业绩超预期！互联网巨头扭亏为盈

中证报2023-05-25

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　5月25日晚，美团发布2023年一季报。一季度，美团收入同比增长26.7%至586.17亿元，期内盈利33.58亿元，实现同比扭亏为盈，去年同期期内亏损57.03亿元；经调整净利润54.91亿元，创历史新高，去年同期亏损35.86亿元。　　今年以来，随着消费市场逐步回暖，本地服务需求也迎来强劲增长。美团两部分业务收入均...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2338119762?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2023-05-25 22:56","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2338119762","market":"hk","top_or_hot":-1,"title":"业绩超预期！互联网巨头扭亏为盈","media":"中证报","content":"<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　5月25日晚，美团发布2023年一季报。一季度，美团收入同比增长26.7%至586.17亿元，期内盈利33.58亿元，实现同比扭亏为盈，去年同期期内亏损57.03亿元；经调整净利润54.91亿元，创历史新高，去年同期亏损35.86亿元。\n　　今年以来，随着消费市场逐步回暖，本地服务需求也迎来强劲增长。美团两部分业务收入均...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2023-05-25/doc-imyuzfys5247823.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>业绩超预期！互联网巨头扭亏为盈</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n业绩超预期！互联网巨头扭亏为盈\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-25 22:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/s/2023-05-25/doc-imyuzfys5247823.shtml><strong>中证报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　5月25日晚，美团发布2023年一季报。一季度，美团收入同比增长26.7%至586.17亿元，期内盈利33.58亿元，实现同比扭亏为盈，去年同期期内亏损57.03亿元；经调整净利润54.91亿元，创历史新高，去年同期亏损35.86亿元。\n　　今年以来，随着消费市场逐步回暖，本地服务需求也迎来强劲增长。美团两部分业务收入均...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2023-05-25/doc-imyuzfys5247823.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0819121731.USD","symbol_name":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/s/2023-05-25/doc-imyuzfys5247823.shtml","article_id":"2338119762","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/s/2023-05-25/doc-imyuzfys5247823.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2338119762","pubTimestamp":1685026560,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　5月25日晚，美团发布2023年一季报。一季度，美团收入同比增长26.7%至586.17亿元，期内盈利33.58亿元，实现","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK1575":"同股不同权","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK1589":"北水核心资产","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK1583":"高瓴概念","BK1604":"节假日概念","LU0051755006.USD":"摩根大通中国A (dist)","LU0594300419.USD":"富达中国消费基金A","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0359201612.USD":"贝莱德中国基金A2","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0048580855.USD":"富达大中华区A","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK1591":"就地过年概念","BK1142":"互联网与直销零售","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","BK1233":"餐馆","03690":"美团-W"},"translate_title":"Performance exceeds expectations! Internet giants turn losses into profits","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03690":0.9},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　5月25日晚，美团发布2023年一季报。一季度，美团收入同比增长26.7%至586.17亿元，期内盈利33.58亿元，实现同比扭亏为盈，去年同期期内亏损57.03亿元；经调整净利润54.91亿元，创历史新高，去年同期亏损35.86亿元。\n　　今年以来，随着消费市场逐步回暖，本地服务需求也迎来强劲增长。美团两部分业务收入均实现增长。一季度，美团核心本地商业分部收入同比增长25.5%至428.85亿元，新业务分部收入同比增长30.1%至157.32亿元。\n　　核心本地商业表现稳健\n　　用户交易频次和客单价双增长\n　　一季度，美团核心本地商业收入增长的同时，经营利润也大幅增长，同比增长100.7%至94.45亿元，经营利润率增长了8.2个百分点至22%。\n　　对于餐饮外卖及美团闪购业务而言，收入同比增长主要受交易笔数及客单价增加，以及更有效的交易用户激励策略所推动。一季度，美团即时配送订单量同比增长14.9%至42.67亿单，用户交易频次和客单价均同比实现双增长。\n　　美团统计发现，在一季度即时配送订单中，旅行场景和中高客单价的订单量显著增加，节假日期间的礼物即时配送需求大增，非餐、酒饮及鲜花品类订单增长明显，同时，各类即时购药需求也使得本季度药品类别的订单量和用户数同比均呈现强劲增长。\n　　对于到店、酒店及旅游业务而言，收入增长主要受消费恢复带来的强劲交易金额增长所推动，部分被收入结构变动导致的变现率减少所抵销。\n　　美团表示，到店业务交易额及收入增速逐月提升，到店年度活跃商户创下历史新高；酒旅业务方面，间夜量和交易额第一季度实现强劲增长，与2022年和2019年同期相比，今年春节期间间夜量增长超过40%，春节后，本地住宿及短途旅游的间夜量继续保持强增长势头，连续多个周末出现新高。\n　　值得注意的是，抖音切入到店、酒旅及外卖领域，并以低价为核心策略，对此美团也开始奋起反击。在此前的业绩电话会上，美团高管称，对到店酒旅业务，美团2023年的核心战略为巩固竞争优势并稳定市场份额。\n　　美团持续加大营销和补贴力度，推出直播、短视频等新形式以及神券节、节假日优惠等活动，助力商户探索新流量和新场景。美团外卖将直播商品券和商家货架销售打通，用户在核销商品券时可以顺便加购其他商品，进而了带动商家整体销售增长。据统计，平均1张直播商品券核销带动产生了商品券价值1.5倍的订单交易额。美团也在北京、上海等多个城市推出了到店团购官方直播，“五一”直播活动期间，蜜雪冰城冰鲜柠檬水和瑞幸生椰拿铁线上销量均超过150万杯。\n　　新业务亏损持续收窄\n　　2023年第一季度，美团的新业务分部收入同比增长30.1%至157.32亿元，经营亏损同比收窄40.5%至50.29亿元，经营亏损率从去年一季度的69.9%改善至32.0%。 \n　　美团新业务分部主要包括美团优选、买菜等业务单元。美团披露，美团优选到今年3月底，累计交易用户数量已经达4.5亿，一季度农产品销售贡献超过45%，低线城市自提门店数量已经超过130万个。美团买菜在第一季度交易额同比增长超过50%，通过加强冷链物流、即时配送以及更优质更多样化的产品选择，美团买菜一季度的客单价和交易频次均实现提升。\n　　一季度，美团研发支出50亿元，占收入比例为8.6%。美团继续深耕自动配送领域，通过科技创新积极助力生活服务。4月27日，美团无人机与5A级景区深圳世界之窗合作的国内首条景区常态化航线正式开航。用户在景区内点外卖，最快5分钟即可收到无人机送来景区外门店的商品。\n　　美团CFO陈少晖表示：“我们抓住市场复苏期适时调整业务策略，提质增效，取得稳健增长。未来，美团将继续着眼于长期价值创造，通过创新业态，推动供给和履约升级，努力为行业参与者创造更大价值。”\n\n炒股开户享福利，送投顾服务60天体验权，一对一指导服务！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨红卜","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2338119762"}