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2009 1210 2023 09 15 2B 2C 22 2.1 yoy+7.1%1.5 yoy+10.1%6.3%B2B B2C 22 24%1 2 IPO 3 4 5+FBA SKU 1 2 Walmart Shein Temu 2+3 1 Shein Temu 2 SKU SKU AI sku 3 Chinagoods 1 2 1 2 3 010-66500993 S0360517040002 S0360522090001%()113 0.01()8,577.64 0.95()7,573.68 1.09%1M 6M 12M-3.9%-4.4%-0.3%-0.7%2.0%7.9%2023-08-28 2023 7+2.5%2023-08-15 2023 7 7 15%2023-08-11-14%-5%3%11%22/09 22/11 23/02 23/04 23/07 23/092022-09-142023-09-14 300 2009 1210+1 Shein Temu 2 3 Chinagoods 0YBYwPqNpMqRoQoNtOrOnMbRcM7NsQqQoMtQiNpPxOjMpOwO9PqRrNxNnNxPNZpNtR 2009 1210 3.6 ToC.6.8.9.11.13.13.15 1.15 2&.15 3+.17.18.22.22.24.24 1.24 2.25 3.26.28.28.29.30.31 2009 1210 4 1 GDP.6 2 GDP.6 3.6 4 WTO.7 5.7 6.7 7 B2C.7 8 B2B B2C.8 9.8 10 VS.9 11.10 12.10 13.10 14 23Q1 GMV.10 15&GMV.11 16.11 17.11 18 V AT.12 19 21 10.13 20.13 21 LVMH 2022 3.13 22 Hermes 23H1 2.13 23.14 24 TOP5.14 25.14 26 22.15 27.15 28 22.15 29 3P.16 30 Shopify.16 31 Shopify GMV.17 32 Shein Temu GMV.17 33.18 2009 1210 5 34.19 35 22.19 36.19 37.19 38.20 39.20 40.20 41.21 42.21 43.21 44 22 5G.21 45%.22 46.22 47.22 48.23 49.23 50.24 51.24 52 OPE EGO.25 53 Lowes.25 54 EGO.25 55 Anker Top10.26 56.26 57 vs.26 58 SMCP.27 59 SMCP.27 60 SharkNinja.28 61 18 22.29 62.29 63.29 64 Realme.30 65.30 2009 1210 6 2B WTO 2C/ToC 22 GDP 48%yoy+9pct 13pct 42%GDP 37%2003 9 22 GDP 17%20 GDP 25%20 1 GDP 2 GDP 3 WTO 2009 1210 7 B2C 1/4 22 41.9 yoy+8.1%2.1 yoy+7.1%1.5 yoy+10.1%24.0 6.3%5700 yoy+7.5%B2B 7 B2C 22 24%4 WTO 5 6 7 B2C 2C 2009 1210 8 8 B2B B2C 9 5 Beneunder Gevi 52TOYS ZTE PETJC SUPER WINGS baby care AUROLA vivo WONDER PARTICLE S DEER TM/R Transparency/Project Zero/2009 1210 9/KOL Post DSP“”1 SKU 3C 2 10 VS 22 22 20-22 ofo About Time Coffee 18 12 18 1000 2021 3 3 5 2009 1210 10 1 22 12 12 2023H1 115 2019-2022 2.33/2.21/3.12/5.58 20-22-5.15%/41.18%/78.85%22H1 1.5%22 4.1%23H1 2 2015 16 17 23 6 2187 38%FY23H1 19 36%106 FY23H1 19/10.4/8.7 FY23Q2/35%/27%/22%/4%/12%23Q1 3 18 23 H1 55 143 28 392.4%1.9 6.8%11 12 13 14 23Q1 GMV 0204060801001202015 2016 2017 2018 2019 2020 2021 2022-25%-20%-15%-10%-5%0%5%10%2019 2020 2021 2022 2009 1210 11 15&GMV 16 IPO IPO IPO 1 Amazon+2 IPO 20H2 17 Amazon+Amazon FBA 0%3%13%0%3%/13%/0%-37.5%5.6%800 7.5%/25%0 V AT 20%/19%/20%+0%3%13%0%-37.5%0 V AT 20%/0%5%10%15%20%25%30%35%40%FY2019 FY2020 FY2021 FY2022 FY2023 2009 1210 12 Amazon FBM 0%3%/13%/5.6%800 7.5%/25%19%/20%9610 0%3%13%0%3%/13%/9610 9610 800 150 135 VAT 150 135 800 150 135 VAT 150 135 3 2C 2C 4 5 a+FBA SKU b SKU 18 V AT V AT V AT 2021 1 1 22 VAT 15 VAT 22 VAT 150 VAT 150 15 VAT 135 VAT 135 2009 1210 13 19 21 10 20 wind Coach MK Tory Burch 21 LVMH 2022 3 22 Hermes 23H1 2 LVMH 2009 1210 14 23 OPE/(-EGO-ANKER-SONGMICS-Roborock 24 TOP5 22 Coofandy 9.17 Ekouaer 9.06 Avidlove 4.72 ANCHEER 2.67 Homdox 1.53 25 0.5x x+0.5x Brand Name（Company Name)2022市场规模(百万美元）2022市占率（%）Cartier(Richemont SA,Cie Financi re)2,179.6 19.1Tiffany&Co(LVMH Mo t Hennessy Louis Vuitton SA)738.8 6.5Bvlgari(LVMH Mo t Hennessy Louis Vuitton SA)734.7 6.4Chanel(Chanel SA)710.2 6.2Swarovski(Swarovski AG)611.6 5.3Chaumet(LVMH Mo t Hennessy Louis Vuitton SA)467.2 4.1Boucheron(Kering SA)339.3 3.0Chopard(Chopard&Cie SA)333.1 2.9Louis Vuitton(LVMH Mo t Hennessy Louis Vuitton SA)298.4 2.6Van Cleef&Arpels(Richemont SA,Cie Financi re)272.5 2.4Pomellato(Kering SA)244.7 2.1De Beers(De Beers Group)171.9 1.5Wellendorff(Wellendorff GmbH&Co KG)156.6 1.4Fred(LVMH Mo t Hennessy Louis Vuitton SA)109.1 1.0Gucci(Kering SA)94.7 0.8 2009 1210 15 1$6000$4000+Costco$2000+$2500 55%-80%22 26%29%16%3C Shark 26 22 27 Walmart 28 22 TOP1 TOP2 TOP3 Amazon 31%CVS 6%Express Scripts 6%Amazon 42%Walmart 5%PC Express 4%Amazon 20%Leclerc 8%Veepee 4%Amazon 33%eBay 7%Otto 5%Amazon 29%eBay 14%Zalando 2%Amazon 33%El Corte Ingl s 9%AliExpress 8%Amazon 24%eBay 6%Tesco 4%Shopee 42%Tokopedia 35%Lazada 9%Lazada 30%Shopee 14%Lotuss 1%Rakuten 23%Amazon 23%Co-op 13%Flipkart 36%Amazon 34%Myntra 7%2&0-2%15%Temu 2009 1210 16 Temu 1 0 0 0 0 2 JIT 24h 48h Shopify 1 Shopify 2%Shein 3P eBay 10%15%2 3 Tiktok Ins 17 Tiktok 21 Instagram 23 MAU 15 29 3P 15-17%6-12%5-20%6-10%8-15%8-10%/10-15%15%/15%15%10-12%10%8-15%8-15%/3C 8-15%8-10%8-15%8-15%30 Shopify Shopify($27/)($20/)($65/)($49/)($399/)($299/)Alternative solutions Starter($5/)Retail($89/)2009 1210 17 Shopify Plus($2,000/)Shopify Shopify Shein Temu 1 Shopify eMarketer Shopify22 GMV 2000 BuiltWith 22 6 920 28.5%shopify 264 22 shopify GMV 22 GMV yoy+12%2 Shein Pro 23 Shein 7470 2022 224 APP 2 shein22 GMV 300 2022 40 Shein 2025 GMV 806 585 75 H&M Zara2022 LatePost 2022 shein D 1000 2023 D+660 3 Temu 27 23 5 Temu GMV shein20%6 ios app 31 Shopify GMV 32 Shein Temu GMV Shopify Bloomberg Second Measure Temu 3+1 3C 2/2009 1210 18+33 Zaful Shein 1 8-10%10 2 15-19 20 SKU 2 3 5 4 listing SKU 50-100 SKU VAT 2 22 34%7%5%4%3%18 18%13%11%8%6%2009 1210 19 34 35 22 Amazon Walmart Wish Temu Shein 36 37 Wind Wind 30%1 2 TOP1 3 a b 2009 1210 20 38 39 wind 1 40 23%6%43%4%16%0%20%40%60%2017 2018 2019 2020 2021 2022商 超 便 利 店专 业 零 售 店 杂 货 铺（夫 妻 老 婆 店）电 商(40)(20)020402008-012008-102009-072010-042011-012011-102012-072013-042014-012014-102015-072016-042017-012017-102018-072019-042020-012020-102021-072022-042023-01欧 元区20 国:消 费 者 信 心 指 数:季 调 欧 元 区20 国:零 售 销 售 指 数:当 月 同 比%2009 1210 21 41 42 wind wind 2 5G 17,000 7,000 5G 5G GSMA 2G 5%/11%/23%5G 1%/1%/2%18%5%43 44 22 5G wind GSMA 96%95%94%93%93%92%91%86%86%85%83%43%44%42%42%42%46%41%37%36%39%36%20%30%40%50%60%70%80%90%100%65 18-44 38 54 68 61 49 53 55 52 75 58 56 61 65 010203040506070802021/GDP%3.90 3.90 3.30 3.40 3.30 3.50 3.03.13.23.33.43.53.63.73.83.94.02022:(1-5)2009 1210 22 45%3 Gopay Shopee pay QRIS Amazon SKU SKU 46 47+22 777 B2C FBA+22 B2C-1 2 3 4 5 62017 2018 2019 2020 2021 2022 SKU 2000 5-6%FBA SKU 25%APP+SheIn SKU30-80+3C+SKU Temu+1 2 3 2009 1210 23 FBA B2B 505+1688 SKU-22 50W SKU 21 582 32%22 24W 20 27W SKU 58W 22 55.95%4.75%78.79%ebay3.14%2.71%Cdiscount1.65%WalMart1.38%B2C 67.61%ManoMano2.68%Cdiscount1.49%eBay0.69%Amazon 88.93%Wish 0.04%eBay 0.76%Walmart 2.27%31.11%eBay 15.83%AliExpress 13.22%Shopee 16.04%Wish 0.48%;Lazada 4.55%22 51%20%13%5%23 40%+30-35%57%42%85%11%1%31%29%25%5%1 SKU SKU SKU 2 AI 48 49 12%14%11%24%29%24%28%34%33%25%26%28%29%32%32%0%5%10%15%20%25%30%35%40%20 21 22 20 21 22 20 21 22 20 21 22 20 21 22安 克 创 新 易 佰 网 络 致 欧 科 技 赛 维 时 代 三 态 股 份整 体 运 输 仓 储 费 用 率（剥 离 其 他 非 电 商 业 务）2009 1210 24 50 51 Chinagoods Chinagoods+B2B 1 23 Chinagoods GMV 320 211%360.5 4640-558+17%+31%+37.3%+57%2 2 Yiwu Pay 1.5 10 3 7 YiwuPay 4 29 189 150 48 79 24 154 Q1+25%Q2+87%B2B Made-in-31,100/59,800/22 MIC 24,907 ARPU 4.97 22 MIC 12.4 85%5 15 AI 1 OPE EGO 2013 OPE+EGO 56V OPE 19898210112 22241065835020406080100120010020030040020 212220 212220 212220 212220 2122安 克 创 新 华 凯 易 佰 致 欧 科 技 赛 维 时 代 三 态 股 份左 轴 柱 状-销 售 产 品 均 价（元/个）右 轴 折 线-摊 薄 物 流 均 价（元/个）0%2%4%6%8%10%12%2020202120222023Q12020202120222023Q12020202120222023Q12020202120222023Q12020202120222023Q1安 克 创 新 华 凯 易 佰 致 欧 科 技 赛 维 时 代 三 态 股 份净 利 率 2009 1210 25 18-21 EGO CAGR 63%OPE 10%22 OPE 7%Lowes 20 7+0.8%EGO 40%22H2 Lowes EGO 52 OPE EGO EGO 21-22 53 Lowes 54 EGO Loews EGO 21-22 2 Anker 1 VOC PowerIQ 2 2009 1210 26 Anker 1 Anker SKU Best Seller 2 8%15%3 212pct 55 Anker Top10 Best Sellers 8 11 1 Anker 20.34 4.5 2 iWALK 27.59 4.3 3 Miady 19.99 4.5 4 iWALK 25.60 4.3 5 Charmast 24.99 4.5 6 LOVELEDI 34.26 4.4 7 INIU 14.55 4.6 8 LOVELEDI 23.56 4.4 9 MIISSO 23.98 4.3 10 Anker 23.03 4.6 56 57 vs 22 3 JS-2009 1210 27 16 13 SMCP Sandro Maje SMCP 17 SMCP 17-19 SMCP 11%SMCP Aquascutum 9 Bally 7 LYCRA 26 2020 58 SMCP 59 SMCP SMCP SMCP-JS 17 Easy Home SharkNinja70%Mark Rosenzweig JS SN SharkNinja 19 59%Shark Ninja 100%19 23 7 JS SharkNinja 7 31 42 41%42 SharkNinja Shark Ninja NPD Shark 22 Ninja 3 Shark 100-400/100/Bissell Eureka 400/Dyson SN 1 SharkNinja KOL Facebook Ins 2 18 Foodi 2009 1210 28 60 SharkNinja+3C 22 33.1%3C 17.1%7.8%18 3C 20%18%9%Shein 2009 1210 29 61 18 22 Google 2019 62 63 Wind Wind Realme 18 1000 1500 61 19 Realme TikTok TikTok shop TikTok 1 TikTok 1 C55 Realme#realmeC55TheChampion 6600 2 C53 C53 500%3 C55 Realme TikTok(20)(10)010202012-022012-082013-022013-082014-022014-082015-022015-082016-022016-082017-022017-082018-022018-082019-022019-082020-022020-082021-022021-082022-022022-082023-02美 国:零 售 和 食 品 服 务 销 售 额:电 子 和 家 用 电 器 店:同 比美 国:零 售 和 食 品 服 务 销 售 额:家 具 和 家 用 装 饰 店:同 比美 国:零 售 和 食 品 服 务 销 售 额:服 装 及 服 装 配 饰 店:同 比 2009 1210 30 64 Realme“3 6”1 15 22 25.1 22.5%EBITDA3.3 0.13/2 10 19 KOSPA Triputra 21 176 Kerry Express 3.1 99.99%3 DHL UPS Ninja Van Flash Express FBA USPS FedEx UPS FedEx 65 J&T 1-3 2-7 7-17 8-20 GDEX 13 35 2634 JRS express 2-3 29-65 SingPost SmartPac&PolyM 1-2 15 Kerry Express 1-2 14-60 GHN 1-4 6-12 2009 1210 31 18 19 VAT IP 21 2009 1210 32 2016 2017 2017 2017 2020 2021 2021 2022 2009 1210 33 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-83024576 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 021-25072549 2009 1210 34 A 300 500/6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522
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