華凱易佰(300592.SZ):目前Temu對公司沒有影響
格隆匯7月21日丨有投資者向華凱易佰(300592.SZ)提問:海外拼多多對公司的影響?
華凱易佰回覆:目前Temu對公司沒有影響,主要原因有:(1)公司跟Temu主要銷售的產品價格區域不同,Temu集中在5-10美元,公司產品在15美元左右,重疊度不高。(2)在海外市場,Temu和亞馬遜的市場體量還有較大差距。(3)亞馬遜配套的倉儲物流系統成熟完善,客户體驗感遠超過其他平台。
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