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

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

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????????????,?????????????,???????,??2024????3????????????29?“0?????????????”?,????,?????????????????,????????????3?????????,????????????3??,???????????4?,???????????,??????,????????“?????????????????????????????”“???????????”???????

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

??,??????????2024?9??30?????????????????,?130??,?????????????,??????????,??????????????????,??,????????????????????????????????????????????????,?????????????????

??????????,2023???,??37.6???,????????????????20.2%,??15%??

???????????,???2024???????9???????????????????????????????30?????????,??,???????2.9??????????????,71%???????????????

?????,??

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