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京東(09618.HK)CEO許冉:「惡性補貼」最終是多輸局面 京東不會參與
阿思達克 08-12 15:27
針對中國內地外賣平台近期「內捲式」的外賣大戰,京東-SW(09618.HK)(JD.US)SEC副主席、京東集團CEO許冉近日首次表示,7月以來的外賣市場存在泡沫,「惡性補貼」既沒有模式創新,也不產生增量價值,還對商家產生了非常大的困擾,對行業也是一個擾亂價格體系的動作,所以最終會是一個多輸局面,強調「不會參與這種惡性內捲,這個非常明確」。 許冉接受《中國企業家》專訪時表示,內地外賣平台宣布外賣補貼等方法沒意義,形容一些平台即使拿到1.5億單,「大家都知道,這就是一個泡沫,是『內捲式』的惡性競爭,也是非理性的不正當競爭。」 許冉又形容,該輪補貼大戰是既沒有模式創新,也不產生增量價值,本質上仍然是以打壓對手為目的的價格戰,已經造成商家、騎手、消費者和餐飲行業多輸局面。她舉例指出,短期訂單量激增甚至增加了商家的成本,讓商家陷入兩難境地,故京東不支持這種做法,也沒有參與7月份以來的「惡性補貼」。 許冉又強調京東不做沒有長期價值的事,其補貼力度是平穩的,沒有參與衝單行為,補貼策略也更精準,希望把錢投在用戶真正有需求的品類上。
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