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2025-11-05
$诺和诺德(NVO)$
我在43.66和38.88等你了
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2025-10-29
$诺和诺德(NVO)$
43.66和38.88早点来吧
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2025-06-18
感谢美团点了两个菜15块 点了1.9块蜜雪
美团外卖日单量连日超过9000万，餐食外卖市占率稳占70%
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感谢美团点了两个菜15块 点了1.9块蜜雪","listText":" 感谢美团点了两个菜15块 点了1.9块蜜雪","text":"感谢美团点了两个菜15块 点了1.9块蜜雪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447294599840496","repostId":"2544465749","repostType":2,"repost":{"id":"2544465749","kind":"highlight","pubTimestamp":1750216625,"share":"https://www.laohu8.com/m/news/2544465749?lang=zh_CN&edition=full","pubTime":"2025-06-18 11:17","market":"hk","language":"zh","title":"美团外卖日单量连日超过9000万，餐食外卖市占率稳占70%","url":"https://stock-news.laohu8.com/highlight/detail?id=2544465749","media":"智通财经网","summary":"自6月中旬开始，美团外卖日均支付订单始终维持在9000万量级以上，从单日GMV和餐食外卖市场单量等角度看，美团外卖市占率稳居70%左右。","content":"<p>6月17日，雷峰网独家获得一组流传的数据显示，自6月中旬开始，<a href=\"https://laohu8.com/S/03690\">美团</a>外卖日均支付订单始终维持在9000万量级以上，从单日GMV和餐食外卖市场单量等角度看，美团外卖市占率稳居70%左右。</p><p>最近，外卖行业补贴大战下，美团外卖的单量增长情况一直被外界关注，但美团从未主动对外公布过相关订单，而采取激进补贴策略的<a href=\"https://laohu8.com/S/JD\">京东</a>外卖与淘宝（饿了么）两家平台则不断公布新的订单量进展。</p><p>多个接近美团外卖的消息人士已向雷峰网证实上述消息属实。此前，晚点在5月30日也曾独家披露过，美团外卖的日订单在8000-9000万单之间。</p><p>美团的订单量稳步提升，一方面受益于行业在补贴刺激下市场扩大，另一方面，茶饮新客在进行餐食消费时，出现了自然流入美团的现象。</p><p>一家为多家外卖平台提供服务的代理商提供的数据显示，近期美团外卖客单价保持在了30元左右。该代理商分析，主要原因一是美团的补贴相对谨慎，但更重要的是，美团的茶饮类订单占比较低，客单价维持在了正常水平。</p><p>据上述代理商称，其他两家外卖平台的茶饮订单占比较高，相关数据显示，行业新平台的新增订单中，超过一半为奶茶咖啡订单，客单价均为13-14元左右。</p><p>若按照上述客单价结合三家平台的订单量进行比对，美团按照9000万的平均值计算，京东外卖此前宣布日订单量峰值超过2500万，而淘宝则宣布日订单峰值超过4000万，三家平台的单日峰值GMV分别27亿、3.5亿和5.2亿元。</p><p>从日GMV看，市场格局仍然处在7:2:1的稳定阶段，与补贴大战开始前的市场份额大致相同。</p><p>上述代理商同时补充<a href=\"https://laohu8.com/S/300469\">信息</a>称，如果剔除茶饮订单，仅关注餐食类外卖，不管订单量还是GMV，美团外卖在餐食外卖的市占率始终维持在70%以上、</p><p>“在用餐场景下，用户对超时、客诉等问题更为敏感，会选择履约更稳定的平台，目前，行业在经历了大额补贴刺激后，也进入了比拼服务的阶段，如果不迅速提升履约和服务体验，低价茶饮带来的新客，很可能会被其他平台所虹吸。”该代理商表示。</p>","source":"highlight_zhitongcaijin","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\" 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href=http://www.zhitongcaijing.com/content/detail/1306568.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月17日，雷峰网独家获得一组流传的数据显示，自6月中旬开始，美团外卖日均支付订单始终维持在9000万量级以上，从单日GMV和餐食外卖市场单量等角度看，美团外卖市占率稳居70%左右。最近，外卖行业补贴大战下，美团外卖的单量增长情况一直被外界关注，但美团从未主动对外公布过相关订单，而采取激进补贴策略的京东外卖与淘宝（饿了么）两家平台则不断公布新的订单量进展。多个接近美团外卖的消息人士已向雷峰网证实...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1306568.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20250618/20250618111915_76823.png?x-oss-process=image/format,jpg/quality,q_60","relate_stocks":{"LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) 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43.66和38.88早点来吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/494413867684560","isVote":1,"tweetType":1,"viewCount":1807,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493844916413110","authorId":"3493844916413110","name":"风石康俊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3493844916413110","authorIdStr":"3493844916413110"},"content":"巴克莱将诺和诺德评级从11美元上升至14美元，他是不是疯了，再看看礼来，诺和诺德被甩了十条街了","text":"巴克莱将诺和诺德评级从11美元上升至14美元，他是不是疯了，再看看礼来，诺和诺德被甩了十条街了","html":"巴克莱将诺和诺德评级从11美元上升至14美元，他是不是疯了，再看看礼来，诺和诺德被甩了十条街了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496875400978496,"gmtCreate":1762275241806,"gmtModify":1762275789229,"author":{"id":"4197883409348942","authorId":"4197883409348942","name":"稳赚了","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197883409348942","authorIdStr":"4197883409348942"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a> 我在43.66和38.88等你了","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a> 我在43.66和38.88等你了","text":"$诺和诺德(NVO)$ 我在43.66和38.88等你了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496875400978496","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447294599840496,"gmtCreate":1750223843768,"gmtModify":1750227838498,"author":{"id":"4197883409348942","authorId":"4197883409348942","name":"稳赚了","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197883409348942","authorIdStr":"4197883409348942"},"themes":[],"htmlText":" 感谢美团点了两个菜15块 点了1.9块蜜雪","listText":" 感谢美团点了两个菜15块 点了1.9块蜜雪","text":"感谢美团点了两个菜15块 点了1.9块蜜雪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447294599840496","repostId":"2544465749","repostType":2,"repost":{"id":"2544465749","kind":"highlight","pubTimestamp":1750216625,"share":"https://www.laohu8.com/m/news/2544465749?lang=zh_CN&edition=full","pubTime":"2025-06-18 11:17","market":"hk","language":"zh","title":"美团外卖日单量连日超过9000万，餐食外卖市占率稳占70%","url":"https://stock-news.laohu8.com/highlight/detail?id=2544465749","media":"智通财经网","summary":"自6月中旬开始，美团外卖日均支付订单始终维持在9000万量级以上，从单日GMV和餐食外卖市场单量等角度看，美团外卖市占率稳居70%左右。","content":"<p>6月17日，雷峰网独家获得一组流传的数据显示，自6月中旬开始，<a href=\"https://laohu8.com/S/03690\">美团</a>外卖日均支付订单始终维持在9000万量级以上，从单日GMV和餐食外卖市场单量等角度看，美团外卖市占率稳居70%左右。</p><p>最近，外卖行业补贴大战下，美团外卖的单量增长情况一直被外界关注，但美团从未主动对外公布过相关订单，而采取激进补贴策略的<a href=\"https://laohu8.com/S/JD\">京东</a>外卖与淘宝（饿了么）两家平台则不断公布新的订单量进展。</p><p>多个接近美团外卖的消息人士已向雷峰网证实上述消息属实。此前，晚点在5月30日也曾独家披露过，美团外卖的日订单在8000-9000万单之间。</p><p>美团的订单量稳步提升，一方面受益于行业在补贴刺激下市场扩大，另一方面，茶饮新客在进行餐食消费时，出现了自然流入美团的现象。</p><p>一家为多家外卖平台提供服务的代理商提供的数据显示，近期美团外卖客单价保持在了30元左右。该代理商分析，主要原因一是美团的补贴相对谨慎，但更重要的是，美团的茶饮类订单占比较低，客单价维持在了正常水平。</p><p>据上述代理商称，其他两家外卖平台的茶饮订单占比较高，相关数据显示，行业新平台的新增订单中，超过一半为奶茶咖啡订单，客单价均为13-14元左右。</p><p>若按照上述客单价结合三家平台的订单量进行比对，美团按照9000万的平均值计算，京东外卖此前宣布日订单量峰值超过2500万，而淘宝则宣布日订单峰值超过4000万，三家平台的单日峰值GMV分别27亿、3.5亿和5.2亿元。</p><p>从日GMV看，市场格局仍然处在7:2:1的稳定阶段，与补贴大战开始前的市场份额大致相同。</p><p>上述代理商同时补充<a href=\"https://laohu8.com/S/300469\">信息</a>称，如果剔除茶饮订单，仅关注餐食类外卖，不管订单量还是GMV，美团外卖在餐食外卖的市占率始终维持在70%以上、</p><p>“在用餐场景下，用户对超时、客诉等问题更为敏感，会选择履约更稳定的平台，目前，行业在经历了大额补贴刺激后，也进入了比拼服务的阶段，如果不迅速提升履约和服务体验，低价茶饮带来的新客，很可能会被其他平台所虹吸。”该代理商表示。</p>","source":"highlight_zhitongcaijin","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\" 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href=http://www.zhitongcaijing.com/content/detail/1306568.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月17日，雷峰网独家获得一组流传的数据显示，自6月中旬开始，美团外卖日均支付订单始终维持在9000万量级以上，从单日GMV和餐食外卖市场单量等角度看，美团外卖市占率稳居70%左右。最近，外卖行业补贴大战下，美团外卖的单量增长情况一直被外界关注，但美团从未主动对外公布过相关订单，而采取激进补贴策略的京东外卖与淘宝（饿了么）两家平台则不断公布新的订单量进展。多个接近美团外卖的消息人士已向雷峰网证实...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1306568.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20250618/20250618111915_76823.png?x-oss-process=image/format,jpg/quality,q_60","relate_stocks":{"LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1306568.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2544465749","content_text":"6月17日，雷峰网独家获得一组流传的数据显示，自6月中旬开始，美团外卖日均支付订单始终维持在9000万量级以上，从单日GMV和餐食外卖市场单量等角度看，美团外卖市占率稳居70%左右。最近，外卖行业补贴大战下，美团外卖的单量增长情况一直被外界关注，但美团从未主动对外公布过相关订单，而采取激进补贴策略的京东外卖与淘宝（饿了么）两家平台则不断公布新的订单量进展。多个接近美团外卖的消息人士已向雷峰网证实上述消息属实。此前，晚点在5月30日也曾独家披露过，美团外卖的日订单在8000-9000万单之间。美团的订单量稳步提升，一方面受益于行业在补贴刺激下市场扩大，另一方面，茶饮新客在进行餐食消费时，出现了自然流入美团的现象。一家为多家外卖平台提供服务的代理商提供的数据显示，近期美团外卖客单价保持在了30元左右。该代理商分析，主要原因一是美团的补贴相对谨慎，但更重要的是，美团的茶饮类订单占比较低，客单价维持在了正常水平。据上述代理商称，其他两家外卖平台的茶饮订单占比较高，相关数据显示，行业新平台的新增订单中，超过一半为奶茶咖啡订单，客单价均为13-14元左右。若按照上述客单价结合三家平台的订单量进行比对，美团按照9000万的平均值计算，京东外卖此前宣布日订单量峰值超过2500万，而淘宝则宣布日订单峰值超过4000万，三家平台的单日峰值GMV分别27亿、3.5亿和5.2亿元。从日GMV看，市场格局仍然处在7:2:1的稳定阶段，与补贴大战开始前的市场份额大致相同。上述代理商同时补充信息称，如果剔除茶饮订单，仅关注餐食类外卖，不管订单量还是GMV，美团外卖在餐食外卖的市占率始终维持在70%以上、“在用餐场景下，用户对超时、客诉等问题更为敏感，会选择履约更稳定的平台，目前，行业在经历了大额补贴刺激后，也进入了比拼服务的阶段，如果不迅速提升履约和服务体验，低价茶饮带来的新客，很可能会被其他平台所虹吸。”该代理商表示。","news_type":1,"symbols_score_info":{"METmain":0.6,"HMTD.SI":0.6,"MPNGY":0.6,"03690":1}},"isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
