资源描述
2022-2023 2-2.5/1 2 3 4 5 879.0 981.0 713.0 629.0 593.0 515.0 776.0 805.0 1010.0 894.0 872.0 685.0 621.0 609.0 626.0 621.0 619.0 441.0 435.0 418.0 415.0 413.0 25.9%31.2%30.9%29.4%33.0%33.3%32.8%32.0%31.9%31.7%74.1%68.8%69.1%70.6%67.0%66.7%67.2%68.0%68.1%68.3%2015 2016 2017 2018 2019 2020 2021 2022e2023e2024e2025e 2022 2016 2017 2018 2019 2020 2021e2022e2023e2024e2025e%2022 2015-2025 2016-2025 12.4%12.6%12.5%4.4%10.8%8.6%7.9%26593 23613 21015 29919 31231 40505 37552 34591 7.5%43554 7.4%46797 2020 2021 2022e 2023e%2024e 2025e 2016 2017 2018 2019 2022 0-14 2016-2021 2020 2021 2016-2025 20 80 20 90 2018-21-2018 2011-2021 2011 GB/T28004-2011 2016 2016-2020 2017 2018 2018 2021 1 GB/T28004.1-2021 SAP SAP 1 SAP 1 SAP 2015-2018 2019-2020 2021 82%352 481 549 555 499 486 530 555 628 2015 2016 2017 2018 2019 2020 2021e 2022e 2023e wind 59.6%55.6%51.6%63.9%72.2%77.1%82.0%85.2%88.6%2015 2016 2017 2018 2019 2020 2021e 2022e 2023e%wind 2015-2023 2015-2023 57.0%2021.6 2020.6 57.0%TOP10+4.9%2 TOP10 57%4.9%TOP10 2020 5%2021 8%63.6%2020-2021 TOP10 TOP10 TOP10 TOP10+63.6%5.0%8.0%2021.6 2020.6 19.0%21.0%23.0%25.0%29.0%28.0%35.0%30.0%27.0%22.0%17.0%15.0%13.0%11.0%7.0%7.0%4.0%3.0%12.0%2.0%3.0%9.0%2.0%1.0%29.0%34.0%37.0%41.0%45.0%49.0%2016 2018 2015%2017%2019 2020 KA/%/%Euromonitor 2015-2020 SAP O2O./.SAP 70%SAP 80%.1 2 3 4 5 2022-2022.06 N=1017 1 1 TGI TGI=/*100 TGI TGI N=56 N=242 N=334 N=187 N=111 N=23 N=64 01 02 03 N=1017 2022 6-26-35 10000-20000/1-2 4-5 1.5-2.5/2022 63.9%68.4%26-35 77.6%40.7%10000-20000 71.7%/75.8%53.6%1-2 4-5 11-49 1.5-2.5/31-35 1 15000-20000 31-35 15000-20000 2-5 11-49 1-4 1.5-3/76.1%N=662 2022 6-26-30 1 10000-15000 26-30 10000-15000 4-5 50-99 1-2 1-2.5/63.4%29.3%N=355 2022 6-2022 44.7%38.9%36.9%34.6%33.5%30.9%27.0%23.0%TOP1 TOP2 TOP3 TGI=104 N=1017 2022 6-2022 TGI=103 TGI=110 N=1017 2022 6-2022 2022 78.2%76.4%51.6%41.9%45.2%47.2%47.8%51.6%54.2%56.7%TGI=106 N=1017 2022 6-N=1017 2022 6-88.5%56.8%46.9%30.2%/%75.8%/65.4%63.3%28.1%/%2022 78.9%2022 TGI=208 TGI=130 75.8%15.5%8.7%N=1017 2022 6-N=1017 2022 6-2.9%20.6%53.6%22.9%1-2 1-2 1-2 3-4%34.1%40.7%22.5%1 2.7%2-3 4-5 6%4.4%42.8%37.9%13.0%2.0%10 11-49 50-99 100-149 150%N=1017 2022 6-1-2 53.6%1-2 40.7%4-5 34.1%2-3 42.8%11-49 37.9%50-99 2022 38.2%23.6%36.6%2-2.5/1.5-2/2/2/23.6%2/36.6%2/38.2%2/47.6%2022 VS 5.4%17.1%25.1%29.5%14.3%4.6%1.5%2.6%1/1-1.5/1.5-2/2-2.5/2.5-3/3-3.5/3.5-4/4/2.2%12.2%23.9%33.4%16.2%6.8%2.2%3.1%2/2/2/2/47.6%N=1017 2022 6-24 1 2 3 4 5 N=1017 2022 6-54.1%52.2%45.0%42.5%41.4%35.6%29.6%28.9%27.8%23.0%18.7%15.2%12.8%2022 TGI=106 TGI=109 TGI=109 71.7%21.9%6.4%2022 TGI=105 TGI=120 21.9%2022 6.4%71.7%/N=1017 2022 6-N=1017 2022 6-1 5.2 top3 1 6 2022 2022 39.6%TOP1 TOP2 TOP3 43.7%/44.6%28.3%0-12 13-24 25-36 5 24.9%6 19.8%4 16.0%5 24.0%3 21.0%4 17.2%5 23.8%3 20.6%2 19.0%5.2 4.4 4.0 N=1017 2022 6-N=1017 2022 6-N=1017 2022 6-2022 29 1 2 3 4 5 58.8%47.0%31.0%27.0%21.3%19.4%15.8%/APP 44.1%44.0%37.0%36.1%/%2022/6/5 2022 67.7%63.7%34.0%32.3%29.8%/59.6%/59.5%37.3%N=1017 2022 6-N=1017 2022 6-2022 2022 47.1%41.2%37.8%37.3%34.2%33.6%32.7%32.3%/28.4%/24.9%22.7%/22.3%19.5%N=1017 2022 6-N=1017 2022 6-58.8%50.7%N=1017 2022 6-2022-57.1%54.4%32 33 1 2 3 4 5 Euromonitor 1.78 1.82 1.79 1.79 1.83 1.87 2.30 2.35 2.31 2.30 2.36 2.41 2014 2015 2016 2017 2018 2019/0.93/TOP10/80%-100%80%-135%/2014-2019 STEP 01 STEP 02 90 95 18 2 1 70%14 10 2003 18 THANKS
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