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郭家耀:港股創三年高 料挑戰24,000阻力 美團爲騎手繳社保料長遠鞏固領導地位
阿思達克 02-24 08:56
港灣家族辦公室業務發展總監郭家耀稱,美股上週五(21日)顯着向下,美國最新經濟數據較預期爲差,市場憂慮企業盈利前景,大市出現拋售,三大指數均錄得顯着跌幅收市。美元走勢向好,美國十年期債息下滑至4.43釐水平,金價略爲偏軟,油價顯着向下。港股預託證券走勢偏軟,預料大市早段跟隨低開。 內地股市上週五上升,滬綜指低開高走,收市上升0.9%,滬深兩市成交額增加至接近兩萬二千億元人民幣水平。 港股持續強勢,指數顯着急升,創出三年高位,大市成交接近四千億元水平。科技股業績較預期理想,觸發資金大量流入,支撐指數表現,後市有望進一步挑戰24,000點阻力,下方支持在22,800點附近。 另美團-W(03690.HK)表示爲積極構建和諧勞動關係,根據新就業形態的特點和新就業羣體的實際需求,認真落實騎手權益保障,持續推進騎手社保工作。2022年7月以來,在人社部指導下,美團率先啓動新就業形態人員職業傷害保障試點,已出資14億元人民幣爲7個試點省市的全量騎手繳納職業傷害保費,未來將進一步覆蓋所有省市所有騎手。 去年以來,美團就騎手繳納養老保險等社保方案做了認真研究,選擇了不同區域不同城市進行深入調研,並在有關部門的指導下形成了初步試點方案,目前正在搭建騎手社保相關的訊息系統,預計2025年二季度開始實施,逐步爲全職及穩定兼職騎手繳納社保。 爲了做好這項工作,該公司認真聽取了騎手的意見和建議,並與社保領域的專家進行了深入溝通。未來將繼續廣泛聽取社會各界的意見和建議,在有關部門的指導下,紮實推進騎手社保相關工作,並定期向社會各界公佈相關進展。據報,2023年美團全年累計接單天數在260天以上的穩定騎手約82萬人,這數字應該包括「全職及穩定兼職騎手」。 考慮到自2023年之後,外送市場與就業羣體的規模仍在擴大,合理預估美團的社保最終可能將覆蓋超百萬騎手,市場憂慮短線對美團送餐業務構成壓力。不過,長遠來看,當經營成本提高,平臺的競爭將回歸服務及規模效應,美團的護城河變相加深,將繼續維持行業領導地位。 (筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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