美团王兴：外卖价格战没有为行业创造价值，不可持续

第一财经11-28

11月28日晚，在美团第三季度财报电话会上，美团CEO王兴表示，“我们重申在过去两个季度阐明的立场，外卖价格战是低质低价的‘内卷式’竞争，我们坚决反对。半年来的市场结果已经充分证明：外卖价格战没有为行业创造价值，不可持续。”他表示，美团有信心捍卫即时零售的市场地位，创造真正的长期价值。王兴提到，近期美团餐饮外卖订单市占稳步回升。美团继续保持在中高价订单市场GTV的领先地位，美团在实付超过15元的...

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T111240
11-28
T111240
他就是用价格战最多的人，说这话有点恶心。

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陆涵之）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":505088268247904,"gmtCreate":1764331417654,"gmtModify":1764331420425,"author":{"id":"3519254194891755","authorId":"3519254194891755","name":"T111240","avatar":"https://static.tigerbbs.com/2247fe6dcaef36d3524bf1e69928a257","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3519254194891755","idStr":"3519254194891755"},"htmlText":"他就是用价格战最多的人，说这话有点恶心。","listText":"他就是用价格战最多的人，说这话有点恶心。","text":"他就是用价格战最多的人，说这话有点恶心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505088268247904","repostId":2586011789,"repostType":2,"repost":{"id":"2586011789","kind":"news","pubTimestamp":1764329918,"share":"https://www.laohu8.com/m/news/2586011789?lang=&edition=full","pubTime":"2025-11-28 19:38","market":"hk","language":"zh","title":"美团王兴：外卖价格战没有为行业创造价值，不可持续","url":"https://stock-news.laohu8.com/highlight/detail?id=2586011789","media":"第一财经","summary":"11月28日晚，在美团第三季度财报电话会上，美团CEO王兴表示，“我们重申在过去两个季度阐明的立场，外卖价格战是低质低价的‘内卷式’竞争，我们坚决反对。半年来的市场结果已经充分证明：外卖价格战没有为行业创造价值，不可持续。”他表示，美团有信心捍卫即时零售的市场地位，创造真正的长期价值。王兴提到，近期美团餐饮外卖订单市占稳步回升。美团继续保持在中高价订单市场GTV的领先地位，美团在实付超过15元的订单有2/3以上的份额，实付超过30元以上的订单有70%以上的份额。（第一财经记者 陆涵之）","content":"<div>\n<p>11月28日晚，在美团第三季度财报电话会上，美团CEO王兴表示，“我们重申在过去两个季度阐明的立场，外卖价格战是低质低价的‘内卷式’竞争，我们坚决反对。半年来的市场结果已经充分证明：外卖价格战没有为行业创造价值，不可持续。”他表示，美团有信心捍卫即时零售的市场地位，创造真正的长期价值。王兴提到，近期美团餐饮外卖订单市占稳步回升。美团继续保持在中高价订单市场GTV的领先地位，美团在实付超过15元的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511281939159784bb18&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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美团王兴：外卖价格战没有为行业创造价值，不可持续\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-28 19:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511281939159784bb18&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月28日晚，在美团第三季度财报电话会上，美团CEO王兴表示，“我们重申在过去两个季度阐明的立场，外卖价格战是低质低价的‘内卷式’竞争，我们坚决反对。半年来的市场结果已经充分证明：外卖价格战没有为行业创造价值，不可持续。”他表示，美团有信心捍卫即时零售的市场地位，创造真正的长期价值。王兴提到，近期美团餐饮外卖订单市占稳步回升。美团继续保持在中高价订单市场GTV的领先地位，美团在实付超过15元的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511281939159784bb18&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) 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ACC","LU0173614495.USD":"富达中国焦点A","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","IE0008368742.USD":"首域中国增长基金I Acc","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511281939159784bb18&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2586011789","content_text":"11月28日晚，在美团第三季度财报电话会上，美团CEO王兴表示，“我们重申在过去两个季度阐明的立场，外卖价格战是低质低价的‘内卷式’竞争，我们坚决反对。半年来的市场结果已经充分证明：外卖价格战没有为行业创造价值，不可持续。”他表示，美团有信心捍卫即时零售的市场地位，创造真正的长期价值。王兴提到，近期美团餐饮外卖订单市占稳步回升。美团继续保持在中高价订单市场GTV的领先地位，美团在实付超过15元的订单有2/3以上的份额，实付超过30元以上的订单有70%以上的份额。（第一财经记者 陆涵之）","news_type":1,"symbols_score_info":{"MPNGY":0.6,"03690":1.5,"HMTD.SI":0.6,"METmain":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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