????:1?2023?????????:????????????

2???????????

3???????

4????????

5???????

2????4????????,????????????(????“???????????”)??,???????????????2025??????????????2?????????????????12????????,2024?????????,?????GMV(?)????????????166???????,?2023?20.4%?

?,???????????????????????????????,?,??,??????,??????2024????????9??????????????30??????,????????9778?????????2023????,??37.6??,?20.2%?

??,?

?,????2023???????,?78.8%?,????2024??????????????9????30??,???????????????????????80%?

??,???2024???????????????????????????????9?30??????,????17?????????,??????????,?????????

????????,?GMV??????????2018?252??????2023???960??????,?????????30.7%????????????MobTech????????????????«2024???????»????,????,??????2028??5000?????,?????????????????,???????????????

????????,???????????????????,??,???????????????????

?????????????????,???????,????????????????????????2023???????????????GMV???????????????????????????,??????22%???????????????????2023??????,?38.3%,?25%????2024??????????9??30???????,?????????????40%?

????????????37.6??????????????,??????????????

????????,??????“?????????????????”??????

????,??,????????????,???????????,??

???????????,??,?,??????????????????2024??????3??????29?“0???????????????”????,?????,????,?3?????????????,??????3?????,?4?????,?,??????,??????????“??”“?”???

??????????,??????????,??????????????????,?,????????????

???,?2024???????????????????????????????9???30??,?????????????130????,????????,?,???????????,?,??????????????????????????????????????????????????????????????????????????????????????,????

?????????????????????????,2023?????,???????37.6???????,??????20.2%,????????????????15%?????

?,??????????2024?9?????30??,??,??2.9????????????????,71%??????????????????????????????

????,??

?,????????????????????,?????????

?,????????????????????,????????2024???9??????????30?,?????????1.35??????????????,??????????????4300??????????????2023???53%,??30%????????

????????????,???????????,????,2021??2022???????????????2023??,???????????1.5%?2.1%??2.6%?

????????,??,????????????????????2023??12???????????????????????????31?,?????????,???????????????????????????,???????????2023????????????,?40????,??????????????

??????2024??9???????30???????????,????????????????22??,??????????????22??,?????6????76%???????????????150???????,?????97%???????????

?,?,????,???????????????,2023?2024??????????????,????130??85???????????????

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