《大行報告》富瑞料阿里-SW(09988.HK)「雙十一」期間GMV增長2%至4% 估京東-SW(09618.HK)升3%至5%
富瑞發表報告指,據國家郵政局數據,在11月1日至4日期間,包裹量按年增加16.1%至20.27億件,數據對網上銷售趨勢具有指引作用,不過郵包數量的增長,與國家統計局的商品交易總額(GMV)數字,並無高度關連。基於該行預測,阿里-SW(09988.HK)雙11的GMV按年增長2%至4%,京東-SW(09618.HK)增長3%至5%。
該行指,阿里巴巴雙11活動由10月24日至11月11日展開、為期19日,在10月31日晚上8時第一輪促銷的一個小時內,約155個品牌取得超過1億元人民幣銷售,有7.19萬個品牌一小時的生意額超越去年全年,估計今年雙11有10億顧客參與阿里雙11活動。京東方面,估計3P商戶保持快速增長趨勢。
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