京东美团外卖大战致股价震荡，美团较年内高点回撤超30%

DoNews2025-04-29

受外卖市场竞争影响，京东与美团股价近期出现剧烈波动。截至昨日收盘，美团股价较年内高点下跌超30%，京东下跌超20%。自2月起，双方通过“0佣金”招募商家、为骑手提供福利等手段展开竞争。4月下旬，京东指控美团强迫骑手“二选一”，引发舆论关注。机构认为，补贴虽短期内提升单量，但决定竞争走向的核心在于配送效率和用户复购等因素。尽管京东凭借供应链优势拓展外卖业务，但订单增长的可持续性仍存不确定性。免责声明...

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/2531207752?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-04-29 15:43","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2531207752","market":"hk","top_or_hot":-1,"title":"京东美团外卖大战致股价震荡，美团较年内高点回撤超30%","media":"DoNews","content":"<div>\n<p>受外卖市场竞争影响，京东与美团股价近期出现剧烈波动。截至昨日收盘，美团股价较年内高点下跌超30%，京东下跌超20%。自2月起，双方通过“0佣金”招募商家、为骑手提供福利等手段展开竞争。4月下旬，京东指控美团强迫骑手“二选一”，引发舆论关注。机构认为，补贴虽短期内提升单量，但决定竞争走向的核心在于配送效率和用户复购等因素。尽管京东凭借供应链优势拓展外卖业务，但订单增长的可持续性仍存不确定性。免责声明...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042915470294e727d7&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>京东美团外卖大战致股价震荡，美团较年内高点回撤超30%</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京东美团外卖大战致股价震荡，美团较年内高点回撤超30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-29 15:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042915470294e727d7&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受外卖市场竞争影响，京东与美团股价近期出现剧烈波动。截至昨日收盘，美团股价较年内高点下跌超30%，京东下跌超20%。自2月起，双方通过“0佣金”招募商家、为骑手提供福利等手段展开竞争。4月下旬，京东指控美团强迫骑手“二选一”，引发舆论关注。机构认为，补贴虽短期内提升单量，但决定竞争走向的核心在于配送效率和用户复购等因素。尽管京东凭借供应链优势拓展外卖业务，但订单增长的可持续性仍存不确定性。免责声明...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042915470294e727d7&s=b\">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":"MPNGY","symbol_name":"美团ADR","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042915470294e727d7&s=b","article_id":"2531207752","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042915470294e727d7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2531207752","pubTimestamp":1745912582,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"受外卖市场竞争影响，京东与美团股价近期出现剧烈波动。截至昨日收盘，美团股价较年内高点下跌超30%，京东下跌超20%。自2月起，双方通过“0佣金”招募商家、为骑手提供福利等手段展开竞争。4月下旬，京东指控美团强迫骑手“二选一”，引发舆论关注。机构认为，补贴虽短期内提升单量，但决定竞争走向的核心在于配送效率和用户复购等因素。尽管京东凭借供应链优势拓展外卖业务，但订单增长的可持续性仍存不确定性。免责声明：本文内容由开放的智能模型自动生成，仅供参考。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"83690":"美团-WR","89618":"京东集团-SWR","MPNGY":"美团ADR","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","HMTD.SI":"Meituan HK SDR 5to1","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK1502":"双十一","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","BK1583":"高瓴概念","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","JD":"京东","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0048597586.USD":"富达亚洲焦点A","03690":"美团-W","09618":"京东集团-SW","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1102505762.USD":"富达新兴市场焦点 A"},"translate_title":"JD.com's Meituan food delivery war caused stock prices to fluctuate, and Meituan's pullback/retracement exceeded 30% from the year's high point.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83690":0.9,"89618":0.6,"03690":1,"MPNGY":0.6,"JD":0.6,"09618":1,"HMTD.SI":0.6},"content_text":"受外卖市场竞争影响，京东与美团股价近期出现剧烈波动。截至昨日收盘，美团股价较年内高点下跌超30%，京东下跌超20%。自2月起，双方通过“0佣金”招募商家、为骑手提供福利等手段展开竞争。4月下旬，京东指控美团强迫骑手“二选一”，引发舆论关注。机构认为，补贴虽短期内提升单量，但决定竞争走向的核心在于配送效率和用户复购等因素。尽管京东凭借供应链优势拓展外卖业务，但订单增长的可持续性仍存不确定性。免责声明：本文内容由开放的智能模型自动生成，仅供参考。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2531207752","isCrawlerRequest":true}