080_h2246.jpg\"/></p><p>美团打车提供包括其自营车型在内的多家网约车选择，例如美团特选型、美团快车、<a href=\"https://laohu8.com/S/02643\">曹操出行</a>等。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/4A570C10109B7F6A2763A4B12B8A69C71A4E09C4_size122_w1080_h2205.jpg\"/></p><p>9月11日上午，笔者亲自使用美团打车前往1.6公里外的一家商场购物。整个打车体验除了感觉车来得比较慢外，都很不错。全程耗时5分钟，花费14元。</p><p>行程结束后，为了验证是否会收到美团打车“催收式”短信，笔者故意没有付款。</p><p>从行程结束那一刻算起，24小时内笔者未收到任何催款通知。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/6F3A2B759DCD7FE6C9CA6B8B7E3ED9F0CF683AD7_size74_w1080_h926.jpg\"/></p><p>而在9月14日，美团打车终于发来了第一条短信：</p><p>【美团打车】“支付延迟通知”重要提醒：尾号xxxx的2025-09-11订单已逾期48小时。及时支付将保障：✓ 维持良好信用记录✓ 享受平台专属权益。请立即点击或前往美团完成支付！</p><p>从这条短信的短信语气来看，语气平和，并不算严肃，还在强调有优惠之类信息。</p><p>会不会拖欠打车款比较久才会收到网友所述的“催收式”短信呢？于是笔者决定再等两天。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/70210DE953AEC1D75CFBBEC461D2D74798F65A4C_size66_w1080_h925.jpg\"/></p><p>果然，9月16日，笔者再次收到一条美团打车发的交费通知：</p><p>【美团打车】乘客您好，平台正式提醒您：订单“(京MFS131)：起点慧忠北里第二社...”已逾期5天，请务必于今日23:59前登录美团官方app完成支付，否则将直接影响您的平台信用记录！</p><p>而这一次，短信的语气严肃了很多，虽然和网友截图中的用词有出入，但确实有种“压力值爆表”感。</p><p>短信从“支付延迟通知”开头，直接转为“平台正式提醒您”；之后又是“请务必……”‘又是“否则将直接影响您的平台信用记录！”</p><p>这一连串话术给人一种“我不是欠了14元打车费，而是欠了40万‘黑网贷’”的感觉，说不定再拖几天就要“爆通讯录”。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/316D3D934C2D3C5293D5EAABD21FFC43ED7537E3_size37_w1080_h438.jpg\"/></p><p>于是笔者就这条短信内容咨询美团客服，尤其是短信中“平台信用记录”中“平台”是否指国家征信系统的信用记录提问。</p><p>但美团客服根本不正面回答，仅表示笔者以后不会再收到这类短信，同时也强调用户银行征信记录不会受影响。</p><p>大量网友吐槽美团打车</p><p>三言注意到，美团打车“催收式”通知短信情况并非个例。很多网友都曾在社交平台上吐槽过。这种情况甚至早在几年前就存在，而且短信话术都“五花八门”，并且充满“紧迫感”。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/C7FDB2127BBBA8253664BD3CB8AB26ECA2623396_size76_w1080_h1663.jpg\"/></p><p>比如有强调“平台会逐步加重处罚”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/DFC6B9D21A12C0341AD70518F267E90BE65C69D9_size95_w1080_h1359.jpg\"/></p><p>有“执行要求”，不按时支付“将采取必要措施”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/9B1B465B6A9288850BD523034528CBC81BF8FF7C_size69_w1080_h952.jpg\"/></p><p>有“账户封锁警告”、“紧急情况！您的账户将在1小时后全面封锁……”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/52C3B66F3FD9817F35FEFFB541E4D69777284245_size158_w1080_h2068.jpg\"/></p><p>有“追责即将启动”、“我方将启动刚性措施”、“避免今日23:59后的后果”、“最后警告”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/3D527B68A84CD7A1C3C514F1A9D4D77A4F25D73E_size76_w1080_h947.jpg\"/></p><p>有“征信黑名单”、“警告！如您在……不支付欠款”、“将被报送至征信机构，形成征信黑名单记录……”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/BDD3DBCC24E529FE91ED7ABC35B9C12EB68F0B37_size130_w888_h1568.jpg\"/></p><p>还有“启动处罚”、“拖欠和失信双名单处罚”、“构成拖欠并追责”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/DAE7D1ED88CFF02C893C5048031652F6D2441177_size471_w1080_h6437.jpg\"/></p><p>更离谱的是，还有网友晒出自己手机拦截记录显示，自一月起动不动就会受到美团打车的催款通知，而且从截图露出的部分看，通知短信用词都非常严厉，充满各种“法律诉讼预警”、“违约记录即将提交”、“账户封锁警告”……等内容。</p><p>诚信交易固然重要</p><p>用户体验同样应当被重视</p><p>如果不注意看通知短信前“美团打车”四个字的话，这些短信内容真的很像网贷逾期后遭到催收公司催款的短信通知。</p><p>当然，欠缴打车费用甚至故意拖欠确实不应该，使用网约车服务后及时交费也是一种义务。但是美团打车这样的行为是否少了点“人情味”呢？</p><p>现在，移动支付的便捷往往让人们有时会充满“迟钝感”。尤其是网约车支付场景，不需要抵达目的地后立刻付款，可以事后在手机上完成履约。但生活中，出现“下车后忙着办事”等情景导致忘记支付的情况并不少见。</p><p>因此，相信绝大部分消费者并非故意欠款不还。</p><p>更何况，即使是在北上广深这样的大城市，使用网约车服务再贵充其量是几百元钱。那么，因几十、几百元钱就以及其严肃的口吻“催收”，着实在用户体验方面欠考虑。</p><p>从笔者和美团客服的沟通情况来看，这种短信催收形式是可以关闭的；其次，短信里所谓的“影响平台征信”应该也不是指国家级别的征信系统，否则客服也不会指出对征信没有影响。</p><p>那在某种角度上可以视作美团打车这种提醒方式多少有点“小题大做”、甚至“威胁”的意思。</p><p>在如今网约车市场竞争激烈的大背景下，各个玩家都在“卷”服务、“卷”体验。</p><p>在各个细节都能让用户满意，才更有赢的胜算。</p><p>笔者真心建议美团打车方面更换交费短信通知的话术，用温柔的语言，一样能够起到提醒大家的作用，不是吗？</p></body></html>","source":"fenghuang_stock","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>欠费14元像欠债40万？美团打车“催收式”短信遭吐槽</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; 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欠费14元像欠债40万？美团打车“催收式”短信遭吐槽\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-17 10:33 北京时间 <a href=https://tech.ifeng.com/c/8miWa4rkxKM><strong>三言财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>三言Pro近日，三言注意到有网友反映自己遭到美团打车“催收式”短信通知提醒交费。根据网友在社交平台上发布的帖子显示，美团打车给该网友发送警示短信称，“乘客您好，平台必须严肃警示您……打车账单已经逾期5天，务必于今日23:59前点击链接立即结清，否则将直接降低您在平台的个人信用。”这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。该网友认为，仅仅10元钱，五天...</p>\n\n<a href=\"https://tech.ifeng.com/c/8miWa4rkxKM\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1583":"高瓴概念","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","LU0455707207.USD":"FIDELITY FUNDS CHINA INNOVATION \"A\" (USD) INC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) 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ACC","LU0048597586.USD":"富达亚洲焦点A"},"source_url":"https://tech.ifeng.com/c/8miWa4rkxKM","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2568455035","content_text":"三言Pro近日，三言注意到有网友反映自己遭到美团打车“催收式”短信通知提醒交费。根据网友在社交平台上发布的帖子显示，美团打车给该网友发送警示短信称，“乘客您好，平台必须严肃警示您……打车账单已经逾期5天，务必于今日23:59前点击链接立即结清，否则将直接降低您在平台的个人信用。”这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。该网友认为，仅仅10元钱，五天未支付，美团竟以“催债公司”的逻辑催款，实在无法理解。笔者亲测：使用美团打车欠款14元五天后遭“催收式”短信通知为了求证网友经历是否属实，笔者亲自使用美团打车进行测试。“美团打车”入口在美团App首页顶部。进入后，交互逻辑其它网约车平台类似，需要选择好上车点以及目的地信息。美团打车提供包括其自营车型在内的多家网约车选择，例如美团特选型、美团快车、曹操出行等。9月11日上午，笔者亲自使用美团打车前往1.6公里外的一家商场购物。整个打车体验除了感觉车来得比较慢外，都很不错。全程耗时5分钟，花费14元。行程结束后，为了验证是否会收到美团打车“催收式”短信，笔者故意没有付款。从行程结束那一刻算起，24小时内笔者未收到任何催款通知。而在9月14日，美团打车终于发来了第一条短信：【美团打车】“支付延迟通知”重要提醒：尾号xxxx的2025-09-11订单已逾期48小时。及时支付将保障：✓ 维持良好信用记录✓ 享受平台专属权益。请立即点击或前往美团完成支付！从这条短信的短信语气来看，语气平和，并不算严肃，还在强调有优惠之类信息。会不会拖欠打车款比较久才会收到网友所述的“催收式”短信呢？于是笔者决定再等两天。果然，9月16日，笔者再次收到一条美团打车发的交费通知：【美团打车】乘客您好，平台正式提醒您：订单“(京MFS131)：起点慧忠北里第二社...”已逾期5天，请务必于今日23:59前登录美团官方app完成支付，否则将直接影响您的平台信用记录！而这一次，短信的语气严肃了很多，虽然和网友截图中的用词有出入，但确实有种“压力值爆表”感。短信从“支付延迟通知”开头，直接转为“平台正式提醒您”；之后又是“请务必……”‘又是“否则将直接影响您的平台信用记录！”这一连串话术给人一种“我不是欠了14元打车费，而是欠了40万‘黑网贷’”的感觉，说不定再拖几天就要“爆通讯录”。于是笔者就这条短信内容咨询美团客服，尤其是短信中“平台信用记录”中“平台”是否指国家征信系统的信用记录提问。但美团客服根本不正面回答，仅表示笔者以后不会再收到这类短信，同时也强调用户银行征信记录不会受影响。大量网友吐槽美团打车三言注意到，美团打车“催收式”通知短信情况并非个例。很多网友都曾在社交平台上吐槽过。这种情况甚至早在几年前就存在，而且短信话术都“五花八门”，并且充满“紧迫感”。比如有强调“平台会逐步加重处罚”的；有“执行要求”，不按时支付“将采取必要措施”的；有“账户封锁警告”、“紧急情况！您的账户将在1小时后全面封锁……”的；有“追责即将启动”、“我方将启动刚性措施”、“避免今日23:59后的后果”、“最后警告”的；有“征信黑名单”、“警告！如您在……不支付欠款”、“将被报送至征信机构，形成征信黑名单记录……”的；还有“启动处罚”、“拖欠和失信双名单处罚”、“构成拖欠并追责”的；更离谱的是，还有网友晒出自己手机拦截记录显示，自一月起动不动就会受到美团打车的催款通知，而且从截图露出的部分看，通知短信用词都非常严厉，充满各种“法律诉讼预警”、“违约记录即将提交”、“账户封锁警告”……等内容。诚信交易固然重要用户体验同样应当被重视如果不注意看通知短信前“美团打车”四个字的话，这些短信内容真的很像网贷逾期后遭到催收公司催款的短信通知。当然，欠缴打车费用甚至故意拖欠确实不应该，使用网约车服务后及时交费也是一种义务。但是美团打车这样的行为是否少了点“人情味”呢？现在，移动支付的便捷往往让人们有时会充满“迟钝感”。尤其是网约车支付场景，不需要抵达目的地后立刻付款，可以事后在手机上完成履约。但生活中，出现“下车后忙着办事”等情景导致忘记支付的情况并不少见。因此，相信绝大部分消费者并非故意欠款不还。更何况，即使是在北上广深这样的大城市，使用网约车服务再贵充其量是几百元钱。那么，因几十、几百元钱就以及其严肃的口吻“催收”，着实在用户体验方面欠考虑。从笔者和美团客服的沟通情况来看，这种短信催收形式是可以关闭的；其次，短信里所谓的“影响平台征信”应该也不是指国家级别的征信系统，否则客服也不会指出对征信没有影响。那在某种角度上可以视作美团打车这种提醒方式多少有点“小题大做”、甚至“威胁”的意思。在如今网约车市场竞争激烈的大背景下，各个玩家都在“卷”服务、“卷”体验。在各个细节都能让用户满意，才更有赢的胜算。笔者真心建议美团打车方面更换交费短信通知的话术，用温柔的语言，一样能够起到提醒大家的作用，不是吗？","news_type":1,"symbols_score_info":{"03690":1.5,"MPNGY":0.6,"METmain":0.6,"HMTD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470410086121536,"gmtCreate":1755877765186,"gmtModify":1755877767740,"author":{"id":"3464914845348106","authorId":"3464914845348106","name":"T20211211736","avatar":"https://static.laohu8.com/3f458065e1d734e994cfd6a32aeae64d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464914845348106","idStr":"3464914845348106"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3493713447408535\">@tmfefuvi</a>:我已经交了300个，套了就不想动//<a href=\"https://laohu8.com/U/3493713447408535\">@tmfefuvi</a>:管不住自己的手，总有一天交巨额学费 [得意]","listText":"Replying to <a href=\"https://laohu8.com/U/3493713447408535\">@tmfefuvi</a>:我已经交了300个，套了就不想动//<a href=\"https://laohu8.com/U/3493713447408535\">@tmfefuvi</a>:管不住自己的手，总有一天交巨额学费 [得意]","text":"Replying to @tmfefuvi:我已经交了300个，套了就不想动//@tmfefuvi:管不住自己的手，总有一天交巨额学费 [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470410086121536","isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469917934956888,"gmtCreate":1755700382048,"gmtModify":1755700383863,"author":{"id":"3464914845348106","authorId":"3464914845348106","name":"T20211211736","avatar":"https://static.laohu8.com/3f458065e1d734e994cfd6a32aeae64d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464914845348106","idStr":"3464914845348106"},"themes":[],"htmlText":"摩根什么态度","listText":"摩根什么态度","text":"摩根什么态度","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469917934956888","repostId":"1186085630","repostType":2,"repost":{"id":"1186085630","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1755678448,"share":"https://www.laohu8.com/m/news/1186085630?lang=zh_CN&edition=full","pubTime":"2025-08-20 16:27","market":"hk","language":"zh","title":"财报前瞻丨美团，在外卖大战中寻找有效“对冲”与高增长机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1186085630","media":"财报Agent","summary":"美团将于8月27日发布二季度业绩。","content":"<html><head></head><body><p><strong><em>摘要：</em></strong><a href=\"https://laohu8.com/S/03690\">美团-W</a> <em>将于8月27日发布二季度业绩。受“外卖大战”影响，美团盈利料继续承压，需关注到店、酒旅、广告等业务的对冲和“稳定器”效果。另外，“闪购”与出海业务的增长情况也是重要看点。</em></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d89cead0b9f4e29bed210b8c42e51fc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>一季度业绩回顾</strong></p><p>2025年第一季度，美团的收入同比增长18.1%至人民币866亿元。核心本地商业分部一季度的经营溢利达到人民币135亿元，较去年同期的人民币97亿元增长39.1%。同时，新业务分部的经营亏损由去年同期的人民币28亿元收窄至人民币23亿元。期间经调整EBITDA及经调整溢利净额分别实现同比增长至人民币123亿元及人民币109亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/791fc37499ce4980e6217d18043dd4bd\" title=\"\" tg-width=\"878\" tg-height=\"391\"/></p><p><strong>二季度业绩预期</strong></p><p>根据彭博社的数据，分析师普遍预期美团二季度营收937亿元，调整后每股收益1.57元，调整后净利润99.7亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39c9db3182fbc97461a8bb303d304653\" title=\"\" tg-width=\"619\" tg-height=\"66\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9246a4825c5914b3e0c7194938ce145d\" title=\"\" tg-width=\"574\" tg-height=\"213\"/></p><p><strong>主要看点</strong></p><p>“外卖大战”带来的影响</p><p>二季度行业竞争进入高强度阶段，外卖补贴与大促贯穿6–7月，单量扩容的同时单位经济短期承压。多家机构测算显示，Q2外卖订单同比增速有望提升至双位数区间（部分模型测算约+14%），但客单价同比下滑（测算中值约-7%），叠加单均补贴抬升，单均UE同比下滑幅度加大。</p><p>管理层表示，二季度核心本地商业收入同比增速将放缓、经营利润同比将下降，这属于阶段性、战略性的选择。在对冲侧，平台通过提升骑手利用率、缩短履约半径、密度优化与跨业务调度（高峰时段的错峰利用）来消化补贴的部分压力。</p><p style=\"text-align: start;\">到店、酒旅与广告变现的稳定器作用</p><p style=\"text-align: start;\">到店与酒旅在暑期场景下具备季节性优势，广告与佣金的毛利结构对补贴周期不敏感，有望在二季度发挥“稳定器”作用。在品类层面，大额餐饮与娱乐在宏观偏弱环境中可能出现决策延后，预算释放节奏呈不均衡，但长尾商家投放与团购广告结构性提升有望提供对冲。</p><p style=\"text-align: start;\">“美团闪购”的发展情况</p><p style=\"text-align: start;\">即时零售是中期增长曲线的战略支点。4月15日平台正式发布“美团闪购”品牌，机构对Q2延续高增长普遍乐观，个别跟踪模型给出Q2闪购单量同比约+30%至+36%的假设。同时，闪购的增长将反哺到店广告和商家数字化升级，广告效应有望形成二次放大。风险在于“30分钟到达”的要求推高了人力与站点运营成本，可能引发供给侧补贴竞争，短期利润率承压。</p><p style=\"text-align: start;\">海外业务的增长情况</p><p style=\"text-align: start;\">海外业务作为美团的“第二增长曲线”，是主要的发力方向，中国香港地区、中东地区、巴西等地市场正在持续拓展。从更长周期看，成熟市场可复制的模型与供给网络将成为新的增长引擎。</p><p><strong>机构观点</strong></p><ul style=\"list-style-type: disc;\"><li><p>高盛：维持美团“买入”评级，目标价200港元。公司AI投入与国际化拓展为中长期增长提供动能。</p></li><li><p>中金公司：维持“跑赢行业”评级，目标价177港元。预计Q2收入增长12%–16%，利润率环比下滑。</p></li><li><p>瑞银：维持“买入”评级。外卖业务短期承压不会长期损害“护城河”优势。</p></li><li><p>野村：维持“买入”评级。看好外卖竞争情况稳定后的利润修复。</p></li></ul></body></html>","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; 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财报前瞻丨美团，在外卖大战中寻找有效“对冲”与高增长机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-08-20 16:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><em>摘要：</em></strong><a href=\"https://laohu8.com/S/03690\">美团-W</a> <em>将于8月27日发布二季度业绩。受“外卖大战”影响，美团盈利料继续承压，需关注到店、酒旅、广告等业务的对冲和“稳定器”效果。另外，“闪购”与出海业务的增长情况也是重要看点。</em></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d89cead0b9f4e29bed210b8c42e51fc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>一季度业绩回顾</strong></p><p>2025年第一季度，美团的收入同比增长18.1%至人民币866亿元。核心本地商业分部一季度的经营溢利达到人民币135亿元，较去年同期的人民币97亿元增长39.1%。同时，新业务分部的经营亏损由去年同期的人民币28亿元收窄至人民币23亿元。期间经调整EBITDA及经调整溢利净额分别实现同比增长至人民币123亿元及人民币109亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/791fc37499ce4980e6217d18043dd4bd\" title=\"\" tg-width=\"878\" tg-height=\"391\"/></p><p><strong>二季度业绩预期</strong></p><p>根据彭博社的数据，分析师普遍预期美团二季度营收937亿元，调整后每股收益1.57元，调整后净利润99.7亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39c9db3182fbc97461a8bb303d304653\" title=\"\" tg-width=\"619\" tg-height=\"66\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9246a4825c5914b3e0c7194938ce145d\" title=\"\" tg-width=\"574\" tg-height=\"213\"/></p><p><strong>主要看点</strong></p><p>“外卖大战”带来的影响</p><p>二季度行业竞争进入高强度阶段，外卖补贴与大促贯穿6–7月，单量扩容的同时单位经济短期承压。多家机构测算显示，Q2外卖订单同比增速有望提升至双位数区间（部分模型测算约+14%），但客单价同比下滑（测算中值约-7%），叠加单均补贴抬升，单均UE同比下滑幅度加大。</p><p>管理层表示，二季度核心本地商业收入同比增速将放缓、经营利润同比将下降，这属于阶段性、战略性的选择。在对冲侧，平台通过提升骑手利用率、缩短履约半径、密度优化与跨业务调度（高峰时段的错峰利用）来消化补贴的部分压力。</p><p style=\"text-align: start;\">到店、酒旅与广告变现的稳定器作用</p><p style=\"text-align: start;\">到店与酒旅在暑期场景下具备季节性优势，广告与佣金的毛利结构对补贴周期不敏感，有望在二季度发挥“稳定器”作用。在品类层面，大额餐饮与娱乐在宏观偏弱环境中可能出现决策延后，预算释放节奏呈不均衡，但长尾商家投放与团购广告结构性提升有望提供对冲。</p><p style=\"text-align: start;\">“美团闪购”的发展情况</p><p style=\"text-align: start;\">即时零售是中期增长曲线的战略支点。4月15日平台正式发布“美团闪购”品牌，机构对Q2延续高增长普遍乐观，个别跟踪模型给出Q2闪购单量同比约+30%至+36%的假设。同时，闪购的增长将反哺到店广告和商家数字化升级，广告效应有望形成二次放大。风险在于“30分钟到达”的要求推高了人力与站点运营成本，可能引发供给侧补贴竞争，短期利润率承压。</p><p style=\"text-align: start;\">海外业务的增长情况</p><p style=\"text-align: start;\">海外业务作为美团的“第二增长曲线”，是主要的发力方向，中国香港地区、中东地区、巴西等地市场正在持续拓展。从更长周期看，成熟市场可复制的模型与供给网络将成为新的增长引擎。</p><p><strong>机构观点</strong></p><ul style=\"list-style-type: disc;\"><li><p>高盛：维持美团“买入”评级，目标价200港元。公司AI投入与国际化拓展为中长期增长提供动能。</p></li><li><p>中金公司：维持“跑赢行业”评级，目标价177港元。预计Q2收入增长12%–16%，利润率环比下滑。</p></li><li><p>瑞银：维持“买入”评级。外卖业务短期承压不会长期损害“护城河”优势。</p></li><li><p>野村：维持“买入”评级。看好外卖竞争情况稳定后的利润修复。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/32a8bec329f5d6649969331239ff1f0f","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186085630","content_text":"摘要：美团-W 将于8月27日发布二季度业绩。受“外卖大战”影响，美团盈利料继续承压，需关注到店、酒旅、广告等业务的对冲和“稳定器”效果。另外，“闪购”与出海业务的增长情况也是重要看点。一季度业绩回顾2025年第一季度，美团的收入同比增长18.1%至人民币866亿元。核心本地商业分部一季度的经营溢利达到人民币135亿元，较去年同期的人民币97亿元增长39.1%。同时，新业务分部的经营亏损由去年同期的人民币28亿元收窄至人民币23亿元。期间经调整EBITDA及经调整溢利净额分别实现同比增长至人民币123亿元及人民币109亿元。二季度业绩预期根据彭博社的数据，分析师普遍预期美团二季度营收937亿元，调整后每股收益1.57元，调整后净利润99.7亿元。主要看点“外卖大战”带来的影响二季度行业竞争进入高强度阶段，外卖补贴与大促贯穿6–7月，单量扩容的同时单位经济短期承压。多家机构测算显示，Q2外卖订单同比增速有望提升至双位数区间（部分模型测算约+14%），但客单价同比下滑（测算中值约-7%），叠加单均补贴抬升，单均UE同比下滑幅度加大。管理层表示，二季度核心本地商业收入同比增速将放缓、经营利润同比将下降，这属于阶段性、战略性的选择。在对冲侧，平台通过提升骑手利用率、缩短履约半径、密度优化与跨业务调度（高峰时段的错峰利用）来消化补贴的部分压力。到店、酒旅与广告变现的稳定器作用到店与酒旅在暑期场景下具备季节性优势，广告与佣金的毛利结构对补贴周期不敏感，有望在二季度发挥“稳定器”作用。在品类层面，大额餐饮与娱乐在宏观偏弱环境中可能出现决策延后，预算释放节奏呈不均衡，但长尾商家投放与团购广告结构性提升有望提供对冲。“美团闪购”的发展情况即时零售是中期增长曲线的战略支点。4月15日平台正式发布“美团闪购”品牌，机构对Q2延续高增长普遍乐观，个别跟踪模型给出Q2闪购单量同比约+30%至+36%的假设。同时，闪购的增长将反哺到店广告和商家数字化升级，广告效应有望形成二次放大。风险在于“30分钟到达”的要求推高了人力与站点运营成本，可能引发供给侧补贴竞争，短期利润率承压。海外业务的增长情况海外业务作为美团的“第二增长曲线”，是主要的发力方向，中国香港地区、中东地区、巴西等地市场正在持续拓展。从更长周期看，成熟市场可复制的模型与供给网络将成为新的增长引擎。机构观点高盛：维持美团“买入”评级，目标价200港元。公司AI投入与国际化拓展为中长期增长提供动能。中金公司：维持“跑赢行业”评级，目标价177港元。预计Q2收入增长12%–16%，利润率环比下滑。瑞银：维持“买入”评级。外卖业务短期承压不会长期损害“护城河”优势。野村：维持“买入”评级。看好外卖竞争情况稳定后的利润修复。","news_type":1,"symbols_score_info":{"03690":1.1,"MPNGY":1.1}},"isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457990779392048,"gmtCreate":1752851430580,"gmtModify":1752851432160,"author":{"id":"3464914845348106","authorId":"3464914845348106","name":"T20211211736","avatar":"https://static.laohu8.com/3f458065e1d734e994cfd6a32aeae64d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464914845348106","idStr":"3464914845348106"},"themes":[],"htmlText":"<a 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还以为是h100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457063220654480","isVote":1,"tweetType":1,"viewCount":1798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435461994087296,"gmtCreate":1747323311093,"gmtModify":1747323313038,"author":{"id":"3464914845348106","authorId":"3464914845348106","name":"T20211211736","avatar":"https://static.laohu8.com/3f458065e1d734e994cfd6a32aeae64d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464914845348106","idStr":"3464914845348106"},"themes":[],"htmlText":"活动优惠是商家经验活动，不能算商家损失，商家都是抬高单价做活动","listText":"活动优惠是商家经验活动，不能算商家损失，商家都是抬高单价做活动","text":"活动优惠是商家经验活动，不能算商家损失，商家都是抬高单价做活动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435461994087296","repostId":"2535888766","repostType":2,"isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428014575575784,"gmtCreate":1745516079758,"gmtModify":1745516082800,"author":{"id":"3464914845348106","authorId":"3464914845348106","name":"T20211211736","avatar":"https://static.laohu8.com/3f458065e1d734e994cfd6a32aeae64d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464914845348106","idStr":"3464914845348106"},"themes":[],"htmlText":"Replying 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