美团核心本地商业CEO:订单量增长大部分是泡沫 “不想卷但不能不反击”

阿斯达克财经
Jul 17, 2025

美团核心本地商业CEO王莆中日前接受电视台访问时回应外卖平台大战,指“我们不想卷,但不能不反击”。他提到2.5亿的日订单量中绝大部分是泡沫,并举例2018年美团与滴滴在无锡开战,当天无锡的日订单量涨了三倍。但一年后,美团以无锡订单与苏州、常州做对比,发现与没有打外卖战的城市相比,根本没有额外的增长。他又以江苏宿迁为例,指在各大平台的补贴下,当地2个月的即时零售订单量涨了4倍,但当中绝大多数是泡沫。...

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