京東:零售和本地生活戰略不變 外賣業務維持合理利潤率
內媒報道,京東集團(09618.HK)首席執行官許冉指,公司特別鼓勵創新,例如過去兩年家政業務發展得很快,但是整體而言,即時零售和本地生活兩個戰略方向不會變。被問到京東外賣近期補貼力度很大,是否以規模換利潤,許冉指補貼不一定能換來規模,關鍵是產品和用戶體驗,而公司見到目前外賣業務的用戶復購及用戶轉化情況非常好,長期而言希望外賣是一個可持續發展的業務,亦不追求實現超過行業合理的利潤率,希望能夠維持一個比較合理、甚至低於行業平均水平的利潤率,讓合作夥伴與公司形成長期共贏的合作關係。
許冉表示,京東外賣發展100多天,外賣的日訂單量已超過2,500萬,遠遠超過公司預期,而行業亦有很多痛點,涵蓋商家端、騎手端和用戶端;外賣賽道仍很寬廣,可以容得下多個平台。但她亦表示聽到有關送餐路線變化、考核分數不准等的意見,團隊在快速彌補,公司亦會與騎手溝通。
她又提到,公司邀請了很多騎手協作設計產品和算法,包括騎手的權益保障體系的設計。目前京東外賣全職騎手已突破12萬人,比原先計劃達成時間大大提前。由於訂單增長大幅超出預期,次季度末全職騎手將超過15萬人。如計上「五險一金」福利,全職騎手整體收入比其他平台的高頻跑單騎手高出近50%。
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