印度「即時電商」戰場擴大：服飾家政成新寵，市場整合山雨欲來
印度即時電商（Quick Commerce）正從生鮮食品擴展至時尚服飾、家政服務等新領域。新創公司如Snabbit和Slikk投入戰局，加劇市場競爭，預示行業整合即將到來。
印度快速崛起的即時電商（Quick Commerce）賽道正經歷一場深刻變革。戰場已不再局限於生鮮雜貨，而是迅速擴張至時尚服飾乃至家政服務等全新領域。新創公司爭相入局，競爭日益白熱化，行業洗牌似乎已箭在弦上。
一小時到貨：從生鮮雜貨到時尚應急
根據日經亞洲（Nikkei Asia）報導，班加羅爾音樂家拉希里（Ayanangshu Lahiri）的經歷便是最佳例證。他在一場演出前幾小時，因服裝要求突變而陷入困境。情急之下，他想起了新創公司「Slikk」，該公司承諾在不到一小時內送達服飾，最終解了他的燃眉之急。這反映出印度消費者在習慣了即時服務後，正將這種期待延伸至更多元的消費場景。
新創競逐藍海，行業整合在即
除了時尚領域的Slikk，其他新創如「Snabbit」甚至將即時服務模式拓展至家務助理領域，試圖在傳統電商巨頭的夾縫中尋找新生機。各路玩家的湧入，讓這片新藍海迅速變紅。
然而，報導指出，隨著競爭者增加，市場整合的壓力也隨之而來。業界普遍預期，未來市場將出現一波整併潮，資金實力雄厚、物流網絡高效的少數巨頭，最終將主導整個賽道。
雖然跨足時尚、家政等領域看似創新，但即時電商的核心挑戰——物流成本與盈利能力——依然存在。這些新創的嘗試，實則是對「即時」模式能否在生鮮雜貨以外的高頻、低利潤場景中成功複製的一場關鍵考驗。
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