[看涨]-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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SnowTiger
2023-05-25

[看涨]

Consumption recovery! Meituan's revenue increased by 26.7% in the first quarter, and its net profit was 3.36 billion yuan

核心本地商业收入同比增长25.5%至人民币429亿元。

Consumption recovery! Meituan's revenue increased by 26.7% in the first quarter, and its net profit was 3.36 billion yuan

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Meituan's revenue increased by 26.7% in the first quarter, and its net profit was 3.36 billion yuan","url":"https://stock-news.laohu8.com/highlight/detail?id=1158114058","media":"老虎资讯综合","summary":"核心本地商业收入同比增长25.5%至人民币429亿元。","content":"<p><html><head></head><body>On May 25, Meituan released its financial report for the first quarter of 2023.</p><p><ul><li>Revenue in the first quarter was 58.62 billion yuan, a year-on-year increase of 26.7%, and it is estimated to be 57.48 billion yuan.</p><p></li><li><p style=\"text-align: start;\">The net profit in the first quarter was 3.36 billion yuan, and the estimated loss was 210.4 million yuan.</p><p></li><li><p style=\"text-align: start;\">The adjusted net profit in the first quarter was 5.49 billion yuan, compared with an estimated 1.95 billion yuan.</p><p></li><li><p style=\"text-align: start;\">Operating profit in the first quarter was 3.59 billion yuan, compared with an estimated 232.6 million yuan.</p><p></li></ul></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1b7d6736803a07b6f151c216cc9cb0f\" title=\"\" tg-width=\"901\" tg-height=\"554\"/></p><p><strong>Business Development</strong></p><p>In the first quarter, core local commercial revenue increased by 25.5% year-on-year to RMB 42.9 billion, operating profit increased by 100.7% year-on-year to RMB 9.4 billion, and operating profit margin increased to 22.0% from 13.8% in the same period in 2022. The number of instant delivery transactions increased by 14.9% year-on-year.</p><p><ul><li>Through instant retail of high-quality online and offline supply, Meituan continues to leverage the advantages of rich application scenarios to fully meet users' consumption needs. Driven by this, Meituan's instant delivery orders increased by 14.9% year-on-year to 4.267 billion orders, and the frequency of user transactions and the unit price of customers achieved double growth year-on-year.</p><p></li><li>The strong recovery of offline consumption has led to an increase in the transaction volume and revenue growth of in-store business month by month. During the Spring Festival holiday this year, the number of orders for multi-person dine-in set meals nationwide increased by 53% year-on-year in 2022, and the proportion of night consumption reached 49%, an increase of 13 percentage points from the same period last year. In addition, relying on its advantages in organizational capabilities, consumer minds and merchant services, Meituan's annual active merchants in stores continued to grow, hitting a record high.</p><p></li></ul>In the first quarter, revenue from the new business segment increased by 30.1% year-on-year to RMB 15.7 billion. The operating loss of this segment narrowed by 40.5% year-on-year to RMB5 billion, while the operating loss margin continued to improve to 32.0%.</p><p><strong>Cost expenditure</strong></p><p>R&D expenditures increased by 3.5% from 4.9 billion yuan in the first quarter of 2022 to 5 billion yuan in the same period in 2023, and the percentage of revenue decreased by 1.9 percentage points year-on-year from 10.5% to 8.6%.</p><p><p style=\"text-align: start;\">General and administrative expenses decreased from 2.3 billion yuan in the first quarter of 2022 to 2 billion yuan in the same period of 2023, and the percentage of revenue decreased by 1.6 percentage points year-on-year from 5.0% to 3.4%.</p><p><p style=\"text-align: start;\">Cost of sales increased by 9.2% from 35.5 billion yuan in the first quarter of 2022 to 38.8 billion yuan in the same period of 2023, and the percentage of revenue decreased by 10.6 percentage points year-on-year from 76.8% to 66.2%.</p><p><p style=\"text-align: start;\">Sales and marketing expenses increased by 14.6% from 9.1 billion yuan in the first quarter of 2022 to 10.4 billion yuan in the same period in 2023, and the percentage of revenue decreased by 1.9 percentage points year-on-year from 19.7% to 17.8%.</p><p></body></html></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>Consumption recovery! Meituan's revenue increased by 26.7% in the first quarter, and its net profit was 3.36 billion yuan</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nConsumption recovery! Meituan's revenue increased by 26.7% in the first quarter, and its net profit was 3.36 billion yuan\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2023-05-25 16:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On May 25, Meituan released its financial report for the first quarter of 2023.</p><p><ul><li>Revenue in the first quarter was 58.62 billion yuan, a year-on-year increase of 26.7%, and it is estimated to be 57.48 billion yuan.</p><p></li><li><p style=\"text-align: start;\">The net profit in the first quarter was 3.36 billion yuan, and the estimated loss was 210.4 million yuan.</p><p></li><li><p style=\"text-align: start;\">The adjusted net profit in the first quarter was 5.49 billion yuan, compared with an estimated 1.95 billion yuan.</p><p></li><li><p style=\"text-align: start;\">Operating profit in the first quarter was 3.59 billion yuan, compared with an estimated 232.6 million yuan.</p><p></li></ul></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1b7d6736803a07b6f151c216cc9cb0f\" title=\"\" tg-width=\"901\" tg-height=\"554\"/></p><p><strong>Business Development</strong></p><p>In the first quarter, core local commercial revenue increased by 25.5% year-on-year to RMB 42.9 billion, operating profit increased by 100.7% year-on-year to RMB 9.4 billion, and operating profit margin increased to 22.0% from 13.8% in the same period in 2022. The number of instant delivery transactions increased by 14.9% year-on-year.</p><p><ul><li>Through instant retail of high-quality online and offline supply, Meituan continues to leverage the advantages of rich application scenarios to fully meet users' consumption needs. Driven by this, Meituan's instant delivery orders increased by 14.9% year-on-year to 4.267 billion orders, and the frequency of user transactions and the unit price of customers achieved double growth year-on-year.</p><p></li><li>The strong recovery of offline consumption has led to an increase in the transaction volume and revenue growth of in-store business month by month. During the Spring Festival holiday this year, the number of orders for multi-person dine-in set meals nationwide increased by 53% year-on-year in 2022, and the proportion of night consumption reached 49%, an increase of 13 percentage points from the same period last year. In addition, relying on its advantages in organizational capabilities, consumer minds and merchant services, Meituan's annual active merchants in stores continued to grow, hitting a record high.</p><p></li></ul>In the first quarter, revenue from the new business segment increased by 30.1% year-on-year to RMB 15.7 billion. The operating loss of this segment narrowed by 40.5% year-on-year to RMB5 billion, while the operating loss margin continued to improve to 32.0%.</p><p><strong>Cost expenditure</strong></p><p>R&D expenditures increased by 3.5% from 4.9 billion yuan in the first quarter of 2022 to 5 billion yuan in the same period in 2023, and the percentage of revenue decreased by 1.9 percentage points year-on-year from 10.5% to 8.6%.</p><p><p style=\"text-align: start;\">General and administrative expenses decreased from 2.3 billion yuan in the first quarter of 2022 to 2 billion yuan in the same period of 2023, and the percentage of revenue decreased by 1.6 percentage points year-on-year from 5.0% to 3.4%.</p><p><p style=\"text-align: start;\">Cost of sales increased by 9.2% from 35.5 billion yuan in the first quarter of 2022 to 38.8 billion yuan in the same period of 2023, and the percentage of revenue decreased by 10.6 percentage points year-on-year from 76.8% to 66.2%.</p><p><p style=\"text-align: start;\">Sales and marketing expenses increased by 14.6% from 9.1 billion yuan in the first quarter of 2022 to 10.4 billion yuan in the same period in 2023, and the percentage of revenue decreased by 1.9 percentage points year-on-year from 19.7% to 17.8%.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"03690":"美团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158114058","content_text":"5月25日，美团发布2023年第一季度财报。一季度营收586.2亿元人民币，同比增长26.7%，预估574.8亿元人民币。一季度净利润33.6亿元人民币，预估亏损2.104亿元人民币。一季度调整后净利润54.9亿元人民币，预估19.5亿元人民币。一季度营业利润35.9亿元人民币，预估2.326亿元人民币。业务发展第一季度，核心本地商业收入同比增长25.5%至人民币429亿元，经营溢利同比增长100.7%至人民币94亿元，而经营利润率较2022年同期的13.8%增长至22.0%。即时配送交易笔数同比增长14.9%。通过即时零售优质的线上线下供给，美团继续发挥丰富应用场景的优势，全方位满足用户消费需求。在此带动下，美团即时配送订单量同比增长14.9%至42.67亿单，用户交易频次和客单价同比实现双增长。线下消费的强势复苏，让到店业务交易额及收入增幅也逐月提升。今年春节假期期间，全国多人堂食套餐订单量同比2022年增长53%，夜间消费规模占比达49%，较去年同期上涨13个百分点。此外，凭借组织能力、消费者心智和商家服务方面的优势，美团到店年度活跃商户继续保持增长，创下历史新高。第一季度，新业务分部收入同比增长30.1%至人民币157亿元。该分部经营亏损同比收窄40.5%至人民币50亿元，而经营亏损率则继续改善至32.0%。成本支出研发开支由2022年第一季度的49亿元增长3.5%至2023年同期的50亿元，占收入百分比由10.5%同比下降1.9个百分点至8.6%。一般及行政开支由2022年第一季度的23亿元减少至2023年同期的20亿元，占收入百分比由5.0%同比下降1.6个百分点至3.4%。销售成本由2022年第一季度的355亿元增长9.2%至2023年同期的388亿元，占收入百分比由76.8%同比减少10.6个百分点至66.2%。销售及营销开支由2022年第一季度的91亿元增长14.6%至2023年同期的104亿元，占收入百分比由19.7%同比下降1.9个百分点至17.8%。","news_type":1,"symbols_score_info":{"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":1175,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}