今年以来,京东、美团、阿里巴巴围绕外卖业务掀起的补贴大战引发广泛关注。随着三家公司陆续发布 2025 年第二季度财报,这场大战对各方业绩的影响逐渐浮出水面。作为发起者,京东外卖所属的新业务板块亏损在二季度大幅扩大。数据显示,一季度外卖业务未完全铺开时,新业务经营亏损 13.27 亿元,二季度 “外卖大战” 全面打响后,亏损飙升至 148 亿元。百亿补贴投入巨大,致使二季度京东集团经营利润由去年同期...
Source Link今年以来,京东、美团、阿里巴巴围绕外卖业务掀起的补贴大战引发广泛关注。随着三家公司陆续发布 2025 年第二季度财报,这场大战对各方业绩的影响逐渐浮出水面。作为发起者,京东外卖所属的新业务板块亏损在二季度大幅扩大。数据显示,一季度外卖业务未完全铺开时,新业务经营亏损 13.27 亿元,二季度 “外卖大战” 全面打响后,亏损飙升至 148 亿元。百亿补贴投入巨大,致使二季度京东集团经营利润由去年同期...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.