郭家耀: 外围波动港股或下试27,500 美团(03690.HK)外卖骑手成本受关注
正荣金融业务部副总裁郭家耀称,美股周三(12日)显着急挫,美国4月通胀数据远高於预期,市场忧虑通胀升温,拖累大市向下,科技股沽压最大,三大指数均录得2%跌幅。美元走势转强,美国十年期债息急升至1.69厘水平,油价走势向好,金价反覆偏软。港股预托证券普遍向下,预料大市早段跟随低开。
内地股市低开高走,沪综指收市上升0.6%,沪深两市成交额进一步缩减。
港股昨日止跌回升,大市跟随内地A股反弹,但成交未算配合。外围走势波动,市场忧虑未来通胀及息口去向,短期不利大市表现。预料指数或进一步下试27,500点支持,上方阻力在28,500点水平。
另南京市人社局会同市场监管、公安、司法部门,率先出台《关於规范新就业形态下餐饮网约配送员劳动用工的指导意见(试行)》,对餐饮网约配送员劳动用工予以规范指导。《指导意见》对「外卖骑手」中的「专送骑手」和「众包骑手」等用工类别进行界定,规定用人单位应当与「专送骑手」订立书面或口头形式的劳动合同。并明确,用人单位应当为建立劳动关系的「外卖骑手」依法参加社会保险,双方协商确定劳动报酬、休息休假、职业安全保障等事项。「非全日制骑手」可以按规定以灵活就业人员身份依法参加社会保险。「专送骑手」因工负伤或患职业病的,用人单位应当依法承担相应的工伤保险责任,让「外卖骑手」可以依法获得工伤保险赔偿。
文件还鼓励用人单位为「外卖骑手」投保商业保险,加大职业伤害风险防范力度。据悉,下一步南京市还将研究制定针对「外卖骑手」的就业指导和职业技能培训补贴方面的扶持性政策措施,同时进一步探索建立行业集体协商和跨部门协作联动机制,促进灵活就业健康发展。今次南京的试行办法,日後有机会在全国推行。目前,美团(03690.HK)的骑手通常使用外包合同而无需支付全部的社会保障金。有投行估计,在最坏情况下,规则的全面实施可能导致单位骑手成本增加约10%。不过,美团通过优化骑手组合,转嫁成本给商户及用户,并削减交易补贴,相关影响有望减轻。
(笔者为证监会持牌人,没持有上述股份)~
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