反内卷下的快递江湖:极兔中国增速放缓,为何资本反而“抢筹”?

Ofweek光电信息网
Jul 10

过去两年由于国内互联网流量开发接近阶段性天花板,电商内卷加剧,业内外无一不再猜测、担忧快递行业未来的增长情况以及相关企业能否守住阵地。一轮又一轮大促活动举办、结束后发现,整个快递行业强者恒强趋势越发明显,且多市场发力成为新的主流趋势。而后者正在成为极兔速递弥补国内市场短板的后手。作为后来者,极兔速递确实在国内市场站稳了脚跟,但并不强势,进入2025年后其该市场业务量表现中规中矩,接近前5个月全国...

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