美团-W2024年报点评:主业稳健,海外拓展加速

浙商证券
25 Mar

投资要点收入及利润基本符合预期。2024年美团收入同增22.0%至3375.92亿元,高于彭博一致预期0.17%,新业务增长相对较快。分业务看,核心本地商业实现收入2502.47亿元,同增20.95%;新业务实现收入873.44亿元,同增25.07%。2024年美团经营利润同增174.6%至368.45亿元,低于彭博一致预期3.55%。净利润同增158%至358.08亿元,低于彭博一致预期...

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