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《大行》高盛列出內地電商平臺於「618購物節」期間GMV增長比較預測(表)
高盛發表中國互聯網行業報告,列出內地電商平臺於「618購物節」期間總交易額(GMV)增長預測: 股份│市場份額預測│總交易額(GMV)增長率預測 阿里巴巴-W(09988.HK)│42%│+6% 京東-SW(09618.HK)│25%│+15% 拼多多(PDD.US)│14%│+11% 抖音│16%│+16% 快手-W(01024.HK)│3%│+14% ------------------------ 行業線上GMV增長│-│11% 包里總量增長│-│15% 高盛亦列出據星圖數據列出內地今年及去年「618購物節」B2C(企業直接向消費者銷售產品)的GMV預測比較(不包括淘寶): 分項│2025年「618購物節」│2024年「618購物節」 (1)電商平臺GMV預測│8,566億人民幣│7,785億人民幣 按年變幅│+15.2%│-2.5% 時間│大部分平臺由5月13日開始│天貓自5月20日開始、京東自5月31日開始 市場份額│天貓第一、京東第二及抖音第三│天貓第一、京東第二及拼多多第三 ---------------------------------------------- (2)即時零售GMV預測│296億人民幣│249億人民幣 按年變幅│+18.7%│+2.5% 市場份額│美團閃購第一、京東到家第二、餓了麼第三│美團閃購第一、京東到家第二、餓了麼第三 ---------------------------------------------- (3)社區團購GMV預測│126億人民幣│139億人民幣 按年變幅│-9.1%│-16.8% 市場份額│多多買菜第一、美團優選第二、興盛優選第三│多多買菜第一、美團優選第二、興盛優選第三
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