中东及北非地区电商发展趋势：先买后付崛起与食杂电商爆发
图片来源：图虫创意
受疫情影响，线上购物成为中东及北非地区消费者的心头好。迪拜商会报告显示，2020年阿联酋电商市场同比增长53%，市值达39亿美元。预计到2025年，MENA地区电商市场规模将突破80亿美元。
The pandemic has accelerated e-commerce adoption in MENA. According to Dubai Chamber, UAE's e-commerce market grew 53% YoY in 2020, reaching $3.9 billion. By 2025, MENA's e-commerce market is projected to exceed $8 billion.
1. 投资人加码三大市场
1. Investors Focus on Three Key Markets
沙特、阿联酋和埃及仍是投资人首选。伊拉克Orisdi近期获得六位数投资，由德国GIZ公司通过"伊拉克青年ICT"项目支持。
Saudi Arabia, UAE and Egypt remain investor favorites. Iraq's Orisdi recently secured six-figure funding from Germany's GIZ through the "ICT for Iraqi Youth" program.
2. 先买后付(BPNL)兴起
2. Buy Now Pay Later (BNPL) Boom
Checkout.com报告显示，中东地区货到付款比例下降75%，24%消费者使用BNPL服务，超过欧洲市场。Postpay、Tabby等本地BNPL平台获得资本青睐。
Cash-on-delivery dropped 75% in MENA, with 24% consumers using BNPL - higher than Europe. Local BNPL players like Postpay and Tabby are attracting investments.
3. 线上食杂销售激增
3. Online Grocery Sales Surge
科尔尼咨询预测未来五年线上食杂销售将年增30%。开罗的MaxAB获4000万美元A轮融资，GoodsMart获360万美元用于扩张。
Kearney predicts 30% annual growth in online grocery sales. Cairo-based MaxAB raised $40 million Series A, while GoodsMart secured $3.6 million for expansion.
4. 快速配送(q-commerce)发展
4. Rise of Quick Commerce (q-commerce)
预计2024年中东北非q-commerce市场规模将达200亿美元，较2018年40亿美元显著增长。
MENA's q-commerce market is projected to reach $20 billion by 2024, up from $4 billion in 2018.
5. 线上线下融合
5. Online-Offline Integration
阿联酋眼镜品牌Eyewa在获得2100万美元B轮融资后，计划两年内开设100家实体店。Nana Direct已在利雅得布局30家前置仓。
UAE's eyewear brand Eyewa plans to open 100 stores after raising $21 million Series B. Nana Direct has established 30 dark stores in Riyadh.
6. 并购活动活跃
6. Increased M&A Activity
沙特Tamer集团收购母婴电商Mumzworld，该平台疫情期间搜索量增长800%。此前亚马逊收购Souq.com，Uber收购Careem。
Saudi's Tamer Group acquired Mumzworld, which saw 800% search growth during pandemic. Previous deals include Amazon's Souq.com and Uber's Careem acquisitions.
7. 老牌企业扩张
7. Legacy Players Expand
本土电商Noon推出外卖服务NoonFood，亚马逊在阿联酋推出在线租车服务，并扩展家政维修等本地服务。
Local player Noon launched food delivery service NoonFood, while Amazon introduced car rentals in UAE and expanded home services.
中东及北非电商市场正经历快速转型，先买后付、食杂电商和快速配送成为关键增长点，为跨境电商卖家提供了新的机遇。
The MENA e-commerce market is undergoing rapid transformation, with BNPL, grocery e-commerce and q-commerce emerging as key growth drivers, creating new opportunities for cross-border sellers.
