企業プロフィール · Consumer Cyclical

Meituan

3690 · 香港株
業種
Internet Platforms
取引所
香港株
国 / 地域
Hong Kong
従業員数
111,298
公式サイト
www.meituan.com
現在値
HK$89.3
リアルタイム · 2026年7月27日
妥当買付価格
≤ HK$50
安全マージンの起点
ベイリー成長スコア
51/100
標準
本源的価値 · 3 段階レンジ 現在値 HK$89.3 リアルタイム · 妥当な本源的価値レンジ内

総合バリュエーションレンジ · 保守的 HK$48–HK$50 / 妥当 HK$66–HK$90 / 楽観的 HK$112–HK$125。HK$89.3 時点で 妥当な本源的価値レンジ内。

レポート公開時 HK$68.5（2026年7月1日）

Recent developments
2026年5月23日 Update Needs review

Meituan remains central to China's instant retail battle

Barron's reported that China's instant retail race is intensifying, with Meituan benefiting from its food-delivery network.

Possible impact:May affect expectations for instant retail growth, subsidy intensity, and margin pressure.

Barron'sView source
2026年5月12日 Update Needs review

JD.com said food-delivery losses narrowed after challenging Meituan

JD.com said food-delivery losses narrowed after challenging Meituan, suggesting competitive pressure remains but spending intensity may be changing.

Possible impact:A rival's changing spending may affect Meituan subsidy intensity and profit-recovery expectations.

The Wall Street JournalView source
2026年4月17日 Regulatory Confirmed

SAMR penalized Meituan and other platforms in ghost-kitchen case

China's market regulator penalized seven platforms, including Meituan, over ghost food-delivery stores and licensing review failures.

Possible impact:May affect compliance costs, merchant onboarding processes, and growth expectations for online food delivery.

国家市场监督管理总局View source
2026年4月17日 Regulatory Needs review

China regulator fines Meituan and other platforms over food vendor checks

Chinese regulators fined Meituan and other platforms a combined RMB3.6bn over failures in online food vendor license checks.

Possible impact:The penalty may affect compliance costs, merchant onboarding pace, and the market's risk premium for food-delivery operations.

Wall Street JournalView source
2026年4月2日 Product Confirmed

Meituan LongCat team releases LongCat-Next multimodal model

Meituan's LongCat team released and open-sourced LongCat-Next, a native multimodal AI model.

Possible impact:May affect expectations for Meituan's AI investment, technical capabilities, and product use cases.

GitHubView source

Automatically summarized from public sources; for context only, not investment advice.

財務概要
時価総額HK$5313.96億
売上高（TTM）HK$3696.87億
EBITDA-HK$400.47億
純利益率-10.89%
ROE-24.09%
予想PER153.85
PEG28.72
EPS-HK$4.34
52週レンジHK$63.65 – HK$131.30

データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

企業について

Meituan operates as a technology driven retail company in the People's Republic of China, Hong Kong, Macao, Taiwan, and internationally. It operates through Core Local Commerce and New Initiatives segments. The company offers daily goods and services, such as food delivery, in-store, hotel and travel booking, and other services and sales; bike sharing, e-moped sharing, power banks and micro-credit; and operates Kuailv and Xiaoxiang Supermarkets. It also sells goods from B2B food distribution services; provides online marketing services to merchants; e-commerce; multimedia information technology; online retail platform; cloud computing; and merchant information advisory services. The company was formerly known as Meituan Dianping and changed its name to Meituan in October 2020. Meituan was founded in 2003 and is headquartered in Beijing, China.

基礎情報

沿革

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業界での地位

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