国信证券:即时零售市场空间突破3万亿 美团阿里竞争格局重塑

财中社
22 Jul

7月22日,国信证券发表研究报告称:即时零售市场空间突破3万亿,美团阿里竞争格局重塑。即时零售是通过线上即时下单,线下即时履约,依托本地零售供给,满足本地即时需求的零售业态。当前,即时零售的需求主要源于线下场景的转移,2024年市场规模已达7800亿元,近5年复合增长率高达46%。研究报告从“多、快、好、省”的维度分析,“快”是即时零售的核心优势,通过运营能力提升及供应链体系建设,有望缩小与远场...

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