外卖大战进入下半场:订单量下滑、客单价走高,美团最快明年中实现盈亏平衡

华尔街见闻
Nov 14

摩根大通认为,中国外卖市场正迎来关键转折点。 据追风交易台,摩根大通在最新报告中,总结了外卖专家电话会纪要要点。摩根大通指出,外卖行业整体订单量回落,市场订单量已从9月峰值1.51亿单降至10月的1.45亿单,预计11月进一步降至1.41亿单,主要因补贴减弱及季节性因素。 摩根大通认为,美团有望在2026年年中实现盈亏平衡,下半年每单盈利0.4-0.5元,而阿里巴巴仍需至2026年底才能接近盈亏...

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