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《大行報告》大摩料快速消費品將成內地電商新核心 料阿里及京東成潛在贏家
阿思達克 06-10 14:46
摩根士丹利發表報告表示,在新冠肺炎疫情下,加快網上快速消費品的發展,預期至2024年市場規模會達到7,700億元人民幣,代表著五年年複合增長率為19%,即是達到現時服裝及電器類的消費規模,亦正正是阿里巴巴(09988.HK)及京東(09618.HK)核心業務所在。

報告補充,現時網上快速消費品市場仍屬早期發展,要確認市場領導者仍言之尚早,但認為阿里及京東均在新鮮食品和包裝食品中定位良好,相信具有採購及履行能力的平台更可能會成功,因此阿里將受惠於較早進入新零售市場而擁有更佳定位。

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