$美团-W(0369_老虎社区_美港股上老虎 - 老虎社区

$美团-W(03690)$ 社保影响多少盈利？会跌多少？

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LogicalWing
2025-02-20
LogicalWing
【搬运了其他人观点】总成本大概会增加单均0.3-0.5元（看下来是靠近0.3元），公司单均成本会增加0.1-0.2元（今年大概影响0.1元左右）：第一步是会稍微降低一些补贴（消费者承担），第二步是平台、代理商、骑手共同承担剩下的（商家不会）

21-24年，即配单均利润是0.32元、0.82元、1.05元、1.28元，没有这事，25年可能会在1.3-1.4元之间，现在看会在1.2-1.3元之间（对应即配的利润下调20亿左右，因为单量的增加，即配利润的绝对值同比还是会增加一些，但不会多，原先拍50亿左右增量，现在可能只有30亿左右）
邹小强
2025-02-19
邹小强
净利润的1-2个percent
风险收益比
2025-02-19
风险收益比
一年估计要少个百亿吧，明天估计一个跌停
LogicalWing
2025-02-19
LogicalWing
美股adr -5%

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4

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