美团收购叮咚买菜，会不会触发反垄断审查？甚至可能被叫停。

MooreCap

02-05

1:市场份额过高，会不会形成“市场支配地位”？

2:破坏“有效竞争”，有没有可能导致消费者受损？

现在监管趋严，新规对“竞争损害”评估更严格。合并后美团在前置仓生鲜即时零售市场的份额预计将达到 50%-80%。反垄断审查周期可能长达6-12个月

$叮咚买菜(DDL)$ $美团ADR(MPNGY)$ $美团-W(03690)$

修改于：02-05

美团拟7.17亿美元收购叮咚买菜完成全资控股推动即时零售升级

美团宣布拟以7.17亿美元收购中国大陆领先生鲜电商叮咚买菜全部股份，叮咚买菜将成为美团全资附属公司，财务并入美团报表。交易将推动美团即时零售业务提质升级。转让方可提取不超过2.8亿美元资金，确保叮咚净现金不低于1.5亿美元。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

老严98
02-05
老严98
我也感觉不对，jd都收不了美团更加离谱，本身叮咚的份额不算小在业内，美团整合过去差不多得有1/3、1/3真题份额了吧
Mediator
02-05
Mediator
叮咚什么体量，个别区域性的小连锁，不至于，又不是美团收购饿了么
- Mediator回复老严98:
  但美团自己的买菜好像已经基本关掉了，收购之后买菜配送更是基本转移到叮咚，要做大叮咚是肯定的，但说垄断肯定不至于
- 老严98:
  看市场份额的话叮咚在生鲜整体占比跟盒马都有一拼...个体占比20左右，美团收回去基本上可以吃掉一半的生鲜市场了
不高兴的小欣
02-05
不高兴的小欣
不会，体量太小，国家会养着肥了再说
- Sacred Rabbit:
  养肥了在宰

发表看法

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