【券商聚焦】野村重申美团“买入”评级 料今年外卖业务收入增长12%

金吾财讯
25 Mar

金吾财讯 | 野村研报指,美团(03690)第四季营收按年增长20%,非通用会计准则营业利润按年大幅增长2.4倍,分别较市场预期高出1%与13%。该行预计2025年美团外卖业务收入将增长12%,主要由订单量增长9.5%驱动。受二季度起骑手社会保险缴费拨备影响,外卖营业利润增速可能从2024年的41%放缓至11%,该政策预计需时3-4年全面落实。美团估算对今年单位经济效益影响低于0.1元人民币/单,...

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