美团一季度扭亏为盈，王兴谈大模型：正研究和开发基础模型及应用

澎湃新闻2023-05-25

美团 IC 资料图在消费复苏的背景下，美团交出不错的一季度成绩单。5月25日，美团（03690.HK）发布2023年第一季度业绩报告，总营收586亿元，同比增长26.7%；调整后净利润54.91亿元，同比扭亏为盈。财报后的电话会议中，美团CEO王兴谈到了外界关注的大模型。王兴表示，从长远来看，AI可能会对社会各方面产生根本性的影响。他透露，美团正研究和开发基础模型以及应用，对外部技术和投资机会合作...

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资料图在消费复苏的背景下，美团交出不错的一季度成绩单。5月25日，美团（03690.HK）发布2023年第一季度业绩报告，总营收586亿元，同比增长26.7%；调整后净利润54.91亿元，同比扭亏为盈。财报后的电话会议中，美团CEO王兴谈到了外界关注的大模型。王兴表示，从长远来看，AI可能会对社会各方面产生根本性的影响。他透露，美团正研究和开发基础模型以及应用，对外部技术和投资机会合作持开放态度，如果取得相关进展，将很高兴跟市场同步。财报显示，美团扭亏为盈的关键是核心商业业务的收入增长。财报显示，一季度美团本地商业收入同比增长25.5%至429亿元，经营溢利同比增长100.7%至94亿元，即时配送交易笔数同比增长14.9%。其中，配送服务收入为169亿元，佣金收入为158亿元，在线营销服务收入为77亿元。美团闪购方面，受交易用户数及交易频次双增长的驱动，订单量同比增长约35%。对此，美团解释称，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。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。外界关注的焦点之一是美团和其他平台的竞争。此前有消息称抖音上线了外卖平台，外界将其视为对美团的巨大挑战，对此，美团也有相应应对举措。在电话会议中，王兴表示，今年美团已经持续推出直播、短视频等新形式以及神券节、节假日优惠等活动，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、上海等多城市推出到店团购官方直播。未来将进一步专注于商家服务生态建设，加强内容创作和直播等营销活动创新，并计划将现有成功经验拓展至更多地区。”王兴表示。在新业务方面，美团的亏损也有所收窄。财报显示，美团新业务一季度收入同比增长30.1%至157亿元，经营亏损同比收窄40.5%至50亿元。加速国际化探索：在香港推出外卖平台KeeTa美团的出海业务也受到关注。此前5月21日，美团宣布在中国香港地区推出全新外卖平台KeeTa。澎湃新闻记者了解到，KeeTa在香港采取逐步扩区策略，人口密集的旺角及大角咀地区为落地首站，随后将逐步拓展新区，计划在今年以内完成全港覆盖。关于选择中国香港地区作为出境首站，王兴表示，香港从文化、语言到金融设施等基础环境，都与内地有相似之处，选择香港作为国际化探索的第一个尝试是应当之选。同时，王兴称，对香港市场积极探索的同时也会保持审慎投入，对公司盈利表现的影响十分有限。当前，中国香港地区的外卖市场主要由Foodpanda（富胖达）和Deliveroo（户户送）主导。但香港外卖市场整体渗透率较低，据研究机构调研数据，目前香港外卖交易额占餐饮行业大盘比例仅为8.3%，显著低于内地市场的21.9%，市场潜力巨大。而经过前几年疫情催化，香港市场的外卖需求正快速增长。谈到之所以把香港作为国际化探索的首站，王兴曾解释，香港有和内地类似的消费和餐饮习惯，能够让美团进行一定市场探索，为未来进一步迈入国际市场的探索做准备，“对于任何市场，我们都会基于本地的运营能力和对于本地市场的了解，来调整在当地的商业模式，在香港，我们将进一步优化运营模式，提升经营能力。”","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":"claudebot","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/2338192050"}