外卖大战行业报告

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The intensity of competition between eCommerce players and local services leader Meituan in food delivery/instant shopping has elevated to a new level. Unlike previous investments by eCommerce players that were scaled back within a few quarters, we believe the duration of investments this time will extend for longer— given all of the companies are shifting focus to become China’s ‘everyday app’ for transactions across goods and services.

The everyday app battle in eCommerce foodinstant delivery TAM.pdf

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关键词：行业报告 Transactions investments Competition Transaction