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

????:????v:???????

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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