美团不再“值钱”

极客网2021-07-28

几百万的外卖骑手，曾经是美团到处炫耀的资本，凭借这串持续增长的庞大数字，美团收获了“稳就业”的美誉，同时也助其市值一路飙涨，巅峰时期达465港元/股，市值突破2万亿。但是在获得利益的同时，不仅没能肩负起应尽的责任，甚至还在额外“掠夺”商家、骑手应得的权益。结果今年沦为了反垄断的调查对象。在美团发布的各年度报告中显示，2018共有270多万骑手在美团外卖获得收入；2019年共有399万骑手在美团...

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Latte_wj
2021-07-28
Latte_wj
這種文章也能上要聞？
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281402517c262e67&s=b><strong>极客网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>几百万的外卖骑手，曾经是美团到处炫耀的资本，凭借这串持续增长的庞大数字，美团收获了“稳就业”的美誉，同时也助其市值一路飙涨，巅峰时期达465港元/股，市值突破2万亿 。但是在获得利益的同时，不仅没能肩负起应尽的责任，甚至还在额外“掠夺”商家、骑手应得的权益。结果今年沦为了反垄断的调查对象。\n在美团发布的各年度报告中显示，2018共有270多万骑手在美团外卖获得收入；2019年共有399万骑手在美团...</p>\n\n<a 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切实维护外卖送餐员权益的指导意见》，对保障外卖送餐员正当权益提出全方位要求。受此影响，美团大跌。\n此次，七部门出台《意见》，核心主旨便是要求利益的重新分配、合理分配。其中在比较关键的社保方面，将督促平台及第三方合作单位为建立劳动关系的外卖送餐员参加社会保险，支持其他外卖送餐员参加社会保险，按照国家规定参加平台灵活就业人员职业伤害保障试点。盘和林表示，平台、外卖配送员、消费者三方将在博弈的基础上重新定价，分担这部分社保费用。\n这表示，美团要交出一部分费用。\n2020年美团全年营收1147.9亿元，全年净利润47.1亿元；2021年一季度财报显示，公司营收370亿元，归母净利润为-48.47亿元。\n在本就不富裕的基础上，美团的费用将进一步被推高，盈利下滑已经是大概率事件，何况这还不包括《意见》中，对利益分配机制重新调整所带来的影响。\n《意见》强调在保障劳动收入方面，要求平台建立与工作任务、劳动强度相匹配的收入分配机制，确保外卖送餐员正常劳动所得不低于当地最低工资标准。不得将“最严算法”作为考核要求，通过“算法取中”等方式，合理确定订单数量、准时率、在线率等考核要素，适当放宽配送时限。\n美团的利益分配机制面临重大调整，盈利水平、行业前景的不确定性在增大，这不得不让资本市场对其进行重新评估，可预见的是美团已经不再“值钱”，至少不会再像以前那么值钱。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":803430040,"gmtCreate":1627454622780,"gmtModify":1631891797328,"author":{"id":"3573120109993615","authorId":"3573120109993615","name":"Latte_wj","avatar":"https://static.tigerbbs.com/a8c0e07ffce6f0daa7b582b7d8c86e6f","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"這種文章也能上要聞？","listText":"這種文章也能上要聞？","text":"這種文章也能上要聞？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/803430040","repostId":2154944513,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5355932,"gmtCreate":1627456870230,"gmtModify":1631891797340,"authorId":3573120109993615,"author":{"id":3573120109993615,"authorId":3573120109993615,"name":"Latte_wj","avatar":"https://static.tigerbbs.com/a8c0e07ffce6f0daa7b582b7d8c86e6f","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":803430040,"type":1,"supId":5355877,"prevId":0,"content":"怎么没读？","text":"怎么没读？","html":"怎么没读？"},{"id":5355877,"gmtCreate":1627456493928,"gmtModify":1631891797326,"authorId":4087949335835340,"author":{"id":4087949335835340,"authorId":4087949335835340,"name":"秀秀2","avatar":"https://static.tigerbbs.com/ac2a6f0cc0b85fe96142f1c00ae8c3b3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":803430040,"type":1,"supId":0,"prevId":0,"content":"你读了？","text":"你读了？","html":"你读了？"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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