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美团-W

100.300

+0.3000.30%

成交量：2,891.56万

成交额：29.08亿

市值：6,130.34亿

市盈率：15.69

高：102.500

开：99.500

低：99.500

收：100.000

52周最高：189.600

52周最低：94.050

股本：61.12亿

香港流通股本：61.12亿

量比：0.87

换手率：0.47%

股息：- -

股息率：- -

每股收益(LYR):6.393

净资产收益率：17.12%

总资产收益率：5.19%

市净率：3.04

市盈率(LYR):15.69

市销率: 1.56

数据加载中...

总览公司新闻资讯公告

静悄悄的双11，藏着这些不为人知的消费真相

烧掉百亿、补贴社保，美团这一招到底值不值？

京东美团近场电商贴身肉搏

外卖大战进入下半场：订单量下滑、客单价走高，美团最快明年中实现盈亏平衡

华尔街见闻

美团北极星医美榜自毁式叙事：用点评数据评估医美机构的专业度

坤舆商业观察

消息指美团Keeta拟进军印度外卖市场

美团闪购“双11”销售额创新高

美团护城河崩了？抖音不打价格战却抢走60%增长，张川内部信曝光“战争状态”！

2.7亿人的饭桌：拼好饭把“国民食堂”搬上线

电商｜大促平稳收官，即时零售引入新变量

中信证券研究

每日卖空追踪 | 美团-WR 11月13日卖空量成交3800股，卖空比例为13.67%

美团登记首款AI IDE产品作品著作权

里昂证券下调美团目标价至135港元第三季度预计亏损163亿元

观点地产网

当前资本市场关心的问题：写在中概股财报季开始之时

互联网怪盗团

美团AI，在公司利润承压下亮剑

美团推骑手社保试点，灵活就业者养老保障破题

美团-W跌1.77% 股价跌破100港元大关

香港监管机构与美团外卖平台Keeta达成解决方案，以消除潜在损害竞争行为

京东、小红书、美团闪购交“双11”成绩单；字节跳动因泄密开除一大模型团队研究员｜未来商业早参

每日经济新闻

美团的出海拼图，又多了大众点评这一块

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14:29","pubTimestamp":1763101773,"startTime":"0","endTime":"0","summary":"最近，美团放了个大招。根据政策，美团将补贴50％的费用，也就是800元。美团把这支铁军吸纳到自己麾下，就意味着他们无法再为对手效力。美团在10月27日率先把众包骑手纳入社保补贴范围，另一个关键字，在于“率先”。所以说，美团拿真金 白银 补贴社保，本质上是对于运力的一次投资，而且当期就有几个亿的分红。在我看来，这笔社保补贴，其实是一笔抗风险支出，或者干脆说它是美团给自己的买了一份保险也不为过。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114144057a4a0d32c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:07","pubTimestamp":1763093222,"startTime":"0","endTime":"0","summary":"京东线下超市加速扩张今年双11，即时零售强势加入战局，京东、淘宝、美团等巨头在这一万亿级蓝海市场贴身肉搏，补贴战打响一轮又一轮。京东选择紧邻美团开店，或因该商圈区位优势显著。京东、美团、阿里集体加码线下硬折扣超市，并非临时决策，而是基于消费趋势、市场潜力与自身战略的综合考量。以即时零售为代表的近场电商快速发展，被视为增量担当，成为重点布局领域。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511141224589503afeb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:59","pubTimestamp":1763085550,"startTime":"0","endTime":"0","summary":"摩根大通表示，市场订单量已从9月峰值1.51亿单降至10月的1.45亿单，预计11月进一步降至1.41亿单，主要因补贴减弱及季节性因素。美团有望在2026年年中实现盈亏平衡，而阿里巴巴仍需至2026年底才能接近盈亏平衡。预计补贴将在2026年一季度逐步降温，届时行业有望从烧钱竞争转向理性经营。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3759360","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3759360","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0700851271.USD","IE0034224299.USD","LU0541502299.USD","LU1102505762.USD","LU1064130708.USD","LU1102505929.USD","LU0672654166.SGD","LU0449515922.USD","LU1808992512.USD","LU0052750758.USD","IE0008369823.USD","LU0499858602.USD","LU2152927971.USD","BK1604","LU0326950275.SGD","LU2097828714.EUR","LU0588545490.SGD","LU0918141705.HKD","LU0541501648.USD","LU0828237510.HKD","LU0314109678.HKD","LU0456827905.SGD","IE00BF5LJ272.USD","LU1008478684.HKD","LU0049853897.USD","LU2097828805.USD","IE00B543WZ88.USD","MPNGY","LU0577902298.EUR","LU0509642566.USD","LU0683595622.HKD","BK1589","LU2242644610.SGD","METmain","SG9999001903.USD","LU0370786039.SGD","LU0244354667.USD","LU0543330483.HKD","LU0577902454.USD","HMTD.SI","LU1282648689.USD","LU0214875030.USD","LU0823041008.USD","LU2097828631.EUR","LU0577902611.USD","IE00B0JY6N72.USD","LU0865486749.SGD","LU2097828557.USD","LU0819121731.USD","03690"],"gpt_icon":1},{"id":"2583038542","title":"美团北极星医美榜自毁式叙事：用点评数据评估医美机构的专业度","url":"https://stock-news.laohu8.com/highlight/detail?id=2583038542","media":"坤舆商业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583038542?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 09:30","pubTimestamp":1763083859,"startTime":"0","endTime":"0","summary":"作者：大奎美团推出“北极星医美榜”已有三年，从第一年6座城市45家专业医美机构入选，到今年39个城市152家医美机构上榜。值得注意的是，美团发布北极星医美榜的行为本身，就存在合规争议。2023年美团首次发布北极星医美榜时，美团数据显示，经过标准化改造后的医美服务，线上订单量相比改造前可增长25%。为此，美团医美升级选店评估体系，推出北极星医美机构榜。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114100934a6f84771&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:26","pubTimestamp":1763083560,"startTime":"0","endTime":"0","summary":"观点网讯：11月14日，据资本市场消息，美团正通过国际子公司Keeta筹划进军印度市场，本月内其团队将在印度与食品配送、电子商务及出行领域的关键利益方展开多轮会面，以评估当地新兴企业最新动向。知情人士透露，Keeta已主动接触多位本地投资者与高管，其中包括印度两大外卖平台Swiggy和Zomato的高层，意在快速获取市场格局与运营经验。免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111410462695038a35&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:01","pubTimestamp":1763028116,"startTime":"0","endTime":"0","summary":"近日，美团闪购数据显示，10月31日至11月11日，美团闪购平台成交额、下单用户数和人均消费金额创下新高，手机、白酒、运动鞋服、运动相机、化妆水等近400个品类销量同比增长超100%。翻倍增长的商品种类大幅增加，带动用户人均消费金额增长近30%。（来源：东方财富网）","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511131804159502005e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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IDE产品CatPaw的正式公测，这被视作这家本地生活巨头的一次“战略亮剑”，“小猫爪”终于亮出尖锐爪锋。2025年二季度财报显示，美团2025年第二季度实现营收918.4亿元人民币，同比增长11.7%，调整后净利润为14.9亿元，同比下降89%，远低于市场预期，但同时，美团研发开支同比增长17.2%，其中AI基础设施及模型研发的投入占比明显提升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113122951a6f6059d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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股价跌破100港元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2583533899","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583533899?lang=zh_cn&edition=fundamental","pubTime":"2025-11-13 09:32","pubTimestamp":1762997521,"startTime":"0","endTime":"0","summary":"2025年11月13日早盘09时32分，美团-W股票出现异动，股价快速下挫1.77%。截至发稿，该股报100.000港元/股，成交量187.547万股，换手率0.03%，振幅1.38%。资金方面，该股资金流入4900.19万港元，流出1.19757亿港元。美团-W股票所在的线上零售商行业中，整体跌幅为1.05%。其相关个股中，汽车之家-S、汇通达网络、ISP GLOBAL涨幅较大，振幅较大的相关个股有狮腾控股、阿里巴巴-WR、美团-W，振幅分别为2.71%、1.74%、1.38%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511130932029765eb65&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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香港竞争事务委员会周三与美团3690.HK旗下国际外卖品牌Keeta达成解决方案，后者同意修改与合作餐厅的协议，以消除潜在损害竞争行为。在2023年12月，竞委会接纳两个网上外卖平台作出的承诺，修改或删除它们与合作餐厅所订立的协议中，可能损害竞争的条文。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251113:nL4S3WP02U:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999002463.SGD","LU0577902371.SGD","LU0540923850.HKD","LU0918141887.USD","LU1323998911.USD","LU1102505929.USD","LU0327786744.USD","IE0008368742.USD","LU0165289439.USD","LU0979878070.USD","LU1242518931.SGD","LU0541501648.USD","LU1880383440.USD","HMTD.SI","BK1615","IE00B3M56506.USD","LU0196878994.USD","LU0456846285.SGD","LU0737861699.HKD","LU0054450605.USD","LU0164880469.USD","LU0708995583.HKD","LU1813983027.USD","LU0345775950.USD","LU1008478684.HKD","LU0634319403.HKD","MPNGY","LU0049853897.USD","SG9999000459.SGD","LU0143863784.USD","LU1808992512.USD","LU0143863198.USD","LU0348827113.USD","LU0633140727.USD","LU0011963245.USD","LU0048597586.USD","LU0588545730.USD","LU0633140560.USD","LU1880383366.USD","LU0106252389.USD","LU0140636845.USD","LU0823426480.USD","03690","METmain","LU0359202008.SGD","LU0588545904.SGD","LU0164872284.USD","LU0577902611.USD","LU2399975544.HKD","SG9999014674.SGD"],"gpt_icon":1},{"id":"2583584505","title":"京东、小红书、美团闪购交“双11”成绩单；字节跳动因泄密开除一大模型团队研究员｜未来商业早参","url":"https://stock-news.laohu8.com/highlight/detail?id=2583584505","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583584505?lang=zh_cn&edition=fundamental","pubTime":"2025-11-13 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