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瑞銀方錦聰料今年即時零售行業規模增長三成至7,600億人幣
瑞銀投資銀行中國互聯網行業研究主管方錦聰稱,預料今年即時零售行業(撇除外賣)潛在市場規模將按年增長30%至7,600億元,總額佔中國電商市場的約4%至5%。但他認為,即時零售並未侵蝕電商行業,主要是搶去了佔傳統夫妻店和便利店的份額,因相信商店庫存數字化轉型相對較慢,獲客策略也不太有效。 他預期,即時零售發展下短期內電商巨頭盈利預期將下調,而中期來看,電商平台預料會將資源投放到增長潛力更大的市場,如國際市場或AI,相信企業不會在即時零售市場中消耗資本。
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