自 2025 年 4 月以来,京东、阿里、美团三大巨头在即时零售赛道的交锋已持续半年。这场被业内称为 “史上最激烈” 的赛道争夺战,以百亿级补贴为武器,以规模扩张为目标,最终在三季报中留下了 “集体盈利承压” 的成绩单。数据显示,二三季度三大平台合计少赚近 800 亿元,美团录得上市以来最大亏损,阿里、京东净利润同比降幅均超五成。在烧钱大战触及成本红线后,阿里宣布收缩补贴投入,美团明确拒绝价格战,...
Source Link自 2025 年 4 月以来,京东、阿里、美团三大巨头在即时零售赛道的交锋已持续半年。这场被业内称为 “史上最激烈” 的赛道争夺战,以百亿级补贴为武器,以规模扩张为目标,最终在三季报中留下了 “集体盈利承压” 的成绩单。数据显示,二三季度三大平台合计少赚近 800 亿元,美团录得上市以来最大亏损,阿里、京东净利润同比降幅均超五成。在烧钱大战触及成本红线后,阿里宣布收缩补贴投入,美团明确拒绝价格战,...
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