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202122021.5 iResearch I C C C C C 3 1 2 3 4 42021.5 iResearch I 58.8120.3190.5226.1249.2288.1325.6367.7410.4456.219.928.029.125.021.823.625.728.030.633.078.7148.3219.6251.1271.0311.7351.3395.7441.0489.2104.6%58.4%18.7%10.2%15.6%13.0%12.9%11.6%11.2%40.7%3.9%-14.1%-12.8%8.3%9.0%9.0%9.0%8.0%2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e%1998-2005 2010 2010 2020 271 1.2.C PC C2C B2C B2B2C B2B 3.P2P 4.2016-202552021.5 iResearch IC C APP 1.mUserTracker:400 1 2.GDP 2018 0500001000001500002000002019-042019-052019-062019-072019-082019-092019-102019-112019-122020-012020-022020-032020-042020-052020-062020-072020-082020-092020-102020-112020-122021-012021-022021-03 2 APP 5 APP 2019.4-2021.3 APP 02000000004000000006000000008000000001000000000120000000014000000002016-012016-042016-072016-102017-012017-042017-072017-102018-012018-042018-072018-102019-012019-042019-072019-102020-012020-042020-072020-102021-01()2016-20216096.46703.57485.27970.48663.6 9387.82019e 2020e 2021e 2022e 2023e 2024e GDP 2019-2024 GDP62021.5 iResearch I C B 2020 C B 1.2016 1 C 2.3.4.1.26.012.258.8120.3190.5226.1249.2288.1325.6367.7410.4456.2391.3%103.5%381.9%104.7%58.4%18.7%10.2%15.6%13.0%12.9%11.6%11.2%2013 2014 2015 2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e%2013-202572021.5 iResearch I 74.1%73.1%74.5%68.1%70.6%70.2%67.6%67.1%66.9%63.3%61.7%60.0%61.3%57.9%57.5%55.3%57.2%55.2%54.2%53.1%15.5%14.9%14.1%15.1%17.5%17.2%18.7%17.9%16.3%17.2%17.1%16.9%17.4%17.8%18.1%18.0%22.3%22.5%22.7%21.9%7.6%8.2%8.6%11.6%9.1%9.6%11.7%13.0%13.7%17.0%18.6%20.8%19.2%21.4%22.2%24.5%18.7%20.7%21.6%23.6%2.8%3.8%2.8%5.3%2.9%3.0%2.0%2.0%3.1%2.5%2.6%2.3%2.1%2.9%2.2%2.2%1.8%1.6%1.5%1.5%2016Q1 2016Q2 2016Q3 2016Q4 2017Q1 2017Q2 2017Q3 2017Q4 2018Q1 2018Q2 2018Q3 2018Q4 2019Q1 2019Q2 2019Q3 2019Q4 2020Q1 2020Q2 2020Q3 2020Q42016Q1-2020Q4 1.2016 C 2.3.P2P 85.5%14.5%2020 2016 2020 85.5%B 82021.5 iResearch I C C 2020 C B+C C C C 1.2.C C2C B2C B2B2C B2B 3.P2P 4.5.C B 9 1 2 3 4 102021.5 iResearch I 1.2.112021.5 iResearch I/0.08-0.3%/0.19-0.2%0.38%(-0.11)-0.12%0.18-0.19%0-0.002%0.005%0.005%0.13%-0.16%1 0.08-0.3%0.08%-0.3%0.08-0.15%2 0.01%-0.05%/0.2-0.5122021.5 iResearch I 2017 0.2%0.1%2020 0.38%0.05%IoT 2021 0.05%-0.2%-0.2%0.15%0.38%0.23%-0.58%0.6%0.38%0-0.2%0.8-1.2%2020 4%96%0.18%-0.38%0.05%-0.2%0.23%-0.58%13 1 2 3 4 142021.5 iResearch I 1/2 100%2013.6.9 2016.7.1 I II III 2016.4.12 2016.4.13 2017.4.17 2018.6.30 2018 6 30 2018.7.92019.1.4 2018 7 9 2019 1 14 100%2013-2021 1/2152021.5 iResearch I 2/2 2021.3.1 2020 10 13 2021 1 20 2013-2021 2/2 162021.5 iResearch I(1/3)2021 1 20 172021.5 iResearch I(2/3)A A B B B A B B A B A A A A A182021.5 iResearch I(3/3)B C B2B B2C B B B C B/B2B 19 1 2 3 4202021.5 iResearch IC 0.6%APP 0.38%0.38%/2020 8700 40-160 100-250 2020 16676/100-300 200-500212021.5 iResearch I C B C 37.5%42.4%62.5%57.6%2020 2025e 2020-2025 C B B2B 222021.5 iResearch I C 2019 2019 3 6673.4 11.7%2351.6 2809.9 49.9 0.1%5G 232021.5 iResearch I C 61.2 85.8 105.8 122.1 139.9 163.8 191.4 223.7 259.1 297.9 40.2%23.3%15.4%14.6%17.0%16.9%16.9%15.8%15.0%2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e2016-2025%242021.5 iResearch I Stage 2 app Stage 1 252021.5 iResearch I C SaaS 2016-2025 2016-2025 0.31.55.59.9 9.815.218.622.326.330.7372.0%272.0%80.1%-1.1%55.3%21.9%19.8%18.0%16.9%2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e%22.281.7215.8374.4 389.0592.9740.8911.61106.21328.80.523.348.289.8103.6160.7240.3337.8459.0604.622.7105.0264.0464.2492.6753.7981.11249.41565.21933.42016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e 262021.5 iResearch I C 12159817732307255730483365363438523967392.9%196.7%30.1%10.8%19.2%10.4%8.0%6.0%3.0%2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e%2016-2025 C 2019 15%2020 3944 2020 320 2019 B2B 5%B2B O2O 27 1 2 3 4282021.2 iResearch I BASIC BASIC BASIC+BASICBlockchain AISecurity IoTCloud computing 7 24 10 7+vs.292021.5 iResearch I App APP CCM 302021.2 iResearch I 2005 B+2004 商 景机构消 者 312021.5 iResearch I 330,/APP SDK-SDK,:-POS POS POS MIS WIFI-POS API/PC H5 APP API/INAPPa+322021.5 iResearch I 2010 6 000997 ERP 2020 30 1813 829 ISV SaaS 300 POS AI/SaaS AI/&AI SaaS 332021.5 iResearch I 3.0+342021.5 iResearch I 2020 SaaS AI Marketing PaymentTechnology Finance+AI ABS 24H Service 352021.5 iResearch I AI POS 362021.5 iResearch I 24 2700,B,11 372021.5 iResearch I 2015,+B API 220+T+0 SHEIN YKS()382021.5 iResearch I 2003 2011 2006 B 18 POS WEB 99.9%0.03BP“+”+392021.5 iResearch I OTA OTA OTA SaaS TMC 402021.5 iResearch I 2011 2011 2016 2017 2019 2020 2019 12+7*24 SaaS 412021.5 iResearch I+SaaS+SaaS 2020 SaaS SAAS SAAS 产品能力 SAAS 42 1 2 3 4432021.5 iResearch I M0 M0 442021.5 iResearch I SaaS SaaS 452021.5 iResearch I B2C APP API SaaS SaaS iPaaS SaaS SaaS46 IPO 47 2002 3000 400-026-Contact Us 48
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