[社会] 外卖界的"三国杀" 美团开撕饿了么(双语) - 今日头条

[社会] 外卖界的"三国杀" 美团开撕饿了么(双语)

来源:搜狐教育 2015-12-28 15:16:00

26日,在饿了么获得阿里巴巴的12.5亿美元融资后,外卖界三国鼎立的局势初现端倪:饿了么(阿里巴巴)、百度外卖、美团外卖(腾讯持股)。BAT三巨头再度聚首又是一场腥风血雨。

Afterpouringbillionsofdollarsintoawidecrosssectionofindustries,e-commerceconglomerateAlibabaGroupHoldingLtdhasdevelopedahungerforonlinefooddeliveryservices.

TheHangzhou-basedAlibabaplanstoinvest$1.25billioninfooddeliveryapplicationele.me,saidareportpublishedinleadingbusinessnewssitecaixin.comonFriday.

资料显示阿里巴巴将会持有饿了么27.7%的股份,成为其最大的股东。

ThereportcitinganonymoussourcessaidthatAlibabawillobtaina27.7percentstakeinele.me,becomingtheShanghai-basedapp'sbiggestshareholder.

"饿了么"这个简单明了的名字,象征着其在外卖行业数一数二的地位,而阿里巴巴此举也是为了使其在中国这个冉冉升起的外卖业站稳脚跟,尤其是在与老对头腾讯和百度的对抗中。

Ele.me,whichcanbedirectlytranslatedinto"Hungry?",isexpectedtohelpAlibabagainastrongerfootholdinChina'sboomingonline-to-offlinemarket,especiallywhenitcomestothefightinthefooddeliverysectoragainstInternetgiantsTencentHoldingsLtdandBaiduInc.

在投资饿了么之前,阿里巴巴持有美团10%左右的股份,合并后业界传出阿里巴巴欲抛售美团股票,从动作来看,阿里已经放弃进一步控股美团,腾讯对新美团的控制权已有大过阿里的趋势。

自美团与大众点评合并、阿里巴巴全力扶持支付宝口碑以来,美团与阿里巴巴的关系也从合作走向了竞争,且竞争态势日益激烈。

Alibaba,whichinitiallyinvestedinMeituan,anonlinecouponsitewithfooddeliverybusiness,hasseenitsstakeinthecompanydroptoasingledigitafterMeituanmergedwithitsformercompetitorDianpinginOctober.

"Alibabaalwaysmakesinvestmenttotakecontrol.Itmakesalotofsenseforittoinvestinele.me,"saidLuZhenwang,anInternetexpertandthechiefexecutiveofficeroftheShanghai-basedWanqingConsultancy.

有关人士表示,自从美团和大众合并,阿里巴巴对美团的控制力不断走低,阿里想要稳固自己在餐饮O2O市场的地位,于是重启口碑网,引发美团的不满,双方今后合作的可能性不大,所以阿里选择转投饿了么。饿了么的身价之所以如此之高,是由于外卖O2O市场空间广阔,前景好,而饿了么在这个行业中具有先发优势,与此同时,饿了么作为垂直型平台专业性强,此外,饿了么占据市场份额近三成,具有相当重要的战略位置。

HesaidtheO2OfoodsectorhasbecomethelatestbattlefieldforChina'sInternettrio."BaiduisequippedwithonlinefoodcouponsiteNuomianddeliveryappBaiduTakeout.TencentcanoffersimilarservicesviathenewlymergedMeituanandDianping-onlinecouponandrestaurantreviewapps,andMeituanTakeout,"

"Withthelatestinvestment,AlibabahasonlinefoodcouponsiteKoubeiandfooddeliveryappele.me,"hesaid.

据第三方数据显示,腾讯所支持的美团app在应用排行中名列第三位,百度外卖排在第六位。2014年底,外卖app在中国迅速升温,强大的折扣力度是外卖app的卖点,几十亿元人民币全部用在了补贴餐馆的恶性竞争中。

InthereportreleasedbyTalkingData,athird-partyappresearchcompany,Tencent-backedMeituanTakeoutrankedthethirdandBaiduTakeoutrankedsixth.

China'sfooddeliveryappmarkethasseenrapidgrowthsincelate2014withserviceprovidersofferingmassivediscountstolureusers.Thecutthroatsubsidycompetitionhasburnedbillionsofyuanfromplayers.

"阿里巴巴的投资让饿了么有了竞争的资本,但是这种近乎烧钱的行为真的能让外卖行业得到长足发展么?"电子商务观察者、万擎咨询CEO鲁振旺说。

"WithAlibaba'sinvestment,ele.mewillhavemorecashtocompete.ButIdoubtacash-burningcompetitionisasustainablewayforgrowth,"saidLu.

版权所有:CRINEWSPlus英语环球广播

转载请获得许可

点击查看原文

相关链接