《大行》汇丰:“闪购”市场目标受众或较小 美团(03690.HK)将保持领先地位

阿斯达克财经
Jun 12, 2025

汇丰环球研究发表报告指,内地“闪购”市场竞争日益激烈。应会推动整体即时零售市场增长,但增长可能主要由线下零售支撑,部分来自传统电商。该行料内地整体零售需求不会显著上升。据商务部国际贸易经济合作研究院估计,中国即时零售市场将从去年约7,800亿元人民币增至2030年2万亿元人民币,意味年复合增长率17%,到2030年占总零售需求的4%,较去年翻倍。该行专有分析显示,即时零售虽提供便利并满足紧急需求,...

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