《大行》交銀國際:內地互聯網平台齊佈局生活消費業務 料美團(03690.HK)仍維持外賣六成市場佔有率
交銀國際發表研究報告指,阿里-W(09988.HK)日前宣布將餓了麼及飛豬等業務併入電商事業群,而美團-W(03690.HK)亦宣布升級美團閃購品牌,兩大互聯網平台一同加碼整合消費資源,預期阿里通過聚合即時零售、電商及旅遊需求,正從電商平台發展為生活消費平台,預期整合業務有助提升淘寶用戶忠誠度,亦可推動全平台全品類轉化率增長。
該行指,美團調整經營佈局,美團優選業務退出部分虧損區域,並將重心放在即時零售及小象超市前置倉業務,預期可形成即時零售、電商及本地生活全鏈條消費生態。該行又認為,雖外賣業務面對市場競爭,但美團具有商家及運力儲備優勢,估計按GMV計算其市佔率仍將維持為60%。
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