2026年一开场,即时零售市场就火药味十足。美团与叮咚买菜同步发布公告,确认美团将以初始代价7.17亿美元收购叮咚买菜中国的全部业务。作为最后的非头部独立平台,这次交易被解读为生鲜电商多头竞争的终结。叮咚买菜被美团收购,也标志着即时零售大战进入巨头直接对决的时期。作为高频、高利润市场,生鲜自然是即时零售必争的核心战场。从公司的角度看,叮咚买菜占据生鲜关键赛道、深耕前置仓模式、经营扭亏为盈,这些特征...
Source Link2026年一开场,即时零售市场就火药味十足。美团与叮咚买菜同步发布公告,确认美团将以初始代价7.17亿美元收购叮咚买菜中国的全部业务。作为最后的非头部独立平台,这次交易被解读为生鲜电商多头竞争的终结。叮咚买菜被美团收购,也标志着即时零售大战进入巨头直接对决的时期。作为高频、高利润市场,生鲜自然是即时零售必争的核心战场。从公司的角度看,叮咚买菜占据生鲜关键赛道、深耕前置仓模式、经营扭亏为盈,这些特征...
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