印度的互联网经济正在分化为一级:顶层城市的快速商业、中层现代零售商和农村地区的Kirana商店,预期部门将合并。 India’s internet economy is splitting into tiers: quick commerce in top cities, modern retailers in mid-tier, and kirana stores in rural areas, with sector consolidation expected.

2025年11月11日发布的伯恩斯泰因研究报告显示, 印度的互联网经济正在演变成一个分层零售结构。 A Bernstein Research report released on November 11, 2025, reveals India’s internet economy is evolving into a tiered retail structure. 快速商业将在城市快速交付需求驱动下,主导前40个城市。 Quick commerce is set to dominate top 40 cities, driven by urban demand for fast delivery. 在接下来的400个城市中,现代贸易零售商,如DMart和Eliance Retail等,预计将在更好的基础设施和产品品种的支持下扩大。 In the next 400 cities, modern trade retailers like DMart and Reliance Retail are expected to expand, supported by better infrastructure and product variety. 同时,当地基拉纳商店仍将是较小城镇和农村地区的核心,那里普遍有可获取性和可负担性。 Meanwhile, local kirana stores will remain central in smaller towns and rural areas, where accessibility and affordability prevail. 报告建议,随着规模和物流效率成为关键,在电子商务和交付部门可能会出现合并,反映全球趋势。 The report suggests consolidation may occur in e-commerce and delivery sectors, mirroring global trends, as scale and logistics efficiency become key.