资源描述
2023-2024 报告 2016-2026 BOSS 360 2023 2 2016 2017 2018 2019 2020 2021 2022 2023E 2024E 2025E 2026E()25.9%26.1%26.2%13.1%29.6%19.6%31.1%30.7%30.5%31.2%2023 2026 30%1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2019 2020 2021 2022 2023 2019-2023 360-3.8%10.4%20.1%360 2020 C 21 22 23 1 20%360 360 2023 2 3.26 3.64 3.96 2.73 3.00 3.98 2020 2021 2022 2020-2022 2020-2022 3.26 3.96 2.73 3.98 37.7%43.5%5 360 2022 360 360 2023 2 13.7%9.8%6,602 5,885 5705 5500 5384 5348 7,505 6,460 5,918 5,554 5,319 5,160 13.7%9.8%3.7%1.0%-1.2%-3.5%2022 1.1%1.2%1.6%1.9%0.9%3.1%5.90%6.10%6.30%8.80%9.60%9.20%2021 VS2022 2022 360 2023 2 6 2 2022 1-11 2022 360 2023 2 2022 1-11 53.2%2019 51%48.5%2019-2022 1-11 2019 2020 2021 2022 1-11 2022 2022 360 2023 2 10 35 35 2001-2012 1985-2010 2022 35 360 2023 2 90%/61.6%20%-40%2.70%6.61%55.60%30.51%4.58%0.2%1.9%17.6%18.8%61.6%/95.0%93.8%77.7%71.7%70.2%67.6%61.5%56.5%41.4%37.5%36.6%20.3%13.3%11.2%7.0%3.4%1.2%360 2023 2 39.70%44.10%47.70%54.40%54.80%70 80 90 95 00&360 2023 2 68.1%55.7%31.4%22.8%22.7%17.3%17.3%14.2%66.7%49.3%31.6%29.8%23.5%16.3%17.3%15.4%00 00&360 2023 2 360 2023 2 30-34 25-29 20-24 15-19 15-19 28%CMMS-360 2023 2 53.9%54.5%46.1%45.5%00 NPC 00 53.9%00 54.5%00 15%&360 2023 2 19-29 12 2022.1.1-2022.12.31 Top-20000 18-24 131 118 113 134 114 114 104 119 134 104 113 127 25-29 105 101 96 109 112 111 130 94 118 124 102 104 30-34 90 102 94 92 103 99 113 89 95 106 98 88 35-39 83 84 90 77 87 90 73 92 76 96 98 86 40-49 77 70 93 60 76 82 51 93 65 85 98 88 50-59 62 86 97 68 90 87 77 91 78 91 76 69 TGI=100*/TGI100 2022.1.1-2022.12.31 20192022/Top-20000 2022.12.31 2022.1.1-2022.12.31 360 360 2023 2 11 12 11 10 9 8 7 6 5 4 3 2 1=/360 1 2 28.60%1 2 1 360 360 2023 2 2 2022.1.1-2022.12.31 Top-20000 10 2022.1.1-2022.12.31 29%1+31.7%17.3%8.6%V&2 V+V 360 1 1 360 360 2023 2 2 2022.1.1-2022.12.31 2022.1.1-2022.12.31 KOL KOL 72.13%0%20%40%60%80%100%&2022 1-7&2022.1.1-2022.12.31 =2022.1.1-2022.12.31 塔 罗 师.2021-20222021H1 2021H2 2022H2 2022H2 2022.1.1-2022.12.31 2022.1.1-2022.12.31 koko 237.2w+37.1w+13.5w+UU 13.5w+vivi 25.2w+63.8w+KOKO 16%33%22%27%2%18 19-24 25-34 35-49 44%56%360 20%19-24 00 56%360 360 2023 2 上 门 代 厨.2021-20222021H1 2021H2 2022H2 2022H2 2022H2 315%2023 2#4 66#2.2#3.4+2022.1.1-2022.12.31 2022.1.1-2022.12.31 2.9w+2.4w+1.5w+12%25%63%18 19-24 25-34 75%25%360 25-34 24 35 360 360 2023 2 THANKS
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