资源描述
2021 22021.9 iResearch I2020 1.2 197.0%58.3%2023 4.9 2020 32.1%2023 50.0%1.SKU 2.RDC 1 2020 2020 8862 2019 360.8%2020 123.4 SMS 3 1 2 3 442021.9 iResearch I-1.2.3.-GMV UV UV GMV UV UV&SKU 52021.9 iResearch I 2021.9 iResearch I2.653.093.8829.3%32.9%39.2%2020.3 2020.6 2020.12%2020 3-12 CNNIC CNNIC 60.8%39.2%2020 6.17 62.4%3.88 2020 3 1.23 66.2%2020 66.2%C 62021.9 iResearch I 2021.9 iResearch I1242 1923 8862 461 681 6939 54.8%360.8%2018 2019 2020%14.927.5123.484.5%348.8%2018 2019 2020%2018-2020 2018-2020 B 2016-2018 2019 2020 2020 6939 8862 2019-2020 360.8%6528 573 80.1%2020 123.4 72021.9 iResearch I 2020 1000 55%/2021 3C/20-30%10%/IP 50-60%&82021.9 iResearch I 2021.9 iResearch I 1.2019 49%2.C2M 2004 2012 2019 57%C2M C2M C2B2M B 1.2.C2M 57%2019 C2M 2019 92021.9 iResearch I 2021.9 iResearch I+&UV 0.5%5%1.5%30%4.3%31%&APP-LIVE-102021.9 iResearch I 2021.9 iResearch I 2021 i-click N=1044 49.9%47.3%44.0%40.5%39.5%37.7%30.4%30.3%29.2%25.0%22.5%9.5%/48.7%48.0%42.6%40.0%39.2%34.5%29.8%28.8%28.1%22.9%20.8%8.1%/2021 i-click N=1044 11 1 2 3 4122021.9 iResearch I 2021.9 iResearch I1205 4168 12379 22697 34879 49144 245.9%197.0%83.3%53.7%40.9%2018 2019 2020 2021e 2022e 2023e2018-2023%0.3%1.0%3.2%5.3%7.6%10.1%1.5%4.2%10.6%15.5%20.1%24.3%2018 2019 2020 2021e 2022e 2023e2018-2023%2020 1.2 197.0%58.3%2023 4.9 2020 3.2%10.6%2023 24.3%CAGR=220.5%CAGR=58.3%132021.9 iResearch I MCN MCN 2020&V(+SaaS/MCN 142021.9 iResearch I 1/2 01 021.SKU 2.RDC 1 2 2 2 2 1 1+O2O/SKU 30-50 C2M 152021.9 iResearch I 2/2 1.C2M+12-14 2.3.C2M+30%45%25%+C2M C2M+15-30 20%+C2M C2M+60%20%3 162021.9 iResearch I 1/2 67.1%69.5%67.9%56.8%52.7%50.2%32.9%30.5%32.1%43.2%47.3%49.8%2018 2019 2020 2021e 2022e 2023e2018-2023%2019 2020 32.1%2023 50.0%2020172021.9 iResearch I 2/2 IP ROI IP 20 1 10 1.ROI=/2.CR5=/ROI+/+CR5 2020H2-2021H1 MCN CR5 10 CR5 9%CR5 10%IP 182021.9 iResearch I 1-4 5-8&/()&/UV/192021.9 iResearch I2020 TOP20 3-5/1 19 5%95%202021.9 iResearch I SKU MCN MCN KOL KOL KOL MCN KOL MCN 21 1 2 3 4222021.9 iResearch I 2020&/GMV 2021H1 MCN/30%GMV 2021H1 30%2018/2019 232021.9 iResearch I&GMV GMV GPM=GMV GMV GMV*GMV*3%4.4 GMV 1000 5000 0.8%1.0%50 w 6 4%GPM KA ROI 242021.9 iResearch I 1/5 2017+MCN-&5000+6000W+5W+SKU-252021.9 iResearch I 2/5 2020 5000 3000 C2M 2020 50+2020 10-&262021.9 iResearch I 3/5 3.0 2.0 3.0 1 2 3 4 C2M+1/2+1 3 100 2 3000 2020 10 15 40 1/3&272021.9 iResearch I2020 4/5 2.0+2500 4 2/2 10%25%/123456 24 2500 9 10%&282021.9 iResearch I 5/5 IP MCN+IP 2020 11 40 2021 8&292021.9 iResearch I 2017 4 IP/7 B C2M 2021 8 CBN Data IP 50+viya 8311.1 anan 524.6 LOVE 174.8 503.8 2018 TOP 2018 IP 14 viya 2019 2018 7 2019 3 2019 9 2020 3302021.9 iResearch I ONE ONE IP ONE 2015 IP 1.7 ONE IP ONE IP 2021 7 IP 3000 ONE IP ONE IP&IP IP NEVERS FAMILY 31 1 2 3 4322021.9 iResearch I 2021.9 iResearch I2463 12584 2020 2023e viya Austin _Cherie 2020 2463 2023 1.2 72.2%2020 CAGR=72.2%332021.9 iResearch I 1/3/B MCN 2020 0.94%2020 3 4.0%2021 3 1.2.MCN 1.2.MCN IP 3000 C2M 2020 10 342021.9 iResearch I 2021.9 iResearch I 2021H1 2020 3 40 3-5 1-3 2021 3 2020 3+16%+16%2020 1 2021 1 2020-2021/-8%2021 3 2020 2020 2/3 3352021.9 iResearch I 2021.9 iResearch I 3/3 2021 2021 5 8 2021 7 2020 3 1 2021 2 2021 2+/ODM 36 IPO 37 2002 3000 400-026-Contact Us 38
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