纵览电商之十四:如何看待即时零售的增长空间和盈利路径

长江证券
Aug 07

引言:为何当前我们研究即时零售今年以来,互联网电商加速抢滩即时零售业务,行业成为继社区拼团、直播电商、跨境电商后的新增长点,为何当前时点即时零售赛道再次爆发?本文将给予回答。同时,我们将针对行业后续的增长路径、空间和效率提升空间重点分析。复盘:即时零售的前世今生回顾行业历史,我们认为即时零售当前爆发的核心原因:第一,由于社会化履约设施的成熟是行业爆发的前提,2023 年以叮咚买菜、小象超市为代表的...

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