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东南亚市场动作频频 本地企业联姻巨头成趋势

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2018年1月10日消息,泰国零售巨头Central Group自在2017年9月宣布与京东建立合资公司后,Central Group首席执行官(郑馨昌)TosChirathivat表示,与京东合作将有助于Central Group集团在东南亚蓬勃发展的电商市场上与他人竞争,并同时助其扩大在中国的商机。

据《电商报》记者了解,Central Group目前拥有泰国最大的购物商场和百货商店运营商。该公司控制的企业包括商场开发商 Central PattanaPcl、度假村和餐厅运营商Central Plaza Hotel Pcl、连锁百货公司Robinson Pcl和办公用品公司COL Pcl。在泰国以外,Central Group拥有意大利奢侈品百货公司La Rinascente、丹麦零售商Illum,还在2016年收购了越南连锁超市Big C。

但是随着电商市场的日益蓬发,Central Group十分希望通过电商来推动其业绩增长。郑馨昌预计,泰国电商市场可能会上涨5倍,最终在整个零售市场中的份额将达到10%,因为该国人口近7000万,而且大部分用户都通过智能手机访问网络。Central Group则希望在5年内,电商销售额在总营收中的份额,将从2%增长到15%。


如今的东南亚电商市场,本地企业联姻国际巨头已经成为趋势。例如在早前,阿里巴巴已把电商平台Lazada的持股增加至83%,并且投资了印度尼西亚电商集团Tokopedia。腾讯据称投资了印尼叫车初创企业Go-Jek,在线旅游企业Expedia投资了该地区的在线旅游集团Traveloka等。


2017年9月,Central Group与中国电商巨头京东达成战略合作,将合资成立一家5亿美元的合资公司,共同开展电子商务和金融科技业务。京东CEO刘强东表示,与拥有大型购物中心和百货网络的泰国头号零售巨头合作,将为我们进军东南亚市场提供巨大的优势。对Central Group来说,与京东合作,将借助对方强大的电商资源,在东南亚市场快速成长,并最终进军中国。


东南亚拥有6亿人口,市场潜力巨大。据谷歌和淡马锡控股联合发布的研究报告称,包括电商、在线旅游和网络打车在内,东南亚互联网经济到2025年将增长四倍,从2017年的约500亿美元增至逾2000亿美元。这块“肥肉”已经让亚马逊、阿里巴巴、腾讯、Uber等企业争相进入。随着越来越多的本地企业加入“电商战局”,东南亚电商市场将迎来快速增长。

(来源:电商报)