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2021 22021.5 iResearch I 1-3 APP 1+1-3 APP 1 7 Fresh 1 2 B2C B2B C2C APP/32021.5 iResearch I 2020 5 2025 6.8 2020 4584.9 2019 64.0%2023 O2O 4 1 2 3 452021.5 iResearch I 2021.5 iResearch I 2020 30.2%30.1%29.3%28.4%28.2%30.2%7.0%6.8%6.5%6.2%5.8%21.9%22.4%23.4%23.4%24.6%6.1%6.1%6.2%5.9%5.9%13.7%13.6%13.5%13.3%13.0%11.2%11.4%11.2%11.7%9.6%7.6%7.9%8.5%8.8%8.7%2.4%2.4%2.4%2.4%2.2%2016 2017 2018 2019 2020%2016-2020 2016-2020 515153745631608463972016 2017 2018 2019 202062021.5 iResearch I 20193.1 1.30 1.34 1.34 1.30 1.33 0.56 0.61 0.63 0.66 0.72 0.36 0.36 0.37 0.41 0.38 0.15 0.16 0.16 0.16 0.19 0.17 0.17 0.17 0.17 0.18 0.12 0.13 0.12 0.13 0.15 0.13 0.13 0.14 0.14 0.15 2015 2016 2017 2018 2019 2015-2019 3.13.02.92.92.872021.5 iResearch I 2020 5 2025 6.8 2016-2025 40078 42034 43988 48052 50395 54697 58753 62152 65230 68173 4.9%4.6%9.2%4.9%8.5%7.4%5.8%5.0%4.5%2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e%82021.5 iResearch I 2020 2020 14.6%97.2%95.8%93.8%91.2%85.4%2.8%4.2%6.2%8.8%14.6%2016 2017 2018 2019 2020%2016-2020 92021.5 iResearch I 2021.5 iResearch I 2011-2015 2016-2018 2019 0.465 wind N=1305 N=599 2021 2 iclick 0.4770.4740.4730.4690.4620.4650.4670.4680.4652011 2012 2013 2014 2015 2016 2017 2018 2019 2011-2019 2020 TOP 1 TOP 2 TOP 3 TOP 4 102021.5 iResearch I 2021.5 iResearch I 2020 9.9 70.4%2020 11.8 27.9%2020 9.85 99.67%CNNIC 7.3 7.7 8.3 8.8 9.9 7.0 7.5 8.2 8.8 9.9 52.9%55.5%59.4%62.9%70.4%95.8%97.2%98.9%99.5%99.7%2016 2017 2018 2019 2020%2016-2020 5.2 7.2 9.0 10.6 11.8 39.1%25.5%18.0%10.6%15.5%19.6%23.6%25.8%27.9%2016 2017 2018 2019 2020%2016-2020 112021.5 iResearch I 2021.5 iResearch I 80 9035 55.7%80 90 N=1761 2021 2 iclick N=1761 2021 2 iclick 2021 25 6.0%26-35 49.7%36-45 32.0%46-55 9.2%56 3.1%32.6%40.3%40.6%46.0%50.5%55.8%59.2%/2021 80 90 122021.5 iResearch I 2021.5 iResearch I 2020 2020 APP APP UserTracker N=1761 2021 2 iclick 2019 11-2021 2 APP APP APP 11.7%18.7%26.9%25.0%15.5%7.8%2.6%4 2-3 1 2-3 1 1-5 1 12.2%26.6%30.3%24.8%9.3%3.3%1.6%11.9%25.9%29.4%25.2%10.4%4.0%1.3%2020 57.3%69.1%67.2%13 1 2 3 4142021.5 iResearch I LOGO&2021+152021.5 iResearch I 2005.10 O2O 2005 2014 O2O 2020 20052008 2009 2012 2013 2014 2015 20162017 7fresh 2018 O2O 20192020-B2C O2O 162021.5 iResearch I O2O O2O 7fresh O2O O2O+7fresh 2021 172021.5 iResearch I 2020 4000 2020 4585 2019 64.0%2023 1.CR Concentration Ratio CR5 2.B2C C2C B2B 2015-2023 497 889 1308 2045 2796 4585 6705 9212 11971 81.1%78.9%56.3%41.2%36.7%64.0%46.2%37.4%30.0%2015 2016 2017 2018 2019 2020 2021e 2022e 2023e%182021.5 iResearch I TOP5 2020 49.9%2018 13.2%TOP5 B2C C2C B2B 2018 CR52019 CR52020 CR52018-2020 19 1 2 3 4202021.5 iResearch I 2014 11 16 4000 30 2020 2021 AI/80%10 4000+SKU 3 30 SaaS+DaaS 212021.5 iResearch I+2012+2020 2000 sku 4000 330 2019 18/APP/2000+SKU 10000+sku,01.02.222021.5 iResearch I+APP 2020 6 30 214 30 23 1 2 3 4242021.5 iResearch I 2020 O2O+1-3 1-3 1-3 500-1 1-2 30-1 30-1 1-2 7 Fresh 252021.5 iResearch I APP APP/2020 DAU4+3 GMV 254%80002019 2020 16000+26 IPO 27 2002 3000 400-026-Contact Us 28
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