股道自然
08-12 18:35
狗东一句话,我完全没参与,让全社会眼前一黑
京东CEO徐冉谈“反制美团”:不关注对手 京东入局外卖 是看到行业痛点在放大
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href=\"https://laohu8.com/S/03690\">美团</a>闪购已渗透3C、家电等京东核心品类,日订单达1800万单。京东下场做外卖,是忌惮美团的边界扩张吗?</p><p>许冉回应称,对于3C家电这类商品,不能仅关注单量,更应看重GMV(商品交易总额)。</p><p>据媒体报道,目前闪购平台带电品类主要集中在数据线等满足临时需求且价值较低的产品。相比京东,闪购在3C家电领域的GMV几乎微不足道。</p><p>她进一步指出,今年以来,京东在带电品类上的优势不仅得以保持,还在进一步扩大。因此,京东并不担忧美团闪购的扩张会对京东产生多大影响。</p><p>许冉强调,京东在开展业务时,更多是基于业务自身的发展规划来决策。</p><p>她透露京东涉足即时零售领域已有多年,并且连续多年来都将“即时零售”视为“必赢之战”。</p><p>京东需要一个重大的突破口,让即时零售业务能够真正脱颖而出。多年来,京东也一直在探索实现这一“必赢之战”的破局之道。</p><p>随着调研的不断深入,京东发现外卖行业存在十分明显的痛点。在京东看来,这恰恰是一个机会。</p><p>许冉解释道,如果行业本来已经充分竞争,没有垄断,形成一个骑手、商家、用户、行业共赢的生态,这时候京东再杀进来就没什么机会了。</p><p>而真实情况是,外卖行业的痛点不仅多年来没有解决,还在被放大,京东选择入局外卖,出发点在于解决行业痛点,而不是为了去“反制”谁。</p><img src=\"https://e.thsi.cn/img/a8e07bf8c59cb176\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250812161544a6e13add&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技8月12日消息,近日,京东集团SEC副主席、京东集团CEO许冉接受《中国企业家》访谈。在访谈实录中,其中一个话题聚焦于“反制美团”。媒体提问:美团闪购已渗透3C、家电等京东核心品类,日订单达1800万单。京东下场做外卖,是忌惮美团的边界扩张吗?许冉回应称,对于3C家电这类商品,不能仅关注单量,更应看重GMV(商品交易总额)。据媒体报道,目前闪购平台带电品类主要集中在数据线等满足临时需求且价值...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250812161544a6e13add&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc 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