近日，美團發佈公告，宣佈發行多筆優先票據，總額高達約140.74億元人民幣（19.94億美元+70.8億元人民幣）。
從公告內容來看，美團發行的票據包括不同年限和利率的多種選擇，旨在滿足其現有離岸債務的再融資及其他一般企業用途。這一動作背後，是美團在國內市場面臨的巨大競爭壓力。尤其是與淘寶閃購在即時配送、到店團購等領域的激烈較量，使得美團不得不加大投入，以維持和擴大市場份額。
然而，這種競爭策略也直接影響了美團的淨利水平，導致其股價承壓。2025年以來，儘管國內巨頭的股票大多實現了50%以上的上漲，但美團股價卻下跌了34%，這一鮮明對比凸顯了美團當前面臨的困境。在此背景下，美團選擇發債“補血”，不僅是爲了應對眼前的競爭挑戰，更是爲了爲其在海外市場的加速擴展提供有力的資金支持。
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