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大行評級丨大和:阿里與E-Mart合組公司將加強在韓國市場的地位
格隆匯 12-30 10:23

大和發表報吿,阿里巴巴旗下韓國業務與E-Mart合組公司,相信對阿里的收入或盈利影響有限,但可能會加強在韓國市場的地位,認為AliExpress將韓國視為其中一個關鍵市場,與競爭對手Temu相比,在韓國的市場份額相對較具競爭力。

大和稱,E-Mart母企Shinsegae是韓國最大的零售營運商之一,今次合併可能在用户擴展方面對AliExpress有利。與此同時,Shinsegae的商家亦可能受惠於AliExpress的全球銷售網絡,將產品出口到國外市場。

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