據報美團(03690.HK)外賣直播10月單月GMV突破20億元人幣
內地傳媒《36氪》報道,美團(03690.HK)外賣直播被公司內部視為今年的戰略業務,4月開啟首場外賣直播後已漸見成績,在直播一級入口剛上線的7月份,單月商品交易總額(GMV)大約5至6億元人民幣(下同),按月增速20%,8月份GMV迅速上漲到10至12億元,陸續出現破億直播間。到了10月份,單月GMV突破20億元。
報道引述知情人士指,美團沒有為直播業務設定年度GMV目標,目前重點是提升直播基礎能力、拓展商戶參與度、探索適合本地商家的直播形式等。
有美團直播服務商指,7至10月,幾乎每個月新增的直播商家都超過一萬個,到10月,直播的門店滲透率(直播下單,去門店核銷的數量)大約3至5%,若果按照美團去年底930萬個活躍商家數目估算,現時參與美團直播的商家數目至少30萬。
報道引述三方數據統計,美團直播訂單平均轉化率30%至40%。亦有服務商指,目前美團直播間的整體核銷率(訂單最終轉化為門店銷量)約60%,較抖音高出近一倍。
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.