中金公司:预计即时零售不易颠覆电商市场格局

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26 Jun

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转自:新华财经

新华财经北京6月26日电 中金公司研报表示,在硬件技术没有突破的前提下(例如无人配送),即时零售的履约成本很难与快递相提并论。考虑到国内电商平台平均客单价50-100元的区间,理论上大部分较低客单价的SKU仍会明显感受到即时零售与快递两种不同履约方式带来的成本差异。也正因此,能因为“快”而牺牲“省”的,仅仅是针对部分场景、部分人群,因此很难对已有电商格局形成颠覆。

编辑:刘铭

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