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鳥怪大
11-12
小赌怡情[微笑]
鳥怪大
2021-01-25
$美团-W(03690)$
4倍留念
鳥怪大
2020-11-05
$美团-W(03690)$
三倍留念
鳥怪大
2020-09-01
$小米集团-W(01810)$
看到30[得意] [得意] [得意]
鳥怪大
2020-08-31
$美团点评-W(03690)$
又被指数拉的稀惨
鳥怪大
2020-08-27
$小米集团-W(01810)$
精准买入[害羞] [害羞] [害羞]
鳥怪大
2020-08-24
$美团点评-W(03690)$
牛起就要跑步进场[强]
鳥怪大
2020-08-21
美团牛逼,拉死空头
$美团点评-W(03690)$
抱歉,原内容已删除
鳥怪大
2020-08-21
美团牛逼 拉死空头
抱歉,原内容已删除
鳥怪大
2020-08-21
$美团点评-W(03690)$
两倍留念
鳥怪大
2020-08-21
$信也科技(FINV)$
15.4利好,因为科技公司是走的撮合[得意]
鳥怪大
2020-07-09
$美团点评-W(03690)$
还是那句话 坚定看多
鳥怪大
2020-06-04
$美团点评-W(03690)$
翻倍留念,继续看多
鳥怪大
2020-05-19
$美团点评-W(03690)$
做空的量还有,还有人前几天一路做空上来没割的吗[笑哭]
鳥怪大
2020-01-21
$美团点评-W(03690)$ 跟次大盘而已,离职影响不大
鳥怪大
2019-11-28
$美团点评-W(03690)$ 美团明年全面开花,坚定做多👌🏻
鳥怪大
2019-09-26
$三倍做多天然气ETN(VelocityShares)(UGAZ)$ 这个阴线刺激
去老虎APP查看更多动态
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发布截至2020年6月30日的三个月业绩报告。财报显示:</p><ul><li>2020年第二季度营收247.2亿元,市场预期233.86亿元,去年同期227.03亿元,同比增长8.9%;</li><li>2020年第二季度经营利润21.74亿元,去年同期为11.12亿元,同比增长95.5%;</li><li>2020年第二季度净利润22.10亿元,去年同期盈利8.76亿元,同比增长152.4%;</li><li>2020年第二季度每股盈利0.37元,去年同期0.15元;</li><li>截至到2020年6月30日为止的12个月,交易用户数为4.573亿,去年同期4.226亿,同比增加8.2%;</li><li>截至到2020年6月30日为止的12个月,活跃商家数为630万,去年同期为590万,同比增加6.7%。</li><li>截至到2020年6月30日为止的12个月,每位交易用戶平均每年交易单数为25.7,去年同期为25.5,同比增加0.5%。</li><p></p></ul><p><img src=\"https://static.tigerbbs.com/9e53e1df66704337bbe0b6c46a733af5\" tg-width=\"775\" tg-height=\"427\"><b>分业务看:</b></p><ul><li>餐饮外卖收入为145.44亿元,同比增长13.2%;</li><li>到店、酒店及旅游收入为45.4亿元,同比下降13.4%;</li><li>新业务及其他收入为56.34亿元,同比增长22.1%。</li></ul><p><img src=\"https://static.tigerbbs.com/537d43bf247df2c0494d1e361576ed5f\" tg-width=\"742\" tg-height=\"568\"><b>1、餐饮外卖业务:营收同比增长16.9%,经营利润转正</b></p><p>2020年第二季度,美团餐饮外卖业务交易金额同比增长16.9%至1088亿元,餐饮外卖日均交易笔数同比增长6.9%至24500万笔。每笔餐饮外卖业务订单的平均价值同比增长9.4%。</p><p>餐饮外卖业务变现率由2019年同期的13.8%降至2020年第二季度的13.4%。因此,餐饮外卖收入同比增长13.2%,达至2020年第二季度的人民币145亿元。(注:餐饮外卖业务变现率=该期间收入除以该期间的交易金额)</p><p>餐饮外卖业务的经营溢利于2020年第二季度转为正值人民币13亿元,而2020年第一季度则为经营亏损人民币7090万元;经营利润率由负值0.7%转为正值8.6 %。此外,餐饮外卖业务的经营溢利同比增长65.7%,经营利润率则同比增长2.7个百分点。</p><p><img src=\"https://static.tigerbbs.com/668cab865e012d813e02f0725a8a3f04\" tg-width=\"709\" tg-height=\"193\"></p><p><b>2、到店、酒店及旅游:营收同比下降13.4%,经营利润同比下降11.9%至19亿元</b></p><p>2020年第二季度,美团的到店、酒店及旅游业务收入同比下降13.4%至人民币45亿元。于2020年第二季度,到店、酒店及旅游业务的经营溢利同比下降11.9%而环比增长178.1%至人民币19亿元。经营利润率同比增长0.7个百分点及环比增长19.6个百分点至41.6%。</p><p><b>3、新业务及其他:营收同比增长21%,经营亏损同比扩大7%至15亿元</b></p><p>美团新业务及其他分部的收入同比增长22.1%至2020年第二季度的56亿元。新业务及其他分部的经营亏损由2020年第一季度的人民币14亿元扩大7.0%至2020年第二季度的人民币15亿元。经营利润率由2020年第一季度的负值32.7%改善6.8个百分点至2020年第二季度的负值25.9%。新业务及其他分部的经营亏损同比下降11.3%,而经营利润率同比改善9.8个百分点。</p><p><b>美团:业务展现出强大韧性并逐步恢复</b></p><p>美团表示,尽管COVID-19疫情继续影响我们包括餐饮、酒店及其他本地服务等商家的日常运营,但我们的业务展现出了强大的韧性并逐步恢复。</p><p>总收入由2019年同期的人民币227亿元同比增长8.9%至2020年第二季度的人民币247亿元。经营溢利于2020年第二季度增加至人民币22亿元,同比增长95.5%;经营利润率则由4.9%增至8.8%。经调整EBITDA及经调整溢利净额皆实现正向同比增长,分别增加至人民币26亿元及人民币27亿元。经营现金流量由2020年第一季度的负值人民币50亿元转为2020年第二季度的正值人民币56亿元。</p><p>截至2020年6月30日,我们有现金及现金等价物人民币139亿元及短期投资人民币445亿元,而截至2020年3月31日的相关结余则分别为人民币141亿元及人民币424亿元。</p><p><b>Q2-2020业绩彭博预期</b></p><p>彭博对美团Q2业绩的一致预期是:营收235.82亿人民币;调整后净利润0.4亿人民币。</p><p><img src=\"https://static.tigerbbs.com/7b7471d6a2e5e7842bb099fed5c8d195\" tg-width=\"1200\" tg-height=\"212\">截至8月21日港股收盘,美团点评涨4.52%,盘中股价创新高至247.4港元。</p><p><img src=\"https://static.tigerbbs.com/a5575e3449fc0f62a83ad59ffd31f234\" tg-width=\"840\" tg-height=\"470\">一图看懂美团二季度业绩:</p><p><img src=\"https://static.tigerbbs.com/aca04017c66d8f25710b5a8345800db7\" tg-width=\"1080\" tg-height=\"3017\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>超预期!美团点评第二季度营收247.2亿元,同比增长8.9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超预期!美团点评第二季度营收247.2亿元,同比增长8.9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-08-21 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月21日港股盘后,<a href=\"https://laohu8.com/S/03690\">美团点评-W</a> 发布截至2020年6月30日的三个月业绩报告。财报显示:</p><ul><li>2020年第二季度营收247.2亿元,市场预期233.86亿元,去年同期227.03亿元,同比增长8.9%;</li><li>2020年第二季度经营利润21.74亿元,去年同期为11.12亿元,同比增长95.5%;</li><li>2020年第二季度净利润22.10亿元,去年同期盈利8.76亿元,同比增长152.4%;</li><li>2020年第二季度每股盈利0.37元,去年同期0.15元;</li><li>截至到2020年6月30日为止的12个月,交易用户数为4.573亿,去年同期4.226亿,同比增加8.2%;</li><li>截至到2020年6月30日为止的12个月,活跃商家数为630万,去年同期为590万,同比增加6.7%。</li><li>截至到2020年6月30日为止的12个月,每位交易用戶平均每年交易单数为25.7,去年同期为25.5,同比增加0.5%。</li><p></p></ul><p><img src=\"https://static.tigerbbs.com/9e53e1df66704337bbe0b6c46a733af5\" tg-width=\"775\" tg-height=\"427\"><b>分业务看:</b></p><ul><li>餐饮外卖收入为145.44亿元,同比增长13.2%;</li><li>到店、酒店及旅游收入为45.4亿元,同比下降13.4%;</li><li>新业务及其他收入为56.34亿元,同比增长22.1%。</li></ul><p><img src=\"https://static.tigerbbs.com/537d43bf247df2c0494d1e361576ed5f\" tg-width=\"742\" tg-height=\"568\"><b>1、餐饮外卖业务:营收同比增长16.9%,经营利润转正</b></p><p>2020年第二季度,美团餐饮外卖业务交易金额同比增长16.9%至1088亿元,餐饮外卖日均交易笔数同比增长6.9%至24500万笔。每笔餐饮外卖业务订单的平均价值同比增长9.4%。</p><p>餐饮外卖业务变现率由2019年同期的13.8%降至2020年第二季度的13.4%。因此,餐饮外卖收入同比增长13.2%,达至2020年第二季度的人民币145亿元。(注:餐饮外卖业务变现率=该期间收入除以该期间的交易金额)</p><p>餐饮外卖业务的经营溢利于2020年第二季度转为正值人民币13亿元,而2020年第一季度则为经营亏损人民币7090万元;经营利润率由负值0.7%转为正值8.6 %。此外,餐饮外卖业务的经营溢利同比增长65.7%,经营利润率则同比增长2.7个百分点。</p><p><img src=\"https://static.tigerbbs.com/668cab865e012d813e02f0725a8a3f04\" tg-width=\"709\" tg-height=\"193\"></p><p><b>2、到店、酒店及旅游:营收同比下降13.4%,经营利润同比下降11.9%至19亿元</b></p><p>2020年第二季度,美团的到店、酒店及旅游业务收入同比下降13.4%至人民币45亿元。于2020年第二季度,到店、酒店及旅游业务的经营溢利同比下降11.9%而环比增长178.1%至人民币19亿元。经营利润率同比增长0.7个百分点及环比增长19.6个百分点至41.6%。</p><p><b>3、新业务及其他:营收同比增长21%,经营亏损同比扩大7%至15亿元</b></p><p>美团新业务及其他分部的收入同比增长22.1%至2020年第二季度的56亿元。新业务及其他分部的经营亏损由2020年第一季度的人民币14亿元扩大7.0%至2020年第二季度的人民币15亿元。经营利润率由2020年第一季度的负值32.7%改善6.8个百分点至2020年第二季度的负值25.9%。新业务及其他分部的经营亏损同比下降11.3%,而经营利润率同比改善9.8个百分点。</p><p><b>美团:业务展现出强大韧性并逐步恢复</b></p><p>美团表示,尽管COVID-19疫情继续影响我们包括餐饮、酒店及其他本地服务等商家的日常运营,但我们的业务展现出了强大的韧性并逐步恢复。</p><p>总收入由2019年同期的人民币227亿元同比增长8.9%至2020年第二季度的人民币247亿元。经营溢利于2020年第二季度增加至人民币22亿元,同比增长95.5%;经营利润率则由4.9%增至8.8%。经调整EBITDA及经调整溢利净额皆实现正向同比增长,分别增加至人民币26亿元及人民币27亿元。经营现金流量由2020年第一季度的负值人民币50亿元转为2020年第二季度的正值人民币56亿元。</p><p>截至2020年6月30日,我们有现金及现金等价物人民币139亿元及短期投资人民币445亿元,而截至2020年3月31日的相关结余则分别为人民币141亿元及人民币424亿元。</p><p><b>Q2-2020业绩彭博预期</b></p><p>彭博对美团Q2业绩的一致预期是:营收235.82亿人民币;调整后净利润0.4亿人民币。</p><p><img src=\"https://static.tigerbbs.com/7b7471d6a2e5e7842bb099fed5c8d195\" tg-width=\"1200\" tg-height=\"212\">截至8月21日港股收盘,美团点评涨4.52%,盘中股价创新高至247.4港元。</p><p><img src=\"https://static.tigerbbs.com/a5575e3449fc0f62a83ad59ffd31f234\" tg-width=\"840\" tg-height=\"470\">一图看懂美团二季度业绩:</p><p><img src=\"https://static.tigerbbs.com/aca04017c66d8f25710b5a8345800db7\" tg-width=\"1080\" tg-height=\"3017\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3bbc0baa17a0333273d51035a364bfe","relate_stocks":{"03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131643891","content_text":"8月21日港股盘后,美团点评-W 发布截至2020年6月30日的三个月业绩报告。财报显示:2020年第二季度营收247.2亿元,市场预期233.86亿元,去年同期227.03亿元,同比增长8.9%;2020年第二季度经营利润21.74亿元,去年同期为11.12亿元,同比增长95.5%;2020年第二季度净利润22.10亿元,去年同期盈利8.76亿元,同比增长152.4%;2020年第二季度每股盈利0.37元,去年同期0.15元;截至到2020年6月30日为止的12个月,交易用户数为4.573亿,去年同期4.226亿,同比增加8.2%;截至到2020年6月30日为止的12个月,活跃商家数为630万,去年同期为590万,同比增加6.7%。截至到2020年6月30日为止的12个月,每位交易用戶平均每年交易单数为25.7,去年同期为25.5,同比增加0.5%。分业务看:餐饮外卖收入为145.44亿元,同比增长13.2%;到店、酒店及旅游收入为45.4亿元,同比下降13.4%;新业务及其他收入为56.34亿元,同比增长22.1%。1、餐饮外卖业务:营收同比增长16.9%,经营利润转正2020年第二季度,美团餐饮外卖业务交易金额同比增长16.9%至1088亿元,餐饮外卖日均交易笔数同比增长6.9%至24500万笔。每笔餐饮外卖业务订单的平均价值同比增长9.4%。餐饮外卖业务变现率由2019年同期的13.8%降至2020年第二季度的13.4%。因此,餐饮外卖收入同比增长13.2%,达至2020年第二季度的人民币145亿元。(注:餐饮外卖业务变现率=该期间收入除以该期间的交易金额)餐饮外卖业务的经营溢利于2020年第二季度转为正值人民币13亿元,而2020年第一季度则为经营亏损人民币7090万元;经营利润率由负值0.7%转为正值8.6 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