美团业绩超预期，“外卖减亏”能否带动恒生科技指数回升？

第一财经06-01 19:29

互联网公司外卖业务集体改善。 6月1日晚间，美团（03690.HK）公布了2026年第一季度业绩，公布业绩前当天美团股价大涨6.54%，报收78.25港元，带动恒生科技指数回升1.65%，报收4965点，全日成交858亿港元。过去一年，恒生科技指数一度被部分投资者戏称为“恒生外卖指数”，随着权重较高的多家互联网公司季度业绩环比改善，连续调整近8个月的恒生科技指数能否“翻身”？在第一财经记者采访的...

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Can \"take-out loss reduction\" drive the Hang Seng Technology Index to rebound?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03032":0.6,"03690":1.98,"03033":0.6,"MPNGY":1.98,"03423":0.6,"02837":0.6,"09067":0.6,"03417":0.6,"HMTD.SI":0.6,"HSTECH":1.91,"07226":0.6,"03067":0.6,"03088":0.6,"07552":0.6,"HSI":1.91,"09088":0.6},"content_text":"互联网公司外卖业务集体改善。 6月1日晚间，美团（03690.HK）公布了2026年第一季度业绩，公布业绩前当天美团股价大涨6.54%，报收78.25港元，带动恒生科技指数回升1.65%，报收4965点，全日成交858亿港元。过去一年，恒生科技指数一度被部分投资者戏称为“恒生外卖指数”，随着权重较高的多家互联网公司季度业绩环比改善，连续调整近8个月的恒生科技指数能否“翻身”？在第一财经记者采访的业内人士看来，“外卖大战”始于2025年4月，此前互联网公司业绩处于高基数，随后则出现业绩同比明显下滑，外卖大战延续超过一年，多数公司业绩最差是2025年第三季度，随后环比有所好转，预计接下来同比数据也会改善，但因为一些公司依然处于亏损当中，互联网股能否带动恒生科技指数回升仍有待观察。美团业绩超预期，环比亏损收窄6月1日收盘后美团发布2026年第一季度业绩，收入同比增长5.6%至910亿元，亏损68亿元，经调整后净亏损50亿元（2025年第四季度经调整净亏损151亿元，第三季度为160亿元）。2026年第一季度美团销售成本同比增加20.2%至651亿元，占收入百分比由62.8%同比增加8.7个百分点至71.5%，金额增加主要由于为确保在激烈竞争中的服务质量而提高的骑手补贴及福利，以及食杂零售业务及海外业务的扩张。销售及营销开支同比增加51.1%至230亿元，占收入百分比同比增加7.6个百分点至25.2%，主要由于加强营销及推广力度以提升品牌影响力及价格竞争力，从而持续提高用户交易活跃度与黏性以应对激烈的竞争。2026年第一季度，经营活动所用现金流量净额为70亿元，主要归因于除所得税前亏损；融资活动所得现金流量净额为248亿元，主要来自银行借款所得款项。蓝水资本（Blue Water Capital Management Limited）首席投资官李泽铭向第一财经记者表示，美团第一季度业绩比市场预期要好，经调整后净亏损50亿元，较市场预期70亿元左右要低，亏损的金额环比继续降低，预计市场对此份业绩满意。不过，美团仍处于亏损状态，曾经从多年亏损转为盈利仅维持数个季度，至今又再次陷入亏损持续三个季度，前景依然有待观察。光大证券国际策略师伍礼贤向第一财经记者分析，美团第一季度业绩表现不错，过去三个季度环比不断好转。业务收入增长高于市场预期，达到5%以上的水平，亏损小于市场预计，主要原因在减少补贴的策略，从去年第三季度业绩最差的表现，到第四季度有所改善，再到2026年第一季度继续改善，预计2026年剩余时间环比来看仍有改善空间。港股100研究中心顾问余丰慧表示，考虑到自2025年外卖大战以来行业整体面临激烈竞争导致的成本上升，投资者更关注的是美团在未来能否有效控制成本、提高运营效率，并在激烈的市场竞争中找到新的增长点。外卖亏损利空出尽？伍礼贤认为，业绩环比逐步改善，这并非美团单独反映的情况，京东（09618.HK）及阿里巴巴（09988.HK）所公布的2026年第一季度业绩也反映出相近情况，外卖行业补贴规模最大的时间可能已经过去，业绩逐步复苏值得期待。阿里巴巴公布截至2026年3月31日止三个月的季度业绩显示，即时零售业务收入为200亿元，同比增长57%，主要是得益于2025年4月底推出的“淘宝闪购”所带来的订单量增长。管理层表示，实时零售业务继续关注规模的同时也在改善单位经济效益，并进一步拓展高笔单价餐饮和非餐品类，使得订单结构优化。京东集团则在一季报称，用户规模和购物频次实现了强劲增长，年度活跃用户数创历史新高，新业务稳步推进，环比取得显著改善。京东零售的稳健发展，其中日用百货品类及包括平台及广告服务在内的高利润率业务表现突出，同时在京东外卖的带动下“新业务”亏损环比大幅收窄。（新业务主要包括京东外卖、京东产发、京喜及海外业务等。）李泽铭表示，数据好转从阿里巴巴及京东的季度业绩中也可以看出来，这些公司业绩最差的表现季度是2025年第三季度，此后环比都有所改善。展望后市，李泽铭称，互联网公司业绩依然有待观察，如果要经营情况出现明显改善，并带动股价回升、进而带动恒生科技指数回升，这需要竞争格局出现明显改善。余丰慧表示，随着“外卖大战”延续超过一年时间，互联网巨头们季度业绩数据逐步改善，这是因为经过一段时间的调整和优化，企业能够更好地适应市场变化并采取相应措施提升竞争力，例如通过技术升级降低成本、开拓新市场等，预计接下来几个季度的同比数据也都会有所好转，从而对恒生科技指数形成正面支撑。\n\n\n海量资讯、精准解读，尽在新浪财经APP","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.3","shortVersion":"4.42.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2640956057","isCrawlerRequest":true}