美团：2025年亏损或达243亿，今年首季仍亏损

瑞恩资本RyanBe...02-18

美团(03690.HK)于上周五(2月13日)发布盈利预警，2025年度出现亏损约233亿至243亿元(人民币,下同)，2024年度净利润约358.08亿元。美团表示，2025年由盈转亏，主要由于核心本地商业分部从2024年度约524.15亿元的经营溢利，转为2025年度约68亿至70亿元的经营亏损；同时，集团进一步加大海外业务的投入，尤其是为了应对2025年度行业空前激烈的竞争，已战略性地加大对...

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year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03690":1.97,"METmain":0.6,"MPNGY":1.97,"HMTD.SI":0.6},"content_text":"美团(03690.HK)于上周五(2月13日)发布盈利预警，2025年度出现亏损约233亿至243亿元(人民币,下同)，2024年度净利润约358.08亿元。美团表示，2025年由盈转亏，主要由于核心本地商业分部从2024年度约524.15亿元的经营溢利，转为2025年度约68亿至70亿元的经营亏损；同时，集团进一步加大海外业务的投入，尤其是为了应对2025年度行业空前激烈的竞争，已战略性地加大对整个生态体系的投入，以增强核心优势并推动可持续增长。应对的举措主要包括：在消费者方面，强化营销推广力度，提升品牌影响力及价格竞争力，持续提高用户交易活跃度与黏性；在配送方面，增加骑手激励并丰富骑手权益，以保障服务质量及提升用户体验；在商户方面，持续积极投入资源，支持商户提升运营效率、拓宽消费者覆盖范围、迭代经营模式，并实现稳步增长。上述应对举措对核心本地商业分部2025年度的盈利能力造成影响。尽管受持续竞争影响，亏损趋势预计将在2026年第一季延续，但截至目前，美团的经营状况维持稳健及正常，且集团拥有充足的现金以支撑业务的稳健发展。另外，美团表示，已积极调整经营策略，并将持续落实一系列措施，包括进一步推动AI及无人配送技术的发展与应用、持续推进产品及业务模式创新、通过精细化运营提升效率，以及完善行业生态体系。董事会有信心该等举措将帮助集团进一步巩固核心优势，更好地服务用户及商户，并推动集团实现长期增长。美团坚决反对非理性竞争，并将通过更优的质量及更完善的服务赢得消费者的信任。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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 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