wen｜xinlichang  

11 yue 29 ri，meituanfabuqi 2024 niandisanjiducaibao，caibaoxianshidangjimeituanyingshou 935.8 yiyuan，tongbizengzhang 22.4% ，lirunzhibiaojunlvechaociqianshichangyuqi。

jutilaikan，hexinbendishangyefenbudeshourutongbizengzhang 20.2% zhirenminbi 693.7 yiyuan。jingyingyilitongbizengzhang 44.4% zhirenminbi 145.8 yiyuan，jingyinglirunlvtongbitisheng 3.5 gebaifendianzhi 21.0% ；erxinyewufenbushourutongbizengzhang 28.9% zhirenminbi 242 yiyuan，jingyingkuisuntongbishouzhai 79.9% zhirenminbi 10 yiyuan 。

zaijinnian，meituandaodiandaojiayewuhebing，pinhaofanchixufali，shenhuiyuantixituozhan，miaotishangxian，pinpaiweixingdianchengweiliansuocanyinxindongli……zaizishendehexinbendishangyebujukuangjiaxia，meituanjinyibudamoyewuluojidexiaoguohaisuanxianzhu。

erbaokuoshizalingshou、wangyueche、gongxiangyewuhejingwaiyewu（keeta）dengzaineidexinyewujiankuiliangyan，jingyingkuisunlvhuanbijinnian q2 gaishan 1.9 gebaifendianzhi 4.2% 。gaoshengciqiandeyanbaocheng，touzizhedezhuyaoguanzhudianbaokuoleqixia keeta zaizhongdongdiqudekuozhangyewudeng。zai《xinlichang》kanlai，jinguanchuhaimuqianzhizhanmeituanyewuhenxiaodeyibufen，danqueshimeituanjiexialaifeichangzhideguanzhudezengzhangmian。

zhongsuozhouzhi 10 yuefenshi，meituandejingwaiwaimaipingtai keeta zaizhongdongshateshoudouliyadeshangxian。zaineizhiqian，meituanguanyuchuhaidebujujueceshijishangjingliguozhangqideyaobai，zuizhongcailuodishate。ershatedediliheshijiteshuxing，yerangmeituandezheiyichuhaizhengshishouzhanchengweileyigetianhuabanjigaodexuanxiang。

buguo，youdisanjiduxinyewujiankuifuduchixujiangdilaikan，meituanduiyuchuhaishatedeqianqichoubeibingweizuotaiduotouru，disijidudezhengshishangxianhoudekuisunyaodengxiayicicaibaocainengdezhi。dancongmuqianduofanghuoqudexiaoxilaikan，meituanzaishatesihubizaizhongguoxianggangzoudegengshunliyixie。

01、出海沙特前，找到核心支点

zhongsuozhouzhi，meituanchuhaiqiandeshidianzhanfangzailezhongguoxianggang。qunianniandijiuyizuodaozaigangdierdawaimaipingtai，daolejinnian 5 yuefenmeituanjinruzhongguoxianggangmanyinianshi，measurable ai deshujuxianshi keeta yijingchengweizaigangdanliangfenediyidawaimaipingtai。

youlezhongguoxianggangzheiyixiangduichenggongdeanli，meituanjinnianbujuchuhaibufahaisuanminjie。

congjinjinianmeituankaochazhongdongdezhengtishijianxianlaikan，xuanzezhongdongshimeituan 2022 nianhuozhiqianjiuyijingyoudedasuan。danneibuguanyuzhongdongshouzhan，shishishangyizhidaoqunianniandihaizaichuanchu“gaocengyijianyoufenqi”dexiaoxi。suoyishoudixuanzeshatezheiyijuecezaineibuzhenzhengqueren，dagaijiushizaijinnian 4 yue。4 yue 26 ripengboshecengbaodao，meituanzhengzaijihuayushatealaboshoudouliyadetuichu keeta 。

daole 9 yue 9 ri，keeta shangxianshateaerkajikaishishiyunying，bingyu 10 yuezhengshishangxianshateshoudouliyade。yejiushishuocongjuecequerendaoshangxianqiandechoubeiqi，meituanjinhualesigeyue。

erzaizheizhiqian，meituanzaizhongdongshangjinglilejinliangniande“yaobai”。

2022 nian 10 yuekaishi，meituanzhantouhaiwaibufuzerenzhuwenqiancengduocidaofangzhongdong，bishiqiafengkataershijiebei，bunankanchuneishihouzhongdongdiqujiuyijingzaimeituandechuhaimingdanshangle。zhiqingrenshitoulu，zhuwenqianchuleyaolejiedangdideyingshangzhengce，haiyaodiaoyanwaimaiyewudejingzhengxianzhuang。

daole 2023 nian 5 yue，zhuwenqianliantongmeituanceowangxing，yijidangshidedaojiashiyezongcaiwangpuzhongdengduoweihexingaocengzaidudaofangzhongdong，binghuijianleshateduoweiwangshichengyuanhebuzhang。shatesihuchenglemeituanchuhaizhongdongdeshouxuanzhiyi。

raner，meituanciqianyechuanchuguo“cengbadibaizuoweiluodizhongdongdeyouxianshidianchengshikaolv”dexiaoxi，2023 nian 10 yue，meituandewurenjixitongyouzaialianqiuwanchengshoucihaiwaigongkaiceshi。zhishizheixieguanyudibaidexiaoxiweicengkandaomeituanjutigaocengdemingzi。

buguozheizhongyaobaibuwudaoli，dibaiyingshanghuanjingchengshu，waiziqiyezhongduo，xuduozhongziqiyedezhongdongzhudianshouxuandiyeshidibai。danyingshanghuanjingchengshuyejiuyiweizhezaoyiyouqitahaiwaiwaimaipingtaizhagen，suoyishatedeyoushizaiyuwaimaixingyejingzhengxiangduibuda，zengzhangkongjianjiaoda。

ciqianzhuwenqiancengduocidaofangzhongdongyejiaoweiguanzhuwaimaiyewudejingzhengxianzhuang，hendachengdushangmeituanbingbushihenxiangzaicifuzhizaizhongguoxianggangdanchunshaoqianhuanshizhanedecelve。

tongshi，meituanxuanzeshategengjuedingxingdeyinsuzezaiyuhongguancengmian。

shateciqiancengtuichuguo“2030yuanjing”，qizhongjiubaokuoduijijiandejianshe，jiazhijianlijingjitequ，gengbuyongshuoyixilieduihuadeyouhaozhengce，shatejinjinianpoyougendibaizhengduozhongdongjingjizhongxindejuexin。shenzhizai 2021 nian，shatedezhengcechengcong2024nian1yue1riqi，ruguowaiqimeiyouzaishatesheliquyuzongbudehua，shatezhengfujiangbuhuihetamenqianshuxindehetong。

gaizhengcexianrujindejutishishiqingkuangruhewomenzanqiebulun，danjinjinianguoneiqiyechuhaiyudaozuijishoudewentimoguoyudangdizhengcededuobiandailaideyinhuan，jutianlibubianzhuishu。youqishiwaimaizheiyixingyeshejidaojichusheshijianshe，ruguomeituanxiangxinshateduanqihuadedabing，zehenrongyichengweishatejianshedemianfeilaodongli。suoyizai《xinlichang》kanlai，zanshidezhengcelihaobuyidingnengchengweimeituanxuanzeshatedebenzhiyuanyin。

zheiyeshiweishenmeshatezheixiezhengcelihaodexiaoxijinianqianjiuyishifang，danjinniancaichediqiaodingdeyuanyin——meituan（yexugengjutilaishuoshiwangxing）xuyaoguanchazhenggeshijiedezouxiang，laiweishatedelihaozhengcezhaoyigegengjiazhangqidezhidian。

zhiyuzheigezhidianjiujingshishenme，yizhiyukeyishuofumeituangaocengciqiandefenqijiubudeerzhile。danmuqianmeituanzaishatedebiaoxiansihuyinzhengzhezheiyangyigelinian——jinglilezhangqidamodejuece，yidanluodi，xiaoguogenghao。

02、新业务减亏，出海沙特比中国香港更顺利？

zhengrushangshusuoshuo，congqunian 5 yue keeta zhengshijinruzhongguoxianggangyilaifazhanhaisuanxunsu。kaozhe“10yijishang”dengjucuo，qunian 11 yueshijiuyichengweizaigangdierdawaimaipingtai，genju statista deshuju，bishi keeta danliangfeneyijinglaidao 31% ；erdaolejinnian3yue，measurable ai jichudezheiyishujuyijinglaidaole 44% ，chengweizaigangdiyidawaimaipingtai。

congmeituanxinyewuqunianyijijinnianyijidudekuisunfudulaikan，jiankuichengxiaoxianzhu，zaizhongguoxianggangdetouruduicaiwushujujihumeiyouyingxiang。

meituandexinyewuchulechuhai，haibaokuomeituanyouxuan、xiaoxiangchaoshi、kuailv、wangyueche、gongxiangdancheyewu。

2022 nianchu，meituanyouxuanzantinglekuozhangjihua。juciqianwandianbaodao，meituanyouxuanjihua 2024 nianquanniandekuisunekongzhizai 100 yi - 120 yiyuan，jiaoshangnianjiankui 80 yi - 100 yiyuan。duoduomaicaizejihuazai 2024 nianjiangrenlichengbenxuejianyiban，cong 40 yiyuanjiangdizhi 20 yiyuanfujin，tongshicongqitafangmianchixujiangben。

qunianmeituanxinyewukuisunfuduzailiangweishubaifendian，erdeyiyuzaishangpinlingshouyewushangdexiaolvtisheng，jinnian q2 q3 meituanxinyewukuisunfuduwei:6.1%、4.2%。qijianzhengchuyumeituan keeta chubuwanchengzhongguoxianggangbujuzhihou，yijichoubeishangxianshateqijian。zheiyeyinzhengle，zhongguoxianggangshichangdecaiwutouruyesuanyoudefangshi。

genjuzoumatouyantoulu，qishoudaojigouxinxicheng，“mingnianhaiwaiyewubufenkuisunhuimingxianzengjia，danchu keeta yiwaidebufen(hanyouxuan)rengranjiangjixujiankui，yincianzhaomuqian bbg consensusyuce 40yizuoyoukuisun，zheigetiliangshijubeicankaoyiyide，bingbushizaijinnian60-70yikuisunjichushangxianzhuzengjia，bubikonghuang。”

zongeryanzhi，jiexialaimeituanxinyewuzhiyouchuhaibankuaikenenghuijixukuodakuisunfudu。

juzoumatouyanxiaoxitoulu，muqian keeta zailiyaderijundanliangyi 7 wan， 11 yuemubiao 10 wandan，muqianshizhanlv 27% zuoyou。

suoyizanqiebulunjutishuzi，jinyizheigeshizhanlvshuliangjiduibiciqian keeta zaizhongguoxianggangkaichengshousangeyuedeshizhanlv 1%~3%，keeta zaishatedechubutansuosuandeshangshichangtongwuzu。

juxi，keeta zaishatedecelvebaokuodanbuxianyushoubidingdanxiangshoubanjiahewuxianzhidemianpeisongfeiyouhui，fafangyouhuiquandengfangshi。zheigenzaizhongguoxianggangdezhuyaocelve“10yijishang”siluqueshibutong。zhongguoxianggangyiyouqitawaimaiyoushangtansuo，qiexianggangxiaofeizhewaimaixiguanshentouzengzhanghuanman， keeta zhinengconggengshihuigengjiandancubaodejiaoduchufazaqianzhidaonaxiashichangdiyibingkaishiyingli。ershatediqudewaimaixiaofeixiguanshentoulvzengzhangkongjianjiaoda，rangxiaofeizhejieshouwaimaizheiyixingshichenglemeituanzaishatedezuizhuyaoqierudian，suoyicaihuiyou“wuxianzhidemianpeisongfeiyouhui”celve。

erzhiyushizhongguoxianggangzhijiezaqianzheizhongcelve，haishishatezheizhongxianweiyonghuchengdanpeisongfeiyongdemoshi，erzhesheigengweishaoqian，yijisheijianggengkuaijinruyingliqi，zehaixuyaodengmeituan q4 jidudecaibaohoucainengmingque。

03、写在最后

congmuqianqudedejieguolaikan，zaishateshichangzuowaimaidetianhuabanyexubizaizhongguoxiangganggao，danjianyumeituanbenshendeyewumoshi，meituanchuhaideyiyikenengbuzhizaiwaimaibenshen。

zhongsuozhouzhimeituanzaiguoneidemoshishiyongwaimai“gaopindadipin”shenrukedanjiajiaogaodedaodianjiulvbankuai。jinnian 7 yue，zhongshaadsqianzhengshengxiao，shatehaituichuluodiqianzhengjishatehangkonglianchenghangban 96 xiaoshiguojingmianqianzhengce。ciqian《xinlichang》dewenzhangjiutidao，xiechengzuoweiota pingtaiyijingkaishichixinyilunchurujinglvyouhongli，juyoutongyangbankuaiyewudemeituanziranyebuhuifangguo。

zhishizaichurujingdaodianjiulvbankuai，waimaidaijimeituandeyingxianghaixuyaoshijianlaixianxian。

waimaijibendishenghuoyewuxingzhiteshu，biqitadaduoshuchuhaidexingyegengxuyaozhuzhongdangdiwenhua，meituanfangcheng“muqianbuhuiguokuaikuozhangzhishateyiwaidiqu，jianggenjushijiqingkuangzuochujuece。”

jiumuqianlaikan，shatedequeshipeiyangmeituanchuhaiyexindezuiyouxuanxiang，yidanpaotongziranbizhongguoxiangganggengjiarongyifuzhi，youqishiqitawaimaishentoulvdidanzengzhangtianhuabangaodediqu。