京東美團外賣大戰升級早盤雙雙大跌外賣行業格局生變？

新浪港股

04-22

熱點欄目自選股數據中心行情中心資金流向模擬交易

客戶端

　　4月22日消息，港股早盤京東和美團雙雙大跌，分別跌超7%和6%。

　　消息面上，美團和京東之爭持續升級。繼京東官微直言有競對平臺強迫騎手“二選一”後，雙方博弈進入白熱化階段。據媒體採訪報道，受訪騎手、商家反映暫未遭遇“二選一”等強迫性規則，部分騎手已開啓多平臺接單模式。美團於21日發佈官方聲明，明確否認“要求外賣騎手‘二選一’”相關指控，並強調“全球沒有任何平臺有能力或動機約束騎手接單選擇”。

　　從市場角度來看，京東的強勢進攻確實給外賣市場帶來了新的變局。艾媒諮詢數據顯示，2024 年我國在線餐飲外賣行業市場規模爲 1.64 萬億元，預計到 2027 年將達到 1.96 萬億元，其中下沉市場將成爲重要增量來源。在這樣一個快速增長的市場中，美團和京東的爭端還將繼續，而這場競爭的結果也將對整個外賣行業的格局產生深遠影響。投資者或對美團和京東在外賣市場的激烈競爭存在擔憂，擔心市場份額的爭奪和成本的增加會影響兩家公司的盈利能力。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：王若雲

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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萬億元，其中下沉市場將成爲重要增量來源。在這樣一個快速增長的市場中，美團和京東的爭端還將繼續，而這場競爭的結果也將對整個外賣行業的格局產生深遠影響。投資者或對美團和京東在外賣市場的激烈競爭存在擔憂，擔心市場份額的爭奪和成本的增加會影響兩家公司的盈利能力。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：王若雲 </p>\n</div></body></html>","source":"sina","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>京東美團外賣大戰升級早盤雙雙大跌 外賣行業格局生變？</title>\n<style 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href=\"https://laohu8.com/S/JD\">京東</a>和美團雙雙大跌，分別跌超7%和6%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/403/w312h91/20250422/9353-e563545284b6e83a3d5948aad7969877.png\"/><span></span></div>\n<p>　　消息面上，美團和京東之爭持續升級。繼京東官微直言有競對平臺強迫騎手“二選一”後，雙方博弈進入白熱化階段。 據媒體採訪報道，受訪騎手、商家反映暫未遭遇“二選一”等強迫性規則，部分騎手已開啓多平臺接單模式。美團於21日發佈官方聲明，明確否認“要求外賣騎手‘二選一’”相關指控，並強調“全球沒有任何平臺有能力或動機約束騎手接單選擇”。</p>\n<p>　　從市場角度來看，京東的強勢進攻確實給外賣市場帶來了新的變局。艾媒諮詢數據顯示，2024 年我國在線餐飲外賣行業市場規模爲 1.64 萬億元，預計到 2027 年將達到 1.96 萬億元，其中下沉市場將成爲重要增量來源。在這樣一個快速增長的市場中，美團和京東的爭端還將繼續，而這場競爭的結果也將對整個外賣行業的格局產生深遠影響。投資者或對美團和京東在外賣市場的激烈競爭存在擔憂，擔心市場份額的爭奪和成本的增加會影響兩家公司的盈利能力。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：王若雲 </p>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a 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