美团CFO陈少晖回应与抖音竞争：美团的核心能力凭流量无法复制

快科技06-03

快科技6月3日消息，美团近日发布了截至2026年3月31日止三个月的未经审核综合业绩。数据显示，2026年第一季度，美团实现收入910亿元，同比增长5.6%。期内亏损为68亿元，而2025年同期则录得溢利101亿元。此外，经调整EBITDA下降至负30亿元。分业务来看，核心本地商业分部在2026年第一季度的收入同比微增0.1%至641亿元，经营亏损为20亿元。随后，在美团举行的2026年第一季度...

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wave.zhang
06-03
wave.zhang
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href=https://tech.ifeng.com/c/8teFOrVO8Iq><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月3日消息，美团近日发布了截至2026年3月31日止三个月的未经审核综合业绩。数据显示，2026年第一季度，美团实现收入910亿元，同比增长5.6%。期内亏损为68亿元，而2025年同期则录得溢利101亿元。此外，经调整EBITDA下降至负30亿元。分业务来看，核心本地商业分部在2026年第一季度的收入同比微增0.1%至641亿元，经营亏损为20亿元。随后，在美团举行的2026年第一季度...</p>\n\n<a href=\"https://tech.ifeng.com/c/8teFOrVO8Iq\">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":"LU0181495838.USD","symbol_name":"施罗德新兴亚洲A 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traffic","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"METmain":0.6,"03690":1.96,"MPNGY":1.96,"HMTD.SI":0.6},"content_text":"快科技6月3日消息，美团近日发布了截至2026年3月31日止三个月的未经审核综合业绩。数据显示，2026年第一季度，美团实现收入910亿元，同比增长5.6%。期内亏损为68亿元，而2025年同期则录得溢利101亿元。此外，经调整EBITDA下降至负30亿元。分业务来看，核心本地商业分部在2026年第一季度的收入同比微增0.1%至641亿元，经营亏损为20亿元。随后，在美团举行的2026年第一季度业绩电话会上，有分析师问及抖音在到店业务上与美团的竞争。美团CFO陈少晖表示，到店业务依托线下履约能力与消费者信任，仅凭流量无法直接转化为实际交易。在这项业务上，美团已构筑起无法单纯依靠流量复制的核心竞争力。其一为成熟的品牌与用户心智优势。经过长期运营，用户已形成 “找门店、找优惠优先选美团” 的固有认知，这套心智依托平台严谨的商家审核规则、完善的服务履约保障以及数十亿条真实用户评价体系搭建而成。依托完善的内容与风控能力，平台能够持续为消费者提供高性价比产品与服务，筑牢基础护城河。其二是全产业链的持续创新实力。当前美团服务数百万入驻商户，业务触角延伸至医疗康养、家政维保等多元本地生活赛道；平台落地消费者预付费保障体系，大幅提升用户预付类消费安全感。平台持续将零散非标、线下属性强、服务周期不确定的本地服务，打磨成标准化可线上交易的服务 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08:14","market":"us","language":"zh","title":"美团CFO陈少晖回应与抖音竞争：美团的核心能力 凭流量无法复制","url":"https://stock-news.laohu8.com/highlight/detail?id=2640924921","media":"快科技","summary":"随后，在美团举行的2026年第一季度业绩电话会上，有分析师问及抖音在到店业务上与美团的竞争。美团CFO陈少晖表示，到店业务依托线下履约能力与消费者信任，仅凭流量无法直接转化为实际交易。陈少晖提到，现阶段美团到店营收走势稳健，核心品类稳居行业首位，同时公司持续布局服务零售新赛道、深挖下沉市场增量。谈及全年经营规划，陈少晖透露美团今年聚焦两大重心：稳固核心品类领先优势，助力本地生活商家搭建数字化经营基建。","content":"<html><body><p>快科技6月3日消息，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>近日发布了截至2026年3月31日止三个月的未经审核综合业绩。</p><p>数据显示，2026年第一季度，<a href=\"https://laohu8.com/S/03690\">美团</a>实现收入910亿元，同比增长5.6%。期内亏损为68亿元，而2025年同期则录得溢利101亿元。此外，经调整EBITDA下降至负30亿元。</p><p>分业务来看，核心本地商业分部在2026年第一季度的收入同比微增0.1%至641亿元，经营亏损为20亿元。</p><p>随后，在美团举行的2026年第一季度业绩电话会上，有分析师问及抖音在到店业务上与美团的竞争。</p><p><strong>美团CFO陈少晖表示，到店业务依托线下履约能力与消费者信任，仅凭流量无法直接转化为实际交易。在这项业务上，美团已构筑起无法单纯依靠流量复制的核心竞争力。</strong></p><p><strong>其一为成熟的品牌与用户心智优势。</strong>经过长期运营，用户已形成 “找门店、找优惠优先选美团” 的固有认知，这套心智依托平台严谨的商家审核规则、完善的服务履约保障以及数十亿条真实用户评价体系搭建而成。</p><p>依托完善的内容与风控能力，平台能够持续为消费者提供高性价比产品与服务，筑牢基础护城河。</p><p><strong>其二是全产业链的持续创新实力。</strong>当前美团服务数百万入驻商户，业务触角延伸至医疗康养、家政维保等多元本地生活赛道；</p><p>平台落地消费者预付费保障体系，大幅提升用户预付类消费安全感。平台持续将零散非标、线下属性强、服务周期不确定的本地服务，打磨成标准化可线上交易的服务 SKU，打造出差异化极强的供给生态。</p><p>上述优势持续放大平台规模效应与双边网络效应，形成良性发展闭环，不断优化用户消费体验。</p><p>陈少晖提到，现阶段美团到店营收走势稳健，核心品类稳居行业首位，同时公司持续布局服务零售新赛道、深挖下沉市场增量。</p><p>谈及全年经营规划，陈少晖透露美团今年聚焦两大重心：稳固核心品类领先优势，助力本地生活商家搭建数字化经营基建。伴随行业粗放补贴逐步退场，平台对商户的赋能价值将进一步凸显。</p><p>短期维度，到店业务利润率有望维持平稳，长期来看盈利水平具备向上修复空间。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=https://tech.ifeng.com/c/8teFOrVO8Iq><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月3日消息，美团近日发布了截至2026年3月31日止三个月的未经审核综合业绩。数据显示，2026年第一季度，美团实现收入910亿元，同比增长5.6%。期内亏损为68亿元，而2025年同期则录得溢利101亿元。此外，经调整EBITDA下降至负30亿元。分业务来看，核心本地商业分部在2026年第一季度的收入同比微增0.1%至641亿元，经营亏损为20亿元。随后，在美团举行的2026年第一季度...</p>\n\n<a href=\"https://tech.ifeng.com/c/8teFOrVO8Iq\">网页链接</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","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) 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ACC"},"source_url":"https://tech.ifeng.com/c/8teFOrVO8Iq","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640924921","content_text":"快科技6月3日消息，美团近日发布了截至2026年3月31日止三个月的未经审核综合业绩。数据显示，2026年第一季度，美团实现收入910亿元，同比增长5.6%。期内亏损为68亿元，而2025年同期则录得溢利101亿元。此外，经调整EBITDA下降至负30亿元。分业务来看，核心本地商业分部在2026年第一季度的收入同比微增0.1%至641亿元，经营亏损为20亿元。随后，在美团举行的2026年第一季度业绩电话会上，有分析师问及抖音在到店业务上与美团的竞争。美团CFO陈少晖表示，到店业务依托线下履约能力与消费者信任，仅凭流量无法直接转化为实际交易。在这项业务上，美团已构筑起无法单纯依靠流量复制的核心竞争力。其一为成熟的品牌与用户心智优势。经过长期运营，用户已形成 “找门店、找优惠优先选美团” 的固有认知，这套心智依托平台严谨的商家审核规则、完善的服务履约保障以及数十亿条真实用户评价体系搭建而成。依托完善的内容与风控能力，平台能够持续为消费者提供高性价比产品与服务，筑牢基础护城河。其二是全产业链的持续创新实力。当前美团服务数百万入驻商户，业务触角延伸至医疗康养、家政维保等多元本地生活赛道；平台落地消费者预付费保障体系，大幅提升用户预付类消费安全感。平台持续将零散非标、线下属性强、服务周期不确定的本地服务，打磨成标准化可线上交易的服务 SKU，打造出差异化极强的供给生态。上述优势持续放大平台规模效应与双边网络效应，形成良性发展闭环，不断优化用户消费体验。陈少晖提到，现阶段美团到店营收走势稳健，核心品类稳居行业首位，同时公司持续布局服务零售新赛道、深挖下沉市场增量。谈及全年经营规划，陈少晖透露美团今年聚焦两大重心：稳固核心品类领先优势，助力本地生活商家搭建数字化经营基建。伴随行业粗放补贴逐步退场，平台对商户的赋能价值将进一步凸显。短期维度，到店业务利润率有望维持平稳，长期来看盈利水平具备向上修复空间。","news_type":1,"symbols_score_info":{"METmain":0.6,"03690":1.96,"MPNGY":1.96,"HMTD.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"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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美团CFO陈少晖回应与抖音竞争：美团的核心能力 凭流量无法复制

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美团CFO陈少晖回应与抖音竞争：美团的核心能力凭流量无法复制