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2021 22021.6 iResearch I 1 2 3 SKU-1 2 3 20 SMS 3 1 2 34 5 42021.6 iResearch I FBA 3PL 52021.6 iResearch I 2018,2020/1 2018-12 2 2019-03 3 2019-07 4 2019-11 5 2020-04 6 2020-11 62021.6 iResearch I 1 2 3 4/1 2016-11 2 2018-12 3 2020-1 50 4 2020-2 5 46 2020-5 46 6 2020-09 B2B 7 2020-11 72021.6 iResearch I 2020 46479.2 26.9%2025 15.1 2020-2025 CAGR 26.6%17346.3 21579.1 27660.2 36624.8 46479.2 60346.5 79846.3 102969.1 126890.4 151304.4 19.7%24.4%28.2%32.4%26.9%29.8%32.3%29.0%23.2%19.2%2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e2016-2025%82021.6 iResearch I B2C B2C 50.6%50.7%50.8%53.5%53.4%2016 2017 2018 2019 2020e2016-2020 B2C GMV B2C GMV%B2C WISH EBAY B2C B2C 2020 B2C GMV 53.4%GMV 50%B2C EBAY WISH B2C GMV=B2C B2C Statistia B2C 92021.6 iResearch I 2021.6 iResearch I SKU ebay 2020 5.1%10.3%22.5%2020 26%=/GMV GMV N=174.2020 74%26%2019%/%3.3%3.6%3.7%5.1%10.8%11.4%12.0%10.3%26.7%26.9%22.5%0.0%5.0%10.0%15.0%20.0%25.0%30.0%2017 2018 2019 20202017-2020 Ebay%ebay%102021.6 iResearch I 2020 2016 9.8%20.3%statista emarketpulse 90.2%86.0%82.3%80.8%79.7%9.8%14.0%17.7%19.2%20.3%2016 2017 2018 2019 20202016-2020 B2C 112021.6 iResearch I Ipsos Paypal 1/4 N=34052 2018 5 Ipsos Paypal The-Cross-Border Opportunity IPC 1/4 1%4%13%17%14%8%15%26%2-3 4-5 6-7 8-9 10-14 15%122021.6 iResearch I 2021.6 iResearch I 1 2 3 4 2019 1%8%Statista Statista IDC 8%1%2019/94.7%64.5%84.5%61.7%20192020 2019 132021.6 iResearch I 2021.6 iResearch I31.2%33.8%40.7%40.7%2002.7 2003.1 2003.7 2004.1%2020 Q2 2115 16.1%2019 Q4 4.8%2003 7%Statista CNNIC 9.4%9.8%10.0%10.1%10.5%10.8%11.1%11.3%11.8%16.1%2018-2020Q2%6.9%142021.6 iResearch I 2021.6 iResearch I 2020 Q2 GDP 12%Statista 2020 5 42%Statista 1%5%0%7%42%2020-01 2020-02 2020-03 2020-04 2020-052020 1-5 2278.42306.8 2320.42351.92323.9 2340.7 2348.7 2370.12346.32053.71.2%0.6%1.4%-1.2%0.7%0.3%0.9%-1.0%-12.5%18Q1 18Q2 18Q3 18Q4 19Q1 19Q2 19Q3 19Q4 20Q1 20Q22018Q1-2020Q2 GDP GDP 152021.6 iResearch I OMS+WMS 16 1 2 34 5 172021.6 iResearch I 1991-2003 1991 1999 2001 WTO 2004 B2b 2012 2004-2012 2013-B2C 2013 6 2014 56 2004-2007 2007-2016 2016-2016 2007 2011 e 2011 182021.6 iResearch I/192021.6 iResearch I 2020 2019 2020 12935 2025 3.6 2021-2025 CAGR 22.5%3157.0 3980.7 5171.5 7017.9 12935.0 16110.7 20072.4 25510.9 31018.3 36279.2 2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e CAGR=22.5%CAGR=42.3%2016-2025 202021.6 iResearch I B2B B2C 2020 B2C 4000 2020 B2B 8000 2020 2019 84.3%B2C 103.6%B2B 74.7%797.9 1197.0 1618.2 2339.6 4764.2 5966.1 7319.1 8955.3 10607.8 11935.0 2359.1 2783.7 3553.4 4678.2 8170.8 10144.6 12753.4 16555.6 20410.5 24344.2 50.0%35.2%44.6%103.6%25.2%22.7%22.4%18.5%12.5%18.0%27.6%31.7%74.7%24.2%25.7%29.8%23.3%19.3%2016 2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e2016-2025 B2C B2B B2C B2B B2C%B2B%212021.6 iResearch I 2016 UPU 2020 32%DHL Fedex UPS 60%54%53%52%52%44%40%40%37%33%28%24%6%10%15%20%32%2016 2016 2017 2018 2019 20202016 2020%222021.6 iResearch I 2021.6 iResearch I45%30%25%2019%-20-30-15-20 10-15 7 UPU DHL Fedex UPS 232021.6 iResearch I 2021.6 iResearch I23277663729194814756717812187 2018-20202018 2019 2020 2020 2021 60%40%2019 242021.6 iResearch I VS./SKU SKU UBI 252021.6 iResearch I 4PX 4PX FB4 1 2 RMA 262021.6 iResearch I 4PL 1 eBay SpeedPak eGD 2/+eHub+3 Wish 2019 Wish A+wishpost Ebay wish Amazon+4PL Wish Wish A+4PL 3PL 3PL 4PL 3PL wish ebay Amazon 272021.6 iResearch I 2021.6 iResearch I4.38.63.04.725.02.71.813.16.7 2018 USPS USPS UPS DHL LPI 3.86 3.68 3.51 3.46 3.58 3.59 4.24 4.02 4.09 347 4.08 4.05282021.6 iResearch I 1 2 3 RFID NB-LoT 4G 5G 12 1 2 292021.6 iResearch I End Point PortalTracking MES TMS BI OA SDS ERP OMS 302021.6 iResearch I 2016 2015-2016/31 1 2 34 5 322021.6 iResearch I 数据-核心 源-理-用算法模型 RFID 1 NB-LoT 4G 5G 2 1 2 3 1 2332021.6 iResearch I Ebay Wish 80%跨境物流服 商 基于 运 物的 量、品类、目的 国的 差异等不同来 相 物流 品 342021.6 iResearch I 10%-15%50%-60%30%-40%USPS DHL 352021.6 iResearch I/DHL DHL Fedex 362021.6 iResearch I 2021.6 iResearch I-90-95%2.3.4.5.7.6.41 27 31 372021.6 iResearch I 2020 9 6 5 Wish 2020.6 9 38 1 2 34 5 392021.6 iResearch I 19982015 Aliexpress Ebay Wish Amazon 2016201720182019 A B B+95%2020 20 2020 50 33 123402021.6 iResearch I 2004 IT GPN GFN 2016 1234 412021.6 iResearch I 2007 2013 Ebay GMV 2014 2007 2014 2017 2018 2019 2020 7 B B+C1 5 70 40 48 42 1 2 34 5 432021.6 iResearch I 2020 2019 20%30%DHL Fedex UPS 60%54%53%52%52%44%40%40%37%33%28%24%6%10%15%20%32%2016 2016 2017 2018 2019 20202016 2020%442021.6 iResearch I 2021.6 iResearch I 1979 1993 2009 20131 23 4 2013 3000,2007 20.4%12.4%9.7%11.6%17.4%8.2%7.6%7.6%15.3%14.7%12.6%14.4%8.2%10.5%11.8%15.8%7.6%14.3%15.5%19.1%2.5%6.8%9.4%11.9%28.6%33.2%33.3%19.6%2011 2015 2017 20192011 2015 2017 2019 45 IPO 46 2002 3000 400-026-Contact Us 47
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