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2020-08-22

$小鹏汽车(XPEV)$可以申请了嘛

2020-08-21

外卖增长见顶，但新业务成绩不错。考虑到疫情，70分的成绩吧

超预期！美团点评第二季度营收247.2亿元，同比增长8.9%

2020-08-07

$贝壳集团(BEKE)$老虎可以打嘛

2020-08-03

$华夏视听教育(01981)$绝对好股，坚定持有

2020-07-19

$理想汽车(LI)$老虎确定可以打新理想汽车么?

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>可以申请了嘛","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>可以申请了嘛","text":"$小鹏汽车(XPEV)$可以申请了嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/979839999","isVote":1,"tweetType":1,"viewCount":2732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979319781,"gmtCreate":1598000169943,"gmtModify":1704217570743,"author":{"id":"3557905618882301","authorId":"3557905618882301","name":"FlyingPig","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557905618882301","authorIdStr":"3557905618882301"},"themes":[],"htmlText":"外卖增长见顶，但新业务成绩不错。 考虑到疫情，70分的成绩吧","listText":"外卖增长见顶，但新业务成绩不错。 考虑到疫情，70分的成绩吧","text":"外卖增长见顶，但新业务成绩不错。 考虑到疫情，70分的成绩吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979319781","repostId":"1131643891","repostType":4,"repost":{"id":"1131643891","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1597999280,"share":"https://www.laohu8.com/m/news/1131643891?lang=&edition=full","pubTime":"2020-08-21 16:41","market":"hk","language":"zh","title":"超预期！美团点评第二季度营收247.2亿元，同比增长8.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131643891","media":"老虎资讯综合","summary":"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%；2","content":"<p>8月21日港股盘后，<a href=\"https://laohu8.com/S/03690\">美团点评-W</a> 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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 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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 %。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。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%。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。美团：业务展现出强大韧性并逐步恢复美团表示，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。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。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。Q2-2020业绩彭博预期彭博对美团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。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。一图看懂美团二季度业绩：","news_type":1},"isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944327454,"gmtCreate":1596781413778,"gmtModify":1704213596764,"author":{"id":"3557905618882301","authorId":"3557905618882301","name":"FlyingPig","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557905618882301","authorIdStr":"3557905618882301"},"themes":[],"htmlText":"<a 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