ATFX港股：美团Q3业绩胜于预期，但绩后股价逆市下跌

新浪财经12-02

ATFX港股：美团-W (03690)周一早市股价逆市大幅低开，一度下挫5.2%，半日跌3.5%报162.8。美团上周五(29日)收市后公布第三季业绩，核心商业利润率及新业务减亏好于预期，经营利润较上季再创新高。据公布，美团期内纯利按年升2.58倍至128.65亿元人民币。非国际财务报告会计准则经调整溢利净额按年升1.24倍至128.29亿元人民币，略高于预期，经调整EBITDA按年升1.35倍...

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(03690)周一早市股价逆市大幅低开，一度下挫5.2%，半日跌3.5%报162.8。美团上周五(29日)收市后公布第三季业绩，核心商业利润率及新业务减亏好于预期，经营利润较上季再创新高。据公布，美团期内纯利按年升2.58倍至128.65亿元人民币。非国际财务报告会计准则经调整溢利净额按年升1.24倍至128.29亿元人民币，略高于预期，经调整EBITDA按年升1.35倍至145.29亿元人民币。季度收入按年升22%至935.77亿元人民币。核心业务保持了增长，按业务划分，包含外卖、酒旅、闪购的核心本地商业收入按年升20%至693.73亿元人民币，总收入占比超7成，经营溢利按年增44%至145.82亿元人民币；在取得了超越整体营收增速的同时，美团新业务减亏大幅减少，新业务收入按年升29%至242.04亿元人民币，经营亏损则收窄至10.26亿元人民币，去年同期亏损51.12亿元人民币。在控制成本上，三季度美团营收成本同比增长14.8%达到568亿，成本费率则从64.7%同比减少4个百分点达60.7%。机构特别提及来自中东地区业务的亏损扩大，抵销核心本地商务的经营利润1%至2%；本季创新业务的减亏也好于预期，实际经营亏损为10.3亿，大幅好于机构预期17亿的亏损，减亏名义上贡献了约7亿的超预期利润。美团第三季即时配送交易笔数按年增长15%至近70.8亿单，推动配送服务收入增长，到店酒旅业务订单量较去年同期增加超过50%。美团闪购用户数及交易频次实现按年双位数增长，未来将通过“美团闪电仓”与更多创业公司和大型零售商合作。尽管美团第三季业绩胜预期，创新业务减亏、增收继续超预期，表明其利润率改善趋势维持，但由于季度指引逊于预期，拖累股价在绩后向下。不过市场仍看好其即时配送服务变现能力以及最新的刺激措施继续带动盈利能力上升，明年的亏损或进一步收窄，但需要关注海外业务开拓带来的影响。综合 今年以来股价表现来看，美团在电商及 互联网 行业中的表现相当靠前，而自11月中旬以来陷入了盘整。留意日内股价需要守住近两周的区间低位160港元，配合绩后行情展开反弹，看是否能重新测试主要均线阻力来摆脱区间模式。▲ATFX图","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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