美团无人机低空航网投入常态化运营；唯品会一季度净营收266亿元｜未来商业早参_老虎社区_美港股上老虎

美团无人机低空航网投入常态化运营；唯品会一季度净营收266亿元｜未来商业早参

每日经济新闻05-22

｜2026年5月22日星期五｜　　NO.1 美团无人机低空航网投入常态化运营并启动服务商招募　　5月21日，美团无人机宣布其打造的“低空航网”正式投入常态化运营，同时面向全国低空物流运营人开启授权服务商招募计划，向行业开放低空配送能力。据美团官方透露，目前，美团无人机已完成首批试点合作，与10家合作方正式签约。依托合作方的本地化资源，配送场景正从餐饮外卖快速拓展至更多领域，覆盖区域也将延伸至浙江、...

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Ginseng","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"YMM":1.9,"MPNGY":1.95,"VIPS":1.92,"METmain":0.6,"03690":1.95,"HMTD.SI":0.6},"content_text":"｜2026年5月22日星期五｜　　NO.1 美团无人机低空航网投入常态化运营并启动服务商招募　　5月21日，美团无人机宣布其打造的“低空航网”正式投入常态化运营，同时面向全国低空物流运营人开启授权服务商招募计划，向行业开放低空配送能力。据美团官方透露，目前，美团无人机已完成首批试点合作，与10家合作方正式签约。依托合作方的本地化资源，配送场景正从餐饮外卖快速拓展至更多领域，覆盖区域也将延伸至浙江、湖南、广西等更多省份。美团表示，作为国内唯一拥有覆盖中国全境的特定类民用无人驾驶航空器运营合格证的企业，无论是商家、商业地产运营方，还是低空物流服务商，都可以接入美团无人机低空航网。美团提供从硬件、软件到运营标准的全套支持。　　点评：作为国内唯一持有全境特定类运营合格证的企业，美团正加速构建低空物流生态。面对顺丰、闪送等竞品，开放合作有助于快速铺开网络，但空域协调、安全冗余与成本控制仍是规模化落地关键。　　NO.2 唯品会发布最新业绩：净营收266亿元，Non-GAAP净利润23亿元　　5月21日，唯品会发布2026年第一季度财报。财报显示，唯品会第一季度实现净营收266亿元，Non-GAAP（非公认会计准则）净利润23亿元。同时，一季度GMV（商品交易总额）为569亿元，同比增长8.6%；订单数1.73亿，同比增长3.2%。平台第一季度活跃用户数4170万，同比实现正增长。会员方面，超级VIP（SVIP）活跃用户数同比保持快速增长，并持续贡献超过50%的线上销售额。平台推进AI规模化部署，推动用户服务提质增效；依托AI能力，在多维度赋能商家，并有效提升平台运营效率。　　点评：在电商激烈竞争中，唯品会凭借品牌特卖心智和会员粘性保持稳健增长。AI规模化部署助力运营提效与商家赋能。但面对综合电商及直播电商的持续挤压，需进一步拓展用户规模与场景创新，巩固差异化优势。　　NO.3 闪送一季度营收9.35亿元净亏损扩大至4260万元　　5月21日，闪送公布2026年一季度财报，数据显示，闪送一季度实现营业收入9.35亿元，毛利润为1.06亿元，完成订单数量5790万单，营业利润为1100万元。不过，财报披露，闪送一季度净亏损4260万元，相比2025年同期1030万元净亏损进一步扩大。财报同时披露，截至2026年3月31日，闪送业务版图已扩展至全国298座城市，平台注册闪送员达310万人，累计注册用户突破1.2亿。　　点评：闪送一季度营收9.35亿元，订单量5790万单，但净亏损扩大至4260万元。营收增长伴随亏损加剧，或与市场扩张、低空物流等新业务投入有关。面对美团、顺丰等竞争对手在即时配送及无人机领域的布局，闪送需平衡规模扩张与盈利压力。获杭州国资投资后，能否通过技术降本增效、优化单均经济模型，将是扭转亏损的关键。　　NO.4 满帮一季度总净收入28.48亿元同比增长5.5%　　5月21日，数字货运平台满帮集团发布了2026年第一季度未经审计财务业绩。财报显示，第一季度，满帮实现总净收入28.48亿元（约4.13亿美元），同比增长5.5%；净利润为9.94亿元，较去年同期的12.79亿元下降22.2%。Non-GAAP下调整后净利润为12.02亿元，去年同期为13.91亿元。净利润的下滑主要受到一般行政费用、研发费用及贷款损失准备金增加的影响。但值得注意的是，公司收入结构持续优化：剔除货运经纪服务后，净收入达到20.2亿元，同比增长17%。其中，交易服务收入表现尤为亮眼，单季收入13.93亿元，同比大增33.1%，主要得益于订单量、渗透率及每单交易服务费的全面提升。　　点评：满帮第一季度总净收入28.48亿元，同比增长5.5%，剔除货运经纪后净收入增长17%，交易服务收入大增33.1%，结构优化效果明显。但净利润9.94亿元，同比下降22.2%，主因行政、研发费用及贷款损失准备金增加。在数字货运竞争加剧、平台需加大风控投入的背景下，规模与盈利的平衡仍是满帮面临的主要挑战。（文章来源：每日经济新闻）","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}