中东及北非地区电商发展趋势：先买后付与食杂电商崛起
中东及北非地区电商发展趋势：先买后付与食杂电商崛起
E-commerce Trends in MENA: BNPL Boom and Grocery Surge
图片来源：图虫创意
Image Source:Tuchong Creative
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地区电商市值将突破80亿美元。
During the pandemic, online shopping has become a favorite among MENA consumers. A Dubai Chamber report shows UAE's e-commerce market grew 53% YoY in 2020, reaching $3.9 billion. By 2025, MENA's e-commerce value is projected to exceed $8 billion.
1. 投资人加码三大市场
1. Increased Investment in Key Markets
沙特、阿联酋和埃及仍是投资焦点。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 investment hotspots. Iraq's Orisdi recently secured six-figure funding from Germany's GIZ through the "ICT for Iraqi Youth" program.
2. 先买后付(BNPL)兴起
2. BNPL Gaining Popularity
中东地区货到付款比例下降75%，24%消费者使用BNPL，超过欧洲市场。Postpay、Tabby等平台获得资本青睐。
Cash-on-delivery dropped 75% in MENA, with 24% consumers using BNPL - higher than Europe. Platforms like Postpay and Tabby attracted significant investments.
3. 食杂电商快速增长
3. Rapid Growth in Online Grocery
预计未来五年线上食杂销售年增30%。开罗的MaxAB获4000万美元融资，GoodsMart获360万美元用于扩张。
Online grocery sales are projected to grow 30% annually. Cairo-based MaxAB raised $40M while GoodsMart secured $3.6M for expansion.
4. 极速配送(q-commerce)发展
4. Rise of Quick Commerce
预计2024年中东q-commerce市场规模将达200亿美元，较2018年增长400%。
MENA's q-commerce market is expected to reach $20B by 2024, up 400% from 2018.
5. 线上线下融合
5. Online-Offline Integration
阿联酋眼镜品牌Eyewa计划两年开100家店，Nana Direct在利雅得开设30家配送中心。
UAE's eyewear brand Eyewa plans 100 stores in 2 years, while Nana Direct opened 30 fulfillment centers in Riyadh.
6. 并购活动增加
6. Increased M&A Activity
沙特Tamer集团收购Mumzworld，此前亚马逊收购Souq.com，Uber收购Careem。
Saudi's Tamer Group acquired Mumzworld, following Amazon's Souq.com and Uber's Careem acquisitions.
7. 老牌企业扩张
7. Expansion by Established Players
Noon推出外卖服务NoonFood，亚马逊在阿联酋推出汽车租赁和家政服务。
Noon launched food delivery service NoonFood, while Amazon introduced car rentals and home services in UAE.
