手机外卖用户增速第一,上半年增长4200万

时间 : 16-08-08 栏目 : 企业管理, 行业动态 作者 : noway 评论 : 0 点击 : 252 次

[ 亿欧导读 ] 在大部分移动行业逐渐饱和增速放低的同时,手机外卖半年间用户规模获得了40.5%的增长,绝对数量增加了4200万人,是整个移动互联网行业整体增速最快的领域。
外卖,餐饮

8月3日上午中国互联网络信息中心发布了第38次《中国互联网络发展状况统计报告》,这份报告详细的列举了截至2016年6月份国内互联网的各类发展状况数据。此前亿欧读数的文章中提到过的移动市场趋于饱和的观点得到了验证:从最新公布的数据中可以看出,随着互联网普及率高达51.7%及手机网民占比高达92.5%,今年上半年移动网络用户同比增长仅有10.6%,增速继续放缓,同期用户平均每日上网时长也达到了3.79小时,自从2014年年中以来几乎不再增长。

在细分的各行业移动类别中也普遍反映了市场逐渐饱和这一现象,即时通讯、新闻、手游等过去火热的细分行业如今半年增速仅仅为个位数,手机购物、支付等竞争激烈的行业增速也仅仅在18%上下,但与此同时手机外卖增速引人注目,半年间用户规模获得了40.5%的增长绝对数量增加了4200万人。依托手机端用户的高增速,网络订餐整体用户规模也获得了31.8%的增长,是整个互联网行业整体增速最快的领域,领先增速第二的互联网理财19.5个百分点。

亿欧智库:2016年6月底国内移动行业用户规模及增速

横向对比来看,外卖行业的移动端普及率最高,达到了97.7%,如今用PC下外卖订单已经是一件匪夷所思的事情了。但同时外卖用户在互联网用户中的体量尚小仅仅为21.1%,而支付与电商行业在总网民中占比则高达64.1%与63.1%,同时这两者用户中移动端占比也达到了93.3%与89.5%。有能力进行移动端支付与网购的用户具备适当的设备与能力在移动端点外卖这一结论显而易见,因此不难计算出外卖行业未来广阔的发展前景。

假设使用移动支付的用户两年内维持8%的增速,并且两年后其中一半的用户能够选择外卖,则到了2018年外卖市场用户将可以达到近2.5亿人,年复合增长率高达30.0%。不论是从用户规模还是交易额渗透率的角度来看,外卖行业增速都将落在之前读数文章《3.2万亿餐饮市场中O2O渗透率竟只有4.3%》中其保持在20%-40%增速区间的判断,外卖行业充足的发展潜力简直令其他移动行业眼红。

在外卖行业高速增长的同时,这一行业所能带来的附加价值也在逐渐显现出来。百度外卖在拥有了庞大的配送资源后打算进军千亿同城物流领域,并且百度钱包这一产品也受益于外卖平台而获得了不少新用户,而饿了么则切入了餐饮行业内部意图在产品端再分一杯羹,同时提升整体的用户体验,美团目前虽未有动作爆出但相信以其1/3的市场份额扩张式的发展将会不可避免。以目前外卖行业的市场结构来看已经很难再有新入局者,但高速增长的市场预计将会持续的激烈竞争,类似滴滴与UBER合并的事件距离我们越来越近。

 

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手机外卖用户增速第一,上半年增长4200万:等您坐沙发呢!

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