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美團-W

127.300

+1.8001.43%

成交量：4,029.54萬

成交額：51.46億

市值：7,778.03億

市盈率：19.94

高：129.100

開：127.800

低：126.700

收：125.500

資料載入中...

總覽公司新聞公告

“史詩級外賣大戰”為何此時到來？

Ofweek光电信息网

外賣"大戰"拖累京東、美團、阿里股價，高盛預計三巨頭將損失920億

三大平臺“外賣大戰”再升級監管“反內卷”構築競爭紅線

美團即時零售日訂單量達1.5億；月之暗面發佈萬億參數模型Kimi K2｜一週未來商業

每日经济新闻

外賣補貼大戰猶酣平台、商家、消費者如何共贏？

社會服務行業週報：煙火氣迴歸家常菜崛起，潮玩&創作者經濟賽道景氣度延續

攜手“美團醫藥健康”，開展“多維度”深度合作

週末外賣大戰繼續！補貼從“燒錢搶量”轉向精細化運營

大河财立方

美團日單量1.5億！巨頭“燒錢”鏖戰即時零售：“0元外賣”讓消費者“喝麻了”，也要警惕商業生態“亮紅燈”

每日经济新闻

【西街觀察】外賣大戰醉翁之意不在酒

十年過去了，為什麼外賣還在大戰？

美團7月即時零售訂單量達1.3億，騎手週末日收入增長111%

瘋狂的外賣：平台打法分化部分商家“增收不增利”|調查

外賣補貼大戰刺激騎手收入提升，平台公佈數據7月週末騎手日收入增長111%

外賣大戰再掀高潮：“免費奶茶”熱搜第一有商家週六爆單10倍騎手凌晨送貨忙

外賣戰升級，摩根大通提問：值得嗎？

老虎资讯综合

外賣戰升級，摩根大通提問：值得嗎？

美團即時零售日訂單量達1.5億，平均34分鐘送達

【美團(03690.HK)即時零售日訂單量達1.5億平均34分鐘送達】智通財經APP獲悉，美團(03690.HK)內部

美團即時零售日訂單突破1.5億單

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平台、商家、消費者如何共贏？","url":"https://stock-news.laohu8.com/highlight/detail?id=2551686925","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551686925?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 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00:07","pubTimestamp":1752422842,"startTime":"0","endTime":"0","summary":"潮玩/创作者经济：6月线上基数提升增速平稳，非音乐内容强化平台议价能力潮玩：6月久谦潮玩类目销售额13.5亿/yoy+17%，2024高基数阶段已逐步消化。中式正餐的人均消费从2023年87.6元降至2024年的79.2元，降幅达到9.6%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071400073297a49336&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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00:02","pubTimestamp":1752422520,"startTime":"0","endTime":"0","summary":"朗姿医美与美团医药健康达成战略合作，将在多个维度展开深度合作，共同提升医美行业安全与品质标准。朗姿股份自2016年进军医美领域，已拥有多家医美机构品牌。","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=nesSN2025071401081797a49d56&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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22:47","pubTimestamp":1752418045,"startTime":"0","endTime":"0","summary":"但相较于7月5日的爆单、App闪崩，此次力度较首轮有所回调，平台补贴也从粗暴的“烧钱抢量”逐步转向精细化运营。7月12日开始，美团、淘宝闪购等平台再次分别发放外卖大额券，不少网友在社交平台晒出新一轮的外卖补贴“战绩”，包括低价甚至是免单的咖啡茶饮。接近京东的人士也透露，京东外卖补贴策略现已转向更精细化的模式。京东2025年二季度日订单量突破2500万单，但该季度新业务亏损扩大至13.27亿元。","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=nesSN20250713225627a44802be&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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14:43","pubTimestamp":1752388980,"startTime":"0","endTime":"0","summary":"外卖补贴之下，部分商家“增收不增利”虽然外卖平台补贴大战正酣，商家端的真实境遇却喜忧参半。《科创板日报》记者走访发现，除了大型连锁品牌，部分商家的确在补贴活动中陷入“增收不增利”的尴尬局面。美团则延续了其“0元购”的心智战略。其他外卖平台重点补贴茶饮不同，京东强化对正餐、小龙虾等餐食品类的补贴。上述人士表示，京东外卖希望通过爆品策略强化用户心智，比如7月11日新上线","market":"other","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://finance.sina.com.cn/stock/t/2025-07-13/doc-inffiefp7131712.shtml","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":"sina","symbols":["LU0328353924.USD","LU1102505762.USD","LU1831875114.USD","LU0067412154.USD","BK4558","159982","BK1521","LU1188198961.HKD","LU2097828557.USD","03690","LU0348735423.USD","LU0593848301.USD","ALBmain","IE0032431581.USD","LU1548497426.USD","LU0287142896.SGD","LU2293587155.HKD","METmain","IE00BZ08YR35.GBP","LU0345776255.USD","LU1051768304.USD","BK1604","BABA","HBBD.SI","LU2257852520.SGD","09988","BK4502","BK4588","MPNGY","IE00BZ08YS42.EUR","HMTD.SI","LU0543330483.HKD","BK4565","LU0106252389.USD","89988","BK1142","LU0181495838.USD","LU0499858438.USD","LU0164872284.USD","LU0320764243.SGD","LU0823041008.USD","LU1105468828.SGD","LU0456842615.SGD","LU0314109678.HKD","LU1807302812.USD","LU1515016050.SGD","BK1589","89618"],"gpt_icon":1},{"id":"2551729910","title":"外賣補貼大戰刺激騎手收入提升，平台公佈數據7月週末騎手日收入增長111%","url":"https://stock-news.laohu8.com/highlight/detail?id=2551729910","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551729910?lang=zh_tw&edition=fundamental","pubTime":"2025-07-13 11:18","pubTimestamp":1752376680,"startTime":"0","endTime":"0","summary":"美团、淘宝闪购平台加大补贴，让消费者开启了周末的“饮品狂欢”。7月12日晚，美团官方披露一组骑手相关最新数据：随着7月接连迎来订单峰值，骑手单量和收入双双稳增，以7月周末为例，骑手日收入增长111%，日单量增长33%，超40万众包骑手日收入超500元。此前美团发布的《2024年度企业社会责任报告》显示，2024年，美团平台月均有单骑手达336万，美团全国范围内高频骑手的月均收入在6650元至9344元之间。","market":"other","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://finance.sina.com.cn/stock/t/2025-07-13/doc-inffhxxr7230119.shtml","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":"sina","symbols":["LU0049853897.USD","LU0577902298.EUR","LU2097828557.USD","LU1481107354.HKD","LU1961090484.USD","LU2476274720.SGD","LU0588546209.SGD","LU0054450605.USD","LU0499858438.USD","LU2039709279.SGD","IE00B031HY20.USD","LU0106252389.USD","LU0502904849.HKD","SG9999002562.SGD","LU0540923850.HKD","LU0431992006.USD","BK1233","LU1794554557.SGD","LU1688375341.USD","LU0251144936.SGD","MPNGY","LU0531971595.HKD","LU1770034418.SGD","LU0011963245.USD","LU1813983027.USD","SG9999014674.SGD","LU0143863198.USD","METmain","LU0345776255.USD","LU0052750758.USD","LU1282648689.USD","LU0128522157.USD","LU0561508036.HKD","LU2257852520.SGD","LU0348788117.USD","HMTD.SI","LU1720050803.USD","LU0140636845.USD","LU0823426480.USD","LU1226287529.USD","LU2152927971.USD","LU1323998911.USD","IE00BF5LJ272.USD","LU0326950275.SGD","LU1048588211.SGD","LU0918141887.USD","BK1521","03690","IE00B543WZ88.USD","IE00BPRC5H50.USD"],"gpt_icon":1},{"id":"2551075910","title":"外賣大戰再掀高潮：“免費奶茶”熱搜第一 有商家週六爆單10倍 騎手凌晨送貨忙","url":"https://stock-news.laohu8.com/highlight/detail?id=2551075910","media":"新华财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551075910?lang=zh_tw&edition=fundamental","pubTime":"2025-07-13 11:17","pubTimestamp":1752376660,"startTime":"0","endTime":"0","summary":"新华财经北京7月13日电（可达）“外卖大战”本周末再掀高潮，“免费奶茶”一度登上微博热搜第一。周六美团率先发动进攻号角，优惠活动在社交平台“刷屏”，单日数据再掀新高，而淘宝闪送和饿了么或将在周日发起反击，反观今年作为鲶鱼搅动外卖市场的京东近期却颇为低调。","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://hk.eastmoney.com/a/202507133455372432.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":["09988","BK1591","BK1604","LU1102505929.USD","LU0072913022.USD","METmain","LU0231483743.USD","LU0348783662.USD","SG9999002562.SGD","LU0651947912.USD","LU0589944569.HKD","LU0149721374.USD","LU1734074674.USD","IE00BMPRXR70.SGD","SG9999014674.SGD","SG9999000459.SGD","HMTD.SI","LU0819121731.USD","LU0196878994.USD","LU0244354667.USD","LU2357305700.SGD","HBBD.SI","LU0572944931.SGD","LU1105468828.SGD","LU0828237940.HKD","LU0359202008.SGD","LU0648000940.SGD","LU0708995583.HKD","03690","LU0052750758.USD","LU0048580855.USD","LU1008478684.HKD","MPNGY","LU0229945570.USD","LU0890818403.SGD","LU1201861165.SGD","LU0531970944.HKD","LU2087589342.USD","ALBmain","LU0043850808.USD","LU0228367735.SGD","89988","BABA","LU0165289439.USD","LU0370786039.SGD","89618","BK4579","LU1152091168.USD"],"gpt_icon":1},{"id":"1157938037","title":"外賣戰升級，摩根大通提問：值得嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=1157938037","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157938037?lang=zh_tw&edition=fundamental","pubTime":"2025-07-13 08:51","pubTimestamp":1752367862,"startTime":"0","endTime":"0","summary":"摩根大通对这场愈演愈烈的外卖补贴竞争，进行了深度剖析。预计未来3到6个月，三家公司的股价都将因盈利预期下调而面临压力。面对如此惨烈的“烧钱”，摩通提出了一个核心问题：这笔投资值得吗？摩通认为，美团极有可能维持其市场领导地位，但市场份额可能会有所下滑。报告估计，到2030年，即时零售GMV的56%将来自食品饮料、烟酒和日用品，这些正是传统电商的重要品类。","market":"us","thumbnail":"https://static.tigerbbs.com/ce73f5385a35f0a601bb140fb6ff7bc4","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ce73f5385a35f0a601bb140fb6ff7bc4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BYXW3230.USD","LU0345769128.USD","IE00BWXC8680.SGD","BK4585","LU0345770993.USD","LU0070302665.USD","IE00BJTD4N35.SGD","LU0345769631.USD","LU0496365809.HKD","09618","MPNGY","LU0345770308.USD","LU0211326755.USD","LU0006306889.USD","LU0234572021.USD","LU0211328371.USD","BK4207","LU0211326839.USD","BABA","09988","IE000M9KFDE8.USD","IE00BLSP4239.USD","IE00BKVL7J92.USD","JPM","JD","03690"],"gpt_icon":1},{"id":"2551480912","title":"外賣戰升級，摩根大通提問：值得嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2551480912","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551480912?lang=zh_tw&edition=fundamental","pubTime":"2025-07-13 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