据内地媒体引述多个知情人士指,抖音生活服务2023年的目标为1,500亿元人民币(下同),该目标约为上一年GMV的两倍,该数字已超过美团(03690.HK) 一年到店酒旅交易额的三分之一。
具体来看,餐饮承担一半的GMV目标,计划完成750亿元,到综计划完成450亿元,酒旅计划完成300亿元。
据一位知情人士表示,内部对1,500亿元的新目标很有信心,但由于本地生活一年的重要时间节点往往从“五一”等旅游旺季开始,预计主要增长会在6月份之后,上半年预计有15%的增长。而内部目前预计的抖音生活服务GMV天花板为2,600亿元至2,800亿元。(ta/w)(港股报价延迟最少十五分钟。沽空资料截至 2023-01-13 16:25。)
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