消费强劲复苏？美团一季报大超预期…

证券时报2023-05-26

美团今日公布首季度业绩，期内营业收入586.17亿元（人民币，下同），同比增长26.7%，超市场预期的574.82亿元。经调整净利润55亿元，去年同期亏损35.86亿元，远超预期盈利19.34亿元。财报显示，一季度，美团继续深入推进“零售+科技”战略，持续加大对于中国消费市场及科技研发的投入力度，研发支出同比增长至50亿元。“本季度，得益于本地消费的强劲复苏，公司各项业务均实现健康增长。”美团...

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The first quarterly report of Meituan greatly exceeded expectations …","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03690":0.9},"content_text":"美团今日公布首季度业绩，期内营业收入586.17亿元（人民币，下同），同比增长26.7%，超市场预期的574.82亿元。经调整净利润55亿元，去年同期亏损35.86亿元，远超预期盈利19.34亿元。财报显示，一季度，美团继续深入推进“零售+科技”战略，持续加大对于中国消费市场及科技研发的投入力度，研发支出同比增长至50亿元。“本季度，得益于本地消费的强劲复苏，公司各项业务均实现健康增长。”美团CEO王兴表示，“美团深刻感受到国内经济基本面的韧性和国民消费的深厚潜力，并在中国零售行业的发展中持续受益。我们将继续用科技连接人和商品与服务，通过新供给，满足新需求，助力实体经济发展，帮大家吃得更好，生活更好。”美团一季度营收、净利润双增美团一季度财报显示，期内收入达到586.17亿元，同比增长26.7%，经调整的净利润55亿元，去年同期亏损35.86亿元。具体来看收入分类，核心本地商业总收入428.85亿元，其中配送服务收入169.05亿元，佣金收入158.15亿元，在线营销服务收入77.47亿元，其他服务及销售（包括利息收入）24.18亿元。可以看到，外卖服务和平台佣金提成为营收两大主力。新业务方面，佣金收入4.28亿元，在线服务3620.3万元，其他服务及销售（包括利息收入）152.68亿元。而新业务主要包含了美团优选、美团买菜。财报显示，一季度美团优选保持行业领先地位并不断提升运营效率，优化了定价及产品管理能力。通过全国性的次日达物流及自提网络，为消费者提供更多产品选择。截至3月底，美团优选累计交易用户数量已经达到4.5亿。美团买菜方面，2023年第一季度交易额同比增长超过50%，通过加快产品流通效率，提升消费者体验，并加强冷链物流及即时配送服务，与上一年度同期相比，客单价和交易频次均有所提升。财报称，通过即时零售优质的 线上线下 供给，美团继续发挥丰富应用场景的优势，全方位满足用户消费需求。在此带动下，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同比实现双增长。伴随着即时零售的场景和丰富度不断拓宽，本季度美团闪购订单量同比增长35%。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。消费者在美团上问诊和买药的心智也进一步加强，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。线下消费的强势复苏，让到店业务交易额及收入增幅也逐月提升。今年春节假期期间，全国多人堂食套餐订单量同比2022年增长53%，夜间消费规模占比达49%，较去年同期上涨13个百分点。此外，凭借组织能力、消费者心智和商家服务方面的优势，美团到店年度活跃商户继续保持增长，创下历史新高。春节期间的强劲需求同样带动酒店间夜量同比增长超过40%。春节过后，本地住宿和短途旅游的间夜量保持强增长势头，连续多个周末创新高。助力实体，支持合作商户高质量发展本季度，美团继续致力于支持全国范围内合作商户的高质量发展，积极助力实体零售行业的数字化转型。美团持续推出直播、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，进而带动了商家整体销售增长。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。随着商家新开店的意愿逐渐回升，美团针对新开业门店提供了一系列新店扶持计划和营销解决方案，通过流量扶持策略、线上店铺装修等专业高效工具，帮助新店在激烈的竞争中脱颖而出，从小店迈向大店，从新店成长为成熟的优质门店。以上海为例，一季度，上海地区美团平台上新开的特色小店数量超过3万家。3月新开店数环比2月增长43%，小店线上订单量环比增长25%。除餐饮门店外，包括插花、茶馆、魔术俱乐部等创意与传统文化相结合的中小商户，均可在美团获得专业化的线上运营指导和规范服务。一季度，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。美团CFO陈少晖表示：“本季度，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。”","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/2338149600"}