个人中心 - 老虎社区

桂A老陆

IP属地：广西

帖子 · 1帖子 · 1
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 桂A老陆桂A老陆
  ·06-18
  京东，重新激活了整个外卖市场，美团感谢他了。
  美团外卖日单量连日超过9000万，餐食外卖市占率稳占70%
  自6月中旬开始，美团外卖日均支付订单始终维持在9000万量级以上，从单日GMV和餐食外卖市场单量等角度看，美团外卖市占率稳居70%左右。
  美团外卖日单量连日超过9000万，餐食外卖市占率稳占70%
  438 评论
  1
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3547698100808604","uuid":"3547698100808604","gmtCreate":1584604079004,"gmtModify":1750229198786,"name":"桂A老陆","pinyin":"gallguialaolu","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/9794e42bf73779ab0187e6d193f48f24","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":14,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.22","exceedPercentage":"60.85%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"广西","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":10,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":447303070863528,"gmtCreate":1750226388484,"gmtModify":1750227838222,"author":{"id":"3547698100808604","authorId":"3547698100808604","name":"桂A老陆","avatar":"https://static.tigerbbs.com/9794e42bf73779ab0187e6d193f48f24","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547698100808604","authorIdStr":"3547698100808604"},"themes":[],"htmlText":"京东，重新激活了整个外卖市场，美团感谢他了。","listText":"京东，重新激活了整个外卖市场，美团感谢他了。","text":"京东，重新激活了整个外卖市场，美团感谢他了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447303070863528","repostId":"2544465749","repostType":2,"repost":{"id":"2544465749","kind":"highlight","pubTimestamp":1750216625,"share":"https://www.laohu8.com/m/news/2544465749?lang=&edition=full","pubTime":"2025-06-18 11:17","market":"us","language":"zh","title":"美团外卖日单量连日超过9000万，餐食外卖市占率稳占70%","url":"https://stock-news.laohu8.com/highlight/detail?id=2544465749","media":"智通财经网","summary":"自6月中旬开始，美团外卖日均支付订单始终维持在9000万量级以上，从单日GMV和餐食外卖市场单量等角度看，美团外卖市占率稳居70%左右。","content":"<p>6月17日，雷峰网独家获得一组流传的数据显示，自6月中旬开始，<a href=\"https://laohu8.com/S/03690\">美团</a>外卖日均支付订单始终维持在9000万量级以上，从单日GMV和餐食外卖市场单量等角度看，美团外卖市占率稳居70%左右。</p><p>最近，外卖行业补贴大战下，美团外卖的单量增长情况一直被外界关注，但美团从未主动对外公布过相关订单，而采取激进补贴策略的<a href=\"https://laohu8.com/S/JD\">京东</a>外卖与淘宝（饿了么）两家平台则不断公布新的订单量进展。</p><p>多个接近美团外卖的消息人士已向雷峰网证实上述消息属实。此前，晚点在5月30日也曾独家披露过，美团外卖的日订单在8000-9000万单之间。</p><p>美团的订单量稳步提升，一方面受益于行业在补贴刺激下市场扩大，另一方面，茶饮新客在进行餐食消费时，出现了自然流入美团的现象。</p><p>一家为多家外卖平台提供服务的代理商提供的数据显示，近期美团外卖客单价保持在了30元左右。该代理商分析，主要原因一是美团的补贴相对谨慎，但更重要的是，美团的茶饮类订单占比较低，客单价维持在了正常水平。</p><p>据上述代理商称，其他两家外卖平台的茶饮订单占比较高，相关数据显示，行业新平台的新增订单中，超过一半为奶茶咖啡订单，客单价均为13-14元左右。</p><p>若按照上述客单价结合三家平台的订单量进行比对，美团按照9000万的平均值计算，京东外卖此前宣布日订单量峰值超过2500万，而淘宝则宣布日订单峰值超过4000万，三家平台的单日峰值GMV分别27亿、3.5亿和5.2亿元。</p><p>从日GMV看，市场格局仍然处在7:2:1的稳定阶段，与补贴大战开始前的市场份额大致相同。</p><p>上述代理商同时补充<a href=\"https://laohu8.com/S/300469\">信息</a>称，如果剔除茶饮订单，仅关注餐食类外卖，不管订单量还是GMV，美团外卖在餐食外卖的市占率始终维持在70%以上、</p><p>“在用餐场景下，用户对超时、客诉等问题更为敏感，会选择履约更稳定的平台，目前，行业在经历了大额补贴刺激后，也进入了比拼服务的阶段，如果不迅速提升履约和服务体验，低价茶饮带来的新客，很可能会被其他平台所虹吸。”该代理商表示。</p>","source":"highlight_zhitongcaijin","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>美团外卖日单量连日超过9000万，餐食外卖市占率稳占70%</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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美团外卖日单量连日超过9000万，餐食外卖市占率稳占70%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-18 11:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1306568.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月17日，雷峰网独家获得一组流传的数据显示，自6月中旬开始，美团外卖日均支付订单始终维持在9000万量级以上，从单日GMV和餐食外卖市场单量等角度看，美团外卖市占率稳居70%左右。最近，外卖行业补贴大战下，美团外卖的单量增长情况一直被外界关注，但美团从未主动对外公布过相关订单，而采取激进补贴策略的京东外卖与淘宝（饿了么）两家平台则不断公布新的订单量进展。多个接近美团外卖的消息人士已向雷峰网证实...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1306568.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20250618/20250618111915_76823.png?x-oss-process=image/format,jpg/quality,q_60","relate_stocks":{"LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","03690":"美团-W","HMTD.SI":"Meituan HK SDR 5to1","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0326948709.USD":"SCHRODER ISF ASIAN TOTAL RETURN \"A\" (USD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU1675838814.USD":"AB SICAV I - EMERGING MARKETS LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","SG9999001689.USD":"施罗德亚洲成长股票","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0072462343.USD":"贝莱德亚洲巨龙基金","MPNGY":"美团ADR","LU0594300419.USD":"富达中国消费基金A","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0084288322.USD":"Natixis Asia Equity RD USD","LU1688375341.USD":"贝莱德中国灵活股票基金","BK1615":"港股-互联网","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU1102505762.USD":"富达新兴市场焦点 A","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)"},"source_url":"http://www.zhitongcaijing.com/content/detail/1306568.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2544465749","content_text":"6月17日，雷峰网独家获得一组流传的数据显示，自6月中旬开始，美团外卖日均支付订单始终维持在9000万量级以上，从单日GMV和餐食外卖市场单量等角度看，美团外卖市占率稳居70%左右。最近，外卖行业补贴大战下，美团外卖的单量增长情况一直被外界关注，但美团从未主动对外公布过相关订单，而采取激进补贴策略的京东外卖与淘宝（饿了么）两家平台则不断公布新的订单量进展。多个接近美团外卖的消息人士已向雷峰网证实上述消息属实。此前，晚点在5月30日也曾独家披露过，美团外卖的日订单在8000-9000万单之间。美团的订单量稳步提升，一方面受益于行业在补贴刺激下市场扩大，另一方面，茶饮新客在进行餐食消费时，出现了自然流入美团的现象。一家为多家外卖平台提供服务的代理商提供的数据显示，近期美团外卖客单价保持在了30元左右。该代理商分析，主要原因一是美团的补贴相对谨慎，但更重要的是，美团的茶饮类订单占比较低，客单价维持在了正常水平。据上述代理商称，其他两家外卖平台的茶饮订单占比较高，相关数据显示，行业新平台的新增订单中，超过一半为奶茶咖啡订单，客单价均为13-14元左右。若按照上述客单价结合三家平台的订单量进行比对，美团按照9000万的平均值计算，京东外卖此前宣布日订单量峰值超过2500万，而淘宝则宣布日订单峰值超过4000万，三家平台的单日峰值GMV分别27亿、3.5亿和5.2亿元。从日GMV看，市场格局仍然处在7:2:1的稳定阶段，与补贴大战开始前的市场份额大致相同。上述代理商同时补充信息称，如果剔除茶饮订单，仅关注餐食类外卖，不管订单量还是GMV，美团外卖在餐食外卖的市占率始终维持在70%以上、“在用餐场景下，用户对超时、客诉等问题更为敏感，会选择履约更稳定的平台，目前，行业在经历了大额补贴刺激后，也进入了比拼服务的阶段，如果不迅速提升履约和服务体验，低价茶饮带来的新客，很可能会被其他平台所虹吸。”该代理商表示。","news_type":1,"symbols_score_info":{"03690":1,"METmain":0.6,"HMTD.SI":0.6,"MPNGY":0.6}},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}