就是来赚钱的哈
2025-07-17
只有业内人员才知道东哥说的5%有多不可能，如果不做这个行业，估计也会跟着骂美团吧，可以理解
[龇牙]
美团王甫中：刘强东之前说外卖只想赚5%，大哥，从来没人能赚到5%
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":457525088739592,"tweetId":"457525088739592","gmtCreate":1752737741627,"gmtModify":1752742396947,"author":{"id":3547161784942959,"idStr":"3547161784942959","authorId":3547161784942959,"authorIdStr":"3547161784942959","name":"就是来赚钱的哈","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>只有业内人员才知道东哥说的5%有多不可能，如果不做这个行业，估计也会跟着骂美团吧，可以理解<span>[龇牙] </span> </p></body></html>","htmlText":"<html><head></head><body><p>只有业内人员才知道东哥说的5%有多不可能，如果不做这个行业，估计也会跟着骂美团吧，可以理解<span>[龇牙] </span> </p></body></html>","text":"只有业内人员才知道东哥说的5%有多不可能，如果不做这个行业，估计也会跟着骂美团吧，可以理解[龇牙]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/457525088739592","repostId":2551812588,"repostType":2,"repost":{"id":"2551812588","kind":"news","pubTimestamp":1752671640,"share":"https://www.laohu8.com/m/news/2551812588?lang=zh_CN&edition=full","pubTime":"2025-07-16 21:14","market":"sh","language":"zh","title":"美团王甫中：刘强东之前说外卖只想赚5%，大哥，从来没人能赚到5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2551812588","media":"新浪科技","summary":"新浪科技讯 7月16日晚间消息，今日，据晚点LatePost报道，美团核心本地商业板块CEO王莆中被问及今年和前几年相比美团外卖的利润率是否变得更高时表示，现在肯定没有。 王莆中表示，外卖是一个精细且利薄的商业模式，如果你每个环节偏差一点点，最后就是亏钱，友商从来没赚到过钱。","content":"<html><body><div>\n<p> 新浪科技讯 7月16日晚间消息，今日，据晚点LatePost报道，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>核心本地商业板块CEO王莆中被问及今年和前几年相比<a href=\"https://laohu8.com/S/03690\">美团</a>外卖的利润率是否变得更高时表示，现在肯定没有。去年在4%左右，波动很小，我们的总利润额增长更多来自规模的增长，我们并没有追求利润率，因为这个行业的盈利就是很薄的。</p>\n<p> 王莆中表示，外卖是一个精细且利薄的商业模式，如果你每个环节偏差一点点，最后就是亏钱，友商从来没赚到过钱。我们OPM（运营利润率）只有三点几，这在全世界范围内已经最成功。美国DoorDash，它收很高的收成，比如商家自配收16% - 18%，而且用户还会付给骑手不菲的配送费和小费，就这样也才赚一点钱。</p>\n<p> 王莆中提到，外卖模式的利薄体现在每一单的利润额很低，也就一块多钱，这杯咖啡补进去就没了。所以外卖网络上的几方利益——商户、骑手、平台、用户，<a href=\"https://laohu8.com/S/601126\">四方</a>需要找到一个巧妙的平衡点，大家才能互相满意，但让四方满意是很难很难的。我为什么反复说这个行业精妙利薄，这种商业模式不能用太理想化或者太简单粗暴的方式来干。</p>\n<p> “刘强东之前说他们外卖只想赚5%，大哥，从来没人能在餐饮外卖上能赚到 5%。张旭豪2018年刚把饿了么卖给<a href=\"https://laohu8.com/S/BABA\">阿里</a>的时候公开说过，他说外卖的模式永远都不会赚钱，所以我卖了。”他表示。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：刘<a href=\"https://laohu8.com/S/600847\">万里</a> SF014</p>\n</div></body></html>","source":"sina","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团王甫中：刘强东之前说外卖只想赚5%，大哥，从来没人能赚到5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团王甫中：刘强东之前说外卖只想赚5%，大哥，从来没人能赚到5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-16 21:14 北京时间 <a href=https://finance.sina.com.cn/tech/it/2025-07-16/doc-inffssqk0895256.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 7月16日晚间消息，今日，据晚点LatePost报道，美团核心本地商业板块CEO王莆中被问及今年和前几年相比美团外卖的利润率是否变得更高时表示，现在肯定没有。去年在4%左右，波动很小，我们的总利润额增长更多来自规模的增长，我们并没有追求利润率，因为这个行业的盈利就是很薄的。\n 王莆中表示，外卖是一个精细且利薄的商业模式，如果你每个环节偏差一点点，最后就是亏钱，友商从来没赚到过钱。我们...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2025-07-16/doc-inffssqk0895256.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"86618":"京东健康-R","89618":"京东集团-SWR","06618":"京东健康","LU0455707207.USD":"FIDELITY FUNDS CHINA INNOVATION \"A\" (USD) INC","BK1247":"药品零售","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","BK1583":"高瓴概念","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","BK4558":"双十一","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","LU0228659784.USD":"施罗德金砖四国基金","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0791590937.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","BK1249":"综合零售","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU1675838814.USD":"AB SICAV I - EMERGING MARKETS LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","BK4551":"寇图资本持仓","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","MPNGY":"美团ADR","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","03690":"美团-W","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0823426308.USD":"法巴中国股票基金","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","HMTD.SI":"Meituan HK SDR 5to1","SG9999002562.SGD":"LionGlobal Asia Pacific SGD"},"source_url":"https://finance.sina.com.cn/tech/it/2025-07-16/doc-inffssqk0895256.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2551812588","content_text":"新浪科技讯 7月16日晚间消息，今日，据晚点LatePost报道，美团核心本地商业板块CEO王莆中被问及今年和前几年相比美团外卖的利润率是否变得更高时表示，现在肯定没有。去年在4%左右，波动很小，我们的总利润额增长更多来自规模的增长，我们并没有追求利润率，因为这个行业的盈利就是很薄的。\n 王莆中表示，外卖是一个精细且利薄的商业模式，如果你每个环节偏差一点点，最后就是亏钱，友商从来没赚到过钱。我们OPM（运营利润率）只有三点几，这在全世界范围内已经最成功。美国DoorDash，它收很高的收成，比如商家自配收16% - 18%，而且用户还会付给骑手不菲的配送费和小费，就这样也才赚一点钱。\n 王莆中提到，外卖模式的利薄体现在每一单的利润额很低，也就一块多钱，这杯咖啡补进去就没了。所以外卖网络上的几方利益——商户、骑手、平台、用户，四方需要找到一个巧妙的平衡点，大家才能互相满意，但让四方满意是很难很难的。我为什么反复说这个行业精妙利薄，这种商业模式不能用太理想化或者太简单粗暴的方式来干。\n “刘强东之前说他们外卖只想赚5%，大哥，从来没人能在餐饮外卖上能赚到 5%。张旭豪2018年刚把饿了么卖给阿里的时候公开说过，他说外卖的模式永远都不会赚钱，所以我卖了。”他表示。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘万里 SF014","news_type":1,"symbols_score_info":{"86618":0.6,"89618":0.6,"MPNGY":1,"HMTD.SI":0.6,"06618":1,"METmain":1,"03690":1}},"isVote":1,"tweetType":1,"viewCount":596,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":91,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/457525088739592"}
精彩评论