餓了麼打降費補貼戰 美團(03690.HK)股價跌逾3%
餓了麼在美團(03690.HK)腹地實施試點費率透明化,開打降費補貼戰,美團股價現報270.8元,跌3.1%。
據《新京報》報道,餓了麼目前已在超過10城試點費率透明化,並在川渝廣深等美團腹地實行降費率手段,總投入10億元人民幣補貼費率「打翻身仗」。針對試點問題,《新京報》引述餓了麼回應稱,費率透明化,並不意味著一定能降低費率,雖然其本身對於行業來是積極的嘗試,但低費率才能真正緩解中小商家的經營壓力。
美團近日宣布推行費率透明化試點,改變原來粗放的收費方式。美團指出,直接降佣金,雖然簡單,但無法持續,結構性的收費調整才能讓整個外賣生態往更多贏、更健康的方向發展。
據餓了麼內部人士透露,目前費率透明化的試點暫不會繼續擴大,但採取維持低費率打法,接下來將針對新上線商家進行補貼,主要發力攻克下沉市場以及一線城市的周邊區域。而美團早前在這些地區一直較為強勢,在單量上和餓了麼拉開了較大差距。
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