招商證券:阿里淘菜菜大概率將成為社區電商第三極
格隆匯9月17日丨阿里2021年3月成立社區電商事業羣全面進入社區電商賽道,9月14日對外品牌統一升級為淘菜菜。招商證券點評稱,淘菜菜致力於成為社區商業現代化的建設者,作為阿里新零售戰略下的創新業態,集團給予了淘菜菜全面資源支持。社區電商市場空間廣闊,淘菜菜雖然入局較晚,但在資源稟賦與資金實力上具備明顯優勢,且集團重視程度高,訂單量增長迅猛,大概率將成為社區電商第三極,併為阿里在GMV、獲客等多維度提供可觀價值,建議積極關注。
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