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1、2022Data to Action2Agenda1.O2O2.20223.|9280+70%9500+Yimian Data,&YiTrend6PNLPDigital Shelf5O2ODTCShopify/APP500+PB10+*6/01|O2O|O2O8809010011012013020171201812019120201202112022120229511202210.31629.9%627252%GMV117%410GMV11+210%GMV19000+230%2022420%20221127%50%+GMV|O2O19-20 40 60 80 100 120 140 160 1

2、80202112021720221202272161821226182299%202282%20222022202120226%2022|O2O2092424467423C141253676503C1655088105393C61533174105232+|O2O2120223GMV47.70%31.50%26.60%2022Q12022Q22022Q3GMV2022GMV588833.9%2022GMV900011611”11640%70%GMV80%515%1162022.10.20-11.11 20228 116|O2O222022Q3355.0465%105.89546%620229T

3、EMU10TEMUApp Store2021GMV2.42022GMV2.6Q42022GMV50%+11Z+|O2O231vs111111IP300-5011.13201320142015320182021520161250%4300+9072%2022CO2O/zz25500M1,500M2,500M3,500M4,500M5,500M6,500M7,500M1月2月3月4月5月6月7月8月9月 10月 11月 12月2022年即时零售平台发展：呈上升趋势京东到家饿了么美团O2O|O2OO2O2016-2025E 即时零售开放平台规模O2O20213202512000 2016-20218

4、1%2021饿了么,10%美团闪购,38%京东到家,16%其它（自营模式）,36%+70%O2OO2O VS ECO2OECO2OO2O|O2O26+17%1-12+46%+28%+44%+22%O2O1-12O2O vs EC O2O EC58%99%33%54%022022|VS|VS|VS 2022|VS|VS|VS28TOP4TOP4-22%/2022-13%/2022-26%/2022-30%202211%/20228%202219%/20224%/202218 25 17 27 172820201202072021120217202212022714%|VS|VS|VS291.2.

5、3.4.2061820216182122618202261825%2220221114%|VS|VS|VS30-32%-9%51%7%-13%-10%-18%-9%4%-2%16%15%15%43%-4%-4%17%14%19%33%8%14%-14%-1%YOY,2022 Q1-Q3 vs 2021 Q1-Q3WGSN|VS|VS|VS31202228%202243%2.2%2022.01-10 VS 2021.01-10/YiSonar2021.01-2022.11VS|VS|VS|VS32+70%2210YTD+12%2210YTD/514M+18%TOP317M+29%TOP3 221

6、1YTD2022.01-10 VS 2021.01-10/YiSonar2021.01-2022.11VS|VS|VS|VS+19%2020 vs 2019+18%2021 vs 2020+35%2022YTD vs 2021YTD+31%2020 vs 2019+92%2021 vs 2020+21%2022YTD vs 2021YTD/+4%2210MAT 19B+9%2210MAT20B977M+89%TOP32B+27%TOP3 2211YTD2022.01-10 VS 2021.01-10YiSonar2021.01-2022.11VS|VS|VS|VS20221-10+15%202

7、21-10+13%20221-10+106%CA20221-10+40%+15%-11%98M+19%TOP3 2211YTD 1-10+7.2%2210YTD 2210YTD 03|A/20221-12202242%|372022152 B202242%TmallJDDouyin20227-12vs 20221-65OTC20231OTC|3845%47%38%38%17%16%TmallJDDouyin8318323610636/771791576091/119241217219822022|39/-25%5%35%65%95%125%155%185%215%245%0 B5 B10 B1

8、5 B2022218%294%/159%20227-12vs 20221-60%|40SWISSE/0.6ptsYILING/1.2pts4.3pts20227-12vs 20221-6B/20221-20221220227-1214%|42TmallJDDouyin202275 B20227-1214%20227-12vs 20221-20226|4322%26%57%43%21%31%TmallJDDouyin/56721583384565/2461586131668/692364103583328202220227-12vs 20221-2022668%|44/-15%0%15%30%0 B10 B20 B30 B20227-1231%/49%517%20227-12vs 20221-20226TOP106TOP2|453.87pts2.69pts2.84pts20227-12vs 20221-20226|46MACALLAN/2.32ptsSIMFOUR/3.59pts1.94pts47/