瑞銀:今年內地電商銷售或錄得高單位數增長
瑞銀中國互聯網研究主管方錦聰表示,即使現時內地消費情緒疲軟,但不代表消費力減弱,並能從出外旅遊業務表現強勁反映出來,認為消費者只傾向有計劃地消費,重新安排其消費預算,故在線上消費時持審慎態度及理性購物,對性價比越來越敏感,更關心產品功能,而非只是品牌效應。
他預料,今年內地電商行業銷售錄得高單位數增長,又指除非有更多行業創新,否則電商競爭或繼續以建立低價市場份額為中心。即使宏觀經濟復甦,平台之間的價格戰可能會持續。高端品牌和白牌製造商可能會表現較好。
他補充,電商平台之間的合作變得越來越普遍,現時多間公司正在研究互聯互通,旨在有效地轉化流量為利潤。同時,互聯網公司亦正積極地尋找廣告以外的討利空間,並開拓海外市場及融入人工智能概念,為互聯網行業提供機會。(ca/cy)
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