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2023 iResearch Inc.2023 2 CONTENTS01 02 03 04 053 014 2023.11 iResearch I 1992 5 2023.11 iResearch I 1980 40 1980 2018 2000 1980 1990 2000 20 2004 07 08 2010 2018 2019 2020 2022 6 2023.11 iResearch I 40 N=1500 2023 65.2%55.7%46.7%46.3%42.3%30.4%10.0%9.5%43.5%39.6%37.5%34.8%32.7%/43.9%36.3%36.1%34.7%32.6%TOP5 TOP57 2023.11 iResearch I8.9 11.4 12.8 3.3 4.3 5.3 2.2 2.5 3.0 2.5%2.3%2.4%2.2%1.8%2.1%2.7%2.5%2.3%2020 2021 20222020-2022%2%10%10%8 2023.11 iResearch I 2017 2 2021 3 21988265792948327372311752017 2018 2019 2020 20212017-2021 9 0210 2023.11 iResearch I 2016 4 2021 4.45 4.12 4.21 4.28 4.35 4.45 2017 2018 2019 2020 20212017-2021 11 2023.11 iResearch I 2020 2021 2019 2023 5000 500 2021-2025 4272.3 4676.8 5112.9 5546.7 5976.0 9.5%9.3%8.5%7.7%2021 2022 2023e 2024e 2025e%12 2023.11 iResearch I+13 2023.11 iResearch I Adidas 2024 ZARA2025 Zara Pull&Bear 100%NIKENIKE 2021 38%100 2023/ACE 361 5 40 2022 2022 TMIC 23AW 12.7 5.3 3.0 2.7 14.6%29.0%18.6%7.6%14 2023.11 iResearch I;1 2 1 2N 1N 2N 315 2023.11 iResearch I5%22%31%40%60%92%App 2022 80%45%43%34%34%22%KOL TMIC 23AW 92%31%O2O 35-45 NIKE VF 2-3 16 0317 2023.11 iResearch I 50%-70%30%-50%18 2023.11 iResearch I 5000 2000 CAD MES ERP WMS MES 19 2023.11 iResearch I 2022 UPF 2022 T 2022 1-2023 9%UPF 50+UPF40+UPF50+0.0%8.6%90.5%0.1%0.8%UPF30+UPF40+UPF50+UPF80+UPF100+%1.0%1.1%1.9%5.8%7.4%82.7%20 2023.11 iResearch I 2022 1-2023 9 GORE-TEX GORE-TEX EVA GORE-TEX EVA21 2023.11 iResearch I 00 2022 1-2023 9 67.18%69.75%54.61%29.76%32.82%30.25%45.39%70.24%0-500 500-1000 1000-1500 1500 2023 22 0423 2023.11 iResearch I 0.35cm 6.9 C 0.4%0.77cm 100g/Anti-Burden Anti-UV Anti-Hot Anti-Cold Anti-Water Anti-Stuffy Anti-Sweat Anti-Wind Anti-Bug AntiTech 24 2023.11 iResearch I AI+AI AI+2022 AI/AI 25 2023.11 iResearch I AI+AI AI 10 1000 600 500 90%SaaS ODM 7 72 SaaS ODM 95%0.1%1/5 10ms AI 26 2023.11 iResearch I 20+370+&/()27 2023.11 iResearch I App OEM ODM APP 3D+28 0529 2023.11 iResearch I 1980 2022 2022 1-2023 9 2 30 2023.11 iResearch I 2022 2023 WEIQ 2019 MCN AIGC 1682682905165349381037609131268714743821921155237174920192020202120222019-2022 WEIQ 1604201700500020000210002200024000+2015 2016 2017 2018 2019 2020 2021 20222015-2022 MCN 31 2023.11 iResearch I+AI 32BUSINESS COOPERATION 400-026-33LEGAL STATEMENT THANKS
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