美团反转

妙投APP
25 Mar

作者|Eastland头图|视觉中国2025年3月24日,美团(3690.HK)发布2024年Q4及全年业绩。报告显示,2024年营收3376亿、同比增长22%;净利润358亿、同比增长158.4%。殊不知,美团核心业务“配送服务”是送一单赔一单。2024年H1配送116亿单,每单赔0.34元(全年数据需待年报)。从单单赔到年赚数百亿,玄机何在?收入矩阵美团营收按性质分为四类:配送服务、技术服务费...

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