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2021.10 iResearch Inc.2 3 4 1 2 3 45 37.8%19.5%8.2%40.7%21.0%8.9%2019%2020%2020 39.2 GDP 38.6%2.4 2020 8.9%21.0%40.7%0.7 1.5 2.9 2014-2020 GDP 2019-2020 16.218.622.627.231.335.839.226.1%27.5%30.3%32.9%34.8%36.2%38.6%2014 2015 2016 2017 2018 2019 2020 GDP%6 2020 2020-2021 1 2020 4-2 2020 10 3 2021-2023 2020 12 5G 4 8 2021 3 7 RFID.AI.8 2B 51.0%2C 49.0%5 2021 2016 2B 2021 2021 10 IT 2B80.0%2C20.0%2B 60.0%2C 40.0%2016 2B 2C 2021 2B 2C 2016 2B 2C 2021 2B 2C 2C 64.0%2B 36.0%9 10 1 2 3 411 12 13 14 15 1 2 3 416+17&18 2019 23.8%10.0%2020 268 2020 X-Labs 2018-2019 33.0%36.0%2018 2019%19+-5 43 PE 1000 20 AIOT/21 2021 2 3 APP+30%20%90%12020 100+2020 B 300+2020 200+2020 50+22.23+2010 13+B2B B2b B2C B2B 2020 GMV 1000 1 SaaS 2 1 2 1+2 1 RFID 2 1 ERP B2B 2 loT 24 Sysco Sysco(SYY.N)2021 Sysco 65 Sysco 2020 Sysco 16%Sysco-2.0%-1.0%0.0%1.0%2.0%3.0%FY2016 FY2017 FY2018 FY2019 FY2020Sysco US Foods PFGC2016-2020 Sysco MySysco POS CAKE Sysco Shop 24 Sysco Delivery ERP 25+26 27 AI 28;29 1.2.1.TMS 2.AI TMS 1.2.1.SAAS 2.1.2.1.WMS PDA&RFID WMS 30 AI 31+2018 SaaS/4 SaaS WMS TMS E E E AI PMI E E 32+5G 33+34 35 2020 36/2 30 37 AI 1.2.1.AI 2.8%2019 30%45%2019 1.87 2019 38 2021 40 2021 960+30 10000 50%90%39+2098.HK+2021 6 6 1 196 SAAS APP SAAS APP+40 Braskem Braskem Braskem Braskem 4.0 5.5%CenturyLink Edge Portal Load Shark Love Green Braskem 2020 50+11.35%41+42 66517 72385 73233 75503 2016 2017 2018 20192016-2019 7 2019 75,503 2019 2843 2019 193 2019 2 43+44+45 TMS 46 2020 1239 2016 TMS 2020 25 200 60 2020 7500+2020 1239 2020 3.2 1200 600 60 25 1 47 1688 GMV 388%1688 1688 2020 1688 2021 1688 1688 2020 1688 B+1688+48+49 2 3 4 5 6 8 10 13 82.5%78.2%75.9%74.1%72.7%71.9%72.1%72.5%2016 2017 2018 2019 2020 2021e 2022e 2023e2016-2023 B2B(%)2020 6 2021 2023 28.1%B2B 2020 72.7%C B C B B2B B B2B CAGR=26.9%CAGR=28.1%50 B2B B2C(B2B)/(B2C)or B2B B2C+B2B B2C 51 CIC OMS+WMS 52+CIC Commodities Intelligence Centre CIC+CIC CIC 5 2021 6 1 GMV 6 CIC API CIC TradePro DataProCorplnfo CIC 100 53 Booster Booster One B2B 1.18 Kompass B2B 75 2019 78%1.18 3600 Kompass 2019 Kompass Kompass LED LED LED Kompass 3600 10%54 1 2 3 455 A B A B C C D D 56+57 IPO 58 2002 3000 400-026-Contact Us 59
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