快递无人车配送技术升级,引发市场对叮咚买菜前景两极分化。叮咚买菜(DDL)今日盘前股价大跌6.6%,引发市场广泛关注。
从正面看,叮咚买菜在杭州地区进行的无人车配送测试是公司致力于科技创新的一个体现。无人车有望提高配送效率、扩大服务覆盖范围、增加单趟运力承载量、缓解人力运力紧张状况等。长远来看,无人配送系统的推广将有助于缓解公司人力资源供给压力,降低人工成本支出,从而改善公司微薄的净利润率。
但从负面看,引入无人配送系统需要大量前期资金投入,叮咚买菜作为一家处于早期发展阶段的新兴公司,在现金流方面存在一定压力。同时,公司近期也发生仓管员猝死事件,存在用工合规和社会责任问题,这或许也令部分投资者对公司前景持谨慎态度。
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