运输行业周报:即时零售兴起 交运有哪些机会?

长江证券
14 Jul

即时零售兴起,交运有哪些机会?2025 年中国即时零售市场规模有望突破7000 亿元(不含餐饮外卖),约占中国实体网络零售额5%以上,正迎来爆发式增长。作为开篇专题,我们解答以下3 个问题。第一,消费需求为何转向即时零售?消费行为从远场电商向近场零售的“即时满足”转变,深层逻辑是:1)家庭结构小型化,驱使原先的“囤货式”消费被“少量多次”的采购所取代;2)生活节奏加快后,“时间与价值的交换”下,...

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