海豚投研
2022.06.22 13:51

看了一个申通 618 情况的纪要:说快递 4 月行业 12% 负增长(申通-7%),5 月 0.2% 的正增长(申通 8%);申通 6 月中下旬旺季同比 10%,整个六月两位数增长问题不大。

申通做的拼多多很多品类翻番,抖快都是几倍增长。

目前申通的包裹占比的话:淘宝 45%,PDD 35%,抖快各自不到 15%。

京东 GMV 增长也就 10%,那可能真正的增量是在 PDD 和抖快了。拼多多二季度有超预期的可能。

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