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中信建投:百度“蘿蔔快跑”已初具商業化落地能力
中信建投研報認為,百度“蘿蔔快跑”近三季度每季度維持80萬次以上服務量,已初具商業化落地能力,目前主要通過補貼後的低價和新奇感,雙重刺激提升消費者的消費情緒。通過中長期降本,“蘿蔔快跑”有望在中期實現單車日均盈利25.4元,回本週期6.17年;在長期實現單車日均盈利133.04元,回本週期2.72年。如果“蘿蔔快跑”能在試點城市/一二線城市/全國範圍推廣,中性預期下市場空間可達426億元/529億元/1553億元,對應利潤142億元/176億元/516億元。
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