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一家外资020在中国遭遇的竞争

一家外资020在中国遭遇的竞争

Hilary Brueck 2016年03月06日
对于苹果或优步在中国的长远表现,现在做出预测仍为时尚早,但至少在餐饮行业,事实已经证明,面对本土同行的激烈竞争,外来竞争者恐无力招架。

中国的送餐行业竞争激烈。

事实已经证明,德国初创公司Delivery Hero,很难在中国竞争日益激烈的送餐市场中分得一杯羹。

这家大型送餐服务公司于2008年创建于瑞典,估值为31亿美元,业务遍及五大洲。但在中国,该公司却表示订餐服务市场的竞争日益激烈。Delivery Hero在2012年便进入了中国市场。

公司联合创始人尼克拉斯•奥斯伯格告诉Tech Crunch:“中国市场的竞争已经失去理智,各大公司通过向用户提供免费食物和不向餐厅收取佣金的方式抢占市场。”

Delivery Hero公司表示,在中国市场的投资过于不合理,因此公司将在未来两个月内剥离中国业务。

最近,其他中国公司一直在加大对送餐行业的投资。2015年12月份,阿里巴巴集团在中国订餐平台饿了吗投资了12.5亿美元。据彭博社报道,该电子商务巨头目前为该送餐初创公司的控股股东,公司估值45亿美元。

中国搜索引擎百度也在计划为其旗下的送餐服务百度外卖融资5亿美元。

但送餐并非唯一一个竞争激烈的市场:面对本土竞争对手滴滴快的的激烈竞争,优步报告称其在中国将每年损失10亿美元。上个月登陆中国的苹果支付(Apple Pay),则面临阿里巴巴支付宝和腾讯移动钱包财付通等本土应用的激烈竞争。

对于苹果或优步在中国的长远表现,现在做出预测仍为时尚早,但至少在餐饮行业,事实已经证明,面对本土同行的激烈竞争,外来竞争者恐无力招架。(财富中文网)

译者:刘进龙/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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