拼多多(PDD)周二盘中大幅下跌5.45%,引发市场关注。
公司最新财报显示,第三季度营收同比增长44.33%、净利润同比增长60.78%,增速较上一季度大幅放缓。主要原因是拼多多为扶持商家、拓展新兴市场而加大了各种补贴力度,付出了较大成本,导致毛利率下降至60.03%。
拼多多长期依赖"百亿补贴"和低价拉动流量,但这种营销模式也受到质疑。一方面,对中小商家而言,拼多多过度侧重低价,可能会"挤压商家利润",令模式难以持续。另一方面,在行业竞争加剧情况下,淡马锡电商巨头也纷纷推出价格战,给拼多多带来较大压力。还有观点认为,电商平台的低价模式可能会对中国品牌和产业造成一定伤害。
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