Meituan（83690）株式概要美団は、中華人民共和国、香港、マカオ、台湾、および国際的に、テクノロジー主導の小売企業として事業を展開している。 詳細83690 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績0/6財務の健全性3/6配当金0/6報酬当社が推定した公正価値より68%で取引されている 収益は年間81.08%増加すると予測されています リスク分析リスクチェックの結果、83690 、リスクは検出されなかった。すべてのリスクチェックを見る83690 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW475,659 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA475,659 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥79.206.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-96b623b2016201920222025202620282031Revenue CN¥623.1bEarnings CN¥45.3bAdvancedSet Fair ValueView all narrativesMeituan 競合他社MIXUE GroupSymbol: SEHK:2097Market cap: HK$85.8bHaidilao International HoldingSymbol: SEHK:6862Market cap: HK$62.7bGuming HoldingsSymbol: SEHK:1364Market cap: HK$55.1bXiaocaiyuan International HoldingSymbol: SEHK:999Market cap: HK$8.9b価格と性能株価の高値、安値、推移の概要Meituan過去の株価現在の株価HK$79.2052週高値HK$116.0052週安値HK$55.40ベータ0.231ヶ月の変化12.98%3ヶ月変化8.49%1年変化-28.39%3年間の変化-37.78%5年間の変化n/aIPOからの変化-36.94%最新ニュースRecent Insider Transactions • Jul 11Co-Founder recently sold CN¥2.8m worth of stockOn the 3rd of July, Xing Wang sold around 45k shares on-market at roughly CN¥61.87 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth CN¥20m. Xing has been a net seller over the last 12 months, reducing personal holdings by CN¥26m.お知らせ • Jun 28Meituan Announces Board and Committee ChangesMeituan announced at its AGM held on June 26, 2026, that Mr. Yiu Kin Wah Stephen has been appointed as an independent non-executive Director with effect from the conclusion of the AGM. Mr. Orr Gordon Robert Halyburton retired as an independent non-executive Director upon conclusion of the AGM in order to devote more time on his other commitments. As the ordinary resolutions numbered 2 and 3 set out above were duly passed by the Shareholders at the AGM, (i) Mr. Yiu Kin Wah Stephen has been appointed as a member and chairperson of the audit committee of the Company; and (ii) Ms. Yang Marjorie Mun Tak has been appointed as a member of the corporate governance committee of the Company, each with effect from the conclusion of the AGM.お知らせ • Jun 06Meituan Announces Board and Committee ChangesMeituan announced that, on June 4, 2026, Mr. Yiu Kin Wah Stephen has been nominated by the Board and proposed for election as an independent non-executive Director by the shareholders of the Company (the "Shareholders") at the forthcoming annual general meeting (the "AGM") by way of an ordinary resolution. Mr. Yiu is proposed to be elected to succeed Mr. Orr Gordon Robert Halyburton, an independent non-executive Director, who has informed the Board that he has decided not to offer himself for re-election at the AGM in order to devote more time on his other commitments. Mr. Orr Gordon Robert Halyburton will retire from the Board after the conclusion of the AGM. The Company further announces that, following Mr. Orr Gordon Robert Halyburton ' s retirement, (i) subject to Mr. Yiu being elected as an independent non-executive Director by the Shareholders at the AGM, Mr. Yiu will be appointed as a member and chairperson of the audit committee of the Company, with effect from the conclusion of the AGM; and (ii) Ms. Yang Marjorie Mun Tak will be appointed as a member of the corporate governance committee of the Company, with effect from the conclusion of the AGM.お知らせ • Jun 05Meituan, Annual General Meeting, Jun 26, 2026Meituan, Annual General Meeting, Jun 26, 2026, at 14:00 China Standard Time. Location: meituan exhibition center (beijing), building a, 1st floor, south conference area, no. 4 wang jing east road, chaoyang district, beijing ChinaReported Earnings • Jun 02First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: CN¥91.0b (up 5.6% from 1Q 2025). Net loss: CN¥6.83b (down 168% from profit in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Hong Kong.お知らせ • May 21Meituan to Report Q1, 2026 Results on Jun 01, 2026Meituan announced that they will report Q1, 2026 results After-Market on Jun 01, 2026最新情報をもっと見るRecent updatesRecent Insider Transactions • Jul 11Co-Founder recently sold CN¥2.8m worth of stockOn the 3rd of July, Xing Wang sold around 45k shares on-market at roughly CN¥61.87 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth CN¥20m. Xing has been a net seller over the last 12 months, reducing personal holdings by CN¥26m.お知らせ • Jun 28Meituan Announces Board and Committee ChangesMeituan announced at its AGM held on June 26, 2026, that Mr. Yiu Kin Wah Stephen has been appointed as an independent non-executive Director with effect from the conclusion of the AGM. Mr. Orr Gordon Robert Halyburton retired as an independent non-executive Director upon conclusion of the AGM in order to devote more time on his other commitments. As the ordinary resolutions numbered 2 and 3 set out above were duly passed by the Shareholders at the AGM, (i) Mr. Yiu Kin Wah Stephen has been appointed as a member and chairperson of the audit committee of the Company; and (ii) Ms. Yang Marjorie Mun Tak has been appointed as a member of the corporate governance committee of the Company, each with effect from the conclusion of the AGM.お知らせ • Jun 06Meituan Announces Board and Committee ChangesMeituan announced that, on June 4, 2026, Mr. Yiu Kin Wah Stephen has been nominated by the Board and proposed for election as an independent non-executive Director by the shareholders of the Company (the "Shareholders") at the forthcoming annual general meeting (the "AGM") by way of an ordinary resolution. Mr. Yiu is proposed to be elected to succeed Mr. Orr Gordon Robert Halyburton, an independent non-executive Director, who has informed the Board that he has decided not to offer himself for re-election at the AGM in order to devote more time on his other commitments. Mr. Orr Gordon Robert Halyburton will retire from the Board after the conclusion of the AGM. The Company further announces that, following Mr. Orr Gordon Robert Halyburton ' s retirement, (i) subject to Mr. Yiu being elected as an independent non-executive Director by the Shareholders at the AGM, Mr. Yiu will be appointed as a member and chairperson of the audit committee of the Company, with effect from the conclusion of the AGM; and (ii) Ms. Yang Marjorie Mun Tak will be appointed as a member of the corporate governance committee of the Company, with effect from the conclusion of the AGM.お知らせ • Jun 05Meituan, Annual General Meeting, Jun 26, 2026Meituan, Annual General Meeting, Jun 26, 2026, at 14:00 China Standard Time. Location: meituan exhibition center (beijing), building a, 1st floor, south conference area, no. 4 wang jing east road, chaoyang district, beijing ChinaReported Earnings • Jun 02First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: CN¥91.0b (up 5.6% from 1Q 2025). Net loss: CN¥6.83b (down 168% from profit in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Hong Kong.お知らせ • May 21Meituan to Report Q1, 2026 Results on Jun 01, 2026Meituan announced that they will report Q1, 2026 results After-Market on Jun 01, 2026Reported Earnings • Apr 26Full year 2025 earnings released: CN¥3.84 loss per share (vs CN¥5.85 profit in FY 2024)Full year 2025 results: CN¥3.84 loss per share (down from CN¥5.85 profit in FY 2024). Revenue: CN¥364.9b (up 8.1% from FY 2024). Net loss: CN¥23.4b (down 165% from profit in FY 2024). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Hong Kong.Recent Insider Transactions • Apr 21Co-Founder recently sold CN¥20m worth of stockOn the 15th of April, Xing Wang sold around 270k shares on-market at roughly CN¥74.62 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Xing has been a net seller over the last 12 months, reducing personal holdings by CN¥23m.Reported Earnings • Mar 27Full year 2025 earnings released: CN¥3.84 loss per share (vs CN¥5.85 profit in FY 2024)Full year 2025 results: CN¥3.84 loss per share (down from CN¥5.85 profit in FY 2024). Revenue: CN¥364.9b (up 8.1% from FY 2024). Net loss: CN¥23.4b (down 165% from profit in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Hong Kong.お知らせ • Mar 16Meituan to Report Fiscal Year 2025 Results on Mar 26, 2026Meituan announced that they will report fiscal year 2025 results on Mar 26, 2026お知らせ • Feb 13Meituan Provides Earning Guidance for the Year Ended December 31, 2025Meituan provided earning guidance for the year ended December 31, 2025. For the period, the Group expects to record a loss in the range of approximately RMB 23,300 million to RMB 24,300 million for the year ended December 31, 2025 (the "FY2025"), as compared to a profit of approximately RMB 35,808 million for the year ended December 31, 2024 (the "FY2024"). The expected loss of the Group in FY2025 was primarily due to a reversal from an operating profit of approximately RMB 52,415 million in FY2024 to an operating loss of approximately RMB 6,800 million to RMB 7,000 million in FY2025 for the Core Local Commerce segment, together with increased investments in the Group's overseas businesses. In particular, in response to the unprecedentedly intense industry competition in FY2025, the Group strategically increased investments across its entire ecosystem to strengthen its core advantages and drive sustainable growth. These initiatives mainly included: (i) on the consumer front, enhancing marketing and promotional efforts to strengthen brand awareness and price competitiveness, thereby continuously improving user transaction activity and engagement; (ii) on the delivery front, increasing incentives and enriching benefits for couriers to ensure service quality and enhance user experience; and (iii) on the merchant front, maintaining proactive resource investment to support merchants in improving operational efficiency, expanding consumer reach, iterating business models, and achieving steady growth.Reported Earnings • Nov 29Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: CN¥95.5b (up 2.0% from 3Q 2024). Net loss: CN¥18.6b (down 245% from profit in 3Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Hong Kong.お知らせ • Nov 18Meituan to Report Q3, 2025 Results on Nov 28, 2025Meituan announced that they will report Q3, 2025 results on Nov 28, 2025Reported Earnings • Aug 28Second quarter 2025 earnings released: EPS: CN¥0.06 (vs CN¥1.84 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.06 (down from CN¥1.84 in 2Q 2024). Revenue: CN¥91.8b (up 12% from 2Q 2024). Net income: CN¥365.3m (down 97% from 2Q 2024). Profit margin: 0.4% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Hong Kong.お知らせ • Aug 17Meituan to Report First Half, 2025 Results on Aug 27, 2025Meituan announced that they will report first half, 2025 results on Aug 27, 2025Recent Insider Transactions • Jul 23Co-Founder recently sold CN¥2.7m worth of stockOn the 17th of July, Xing Wang sold around 23k shares on-market at roughly CN¥116 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Xing has been a net seller over the last 12 months, reducing personal holdings by CN¥5.3m.株主還元83690HK HospitalityHK 市場7D-0.1%-1.8%-1.0%1Y-28.4%-27.3%-2.4%株主還元を見る業界別リターン: 83690過去 1 年間で-27.3 % のリターンをもたらしたHong Kong Hospitality業界と一致しました。リターン対市場: 83690は、過去 1 年間で-2.4 % のリターンを上げたHong Kong市場を下回りました。価格変動Is 83690's price volatile compared to industry and market?83690 volatility83690 Average Weekly Movement6.9%Hospitality Industry Average Movement6.0%Market Average Movement7.7%10% most volatile stocks in HK Market16.1%10% least volatile stocks in HK Market3.7%安定した株価: 83690 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 83690の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2003111,298Xing Wangwww.meituan.com中国、香港、マカオ、台湾、および海外でテクノロジー主導の小売事業を展開。コア・ローカル・コマース・セグメ ントとニュー・イニシアティブ・セグメ ントを通じて事業を展開している。同社は食品宅配サービスを提供し、消費者は多数の店舗内カテゴリーで加盟店が提供する地元消費者向けサービスを購入したり、ホテルやアトラクション、交通機関のチケット予約をしたりすることができる。また、B2B食品流通サービスやMeituan groceryの商品販売、Meituan Select、自転車シェアリング、原付シェアリング、パワーバンク、マイクロクレジットサービスなど様々な事業を展開している。また、クラウド・コンピューティング・サービス、加盟店情報技術およびアドバイザリー・サービス、オンライン・マーケティング・サービス、eコマース・サービス・プラットフォームの運営も行っている。同社は以前は「美団天平」として知られていたが、2020年10月に「美団」に社名を変更した。Meituanは2003年に設立され、中国の北京に本社を置いている。もっと見るMeituan 基礎のまとめMeituan の収益と売上を時価総額と比較するとどうか。83690 基礎統計学時価総額CN¥489.62b収益（TTM）-CN¥40.24b売上高(TTM)CN¥369.69b1.3xP/Sレシオ-12.2xPER（株価収益率83690 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計83690 損益計算書（TTM）収益CN¥369.69b売上原価CN¥264.77b売上総利益CN¥104.92bその他の費用CN¥145.16b収益-CN¥40.24b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-6.52グロス・マージン28.38%純利益率-10.88%有利子負債／自己資本比率70.8%83690 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/07 08:11終値2026/08/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Meituan 38 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。56 アナリスト機関Sau Shing ChowABCI Securities Company LimitedTianli WenAletheia Analyst Network LimitedZixiao YangArete Research Services LLP53 その他のアナリストを表示
Recent Insider Transactions • Jul 11Co-Founder recently sold CN¥2.8m worth of stockOn the 3rd of July, Xing Wang sold around 45k shares on-market at roughly CN¥61.87 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth CN¥20m. Xing has been a net seller over the last 12 months, reducing personal holdings by CN¥26m.
お知らせ • Jun 28Meituan Announces Board and Committee ChangesMeituan announced at its AGM held on June 26, 2026, that Mr. Yiu Kin Wah Stephen has been appointed as an independent non-executive Director with effect from the conclusion of the AGM. Mr. Orr Gordon Robert Halyburton retired as an independent non-executive Director upon conclusion of the AGM in order to devote more time on his other commitments. As the ordinary resolutions numbered 2 and 3 set out above were duly passed by the Shareholders at the AGM, (i) Mr. Yiu Kin Wah Stephen has been appointed as a member and chairperson of the audit committee of the Company; and (ii) Ms. Yang Marjorie Mun Tak has been appointed as a member of the corporate governance committee of the Company, each with effect from the conclusion of the AGM.
お知らせ • Jun 06Meituan Announces Board and Committee ChangesMeituan announced that, on June 4, 2026, Mr. Yiu Kin Wah Stephen has been nominated by the Board and proposed for election as an independent non-executive Director by the shareholders of the Company (the "Shareholders") at the forthcoming annual general meeting (the "AGM") by way of an ordinary resolution. Mr. Yiu is proposed to be elected to succeed Mr. Orr Gordon Robert Halyburton, an independent non-executive Director, who has informed the Board that he has decided not to offer himself for re-election at the AGM in order to devote more time on his other commitments. Mr. Orr Gordon Robert Halyburton will retire from the Board after the conclusion of the AGM. The Company further announces that, following Mr. Orr Gordon Robert Halyburton ' s retirement, (i) subject to Mr. Yiu being elected as an independent non-executive Director by the Shareholders at the AGM, Mr. Yiu will be appointed as a member and chairperson of the audit committee of the Company, with effect from the conclusion of the AGM; and (ii) Ms. Yang Marjorie Mun Tak will be appointed as a member of the corporate governance committee of the Company, with effect from the conclusion of the AGM.
お知らせ • Jun 05Meituan, Annual General Meeting, Jun 26, 2026Meituan, Annual General Meeting, Jun 26, 2026, at 14:00 China Standard Time. Location: meituan exhibition center (beijing), building a, 1st floor, south conference area, no. 4 wang jing east road, chaoyang district, beijing China
Reported Earnings • Jun 02First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: CN¥91.0b (up 5.6% from 1Q 2025). Net loss: CN¥6.83b (down 168% from profit in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Hong Kong.
お知らせ • May 21Meituan to Report Q1, 2026 Results on Jun 01, 2026Meituan announced that they will report Q1, 2026 results After-Market on Jun 01, 2026
Recent Insider Transactions • Jul 11Co-Founder recently sold CN¥2.8m worth of stockOn the 3rd of July, Xing Wang sold around 45k shares on-market at roughly CN¥61.87 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth CN¥20m. Xing has been a net seller over the last 12 months, reducing personal holdings by CN¥26m.
お知らせ • Jun 28Meituan Announces Board and Committee ChangesMeituan announced at its AGM held on June 26, 2026, that Mr. Yiu Kin Wah Stephen has been appointed as an independent non-executive Director with effect from the conclusion of the AGM. Mr. Orr Gordon Robert Halyburton retired as an independent non-executive Director upon conclusion of the AGM in order to devote more time on his other commitments. As the ordinary resolutions numbered 2 and 3 set out above were duly passed by the Shareholders at the AGM, (i) Mr. Yiu Kin Wah Stephen has been appointed as a member and chairperson of the audit committee of the Company; and (ii) Ms. Yang Marjorie Mun Tak has been appointed as a member of the corporate governance committee of the Company, each with effect from the conclusion of the AGM.
お知らせ • Jun 06Meituan Announces Board and Committee ChangesMeituan announced that, on June 4, 2026, Mr. Yiu Kin Wah Stephen has been nominated by the Board and proposed for election as an independent non-executive Director by the shareholders of the Company (the "Shareholders") at the forthcoming annual general meeting (the "AGM") by way of an ordinary resolution. Mr. Yiu is proposed to be elected to succeed Mr. Orr Gordon Robert Halyburton, an independent non-executive Director, who has informed the Board that he has decided not to offer himself for re-election at the AGM in order to devote more time on his other commitments. Mr. Orr Gordon Robert Halyburton will retire from the Board after the conclusion of the AGM. The Company further announces that, following Mr. Orr Gordon Robert Halyburton ' s retirement, (i) subject to Mr. Yiu being elected as an independent non-executive Director by the Shareholders at the AGM, Mr. Yiu will be appointed as a member and chairperson of the audit committee of the Company, with effect from the conclusion of the AGM; and (ii) Ms. Yang Marjorie Mun Tak will be appointed as a member of the corporate governance committee of the Company, with effect from the conclusion of the AGM.
お知らせ • Jun 05Meituan, Annual General Meeting, Jun 26, 2026Meituan, Annual General Meeting, Jun 26, 2026, at 14:00 China Standard Time. Location: meituan exhibition center (beijing), building a, 1st floor, south conference area, no. 4 wang jing east road, chaoyang district, beijing China
Reported Earnings • Jun 02First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: CN¥91.0b (up 5.6% from 1Q 2025). Net loss: CN¥6.83b (down 168% from profit in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Hong Kong.
お知らせ • May 21Meituan to Report Q1, 2026 Results on Jun 01, 2026Meituan announced that they will report Q1, 2026 results After-Market on Jun 01, 2026
Reported Earnings • Apr 26Full year 2025 earnings released: CN¥3.84 loss per share (vs CN¥5.85 profit in FY 2024)Full year 2025 results: CN¥3.84 loss per share (down from CN¥5.85 profit in FY 2024). Revenue: CN¥364.9b (up 8.1% from FY 2024). Net loss: CN¥23.4b (down 165% from profit in FY 2024). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Hong Kong.
Recent Insider Transactions • Apr 21Co-Founder recently sold CN¥20m worth of stockOn the 15th of April, Xing Wang sold around 270k shares on-market at roughly CN¥74.62 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Xing has been a net seller over the last 12 months, reducing personal holdings by CN¥23m.
Reported Earnings • Mar 27Full year 2025 earnings released: CN¥3.84 loss per share (vs CN¥5.85 profit in FY 2024)Full year 2025 results: CN¥3.84 loss per share (down from CN¥5.85 profit in FY 2024). Revenue: CN¥364.9b (up 8.1% from FY 2024). Net loss: CN¥23.4b (down 165% from profit in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Hong Kong.
お知らせ • Mar 16Meituan to Report Fiscal Year 2025 Results on Mar 26, 2026Meituan announced that they will report fiscal year 2025 results on Mar 26, 2026
お知らせ • Feb 13Meituan Provides Earning Guidance for the Year Ended December 31, 2025Meituan provided earning guidance for the year ended December 31, 2025. For the period, the Group expects to record a loss in the range of approximately RMB 23,300 million to RMB 24,300 million for the year ended December 31, 2025 (the "FY2025"), as compared to a profit of approximately RMB 35,808 million for the year ended December 31, 2024 (the "FY2024"). The expected loss of the Group in FY2025 was primarily due to a reversal from an operating profit of approximately RMB 52,415 million in FY2024 to an operating loss of approximately RMB 6,800 million to RMB 7,000 million in FY2025 for the Core Local Commerce segment, together with increased investments in the Group's overseas businesses. In particular, in response to the unprecedentedly intense industry competition in FY2025, the Group strategically increased investments across its entire ecosystem to strengthen its core advantages and drive sustainable growth. These initiatives mainly included: (i) on the consumer front, enhancing marketing and promotional efforts to strengthen brand awareness and price competitiveness, thereby continuously improving user transaction activity and engagement; (ii) on the delivery front, increasing incentives and enriching benefits for couriers to ensure service quality and enhance user experience; and (iii) on the merchant front, maintaining proactive resource investment to support merchants in improving operational efficiency, expanding consumer reach, iterating business models, and achieving steady growth.
Reported Earnings • Nov 29Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: CN¥95.5b (up 2.0% from 3Q 2024). Net loss: CN¥18.6b (down 245% from profit in 3Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Hong Kong.
お知らせ • Nov 18Meituan to Report Q3, 2025 Results on Nov 28, 2025Meituan announced that they will report Q3, 2025 results on Nov 28, 2025
Reported Earnings • Aug 28Second quarter 2025 earnings released: EPS: CN¥0.06 (vs CN¥1.84 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.06 (down from CN¥1.84 in 2Q 2024). Revenue: CN¥91.8b (up 12% from 2Q 2024). Net income: CN¥365.3m (down 97% from 2Q 2024). Profit margin: 0.4% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Hong Kong.
お知らせ • Aug 17Meituan to Report First Half, 2025 Results on Aug 27, 2025Meituan announced that they will report first half, 2025 results on Aug 27, 2025
Recent Insider Transactions • Jul 23Co-Founder recently sold CN¥2.7m worth of stockOn the 17th of July, Xing Wang sold around 23k shares on-market at roughly CN¥116 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Xing has been a net seller over the last 12 months, reducing personal holdings by CN¥5.3m.
