《大行報告》大摩:618電商節下 6月首十一天快遞取件量趨升 料周末達另一高峰
摩根士丹利發表內地電商行業的研究報告,隨著內地「618」電商節開展,指內地快遞收件量趨升,繼5月以來物流瓶頸緩解後,隨著電商平台正式進行促銷期活動,6月前11天的日快遞取件量為大部分高於2021年6月的日均值,雖然快遞量似乎仍不穩定,但該行預計將在6月18日(即官方促銷日)左右將達到另一個高峰,屆時大部分訂單已下達並付運。
該行在天貓/淘寶直播、京東(09618.HK)、拼多多(PDD.US)、抖音APP上對比了智能手機、筆記本電腦、美妝、服飾、鞋履、配飾等類別的暢銷產品及品牌的價格,對於最新的智能手機型號,品牌通常在所有平台的官方商店中提供相同的價格,不過,抖音對包括紅米K50在內的部分小米(01810.HK)產品提供補貼,讓價格更具吸引力。
在拼多多和抖音上,品牌往往較少展示最新款,而為舊款提供更多折扣,可能將其視為清庫存渠道。與在淘寶直播上提供更好折扣的國際美妝品牌相比,國內美妝品牌往往在抖音上更具「侵略性」。京東繼續提供最全面的家電、智能手機和消費電子產品。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.