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《大行》高盛列出內地電商平臺近期即時零售業務發展(表)
高盛發表中國電商行業報告,列出內地電商平臺近期即時零售發展: 1)美團-W(03690.HK) 餐飲外賣:自6月以來日均外賣訂單量9,000萬宗以上 即時零售:在618購物節期間用戶1億戶以上 美團閃購60餘類商品成交額增長超1倍 2)阿里-W(09988.HK) 餐飲外賣:將餓了麼與淘寶閃購日訂單量合計 5月26日(日訂單數4,000萬宗)->6月23日(日訂單數6,000萬宗) 至8月底目標爭日訂單數8,000萬宗 3)京東-SW(09618.HK) 餐飲外賣:6月日均外賣訂單量2,500萬宗以上 騎手:6月中聘請全職騎手逾12萬名 至6月底爭突破15萬名
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