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美團(03690.HK)王興:將不惜代價贏得競爭 料第二季核心本地商業營業利潤按年大降
據內媒報道,美團(03690.HK)(MPNGY.US)CEO王興在財報業績會上表示,市場競爭有助於促進行業發展,尤其有助於閃購爲代表的即時零售加速發展,但低質低價的「內卷式」競爭長遠來看不可持續。 王興認爲,競爭最終需要回到商業的本質,內地外賣行業已經發展到新階段,外賣平臺和商戶都不應回到很多年前依靠激進補貼驅動的競爭模式,平臺需要同時服務好消費者、商家和騎手等各方利益相關者,才能可持續發展。 對於京東(09618.HK)(JD.US)「百億補貼「對美團外賣業務造成的影響,王興坦言,美團將不惜代價贏得競爭。過往美團曾經歷幾輪非常激烈的競爭,相信美團今次也能獲勝。美團歡迎新玩家進入市場,認爲外賣行業有巨大的潛力。不過關注到當前行業競爭中,有些補貼是非理性的。 王興表示,美團可能會在短期內在財務情況上出現波動,會堅持公平有序的競爭原則,會按照承諾增加生態投資,預計2025年第二季度核心本地商業收入的增長率會低於去年同期,營業利潤率按年大幅下降,無法預計行業內的非理性競爭會持續多久,但相信美團能夠扞衛和鞏固自身地位。
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