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- 抓手抓手
  ·08-27
  加油吧，真金白银支持
  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
  美团将加大投入应对竞争。
  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
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- 抓手抓手
  ·08-26
  $美团-W(03690)$ 网上广泛流传淘宝闪购单量超美团，纯宣传糊弄广大网民，不可谓不可耻！观点最开始就出自某点文章第一：某点文章中宣称8.7后连续两天淘宝闪购单量超美团，不过文章中加了限定-说统计口径不同，淘宝是统计下单总量，美团是统计送到总量。真实性咋验证？把用户网购单随便加一加，那单量超过了还不轻轻松松！第二：再看看某点的后续文章怎么说的，直接没限定了，也不说统计口径的事了，直接张口就是淘宝闪购单量超美团！目的性一目了然！第三：运力上，某点统计数据显示说大战前美团运力是淘宝闪购8倍，现在是2.6倍。我想反问，外卖大战淘宝闪购单量超过美团时，淘宝闪购是怎么送的？美团运力尚且不足以有效支撑外卖大战时的按时履约，淘宝闪购单更多的话，咋送的？外卖员起飞送的？
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"images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472159746580608","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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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":{"MPNGY":"美团ADR","03690":"美团-W"},"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":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471864797667568,"gmtCreate":1756175250589,"gmtModify":1756175851621,"author":{"id":"3569752300349381","authorId":"3569752300349381","name":"抓手","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569752300349381","authorIdStr":"3569752300349381"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 网上广泛流传淘宝闪购单量超美团，纯宣传糊弄广大网民，不可谓不可耻！ 观点最开始就出自某点文章 第一：某点文章中宣称8.7后连续两天淘宝闪购单量超美团，不过文章中加了限定-说统计口径不同，淘宝是统计下单总量，美团是统计送到总量。真实性咋验证？把用户网购单随便加一加，那单量超过了还不轻轻松松！ 第二：再看看某点的后续文章怎么说的，直接没限定了，也不说统计口径的事了，直接张口就是淘宝闪购单量超美团！目的性一目了然！ 第三：运力上，某点统计数据显示说大战前美团运力是淘宝闪购8倍，现在是2.6倍。我想反问，外卖大战淘宝闪购单量超过美团时，淘宝闪购是怎么送的？美团运力尚且不足以有效支撑外卖大战时的按时履约，淘宝闪购单更多的话，咋送的？外卖员起飞送的？","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 网上广泛流传淘宝闪购单量超美团，纯宣传糊弄广大网民，不可谓不可耻！ 观点最开始就出自某点文章 第一：某点文章中宣称8.7后连续两天淘宝闪购单量超美团，不过文章中加了限定-说统计口径不同，淘宝是统计下单总量，美团是统计送到总量。真实性咋验证？把用户网购单随便加一加，那单量超过了还不轻轻松松！ 第二：再看看某点的后续文章怎么说的，直接没限定了，也不说统计口径的事了，直接张口就是淘宝闪购单量超美团！目的性一目了然！ 第三：运力上，某点统计数据显示说大战前美团运力是淘宝闪购8倍，现在是2.6倍。我想反问，外卖大战淘宝闪购单量超过美团时，淘宝闪购是怎么送的？美团运力尚且不足以有效支撑外卖大战时的按时履约，淘宝闪购单更多的话，咋送的？外卖员起飞送的？","text":"$美团-W(03690)$ 网上广泛流传淘宝闪购单量超美团，纯宣传糊弄广大网民，不可谓不可耻！ 观点最开始就出自某点文章 第一：某点文章中宣称8.7后连续两天淘宝闪购单量超美团，不过文章中加了限定-说统计口径不同，淘宝是统计下单总量，美团是统计送到总量。真实性咋验证？把用户网购单随便加一加，那单量超过了还不轻轻松松！ 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