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調查:內地疫情爆發拖累出行共乘App 外送及遙距工作App逆市增長
阿思達克 02-25 09:50
調查機構Sensor Tower發表的報告指,內地爆發新型冠狀病毒疫情拖累共乘App的下載量,自疫情爆發以來下載量顯著下滑,內地三大共乘App「哈囉出行」、「滴滴出行」及「嘀嗒出行」於2月10日的一周內下載量按月大跌75%,而這三個App佔內地App Store下載量逾七成。 分析顯示內地餐飲類別方面,流動訂單及與餐飲食店相關的會員App下載量顯著下跌,但外送及日用品商店App表現則跑贏,下載量排行榜現「大洗牌」,現時排名頭十的App下載量大增68%。 該行特別指出,內地受歡迎咖啡品牌瑞幸咖啡的App自2019年5月以來首次跌出蘋果App Store餐飲App排名頭五位,而Starbucks及海底撈(06862.HK)這類依賴線下消費及未有包括外送服務的App亦有類似情況,KFC及Pizza Hut的應用程式雖然在疫情首數周下載量有出現下跌,但近期亦回復增長,相關應用有提供流動訂單及外送服務。 受出行限制及檢疫等的影響,商務及教育應用程式錄快速增長,當中阿里(09988.HK)旗下的遙距工作軟件「釘釘」在1月1日至1月28日間僅錄67萬次下載,但其後下載量大幅增至1,100萬次,騰訊(00700.HK)旗下的開會App「騰訊會議」總下載量亦由25萬次大增至500萬次,而教育類軟件亦錄爆發性增長,2月尚未完結但下載量已較歷史高位大增50%。
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