资源描述
2022-2023 AIOT B C 2014-2021 60%6.3 0-3&1 2 3 4 45 O2O 1/Source 4 MBA E 1 2013 2014 2015 UU 2016 2017 2018 2020 2019 2021 400 A 2018 2015-2017 O2O 2014 5000 B 4 1000 UU 1 2.9 UU 2 B 6000 D 5 Source 5 6 Source 1-1 2 5 4 3-1 O2O 3 4 2-1 2 3 4 5/-4-1/2 3 7 Source B/C C C Mob B C CRM ERP WMS AI IOT 3C 3C App 8 60%Source 2014-2021 60%2021 1.7 1.2 2.3 2.9 4.2 5.1 6.3 7.5 35.1%26.8%22.2%3.6 20.2%17.6%25.1%18.8%2014 2015 2016 2017 2018 2019 2020 2021 2022E 37.9%2014-2022E 408.0 134.2%104.7%308.5 228.5 66.1%182.8 133.5 93.2 56.1 43.2%36.9%35.0%11.7 27.4 25.0%32.3%0 2014 2015 2016 2017 2018 2019 2020 2021 2022E 2014-2022E 9 Source/2020/2022.01 2021.02 1917 2020.10 10 7.9 8.1 8.3 8.5 8.6 9.1 57.4%58.5%59.6%60.6%63.9%64.7%2016 2017 2018 2019 2020 2021%1.5 1.6 1.7 1.8 1.9 2.0 10.8%11.4%11.9%12.6%14.2%2019 2020 2021 65%13.5%2016 2017 2018 2020 51 125%2021 2.5 1.7 1.1 1.6 0.9 Source 2022 6 11 Source 0.6 0.9 1.3 1.4 1.8 2.3 2.5 2015 2016 2017 2018 2019 2020 2021 63.4%26.8%8.6%1.2%30.49 1.59 2019 Q3 2020 Q3 2021 Q3-27.52 CONTENTS 1 2 3 4 2019 2022 2019 2022 2019 2022 2022 60.6%53.3%46.7%39.4%66.6%33.4%Source MobTech 2022.06 13 25-34 18-44 25-34 2.9%1.3%18 18-24 25-34 35-44 45 TGI 123 46.7%TGI 240 20.3%TGI 156 28.9%43.6%13.9%11.5%/7.0%10.3%TGI:146 TGI:139 TGI:138 TGI:117 Source MobTech 2022.06 14 15.5%13.1%8.5%10.3%9.5%7.4%7.3%5.1%5.0%4.8%4.0%3.6%3.5%TGI 244 12.6%50.4%TGI 217 27.5%TGI 196 22.9%YOUR RESTAURANT Coffee Q uantity:01 Pan cake Q uantity:00 ORDER TGI:343 TGI:285 TGI:246 TGI:244 Source MobTech 2022.06 15 18.5%6.2%9.4%9.5%0-3 4-6 7-12 13-17 40.3%65.4%59.7%34.7%0-3 56.4%Source MobTech 2022.06 16 App App 2.8%16.5%TGI TGI TGI TGI 1044 1026 839 697 681 567 513 448 723 721 564 475 717 514 424 375 80.7%43.5%37.2%Source MobTech 2022.06 17 App 25-34 43.5%0-3 18.5%66.6%60.6%45岁以上 35-44岁 25-34岁 18-24岁 18岁以下 25-34 46.7%27.5%22.9%10.3%9.5%7.4%13-17 7-12 4-6 0-3 Source MobTech 2022.06 18 CONTENTS 1 2 3 4 Mob B2C B2B C2C VS VS B2C C2C B2B B KA Source 20 VS Source 21 2 2021 5.4 2020 1.2 VS 2015-2021 2015-2021%5.4 4.1 4.2 4.2 3.4 2015 2016 2017 2018 2019 2020 2021 2.1 1.1 90.9%61.9%20.6%2.4%0.0%28.6%2015 2016 2017 2018 2019 2020 2021 B/C 2780 450 680 350+950 300+2800 2000 Source 22 1P 3P 2017-2021 1P 3P 3 5 5 1791.3/1148.0 975.3 963.1 1-2 652.3 662.7 548.4 339.3 381.4 210.3 2017 2018 2019 2020 2021+Source 23 1 km30 3km 24 B 15 B B C 24 Source 24 25 Source VS 26 Source VS 0.8 2.1 7.6 5.2 7.5 10.7 11.2 2018 2019 2020 2021 2018-2021&11.0 KA KA 280+70+500+2600+&3C+1h/CLS AI+2018-2021 0.1%81.7 36.5%63.5%48.4 21.1 9.9 2018 2019 2020 2021 Source 27 11.1 34.3 28.0 20.0 2018 2019 2020 2021+2018-2021 SaaS&3km SaaS+削 峰填谷 降 本增效 混 合运力 模式 AI+Source 28 CONTENTS 1 2 3 4 B C-B C 0-24h B AIOT SaaS-B C Source 30 SaaS AIOT/-SaaS+AIOT Source 31 32 Source App+/33 Source T H A N K Y O U
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