阿里“一体化电商生态”谋划:外卖与闪购的“利润率改善”,高德“到店战略”,组织变革

华尔街见闻
Sep 13

摩根大通认为,阿里正构建"一体化电商生态",通过四大驱动力改善外卖闪购盈利:用户结构优化、订单结构调整、履约效率提升和变现能力增强。推出"淘宝大会员体系"实现跨业务协同,高德地图凭借1.7亿日活优势切入本地服务市场。组织变革方面,合伙人数量缩减近半,管理层年轻化提升执行力。维持"增持"评级,认为精简运营和明确战略将带来可持续增长。阿里正在构建具有协同效应的"一体化电商生态",通过四大关键驱动力改善...

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