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

??

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???

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

?????????

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

????????