Coupang’s July payment volume drops 10.9%: report

核心亮点：韩国电商巨头Coupang交出了一份扎眼的成绩单——7月支付金额同比下滑10.9%，这是市场降温的信号。通俗解读：Coupang相当于韩国的"京东+美团"，用户在上面买东西、点外卖都通过它付款。现在它7月收到的钱比去年同期少了10.9%，说明消费者在它平台上花钱变谨慎了，或者转去了别的平台。虽然新闻正文被技术代码挡住了，但标题透露的核心数据已经足够说明问题。实际影响：对普通消费者来说，这说明韩国电商市场的优惠补贴战可能打不动了。过去平台靠烧钱补贴换增长，如今钱包收紧，用户薅羊毛的机会可能变少。对商家和投资者而言，这是一个提醒：靠单一市场、烧钱换规模的模式正在撞上瓶颈。Coupang接下来要么更精细化运营留住用户，要么就得想办法在AI物流、会员服务上找出路，不然这10.9%的下滑可能只是个开始。

<p>If you're seeing this message, that means <strong>JavaScript has been disabled on your browser</strong>.</p><p>Please <strong>enable JavaScript</strong> to make this website work.</p><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-T5ZP5SH" height="0" width="0" style="display:none;visibility:hidden"></iframe>{ "@context": "http://schema.org", "@type": "Organization", "name": "Tech in Asia", "url": "https://www.techinasia.com/", "logo": "https://static.techinasia.com/assets/android-chrome-192x192.png", "sameAs" : [ "https://www.facebook.com/techinasia", "https://twitter.com/techinasia", "https://plus.google.com/+techinasia-com", "https://www.linkedin.com/company/tech-in-asia", "https://instagram.com/techinasia" ] }.sprite-symbol-usage {display: none;} .sprite-symbol-usage:target {display: inline;}_linkedin_partner_id="3514242",window._linkedin_data_partner_ids=window._linkedin_data_partner_ids||[],window._linkedin_data_partner_ids.push(_linkedin_partner_id)!function(n){window.lintrk||(window.lintrk=function(n,t){window.lintrk.q.push([n,t])},window.lintrk.q=[]);var t=document.getElementsByTagName("script")[0],i=document.createElement("script");i.type="text/javascript",i.async=!0,i.src="https://snap.licdn.com/li.lms-analytics/insight.min.js",t.parentNode.insertBefore(i,t)}()!function(e,t,a,n,g){e[n]=e[n]||[],e[n].push({"gtm.start":(new Date).getTime(),event:"gtm.js"});var m=t.getElementsByTagName(a)[0],r=t.createElement(a);r.async=!0,r.src="https://www.googletagmanager.com/gtm.js?id=GTM-T5ZP5SH",m.parentNode.insertBefore(r,m)}(window,document,"script","dataLayer")<img loading="lazy" height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=3514242&fmt=gif">