美團騎手招募已開啓,香港外賣市場能否跑通?
1. 美團在中國香港的外賣業務已開始招募騎手,後續關注商戶端拓展、用戶端積累、業務擴散。自2022年10月以來,美團在中國香港開展外賣業務的路徑逐步推進,我們從公司策略和招聘行動發現:
2. 以外賣爲代表的本地生活業務在中國香港的市場規模不容小覷,但當前發展情況並不甚好,給新進入者提供了可能性,對於美團的進入,我們持審慎樂觀態度。
3. 若能打破單量瓶頸,中國香港的外賣市場或能跑通,關注美團成功經驗在中國香港地區的適用情況。
風險提示:
1)新進入地區市場環境與政策環境差異風險;2)外賣業務競爭加劇風險;3)其他業務發展或成本控制不及預期風險。
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