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1、2023?2023.02INDEX?01?美妆企业出海优势美妆企业出海现状02?美国东南亚日韩拉美03?全球头部DTC品牌出海头部美妆品牌04?对?千?2020?莲?8.4%?2022?莲?3?2020?务?5400?务?务?千?务?DTC?务?/?KOL?3?对?务?爽?务?401?5?-?告?6Source:Euromonitor,Meet Intelligence?2022?8%?莲?莲?3,080?2022?10%?2026?莲?莲?4,000?$1,206$1,404$1,550$1,653$1,776$2,161$646$597$653$711$773$933$483$453$53

2、5$578$627$770$108.9$108.0$124.5$137.5$150.1$183.420162020202120222023E2026E?16-22CAGR22-26CAGR+4.0%+7.5%+3.0%+7.4%+1.6%+7.0%+5.4%+6.9%$2,562$2,862$3,080$3,326$2,444$4,047+7.6%+8.0%(53.7%)(23.1%)(18.8%)?Source:Euromonitor,Meet Intelligence7?锐?研?莲?78%?/?5?5%?锐?1/8?让?锐?锐?US$7.1?锐?锐?2021?(21-26 CAGR)?/?

3、(?)$778.3(+8.2%)?$193.5(+5.9%)?$89.6(+4.3%)?$86.5(+5.5%)?锐$168.7(+6.1%)?$40.4(+5.2%)?$27.1(+4.8%)?/?$23.1(+4.6%)?$57.5(+6.0%)?$48.7(+2.9%)?$29.2(+4.2%)?Source:Euromonitor,Meet Intelligence8?莲?38%?5?莲?莲?告?2021?(21-26 CAGR)?$250.3(+8.0%)?$174.6(+6.3%)?$146.5(+8.4%)?$55.4(+5.5%)?$26.1(+6.5%)02?9?务?Sour

4、ce:Meet Intelligence10?20?告?告?研?(1978)?(1979-2005)?(2006-2016)?野?(2016-?)?模?务?Source:?,Meet Intelligence11?务?20?10?务?务?5?务?1-2?etc?/?21?粉?OEM/ODM?粉?2020?5000?5?2021?务?Source:?,Meet Intelligence12?模?模?6-10?模?模?莲?模?50%?的?3-6?12-18?100-150?OEM生产成本OEM利润OEM拿货价物流成本营销成本促销成本零售价20%?A?Etc?Source:Meet Intellig

5、ence13?DTC?/?5400?+2021?160?务?务?Source:Meet Intelligence14?模?/Perfect Diary?2020?/CHIOTURE?2020?/JudyJoll?2019?Hedone?2020?/Colorkey?2020?/?/HoldLive?2020?/Spenny?2020?VNK?2020?/Focallure?2016?/Susisu?/?/Florasis?2019?让?/ZEESEA?2019?/Flowerknows?2019?Yes?IC?2018?Venus MARBLE?2019?/GoGoTales?/?/MEI K

6、ING?2019?/FLAMINGO?2019?Girlcult?2020务?/MSRIE DAIGAR?2017?/CATKIN?2019?/MAOGEPING?2020?/Carslan?2019?2017?2019?2019?2021?和?2008?2018资?2013?2019?2019?2019?务?2022?Source:Meet Intelligence15?2022?KOL?*2022?Dec-21Jan-22Feb-22Mar-22Apr-22May-22Jun-22Jul-22Aug-22Sep-22Oct-22Nov-22Dec-22?(?)?(?)24%4%51%21%