港股詳情

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美團-W

85.250

-3.500-3.94%

成交量：2,821.95萬

成交額：24.16億

市值：5,263.34億

市盈率：-18.95

高：87.900

開：87.500

低：84.600

收：88.750

52周最高：149.800

52周最低：73.600

股本：61.74億

香港流通股本：61.74億

量比：1.79

換手率：0.46%

股息：- -

股息率：- -

每股收益(LYR):-4.500

淨資產收益率：-14.43%

總資產收益率：-5.78%

市淨率：3.04

市盈率(LYR):-18.95

市銷率: 1.26

資料載入中...

總覽公司新聞資訊公告

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美團也要做漫劇，但或許只會「小試牛刀」

深圳物流無人車規模化提速，2月完成201萬單配送

南方都市报

叮咚換帥，美團「收網」前的效率革命

美團－Ｗ(03690)出現大手賣出10.78萬股，成交價$76.05，涉資819.819萬

阿斯达克财经

閒魚上「小龍蝦」搜索量大漲1850%；美團升級「星眸」大模型｜未來商業早參

每日经济新闻

市值跌至4778億港元后，美團從進取，轉向防禦

智能商业论

生成式AI路徑規劃商業化突破：美團順豐實測配送效率提升3倍以上

美團升級「星眸」大模型，AI技術實現後廚風險秒級阻斷

每日沽空追蹤 | 美團-W 03月11日沽空量成交928.47萬股，沽空比例為23.26%

美團-W競爭持續激烈

外賣虧141億、閃購漲300%：美團的「舍與得」！

商学同砚社

叮咚買菜被美團收購後，距離梁昌霖卸任董事會主席還有多久？

消费日报-今朝news

《大行》花旗：Keeta延遲擴張里約熱內盧計劃美團(03690.HK)中國業務仍面臨激烈競爭

阿斯达克财经

美團－Ｗ(03690)出現大手買入10.17萬股，成交價$77.55，涉資788.684萬

阿斯达克财经

OpenClaw走紅帶火「代安裝」美團聯合聯想承接「養龍蝦」熱

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16:08","pubTimestamp":1773302926,"startTime":"0","endTime":"0","summary":"近日，美团在主站内上线漫剧板块“饭团漫社”。而且此次美团以主站内嵌板块的形式入局，也并非无迹可寻。但饭团漫社想要跑通，要面临的挑战同样不容小觑。而美团如今的盈利压力，或许难以在这个赛道持续投入真金白银。然而美团的核心业务是本地生活服务，无论外卖、到店还是即时零售，本质都是“交易导向”。说到底，做漫剧是美团试图用最低的成本、最小的风险，尝试盘活用户和提升价值的一个选择。","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=nesSN20260312160946a4635e22&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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15:44","pubTimestamp":1773301452,"startTime":"0","endTime":"0","summary":"南都记者从深圳市智能网联交通协会最新发布的月度功能型无人车运行报告获悉，今年2月，深圳1158台功能型无人车整体在线率81%，它们穿梭于社区、商圈与城中村之间，累计配送201万单，成为保障春节民生配送的“隐形运力”。“补位”春节运力，无人车完成201万单配送春节期间，快递员批量返乡让末端配送面临考验，功能型无人车则成为城市物流的重要补充。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312154725a4634f3d&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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11:04","pubTimestamp":1773284640,"startTime":"0","endTime":"0","summary":"虽然2月初美团已官宣收购，但据市场观察，截至梁昌霖卸任前，双方的实质性整合并未大规模开启。梁昌霖的辞任，意味着叮咚买菜作为独立个体的叙事终结，此后它将作为美团即时零售生态的一个有机部件运转。当前，美团正面临淘宝闪购的追击以及持续的补贴大战，财务压力陡增。","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=nesSN20260312121811a462e22c&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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18:36","pubTimestamp":1773225402,"startTime":"0","endTime":"0","summary":"3月11日，美团的市值定格在4778亿港元，想想当年美团在资本市场上是何等的风光无限。美团这次收购不像是机会导向的收购，反倒更像是风险规避的防御。唯一改变的，是美团从进攻者逐步成为守城者。2025年第三季度，美团核心本地商业经营利润转负，亏损近141亿元；全年预计净亏损约233亿元至243亿元。在我看来，美团的“战略双线”，正在撕裂这家公司。美团市值从高位跌到今天的4778亿港元，就是资本市场所释放的信号。","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=nesSN202603112004139548a04c&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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17:16","pubTimestamp":1773220560,"startTime":"0","endTime":"0","summary":"此次升级后，美团“星眸”体系会通过全新“端云协同”与Agent技术架构，显著改善食安场景中AI技术落地所面临的高成本、高延迟、隐私保护差等行业难题，助力平台风险监管实现从“事后追溯”向“实时阻断”的转变。截至目前，“星眸”对美团餐饮商家后厨环境累计巡检19.6亿次，预警超240万次，推动商家整改常见共性问题超5万个，为餐饮安全提供了规模化的AI能力支撑。","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=nesSN202603111717109548629d&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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16:14","pubTimestamp":1773216890,"startTime":"0","endTime":"0","summary":"根据中信里昂研究在2026年3月9日发布的题为《Intensecompetition persists》的报告，美团持续面临激烈的外卖补贴战。外卖亏损或维持高位分析预计美团在2025年四季度外卖收入同比下降，原因是在激烈竞争下订单量同比增幅有限、平均订单金额下降以及抽佣率下滑。考虑到春节期间竞争对手将外卖作为获取电商及AI应用用户的战略，2026年一季度外卖业务或持续亏损。美团优选亏损应环比收窄，因为其已完全退出市场。","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=nesSN2026031116314197ad5f32&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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