美团近三年首次季度亏损之后

财新数据通12-08

外卖补贴竞争的强度在第三季度达到峰值，美团核心本地商业板块由盈转亏。管理层透露，公司在高客单价外卖市场份额稳固，海外业务Keeta香港提前盈利美团2025年第三季度财报体现了外卖市场激烈的竞争及其高昂代价。公司近三年来首次季度亏损，包含外卖业务在内的核心本地商业板块由盈转亏。不过公司在高客单价外卖市场份额稳固，海外业务利润兑现节奏超预期。考虑到公司盈利前景仍充满挑战，卖方机构普遍下调了美团的盈利...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208164701a43b016e&s=b><strong>财新数据通</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>外卖补贴竞争的强度在第三季度达到峰值，美团核心本地商业板块由盈转亏。管理层透露，公司在高客单价外卖市场份额稳固，海外业务Keeta香港提前盈利美团2025年第三季度财报体现了外卖市场激烈的竞争及其高昂代价。公司近三年来首次季度亏损，包含外卖业务在内的核心本地商业板块由盈转亏。不过公司在高客单价外卖市场份额稳固，海外业务利润兑现节奏超预期。考虑到公司盈利前景仍充满挑战，卖方机构普遍下调了美团的盈利...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208164701a43b016e&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":"LU0228659784.USD","symbol_name":"施罗德金砖四国基金","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208164701a43b016e&s=b","article_id":"2589433307","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208164701a43b016e&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=2589433307","pubTimestamp":1765181353,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"公司近三年来首次季度亏损，包含外卖业务在内的核心本地商业板块由盈转亏。美团第三季度营收954.88亿元，同比仅增长2.04%，增速显著放缓；经营亏损141亿元，去年同期为盈利146亿元；经调整净亏损160.09亿元，去年同期为盈利128.29亿元。管理层预计，美团外卖业务亏损已在三季度见顶，但四季度仍将承压。据野村东方国际证券测算，第三季度，美团外卖业务营业利润额同比减少270亿元，而阿里巴巴的即时零售业务亏损360亿元。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"83690":"美团-WR","LU0228659784.USD":"施罗德金砖四国基金","BK1618":"Manus概念股","BK1142":"互联网与直销零售","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) 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卖方机构普遍下调盈利预期》这篇文章还将为你呈现：美团预计，核心本地商业板块及本公司整体层面，四季度经营亏损趋势将延续财新数据通订户点击“阅读原文”查看完整解析（2573字）；非订户点击“阅读原文”即刻订阅！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"dataReport","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; 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