???

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

2025-02-06 19:37:32 16751

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????????????

?????,????????,?????,????,?????????,?,?????????????????,???????????? ??:??


???:2016??????????10?3?7.7…


??????

???????