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

??

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

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

?????????

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

????????