美团：中小商户实际收入减少不止15%

新华每日电讯2025-09-15

本报记者对话美团研究院执行院长厉基巍，探讨“外卖大战”将走向何方。——即时零售日均近3亿单，绝大部分是泡沫记者：美团大量补贴外卖业务的初衷是什么？截至目前，即时零售市场的情况怎么样？美团：今年行业内几轮补贴战、价格战，美团都是被动卷入。从我们掌握的数据看，即时零售市场的总量从年初的日均1亿单，上涨至7月的2.5亿单，到8月甚至接近3亿单。这其中绝大部分是泡沫，是补贴大战下的虚假繁荣和无效增长。从...

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股道自然
2025-09-15
股道自然
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03:31","market":"hk","language":"zh","title":"美团：中小商户实际收入减少不止15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2567150363","media":"新华每日电讯","summary":"美团：从目前掌握的数据看，价格战、补贴战，给中小商户群体造成实际收入减少不止15%，并且中长期还将削弱其运营能力和店铺生计。8月5日，美团启动中小商户发展扶持计划。采访中，美团表示，正在加强骑手权益保障。美团“骑手大病关怀计划”新增非重症住院医疗金报销，众包骑手的未成年子女可纳入保障。","content":"<html><body><article><p>本报记者对话<a href=\"https://laohu8.com/S/MPNGY\">美团</a>研究院执行院长厉基巍，探讨“外卖大战”将走向何方。</p><p>——即时零售日均近3亿单，绝大部分是泡沫</p><p>记者：<a href=\"https://laohu8.com/S/03690\">美团</a>大量补贴外卖业务的初衷是什么？截至目前，即时零售市场的情况怎么样？</p><p>美团：今年行业内几轮补贴战、价格战，美团都是被动卷入。从我们掌握的数据看，即时零售市场的总量从年初的日均1亿单，上涨至7月的2.5亿单，到8月甚至接近3亿单。这其中绝大部分是泡沫，是补贴大战下的虚假繁荣和无效增长。</p><p>从订单结构看，大部分增量订单是奶茶、咖啡等。这些订单大部分又来自头部连锁品牌。对大部分中小商户来说，堂食订单减少，也没有拿到补贴，价格体系被破坏，商家和行业的长期利益恐怕会受到损害。</p><p>——中小商户实际收入减少不止15%</p><p>记者：据报道，部分商家参与“外卖大战”后，实际收入是减少的，对此美团怎么看？</p><p>美团：从目前掌握的数据看，价格战、补贴战，给中小商户群体造成实际收入减少不止15%，并且中长期还将削弱其运营能力和店铺生计。</p><p>第一，夏季“外卖大战”透支了消费热情和消费意愿，所以进入9月后，很多店铺订单量同比下滑。第二，中小商户订单增速和大品牌大连锁店的差距进一步拉大。同时，外卖补贴力度大，价格比堂食低，中小商户、夫妻老婆店生存会越来越困难。第三，发起补贴的平台，资源进一步向大品牌集中，营销推广、研发创新、服务资源等投入差距也会进一步扩大。</p><p>记者：针对相关部门提出停止“内卷式”竞争，美团有何具体行动？</p><p>美团：8月12日，美团外卖启动“堂食提振”计划，鼓励消费者到店聚餐或自提，把顾客和订单留给门店。8月5日，美团启动中小商户发展扶持计划。今年年底，美团助力金将新增覆盖超10万家餐饮小店，单店助力金最高5万元。</p><p>采访中，美团表示，正在加强骑手权益保障。比如，骑手养老保险推向全国后，预计可覆盖百万骑手。骑手可自主选择在就业地或户籍地参保缴费，平台参照相关基数补贴50%参保费用，现金直接打款到骑手账户。骑手“工伤险”扩大范围至17个省市，由美团全额缴费，每单必保，每人必保。美团“骑手大病关怀计划”新增非重症住院医疗金报销，众包骑手的未成年子女可纳入保障。（本报记者丁静整理）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\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美团：中小商户实际收入减少不止15%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-15 03:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250915033136a4c5fa3b&s=b><strong>新华每日电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报记者对话美团研究院执行院长厉基巍，探讨“外卖大战”将走向何方。——即时零售日均近3亿单，绝大部分是泡沫记者：美团大量补贴外卖业务的初衷是什么？截至目前，即时零售市场的情况怎么样？美团：今年行业内几轮补贴战、价格战，美团都是被动卷入。从我们掌握的数据看，即时零售市场的总量从年初的日均1亿单，上涨至7月的2.5亿单，到8月甚至接近3亿单。这其中绝大部分是泡沫，是补贴大战下的虚假繁荣和无效增长。从...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250915033136a4c5fa3b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1521":"挪威政府全球养老基金持仓","HMTD.SI":"Meituan HK SDR 5to1","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU1675838814.USD":"AB SICAV I - EMERGING MARKETS LOW VOLATILITY EQUITY PORTFOLIO \"AD\" 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250915033136a4c5fa3b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2567150363","content_text":"本报记者对话美团研究院执行院长厉基巍，探讨“外卖大战”将走向何方。——即时零售日均近3亿单，绝大部分是泡沫记者：美团大量补贴外卖业务的初衷是什么？截至目前，即时零售市场的情况怎么样？美团：今年行业内几轮补贴战、价格战，美团都是被动卷入。从我们掌握的数据看，即时零售市场的总量从年初的日均1亿单，上涨至7月的2.5亿单，到8月甚至接近3亿单。这其中绝大部分是泡沫，是补贴大战下的虚假繁荣和无效增长。从订单结构看，大部分增量订单是奶茶、咖啡等。这些订单大部分又来自头部连锁品牌。对大部分中小商户来说，堂食订单减少，也没有拿到补贴，价格体系被破坏，商家和行业的长期利益恐怕会受到损害。——中小商户实际收入减少不止15%记者：据报道，部分商家参与“外卖大战”后，实际收入是减少的，对此美团怎么看？美团：从目前掌握的数据看，价格战、补贴战，给中小商户群体造成实际收入减少不止15%，并且中长期还将削弱其运营能力和店铺生计。第一，夏季“外卖大战”透支了消费热情和消费意愿，所以进入9月后，很多店铺订单量同比下滑。第二，中小商户订单增速和大品牌大连锁店的差距进一步拉大。同时，外卖补贴力度大，价格比堂食低，中小商户、夫妻老婆店生存会越来越困难。第三，发起补贴的平台，资源进一步向大品牌集中，营销推广、研发创新、服务资源等投入差距也会进一步扩大。记者：针对相关部门提出停止“内卷式”竞争，美团有何具体行动？美团：8月12日，美团外卖启动“堂食提振”计划，鼓励消费者到店聚餐或自提，把顾客和订单留给门店。8月5日，美团启动中小商户发展扶持计划。今年年底，美团助力金将新增覆盖超10万家餐饮小店，单店助力金最高5万元。采访中，美团表示，正在加强骑手权益保障。比如，骑手养老保险推向全国后，预计可覆盖百万骑手。骑手可自主选择在就业地或户籍地参保缴费，平台参照相关基数补贴50%参保费用，现金直接打款到骑手账户。骑手“工伤险”扩大范围至17个省市，由美团全额缴费，每单必保，每人必保。美团“骑手大病关怀计划”新增非重症住院医疗金报销，众包骑手的未成年子女可纳入保障。（本报记者丁静整理）","news_type":1,"symbols_score_info":{"MPNGY":0.6,"METmain":0.6,"HMTD.SI":0.6,"03690":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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