港股詳情

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美團-W

129.000

-1.800-1.38%

成交量：5,613.64萬

成交額：72.24億

市值：7,881.90億

市盈率：20.18

高：131.500

開：130.900

低：127.200

收：130.800

資料載入中...

總覽公司新聞公告

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近期美團拼好飯日單量已超3500萬單肯德基、麥當勞等多個頭部快餐品牌正在接洽入駐。7月12日美團宣佈即時零售日訂單量超過

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15:44","pubTimestamp":1752479062,"startTime":"0","endTime":"0","summary":"今天的文章，我们继续来看一看外卖领域的竞争情况。·7月14日，淘宝闪购联合饿了么宣布日订单量再破8000万，创历史新高。此外，阿里重磅宣布计划未来100天，每周六推“超级星期六”，持续加强攻势。小巴认为，巨头们纷纷布局的即时零售的本质是效率之战。当前安全边际或不足。小巴强调，在及时零售这一领域，没有绝对胜者——三大巨头，美团胜在效率，阿里胜在生态，京东胜在供应链，但最终赢家需在用户体验和成本效率上持续优化。","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=nesSN2025071415462697a55c9d&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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11:49","pubTimestamp":1752464940,"startTime":"0","endTime":"0","summary":"美银证券研究报告指，自淘宝闪购月初推出500亿元人民币(下同)补贴计划后，内地的食品及即时配送市场竞争于上周末急剧升温。美团-W与淘宝分别录1.2亿及8,000万单的日订单量纪录，增长主要来自高额补贴。该行预测美团2025至27年各年收入分别增长16%、15%及14%，经调整净利润分别料322亿、474亿及651亿元；目标价由155港元降至136港元，重申“买入”评级。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20231206165926018_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20231206165926018_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1453082&catg=4&source=AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["METmain","03690","161027"],"gpt_icon":0},{"id":"2551697398","title":"重要預告：明日15時！王興興等將出席","url":"https://stock-news.laohu8.com/highlight/detail?id=2551697398","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551697398?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 11:20","pubTimestamp":1752463200,"startTime":"0","endTime":"0","summary":"来源：国务院新闻办公室网站\n　　据国新网7月14日消息，国务院新闻办公室将于2025年7月15日（星期二）下午3时举行“新征程上的奋斗者”中外记者见面会，请民营企业家代表（名单附后）围绕“弘扬企业家精神，坚定做优秀中国特色社会主义事业建设者”与中外记者见面交流。\n　　官方公布的出席人员名单包括：杭州宇树科技股份有限公司创始人兼首席执行官王兴兴，山东魏桥创业集团有限公司董事长张波，内蒙古鄂尔多斯投资控股集团有限公司总裁王臻，北京星河动力航天科技股份有限公司创始人、董事长刘百奇、九州通医药集团股份有限公司董事长刘长云。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：尉旖涵","market":"fut","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/china/2025-07-14/doc-inffmaxa5077596.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":["LU0043850808.USD","LU0052750758.USD","BK1610","LU0499858602.USD","LU2152927971.USD","03690","LU0048580855.USD","LU1328615791.USD","LU1224709979.USD","LU0261950983.USD","HMTD.SI","LU0611395673.USD","LU2242644610.SGD","IE00B543WZ88.USD","LU0865486749.SGD","LU1323998911.USD","LU2097828631.EUR","SG9999001903.USD","LU0823041008.USD","BK1618","LU0868486357.SGD","LU0823040885.USD","LU1328277881.USD","LU0431992006.USD","LU0828237940.HKD","MPNGY","LU0634319403.HKD","LU1868837565.USD","LU0359202008.SGD","BK1615","LU0214875030.USD","LU0244354667.USD","LU0823038988.USD","LU0164865239.USD","LU0359201885.HKD","LU0287142896.SGD","LU0417516738.SGD","LU0543330483.HKD","IE00B0JY6N72.USD","METmain","LU0348827113.USD","IE00BF5LJ272.USD","LU0455707207.USD","LU1808992512.USD","LU0880133367.SGD","LU0593848301.USD","LU0499858438.USD","LU0823426480.USD","LU0605514214.HKD","LU1794554557.SGD"],"gpt_icon":0},{"id":"2551973725","title":"杭州六小龍兩人加入特首顧問團，王興興加入特首顧問團｜灣區觀察","url":"https://stock-news.laohu8.com/highlight/detail?id=2551973725","media":"微博财经-财道工作室","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551973725?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 11:09","pubTimestamp":1752462540,"startTime":"0","endTime":"0","summary":"上周，香港特区行政长官李家超一连三天与特首顾问团举行午餐会，听取顾问团成员就今年《施政报告》和香港整体发展的意见。顾问团继续保持34人阵容不变。特首顾问团是李家超于2023年主导成立的高层次咨询组织，分为经济高质量与持续发展，创新与创业，以及区域与环球协作三个小组。公开信息显示，首届顾问团至少与李家超举行了三次正式会议。","market":"fut","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/wbstock/2025-07-14/doc-inffmawt6718764.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":["LU1152091754.HKD","LU0165289439.USD","LU0828237510.HKD","METmain","LU0589944569.HKD","LU1719994722.HKD","LU1102505929.USD","MPNGY","IE0034224299.USD","HMTD.SI","LU0823041008.USD","LU0072913022.USD","LU1226287529.USD","LU0173614495.USD","LU0683595622.HKD","LU0140636845.USD","03690","SG9999002463.SGD","LU0143863198.USD","BK1583","LU2242644610.SGD","LU0348825331.USD","LU0823426480.USD","LU0211977185.USD","LU1102505762.USD","LU0315178854.USD","LU1328615791.USD","LU0594300419.USD","LU0287142896.SGD","LU1023057109.AUD","LU0164880469.USD","LU0456846285.SGD","LU0577902454.USD","BK1604","LU0577902298.EUR","LU0577902538.SGD","IE00B3M56506.USD","LU1831875114.USD","LU1880383366.USD","LU2399975544.HKD","LU0132412106.USD","LU0359202008.SGD","LU0084288322.USD","LU0605514214.HKD","LU0164865239.USD","LU0823038988.USD","IE00B29SXG58.USD","LU1807302812.USD","LU2257852520.SGD","IE00BPRC5H50.USD"],"gpt_icon":1},{"id":"2551978368","title":"中國即時零售平臺“夏季大戰”進入第二週，美團、淘寶閃購日訂單量再創新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2551978368","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551978368?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 10:50","pubTimestamp":1752461429,"startTime":"0","endTime":"0","summary":"路透北京7月14日 - 以即时零售为标志的中国新一轮“夏季外卖大战”进入第二周。美团3690.HK、阿里巴巴9988.HKBABA.N旗下淘宝闪购公布的最新战报显示，两大平台的即时零售日订单量再次创下历史新高。淘宝闪购则在周一早上表示，平台周日单日订单量再次突破8,000万，创下新高。值得注意的是，美团、淘宝闪购并未具体拆分日订单的统计指标。美团、淘宝闪购均强调平台骑手数量、骑手收入在“补贴战”中也获得增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8ff256449657dd94b690a2d0142d26b8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250714:nL4T3TB060:1","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":null,"symbols":["HMTD.SI","LU0348783233.USD","LU0396098781.USD","89618","SG9999000459.SGD","LU1224709979.USD","LU0130103400.USD","LU0164872284.USD","LU2097828805.USD","09988","BABA","LU2488822045.USD","HBBD.SI","LU0642271901.SGD","LU1481107354.HKD","LU0823039010.USD","LU2778985437.USD","BK4533","03690","LU1810669033.SGD","LU0650527681.SGD","LU0700851271.USD","SG9999001226.SGD","LU0577902371.SGD","LU0307460666.USD","LU0737861699.HKD","LU0540923850.HKD","LU1956131251.USD","LU0516423091.SGD","LU0543330483.HKD","89988","LU0541502299.USD","LU1366334651.USD","MPNGY","LU0329678170.USD","LU0293314216.USD","LU0084288322.USD","LU1719994722.HKD","LU0828238088.HKD","LU0499858602.USD","LU2097828557.USD","LU0310800965.SGD","METmain","LU0231483743.USD","LU0348788117.USD","LU1808992512.USD","ALBmain","BK4504"],"gpt_icon":1},{"id":"2551856920","title":"外賣之戰，“燒”不出未來","url":"https://stock-news.laohu8.com/highlight/detail?id=2551856920","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551856920?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 10:17","pubTimestamp":1752459471,"startTime":"0","endTime":"0","summary":"甚至可以说，这轮外卖的“补贴之战”中，美团恰好是最不需要订单量以自证的一家。从这个角度出发，我们更容易理解“外卖之战”的逻辑：京东切入外卖，本意并不是外卖，而是建起“30分钟达”的履约体系，去争抢更大的即时零售市场。外卖之战，打着打着就变成了两个老对手的“电商之战”：京东有刘强东亲自送外卖，阿里也有马云督阵。即时零售这场战役，远未结束。","market":"hk","thumbnail":"","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/1752209468044106954","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK4526","LU0164865239.USD","LU0593848301.USD","SG9999001226.SGD","JD","ALBmain","LU0244354667.USD","LU1769817179.HKD","BK4554","LU0516422366.SGD","HMTD.SI","89618","BK1591","LU1880383440.USD","LU0605514214.HKD","LU0456827905.SGD","89988","LU0359201885.HKD","MPNGY","03690","LU0029874905.USD","BK1589","LU1152091168.USD","LU0417516571.SGD","LU0821914370.USD","LU1794554557.SGD","BK4502","IE00BPRC5H50.USD","LU0261947096.USD","LU1720050803.USD","LU0011963245.USD","LU0572939691.SGD","LU2039709279.SGD","LU0231483743.USD","IE00BFMHRM44.USD","BK4587","HBBD.SI","LU0348805143.USD","LU2488822045.USD","LU0501845795.SGD","METmain","BK4220","BK4581","LU0214875030.USD","LU1242518931.SGD","LU1366334651.USD","LU0165289439.USD","09618"],"gpt_icon":1},{"id":"2551121920","title":"“史詩級外賣大戰”為何此時到來？","url":"https://stock-news.laohu8.com/highlight/detail?id=2551121920","media":"Ofweek光电信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551121920?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 10:14","pubTimestamp":1752459240,"startTime":"0","endTime":"0","summary":"今年7月，跟酷暑一块到来的，还有持续升温的外卖补贴大战。2025年，一度稳固的外卖市场“双雄并立”格局被京东的强势入局而重生变数，一场围绕“即时零售流量入口”的激烈争夺战骤然升级。上周短短一个周末，电商巨头们以史无前例的补贴力度，共同点燃了一场单日总量破2亿的超级订单大战。短短一个周末，电商巨头以大额补贴掀起了一场单日破2亿单量的超级外卖大战。因此这场“外卖大战”在短期内很难分出高下。","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=nesSN2025071410282097a50fa2&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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10:03","pubTimestamp":1752458580,"startTime":"0","endTime":"0","summary":"英为财情Investing.com -周一，外卖\"大战\"继续，京东集团-SW 跌1.62%，美团-W 下跌近1%，阿里巴巴-SW 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