港股详情

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美团-W

141.000

-0.400-0.28%

成交量：2,697.81万

成交额：37.99亿

市值：8,615.10亿

市盈率：22.45

高：143.300

开：143.000

低：139.200

收：141.400

数据加载中...

总览公司新闻资讯公告

外卖利润率话题“掀水花”，美团迎战即时零售大考

京东美团，争的其实不是外卖

外卖江湖风云再起，到底谁动了谁的蛋糕？

外资药企加码即时零售启示录

闪购，年轻人的即时多巴胺

再战实体零售？传美团小象超市重启线下店

滴滴想在海外做美团

Ofweek维科网

一天送出1800万单，王兴挺进电商腹地

21世纪经济报道

美团PK京东，万亿即时零售市场上演遭遇战

“五一”假期出游热度持续上涨

中国经济网

美团打响即时零售“全品类战争”

美团-W：主业稳健增长海外加速扩张

“五一”假期出行火爆！首日多个热门线路火车票“30分钟抢光”

大厂暗战人形机器人：阿里百度构建生态腾讯美团突入研发深水区

美团京东即时零售战升级：账期与配送速度成新战场

美团闪购公布“出口转内销”进展

美团-W04月17日主力大幅流入3.04亿元散户资金抛售

美团闪购独立背后即时零售掀起电商腹地新战事

“五一”假期临近，美团旅行发放黑钻福利，部分航线补贴后仅需支付20元

美团股价盘中跌3.9% 创七个月新低

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22:26","pubTimestamp":1744986371,"startTime":"0","endTime":"0","summary":"今年以来，外卖行业在内的即时零售行业风云再起，热议话题更是接连不断，从给骑手缴纳社保，到平台佣金高的质疑，再到近期引发争议的“外卖利润率到底有多少”的关注，也将美团这一即时零售行业的头部企业推到聚光灯下。消费者点一份外卖，主要包含了餐食费和配送费，相关费用也会在外卖平台体现。而一份外卖背后，平台还会收取佣金服务费用。但佣金是什么、有多少，对于消费者而言，这些信息不能直观看到。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202504183381562242.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202504183381562242.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2226246903.HKD","LU0463099449.HKD","LU0048597586.USD","LU2097828631.EUR","LU1323998911.USD","LU1770034418.SGD","LU0051755006.USD","SG9999000459.SGD","LU0211977185.USD","LU1048588211.SGD","LU2087589342.USD","HMTD.SI","IE00BF5LJ272.USD","LU0700851271.USD","LU2039709279.SGD","LU1720050803.USD","LU0359202008.SGD","LU1105468828.SGD","LU0348814723.USD","LU0819123356.HKD","LU0540923850.HKD","LU0165289439.USD","LU0052750758.USD","LU0456827905.SGD","LU1868837722.USD","SG9999002562.SGD","LU0348816934.USD","LU1023057109.AUD","LU0650527681.SGD","LU0143863198.USD","BK1589","LU0417516902.SGD","LU1282648689.USD","LU0880133367.SGD","IE00B5MMRT66.SGD","LU0140636845.USD","LU0634319403.HKD","LU0589944569.HKD","LU0359201612.USD","LU0979878070.USD","LU0531971595.HKD","LU0593848301.USD","IE0034224299.USD","BK4209","03690","LU0164880469.USD","MPNGY","SG9999000327.SGD","LU1719994722.HKD","IE00B543WZ88.USD"],"gpt_icon":1},{"id":"2528155051","title":"京东美团，争的其实不是外卖","url":"https://stock-news.laohu8.com/highlight/detail?id=2528155051","media":"上观新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528155051?lang=zh_cn&edition=fundamental","pubTime":"2025-04-18 17:52","pubTimestamp":1744969934,"startTime":"0","endTime":"0","summary":"百亿补贴的风，终于也吹进了我的外卖盒。这两天，借着京东开外卖的东风，我狠狠薅了几把20-15、15-10的羊毛，恍惚间仿佛回到了十年前美团饿了么狂打补贴大战的时候……就连美团和京东隔空喊话的那场面，也有几分像当年。一边是美团暗示“你的东东再等等”，另一边则是京东方表态“GMV比‘幽灵外卖’1000万单还大。”，即使京东说过不打口水仗，气氛中还是有点剑拔弩张的意思。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202504183381355180.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0348735423.USD","LU0359201885.HKD","LU0140636845.USD","MPNGY","LU1831875114.USD","LU0821914370.USD","IE00B031HY20.USD","LU1960683339.HKD","SG9999002828.SGD","LU0043850808.USD","LU0048597586.USD","LU0315179316.USD","LU0856984785.SGD","BK4509","89618","LU0828238088.HKD","LU1303224171.USD","SG9999014674.SGD","LU0326948709.USD","LU2226246903.HKD","LU0594300179.USD","HMTD.SI","IE00BF5LJ272.USD","LU2097828631.EUR","LU0164880469.USD","SG9999000459.SGD","LU1808992512.USD","BK4585","BK4579","LU1224444064.USD","LU2039709279.SGD","LU1328277881.USD","LU0348805143.USD","LU1188198961.HKD","JD","BK4122","BK4531","LU1242518931.SGD","IE00B3M56506.USD","09618","LU0634319403.HKD","IE0008369823.USD","LU1688375341.USD","03690","LU0918141887.USD","LU0293314216.USD","LU0164865239.USD","LU0823426480.USD","LU0823039010.USD","LU2087589342.USD"],"gpt_icon":1},{"id":"2528376220","title":"外卖江湖风云再起，到底谁动了谁的蛋糕？","url":"https://stock-news.laohu8.com/highlight/detail?id=2528376220","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528376220?lang=zh_cn&edition=fundamental","pubTime":"2025-04-18 16:27","pubTimestamp":1744964852,"startTime":"0","endTime":"0","summary":"近日，美团核心本地商业CEO王莆中在社交媒体的一番言论引发行业地震——“京东不是第一家想做外卖的公司，也可能不是最后一家”。这番看似平淡的表述，实则暗藏锋芒，直指京东即将入局外卖市场的野心。两大巨头的隔空交锋，再次把外卖行业新一轮竞争的事实端上餐桌。当京东以“搅局者”身份闯入美团和饿了么的双雄格局，外卖行业将迎来怎样的变局？京东进军外卖市场绝非一时兴起，而是其供应链优势的自然延伸。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/255529","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0594300179.USD","LU0251144936.SGD","LU0791590937.USD","BK4122","BK1610","MPNGY","LU0823039010.USD","LU0370786039.SGD","BK1615","LU0880133367.SGD","LU1251922891.USD","BK1502","LU1831875114.USD","LU1868838027.USD","03690","LU0501845795.SGD","BK4220","BK4579","BK4524","LU0261950983.USD","LU0359201612.USD","LU0856984785.SGD","LU1323998911.USD","LU2257852520.SGD","LU0819121731.USD","LU0634319403.HKD","LU1044876610.USD","89618","LU2488822045.USD","LU0348788117.USD","LU2399975544.HKD","LU0315179316.USD","LU1282648689.USD","LU2039709279.SGD","LU0326950275.SGD","IE00B0JY6N72.USD","LU2097828474.EUR","LU0823426480.USD","IE0008369823.USD","LU0823426308.USD","LU0067412154.USD","JD","LU0043850808.USD","LU1105468828.SGD","HMTD.SI","LU1734074674.USD","LU0072913022.USD","LU0455707207.USD","09618","LU0228659784.USD"],"gpt_icon":1},{"id":"2528037624","title":"外资药企加码即时零售启示录","url":"https://stock-news.laohu8.com/highlight/detail?id=2528037624","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528037624?lang=zh_cn&edition=fundamental","pubTime":"2025-04-18 16:27","pubTimestamp":1744964838,"startTime":"0","endTime":"0","summary":"医药零售市场走到了分化路口。这与美团披露的数据趋势相一致，其即时零售业务近三年复合增长率达到38%，同样远超行业整体水平。根据美团日前在“医药即时零售产业生态发展论坛”上发布的《2024年即时零售数字化品牌荣誉榜》，加码即时零售的外资药企占比达50%。过去，外资药企在渠道层面主要聚焦院内市场，但眼下，零售、电商，尤其即时零售市场更被看好。相信外资药企在即时零售的布局，能够为行业带来新的启示。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/255532","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0164872284.USD","LU0269904917.USD","LU0577902371.SGD","SG9999001903.USD","LU0572944931.SGD","LU1251922891.USD","LU1323998911.USD","LU0072913022.USD","LU0856984785.SGD","LU1831875114.USD","LU0918141705.HKD","LU1868838027.USD","HMTD.SI","LU1720050803.USD","LU2476274308.USD","LU0326950275.SGD","LU0359202008.SGD","LU0823039010.USD","LU0455707207.USD","LU0823038988.USD","LU1105468828.SGD","LU0823040885.USD","LU0370786039.SGD","IE00B3M56506.USD","BK1574","LU0261950983.USD","LU1880383440.USD","LU0052750758.USD","LU0348788117.USD","LU0043850808.USD","LU1961090484.USD","LU1808992512.USD","LU1734074674.USD","LU1282648689.USD","LU0880133367.SGD","LU0611395673.USD","LU0140636845.USD","LU0320764755.SGD","BK1618","LU2778985437.USD","LU2399975544.HKD","LU2488822045.USD","03690","BK4122","MPNGY","LU0251144936.SGD","09939","IE0008369823.USD","LU2039709279.SGD","BK1161"],"gpt_icon":1},{"id":"2528037648","title":"闪购，年轻人的即时多巴胺","url":"https://stock-news.laohu8.com/highlight/detail?id=2528037648","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528037648?lang=zh_cn&edition=fundamental","pubTime":"2025-04-18 16:26","pubTimestamp":1744964812,"startTime":"0","endTime":"0","summary":"宝女士这两天很忙，除了要整理家里的母婴用品，还要抽空翻找手机里的闪购订单，搜寻有没有更贵一点、再贵一点的东西。4月15日，自2018年开始布局即时零售的美团，正式面向C端推出“美团闪购”品牌。在美团App里，美团闪购现在已经提级至一级菜单。张先生是个差旅达人，他第一次接触到“美团闪购”是在2023年的夏天。阳光女士的闪购订单里躺着一支香薰，那是去年妈妈经常失眠的时期她偷偷买的。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/255537","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU1251922891.USD","LU0880133367.SGD","HMTD.SI","03690","LU0594300179.USD","LU1770034418.SGD","LU1734074674.USD","LU0455707207.USD","LU0823426308.USD","MPNGY","LU0261950983.USD","BK4524","LU1282648689.USD","LU0072913022.USD","BK1615","BK4122","LU0251144936.SGD","LU1044876610.USD","LU2039709279.SGD","LU2257852520.SGD","BK1502","LU0823039010.USD","LU0228659784.USD","LU0067412154.USD","LU0501845795.SGD","LU1831875114.USD","LU0856984785.SGD","IE0008369823.USD","LU2488822045.USD","IE00B0JY6N72.USD","LU1105468828.SGD","LU0043850808.USD","BK1610","BK4220","BK4579","LU0359201612.USD","LU0791590937.USD","LU0823426480.USD","LU0370786039.SGD","LU0819121731.USD","LU1323998911.USD","89618","LU2399975544.HKD","LU1868838027.USD","LU0634319403.HKD","LU0348788117.USD","LU2097828474.EUR","LU0326950275.SGD"],"gpt_icon":1},{"id":"2528817037","title":"再战实体零售？传美团小象超市重启线下店","url":"https://stock-news.laohu8.com/highlight/detail?id=2528817037","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528817037?lang=zh_cn&edition=fundamental","pubTime":"2025-04-18 16:26","pubTimestamp":1744964775,"startTime":"0","endTime":"0","summary":"近日有媒体报道称，美团（03690）旗下即时零售平台小象超市（原美团买菜）重启线下门店计划，首批门店或将落地北京、杭州、广州和深圳，目标今年5月开出首店。目前，工程、营运等岗位招聘已经启动。招聘信息显示，有岗位要求具备全国连锁业态的零售经验。美团对线下零售的探索始于2016年，自阿里（09988）推出“盒马鲜生”后，美团曾派出多个团队考察其商业模式。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202504183381250249.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0821914370.USD","LU0348827113.USD","BK1233","LU0348788117.USD","LU1328615791.USD","03690","LU0320764755.SGD","LU1242518931.SGD","LU0072913022.USD","LU0856984785.SGD","LU1719994722.HKD","LU2242644610.SGD","MPNGY","LU2257852520.SGD","LU0011963245.USD","LU1794554557.SGD","LU0873338254.USD","HMTD.SI","LU1734074674.USD","LU1770036033.HKD","LU2488822045.USD","LU1831875114.USD","LU0865486749.SGD","IE00B543WZ88.USD","BK4209","LU0572944931.SGD","LU0449509016.USD","LU0501845795.SGD","LU0868486357.SGD","LU0540923850.HKD","LU0359202008.SGD","LU0463099449.HKD","LU0287142896.SGD","LU0140636845.USD","LU0214875030.USD","SG9999000459.SGD","LU0531971595.HKD","LU0084288322.USD","LU0269904917.USD","LU0577902298.EUR","LU0633140727.USD","LU1023057109.AUD","LU0878005551.USD","LU0132412106.USD","LU0880133367.SGD","LU1961090484.USD","LU1720050803.USD","LU0823038988.USD","LU0499858602.USD","LU0700851271.USD"],"gpt_icon":1},{"id":"2528080669","title":"滴滴想在海外做美团","url":"https://stock-news.laohu8.com/highlight/detail?id=2528080669","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528080669?lang=zh_cn&edition=fundamental","pubTime":"2025-04-18 13:48","pubTimestamp":1744955300,"startTime":"0","endTime":"0","summary":"目前滴滴国际主要覆盖了三个业务：海外网约车、外卖业务、金融业务。所以，滴滴目前已经在巴西拥有超过5000万活跃用户，平台注册司机数量超过150万，其中摩托车骑手70万。与此同时，滴滴还在学习美团的国内业务，比如送药、送酒、送生鲜等等。两者曾在国内碰手过，滴滴十个月关停了国内外卖业务，美团稳坐国内外卖龙头，即便是拉美地区的新选手，也不是能被忽略的对手，滴滴要维持其竞争力，必须加速扩展。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250418134825973c2f74&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:11","pubTimestamp":1744945865,"startTime":"0","endTime":"0","summary":"记者丨李惠琳王兴治下的美团，正努力挤进主流电商序列。4月15日，其发布即时零售品牌“闪购”。这个在内部孵化7年的业务，正式走向独立。“筹备已久。”官方告诉《21CBR》记者，基础已打牢，用户需求和供给侧取得超预期进展，选择在近期发布，是顺势而为。据披露，其即时零售订单（非餐饮品类），日单量突破1800万笔。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202504183381079588.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202504183381079588.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1618","LU0327786744.USD","LU0588545490.SGD","HMTD.SI","LU1794554557.SGD","LU0165289439.USD","LU0611395673.USD","LU0231483743.USD","LU1880383366.USD","MPNGY","LU0214875030.USD","LU1808992512.USD","LU0823426308.USD","03690","BK1604","LU1770036033.HKD","IE00B543WZ88.USD","LU0314109678.HKD","LU0819121731.USD","LU0572944931.SGD","LU1226287529.USD","LU0683595622.HKD","LU1813983027.USD","LU0594300179.USD","LU0540923850.HKD","LU0345776255.USD","LU0370786039.SGD","LU1008478684.HKD","LU0326948709.USD","LU0287142896.SGD","IE00BF5LJ272.USD","LU0577902454.USD","IE00B0JY6N72.USD","LU0269904917.USD","LU0819123356.HKD","LU1481107354.HKD","LU0011963245.USD","LU0431992006.USD","LU0164865239.USD","LU1102505929.USD","LU1868837565.USD","LU0499858438.USD","LU0650527681.SGD","LU0049853897.USD","LU1993786604.SGD","LU2087589342.USD","LU0315178854.USD","LU1242518931.SGD","LU1251922891.USD","LU0072913022.USD"],"gpt_icon":1},{"id":"2528855550","title":"美团PK京东，万亿即时零售市场上演遭遇战","url":"https://stock-news.laohu8.com/highlight/detail?id=2528855550","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528855550?lang=zh_cn&edition=fundamental","pubTime":"2025-04-18 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