利润不及预期：公司2Q25收入同比增长11.7%至人民币918亿元，低于市场预期2.0%；由于骑手补贴以及海外业务成本增加，毛利率同比下降8.1pp至33.1%；同时由于推广及用户激励增加，营销费用率也环比增长6.5%pp至24.5%；调整后净利润为15亿元，不及市场预期的92亿元。外卖行业竞争激烈，预计三季度亏损扩大：2Q25核心本地商业收入同比增长7.7%，低于市场预期3.8%，经营利润大幅...
Source Link利润不及预期：公司2Q25收入同比增长11.7%至人民币918亿元，低于市场预期2.0%；由于骑手补贴以及海外业务成本增加，毛利率同比下降8.1pp至33.1%；同时由于推广及用户激励增加，营销费用率也环比增长6.5%pp至24.5%；调整后净利润为15亿元，不及市场预期的92亿元。外卖行业竞争激烈，预计三季度亏损扩大：2Q25核心本地商业收入同比增长7.7%，低于市场预期3.8%，经营利润大幅...
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