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

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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