电商行业2024年二季度财报总结：竞争持续用户体验为先盈利能力凸显韧性

招商证券股份有...09-14

2024 上半年电商行业渗透率同比继续提升，低价竞争持续平台收入均有所承压，供过于求背景下各平台强调用户体验为先、加大投入优化服务，同时商家竞争加剧ROI 要求降低，平台货币化/议价能力提升，上半年利润整体超预期。展望下半年，各平台追求GMV 增长同时全年利润有望保持韧性，此外阿里、京东等高额股东回报有望延续，估值底部看好优质消费互联网电商龙头价值提升空间，推荐阿里巴巴、京东、拼多多、唯品会。行业...

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电商行业2024年二季度财报总结：竞争持续用户体验为先 盈利能力凸显韧性

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电商行业2024年二季度财报总结：竞争持续用户体验为先盈利能力凸显韧性