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<script>window._bd_share_config={"common":{"bdSnsKey":{},"bdText":"","bdMini":"2","bdMiniList":false,"bdPic":"","bdStyle":"0","bdSize":"16"},"share":{"tag":"share_1","bdSize":32,"bdCustomStyle":"http://ats.taiwan.cn/homepage2021/css/bgBdShare2021.css"}};with(document)0[(getElementsByTagName('head')[0]||body).appendChild(createElement('script')).src='http://103.249.53.35/gate/big5/bdimg.share.baidu.com/static/api/js/share.js?v=89860593.js?cdnversion='+~(-new Date()/36e5)];</script>  </div> </div> <div id="bdShareBtn"></div> </div>  </div> <div class="contentArea"> <div class=TRS_Editor><p align="justify">　　中新網8月23日電在公佈2019財年第一財季財報時，阿里巴巴還向市場公佈了另一個消息：組建一個新的本地生活服務控股公司，旗下囊括口碑、餓了麼兩大平臺，並募集30億美元融資。</p> <p align="justify">　　本地生活服務領域作為阿裏新零售戰略的核心之一，阿裏此舉意在給口碑和餓了麼兩大平臺輸送更多資源，使他們能夠在本地生活服務領域搶佔更多市場，發揮更大影響力。同時有分析認為，阿里加碼佈局本地生活服務領域的舉動，無疑會讓正在尋求IPO的美團承受更多壓力。</p> <p align="justify">　　<strong>阿裏本地生活服務的佈局之路</strong> </p> <p align="justify">　　從目前來看，在阿裏生態內，承擔本地生活服務領域拓展重任的，主要是口碑、餓了麼兩大平臺。而阿裏在本地生活服務市場的佈局，前後用了三年時間。</p> <table align="left" border="0" cellspacing="0" cellpadding="0"> <tbody> <tr> <td> </td> </tr> </tbody> </table> <p align="justify">　　2015年6月，正值國內本地生活服務市場一片混戰，阿裏高調“復活”了口碑。新口碑平臺集合了阿里巴巴和螞蟻金服兩方的資源優勢，淘點點與螞蟻金服線下業務資源及團隊成為了新口碑公司的核心力量，重新衝刺本地生活服務這塊高地。此後，借助淘寶、支付寶等提供的入口優勢，口碑得到了高速發展。</p> <p align="justify">　　2018年1月，口碑正式進入阿裏新零售體系。作為新零售四路大軍之一，口碑在吃喝玩樂等諸多線下業態中，以餐飲行業為突破口，在本地生活服務領域落地新零售。據口碑公開的數據，截至今年1月，全國已有超過250萬家商戶入駐了口碑平臺，單日交易筆數超過3000萬成為行業第一。</p> <p align="justify">　　口碑進入阿裏新零售，透露出了阿裏佈局本地生活服務領域的決心。當然，加碼也僅僅是剛開始。三個月後，阿里巴巴聯合螞蟻金服以95億美元完成了對外賣平臺餓了麼的全資收購。</p> <p align="justify">　　事實上，具有即時配送體系的餓了麼對阿裏的本地生活服務戰略可謂關鍵一筆。餓了麼的“蜂鳥”可以為阿裏新零售的“三公里理想生活圈”提供支撐，成為口碑、盒馬、銀泰、大潤發等阿裏各種新零售業務的物流基礎設施，讓衣食住行各類本地生活服務的配送效率都實現30分鐘到達。</p> <p align="justify">　　<strong>本地生活的競爭加劇</strong> </p> <p align="justify">　　三年時間，口碑、餓了麼作為阿裏在本地生活服務領域的兩支主力軍集合完畢。前者負責到店業務，後者負責到家業務，兩者恰好存在互補優勢。</p> <p align="justify">　　餓了麼加入阿裏新零售體系後，業務快速增長。艾媒諮詢近日發佈的《2018上半年中國線上外賣市場研究報告》顯示，餓了麼新零售業務交易額第二季度環比增幅高達45%，成為外賣市場新增長點。</p> <p align="justify">　　到店領域，口碑也為阿裏拿下了半壁江山。易觀數據顯示， 2017年中國到店O2O市場交易份額中，口碑佔55.5%，超出美團點評約15個百分點。</p> <p align="justify">　　當阿裏為口碑和餓了麼輸送更多資源的時候，正在衝刺IPO的美團也感受到了更大的壓力。</p> <p align="justify">　　業內人士分析認為，口碑、餓了麼在阿裏新零售體系中相互補充。在阿裏的統一管理、資源分配和資金扶持下，再與美團展開競爭，具有高度的戰略邏輯和協同優勢。</p> <p align="justify">　　餓了麼CEO王磊曾表示，本地生活對阿裏來說是非常重要的入口，阿裏從實物電商到數字電商(大文娛)，再到本地服務電商，是一脈相承的事。阿裏所有(行動)都圍繞消費者和商戶的商業網際網路化，只是場景不停在變。餐飲本質上，是外賣和到店兩個場景。餓了麼先瞄著外賣去做，口碑做到店，雙方都更專業和專注。</p> <p align="justify">　　本地生活服務在阿裏新零售戰略中的地位已非常明顯。新控股公司的出現，意味著阿裏在這個領域的推進速度會更快，這個市場的競爭也會越來越激烈。</p></div> <div class="editor f14">[責任編輯：李航]</div> </div>  <div class="page-number"> <script type="text/javascript"> createPageHTML(1, 0, "t20180824_12051019", "htm"); </script> </div>  </div>   <div class="content-plus"> <div class="wrap"> <h3 class="zone-desc-content"><span class="format">相關新聞</span></h3> <ul class="list clearfix"> <li class="list-item 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