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官媒指引導外賣平臺減費不是命令 美團(03690.HK)曾漲7.7%
阿思達克 02-23 11:14
中國官媒《經濟日報》評論文章指出,內地近日14部門聯合出臺《關於促進服務業領域困難行業恢復發展的若幹政策》,43項紓困措施中,僅盯上「引導外賣等互聯網平臺企業進一步下調餐飲業商戶服務費標準」,反應有點過頭。此外,政策說的是「引導」,不是命令,旨在促進政府部門、大平臺、小商戶攜起手來,同舟共濟渡難關。 美團(03690.HK)股價今日(23日)早段一度抽高7.7%高見184.5元,最新報182.5元,升6.5%,成交逾2,545萬股,涉資超過45億元。 該評論文章指出,有關政策全文5,000多字,提及平臺經濟的僅有一兩句,其初衷不是要針對平臺經濟。事實上,在以中央財政、政府部門爲主體實施的紓困政策中,平臺企業成爲被寄予厚望的出力方,恰恰說明平臺企業在經濟社會中的重要地位得到認可,能聯動千千萬萬市場主體,未來大有可爲。 下調服務費或會影響平臺經濟的估值邏輯,但不意味着平臺企業前景堪憂。眼下,困住服務業的不只是傭金、房租、人工等成本問題,還有消費意願不足的問題,而後者可能更關鍵。因爲當消費足夠強勁,商家就有能力化解各種成本,可如果人們不去消費,商家沒有收入,哪怕傭金從20%降到2%,商家還是撐不住。如果商家倒閉了,或者勉強支撐但收入很少,平臺定的傭金比例再高,也收不上來錢。從這個角度看,平臺企業與商戶、消費者的關係十分密切。
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