美团-W(3690.HK)：竞争边际放缓利润逐步释放

国泰君安07-17 15:55

本报告导读：到点到家竞争占优势地位，随着到点到家业务打通，美团未来将出现协同效应。美团发展阻碍小，拟大手笔回购展现光明前景。投资要点：盈利预测及投资建议：我们维持预期FY2024E/FY2025E/FY2026E 营业收入分别为3,277/3,841/4,371 亿元不变（人民币，下同）FY2024E/FY2025E/FY2026E 经调整净利润分别为321/442/568 亿元（前值为...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024071715551995cd5384&s=b><strong>国泰君安</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报告导读：到点到家竞争占优势地位，随着到点到家业务打通，美团未来将出现协同效应。美团发展阻碍小，拟大手笔回购展现光明前景。投资要点：盈利预测及投 资建议：我们维持预期FY2024E/FY2025E/FY2026E 营业收入分别为3,277/3,841/4,371 亿元不变（ 人民币， 下同）FY2024E/FY2025E/FY2026E 经调整净利润分别为321/442/568 亿元（前值为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024071715551995cd5384&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0043850808.USD","symbol_name":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" 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亿美元巨额回购计划，投资者回报率约2%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"83690":"美团-WR","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","BK1589":"北水核心资产","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0048580855.USD":"富达大中华区A","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" 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美团-W(3690.HK)：竞争边际放缓 利润逐步释放

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美团-W(3690.HK)：竞争边际放缓利润逐步释放