《晚点Late Post》报道,美团(03690.HK) CEO王兴于2月最后一日召开总监级别以上的内部沟通会,集团最高决策层S-team的每一位成员都有发言。适逢今年为美团的15周年,除了核心本地商业,王兴提出在第二个十年他作为CEO将更为关注食杂零售、国际化和科技三个“新”方向。
食杂零售方面,对应长期使命“帮大家吃得更好,生活更好”,覆盖包括自营生鲜零售和平台零售业务;国际化指的是外卖等业务出海,包括已进入中东市场的Keeta及无人机等,美团希望其外卖市场规模达到千亿美元;科技方面,美团希望抓住AI机遇,建设大规模、全品类、有纵深且生态健康的本地商业系统。
目前,王兴关注的该三件事中,国际化的进展最快。美团外卖海外版Keeta在沙特正加速扩张,Keeta正考虑进入科威特及阿联酋。美团的出海战略以市场容量和发展潜力为核心导向,除了中东,集团亦正考虑日韩、北非及拉美等市场。
为加快扩张,消息指美团在价格合理的情况下,也会考虑直接收购海外平台加以改造。不过对已进入的市场,美团大概率不再考虑收购,而是重做一遍。眼下在沙特,Keeta正紧跟对手抢夺份额,投入不设上限,由美团副总裁、Keeta业务负责人仇广宇和原美团外卖战略及经营规划负责人王诗雨两位管理者主导,同步扩张中东市场和优化香港市场。(jl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-05 12:25。)
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