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據報美團(03690.HK)擬定計劃 壓制阿里淘寶閃購
內地外賣平台激烈競爭下,阿里-W(09988.HK)(BABA.US)據報計劃在未來100天,每周推出「超級星期六」促銷活動後,更有管理層要求「淘寶閃購穩定在8,000萬單」。美團-W(03690.HK)據報同樣擬定作戰計劃,準備從單量上壓制阿里淘寶閃購,讓其每次補貼增加訂單量的效果都不明顯。內媒引述美團管理層指「你衝,我就衝;你不衝,我不衝」。 內媒「晚點Latepost」引述消息稱,美團上周已提前招募更多騎手,並設計了大量讓用戶自提外賣的免單券,以部署上述作戰計劃。但報道指,因美團單量更多,美團對京東-SW(09618.HK)、淘寶衝擊更多單量式的補貼跟進更謹慎,認為一旦參與補貼花費的成本更高。 根據長期關注美團的人士估計,美團今年預計至少要新增150億至200億元人民幣(下同)補貼,據稱如今的外送混戰「一個月就能燒掉近200億元」。
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