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一家外資020在中國遭遇的競爭

一家外資020在中國遭遇的競爭

Hilary Brueck 2016年03月06日
對于蘋果或優步在中國的長遠表現,現在做出預測仍為時尚早,但至少在餐飲行業,事實已經證明,面對本土同行的激烈競爭,外來競爭者恐無力招架。

中國的送餐行業競爭激烈。

事實已經證明,德國初創公司Delivery Hero,很難在中國競爭日益激烈的送餐市場中分得一杯羹。

這家大型送餐服務公司于2008年創建于瑞典,估值為31億美元,業務遍及五大洲。但在中國,該公司卻表示訂餐服務市場的競爭日益激烈。Delivery Hero在2012年便進入了中國市場。

公司聯合創始人尼克拉斯?奧斯伯格告訴Tech Crunch:“中國市場的競爭已經失去理智,各大公司通過向用戶提供免費食物和不向餐廳收取傭金的方式搶占市場。”

Delivery Hero公司表示,在中國市場的投資過于不合理,因此公司將在未來兩個月內剝離中國業務。

最近,其他中國公司一直在加大對送餐行業的投資。2015年12月份,阿里巴巴集團在中國訂餐平臺餓了嗎投資了12.5億美元。據彭博社報道,該電子商務巨頭目前為該送餐初創公司的控股股東,公司估值45億美元。

中國搜索引擎百度也在計劃為其旗下的送餐服務百度外賣融資5億美元。

但送餐并非唯一一個競爭激烈的市場:面對本土競爭對手滴滴快的的激烈競爭,優步報告稱其在中國將每年損失10億美元。上個月登陸中國的蘋果支付(Apple Pay),則面臨阿里巴巴支付寶和騰訊移動錢包財付通等本土應用的激烈競爭。

對于蘋果或優步在中國的長遠表現,現在做出預測仍為時尚早,但至少在餐飲行業,事實已經證明,面對本土同行的激烈競爭,外來競爭者恐無力招架。(財富中文網)

譯者:劉進龍/汪皓

Food delivery in China is a cutthroat business.

Taking a bite out of China’s increasingly competitive food delivery market has proven to be too tough to chew for the German-based startup Delivery Hero.

The massive delivery service that started in 2008 in Sweden is valued at $3.1 billion and operating on five continents. But in China, where Delivery Hero has been open since 2012, the company says the competition for on-demand food is heating up.

Delivery Hero co-founder Niklas Ostberg told Tech Crunch, “The competition in China has become anything but sane, where companies have been flooding the markets with free food to users and no commission to restaurants.”

Delivery Hero said the investment required in China is too steep, and the company will be divesting over the next couple months.

Recently, other Chinese companies have been investing heavily into the food delivery business. Alibaba invested $1.25 billion in local delivery service Ele.me in December of last year. Bloombergreports the e-commerce giant now controls the food delivery startup valued at $4.5 billion.

And Chinese search engine Baidu is also looking to raise around $500 million for its own food delivery service, Baidu Waimai.

But food delivery isn’t the only cutthroat market: Uber recently reported the company is losing $1 billion a year in the country amid fierce competition from local competitor Didi Kuaidi. And Apple paylanded in China last month but faces steep competition in the country from native apps like Alibaba’s Alipay and Tencent’s mobile wallet Tenpay.

While it’s a little too early to make predictions on how Apple or Uber will fare in the long run in China, at least when it comes to food business, the local competition can prove a little tough to swallow.

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