Профиль компании · Consumer Cyclical

Meituan

3690 · Гонконг
Отрасль
Internet Platforms
Биржа
Гонконг
Страна / Регион
Hong Kong
Сотрудники
111 298
Сайт
www.meituan.com
Текущая цена
HK$89.3
В реальном времени · 27 июля 2026 г.
Цена покупки
≤ HK$50
Вход с запасом прочности
Балл роста Baillie
51/100
Средний
Внутренняя стоимость · три уровня Текущая цена HK$89.3 Онлайн · В пределах справедливого диапазона внутренней стоимости

Сводный диапазон оценки · консервативный HK$48–HK$50 / справедливый HK$66–HK$90 / оптимистичный HK$112–HK$125. При HK$89.3, В пределах справедливого диапазона внутренней стоимости.

На момент публикации HK$68.5 (1 июля 2026 г.)

Recent developments
23 мая 2026 г. 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
12 мая 2026 г. 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
17 апреля 2026 г. 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
17 апреля 2026 г. 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
2 апреля 2026 г. 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.

Финансовый обзор
Капитализация531,4 млрд HK$
Выручка (TTM)369,69 млрд HK$
EBITDA-40,05 млрд HK$
Чистая маржа-10,89 %
ROE-24,09 %
Прогнозный P/E153,85
PEG28,72
Прибыль на акцию-4,34 HK$
Диапазон за 52 недели63,65 HK$ – 131,30 HK$

Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.

О компании

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.

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