Competition Could Grow in China's On-Demand Market -- Market Talk

Dow Jones

2025/06/12

0913 GMT - Competition could become stiffer in China's on-demand market, HSBC research analysts say in a note. Alibaba Group could leverage cross-selling opportunities on e-commerce platform Taobao's massive user base, the analysts say. JD.com's edge in consumer electronics and fast-moving consumer goods remain its strongest line of defense, the analysts note. They add that it may take time for JD.com to expand its delivery network to meet the surge in orders. Delivery efficiency and an expansive network of warehouses will likely defend Meituan's leadership position, even in the medium run, the analysts say. They maintain a buy rating on Meituan, Alibaba and JD.com. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

June 12, 2025 05:13 ET (09:13 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券 | 轻松买卖美股港股A股/美债/ETF/Crypto/期权期货","description":"老虎证券提供多项优惠： 港股&Crypto 0佣0平台费、A股通一年免佣、美股期权0佣、IPO打新0融资利息0手续费。 美股1美元起投，免费实时行情与多种工具，立即开户享更多优惠！","keywords":"老虎证券,老虎证券开户,老虎证券香港,老虎证券登录,老虎证券官网,香港证券开户,证券公司开户,股票开户,香港证券公司,香港证券,证券公司,股票投资,投资app,投资平台,股票买卖,股票交易平台,股票app,证券app,新手投资","social":{"ogDescription":"老虎证券提供多项优惠： 港股&Crypto 0佣0平台费、A股通一年免佣、美股期权0佣、IPO打新0融资利息0手续费。 美股1美元起投，免费实时行情与多种工具，立即开户享更多优惠！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2542911965"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2542911965\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2542911965?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-06-12 17:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2542911965","market":"sg","top_or_hot":-1,"title":"Competition Could Grow in China's On-Demand Market -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0913 GMT - Competition could become stiffer in China's on-demand market, HSBC research analysts say in a note. Alibaba Group could leverage cross-selling opportunities on e-commerce platform Taobao's massive user base, the analysts say. JD.com's edge in consumer electronics and fast-moving consumer goods remain its strongest line of defense, the analysts note. They add that it may take time for JD.com to expand its delivery network to meet the surge in orders. Delivery efficiency and an expansive network of warehouses will likely defend Meituan's leadership position, even in the medium run, the analysts say. They maintain a buy rating on Meituan, Alibaba and JD.com. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 12, 2025 05:13 ET (09:13 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Competition Could Grow in China's On-Demand Market -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCompetition Could Grow in China's On-Demand Market -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-06-12 17:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0913 GMT - Competition could become stiffer in China's on-demand market, HSBC research analysts say in a note. Alibaba Group could leverage cross-selling opportunities on e-commerce platform Taobao's massive user base, the analysts say. JD.com's edge in consumer electronics and fast-moving consumer goods remain its strongest line of defense, the analysts note. They add that it may take time for JD.com to expand its delivery network to meet the surge in orders. Delivery efficiency and an expansive network of warehouses will likely defend Meituan's leadership position, even in the medium run, the analysts say. They maintain a buy rating on Meituan, Alibaba and JD.com. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 12, 2025 05:13 ET (09:13 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0501845795.SGD","symbol_name":"瑞银大中华区股票基金P Acc SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2542911965","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2542911965","pubTimestamp":1749719580,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0913 GMT - Competition could become stiffer in China's on-demand market, HSBC research analysts say in a note. Alibaba Group could leverage cross-selling opportunities on e-commerce platform Taobao's massive user base, the analysts say. JD.com's edge in consumer electronics and fast-moving consumer goods remain its strongest line of defense, the analysts note. They add that it may take time for JD.com to expand its delivery network to meet the surge in orders. Delivery efficiency and an expansive network of warehouses will likely defend Meituan's leadership position, even in the medium run, the analysts say. They maintain a buy rating on Meituan, Alibaba and JD.com. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"89988":"阿里巴巴-WR","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BABA":"阿里巴巴","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","BK4509":"腾讯概念","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","HBBD.SI":"Alibaba HK SDR 5to1","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","MPNGY":"美团ADR","LU1051768304.USD":"贝莱德新兴市场股票收益A6","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","JD":"京东","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0348783233.USD":"安联东方收入型 CI A Dis美元","09988":"阿里巴巴-W","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","03690":"美团-W","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","HMTD.SI":"Meituan HK SDR 5to1","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4614":"Manus概念股","BK1589":"北水核心资产","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","09618":"京东集团-SW","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","BK1233":"餐馆"},"translate_title":"中国点播市场的竞争可能会加剧——Market Talk","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"09618":0.6,"03690":0.9,"BABA":0.9,"ALBmain":0.6,"MPNGY":0.6,"09988":0.9,"METmain":0.6,"HMTD.SI":0.6,"JD":0.9,"HBBD.SI":0.6},"content_text":"0913 GMT - Competition could become stiffer in China's on-demand market, HSBC research analysts say in a note. Alibaba Group could leverage cross-selling opportunities on e-commerce platform Taobao's massive user base, the analysts say. JD.com's edge in consumer electronics and fast-moving consumer goods remain its strongest line of defense, the analysts note. They add that it may take time for JD.com to expand its delivery network to meet the surge in orders. Delivery efficiency and an expansive network of warehouses will likely defend Meituan's leadership position, even in the medium run, the analysts say. They maintain a buy rating on Meituan, Alibaba and JD.com. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 12, 2025 05:13 ET (09:13 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}