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2021 22021.6 iResearch I B2C C2C 32021.6 iResearch I 2021 95 00 00 2020 H1,1.38 2020 2050 2020 2050 11.5%2021-2025 25%2020 B2C 68.7%1.2.3.4.SMS4 1 2 352021.6 iResearch I 2014-2019 GDP GDP 2019 41 8.0%2020 2021 10.2%43 5 2016-2020 2021-2025 2016-2025 CAGR=4.2%CAGR=5.0%33 37 38 41 39 43 46 49 51 52 10.4%10.2%4.0%8.0%-4.8%10.2%6.7%5.7%4.0%3.5%2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e%62021.4 iResearch I 2021.4 iResearch I 2016 CNNIC,0.6 0.9 1.2 1.6 2.0 4.2%6.3%9.0%11.6%13.9%-10.0%19.0%0112232016 2017 2018 2019 20202016-2020%0.42 0.66 0.89 1.39 1.38 57.4%34.7%56.3%2016 2017 2018 2019 2020H12016-2020H1%72021.6 iResearch I 2021.6 iResearch I13.3%26.6%46.7%11.5%1.8%2020 3 1-2 1-3 3-6 2 87%64%500 2020 9 iClick N=503.2020 9 iClick N=503.4.2%31.6%33.2%19.7%11.3%2020 200 200-500 501-1000 1001-2000 2000 87%64%82021.6 iResearch I 2021 2019 10.50 12.48 14.09 14.33 14.28 3.85 43.1%44.9%46.2%45.4%44.3%45.5%0.0%12.0%24.0%36.0%48.0%60.0%04812162024282016 2017 2018 2019 2020 2021Q12016-2021Q1%92021.6 iResearch I 2021.6 iResearch I 2020 35.0%65.0%2020%26.6%2020 60%2020.3SelsunStilaRomandFarfetchNutrienceSynextMaquillageWoncodeCoachEzz2020.42020.52020.72020.82020.112020 2020 1-3 327%2020 3 78 22000 102021.6 iResearch I 1 13 2019 12 92 2 6 2020 1 50 32020 1 1210011 9610 4 2020 452020 3 52021 3 B 2018 11 37 2020 86 2019 11 1 2 3 2.12.22.3122021.6 iResearch I 2005-2006 2012 2007-2013 2018 2007 2014-2017 2014 2009(2015 2019 2014 132021.6 iResearch I 1/2 B2C O2O B2C(/B2C C2C B2C C2C 142021.6 iResearch I 2021.6 iResearch I55.67%51.29%44.14%42.54%39.56%38.77%31.61%29.03%28.83%27.63%26.64%26.44%25.45%20.87%18.69%17.50%11.33%0.00%/APP/58.3%19.1%12.7%4.8%3.4%1.8%0.0%2/2 2020 9 iClick N=503 2020 9 iClick N=503 2020 2020 152021.6 iResearch I C2C 2020Q2 2020Q1 35.0%C2C 16 1 2 3 2.12.22.3172021.6 iResearch I B2C B2C B2C C2C B2C C2C B2C C2C VS 182021.6 iResearch I 2021.6 iResearch I 2050&2014-2018 2018-2020 2020 2050 25%2020 B2C 68.7%220 582 1013 1513 1838 2050 2734 3498 4343 5232 6187 164.4%73.9%49.4%21.5%11.5%33.4%27.9%24.1%20.5%18.3%2015 2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e%2016-2025 2020 B2C C2C B2C 23.2%8.1%68.7%192021.6 iResearch I 202021.6 iResearch I 2021.6 iResearch I 2017-2020 55.2%7.9%32.0%70.0%66.6%2017 2018 2019 20202017-2020 2019 2020 618 25000 40 90%2019 300%113 55.2%2017-2020 87 29000 5800 8 212021.6 iResearch I 2020 2017-2020 56.4%53.5%41.1%31.9%22.8%14.4%CAGR(2017-2020)CAGR(2017-2020)TOP 1 222021.6 iResearch I SKU/2020 137%OTC 2020 199%/2020 187%:2020 240%/2020 210%2020 232021.6 iResearch I43.3%44.4%2016 20202016&2020 GMV GMV%GMV 2016 43.3%2020 44.4%242021.6 iResearch I 2021.6 iResearch I 2020 400%25 1 2 3 2.12.22.3262021.6 iResearch I 1/2 2020 9 iClick N=503 48.5%51.5%80-90 40.2/2020 4.6%9.3%41.4%35.8%6.6%2.4%70 70 80 90 95 00 48.5%0.0%7.6%20.5%24.9%11.7%12.5%9.0%13.9%50,000 50,000-99,999 100,000-199,999 200,000-299,999 300,000-399,999 400,000-499,999 500,000-999,999 1,000,000 1.4%6.2%67.4%19.3%5.8%(%)(%)(%)20 30 24.9%40.2/272021.6 iResearch I 2/2 95/00 48.5%28.7%33.3%34.9%48.7%48.1%45.8%30.0%27.8%27.3%11.8%11.0%10.8%4.6%4.3%4.5%0.6%0.5%0.3%2018 2019 2020 95&00 90 80 70 70 2018-2020 95/00 2018-2020 95 00 2018 28.7%2020 34.9%282021.6 iResearch I 2021.6 iResearch I TOP4 TOP4 2020 9 iClick N=503 2020 9 iClick N=503 86.6%1 61.4%20%-25%13.3%7.2%19.5%16.7%16.7%13.3%8.0%1.8%1.8%1.8%3 2 1 3 2 1 1 1 3 2 2020 2020 61.4%48.5%47.1%42.0%56.5%49.3%46.1%43.7%292021.6 iResearch I 2021.6 iResearch I FY21 Kantar,N=2000 TOP5 TOP5/030105 030105 37.0%18.0%2.2%10.3%66.0%60.0%51.0%53.5%49.0%46.5%41.5%40.5%40.5%38.0%36.5%38.0%39.0%26.0%33.0%24.0%20.5%72.0%66.0%62.0%60.0%55.0%54.0%53.0%50.0%50.0%49.0%48.0%48.0%46.0%39.0%38.0%36.0%34.0%2020%2021%2020-2021 2020-2021 2021 302021.6 iResearch I FY21 A IPVUV AAUI IPV5 P L 3 90 00 90 50%00 23.0%15.0%11.0%28.0%27.0%29.0%32.0%46.0%51.0%11.0%12.0%9.0%2020-2021 AIPL 80 80 90 00 312021.6 iResearch I00/95 85/90 70/70 FY21 00 TOP3 TOP2 TOP1 95 90 85 90 80 70 70 80 00/95/90/85/80 70/70/2020-2021 322021.6 iResearch I 00 95 90 85 80 70 70 FY21 TOP3 TOP2 TOP1 TOP4 TOP5 95 90 85/80 70 70 00/+2020-2021 332021.6 iResearch I A B C D E F G 2021 A B C D E F G 40.0%2021 40%9%75%97%28%61%Kantar Kantar N=2000 342021.6 iResearch I 2021.6 iResearch I 1.=/2.=/3.=/Kantar,N=2000 1.=/2.=/3.=/Kantar,N=2000 87 29000 5800 8 2021 38%14%24%27%10%11%2021 2021 38%24%27%14%10%11%35 1 2 3362021.6 iResearch I 1/2+/MCN/KOL 372021.6 iResearch I 2/2+&+&SKU+38 IPO 39 2002 3000 400-026-Contact Us 40
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