普华永道：商业贸易行业新形势下全球化转型与“一带一路”倡议的驱动力系列报告2：解读“一带一路”重点区域（79页）.pdf

1、羳 2 2021 1. 4 2. 8 1. 9 2. 34 3. 45 4. 59 5. 68 3. 77 1 2 2013 , 罨 2016 齨 2017 缶 2017 2019 İ 2021 縴仯 2013 21 1960 2019 3 2013 2020 翪 2020 11 乲 羳 5 6 2013 2020 2020 6,846 GSP IT 16 + 1 2019 17+1 2017 2019 2020 2019 92.3% 7 GCC 尢 羳 羳 羳 9 2010 2013 輰 1 10 2000 21 漰 - - 2013 2020 4,436 6,846 6.3% 1,995

2、3,009 6.0% 2020 1,995 3,009 2,441 3,837 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 2013 2014 2015 2016 2017 2018 2019 2020 11 2013 2019 2,909 3,829 4.7% 2020 2019 6% 2020 2019 ASEANStatsDataPortal 2,909 3,829 2,679 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 2013 2014 2015 2016 2017

3、 2018 2019 2020Q3 1,104 1,216 0 200 400 600 800 1,000 1,200 1,400 2013 2014 2015 2016 2017 2018 2019 2020Q3 ASEANStatsDataPortal 豸 48% 7% 4% 4% 鱦 3% 3% 3% 2% 26% 12 2020 ASEANSTATS 漰 鱦 豸 豸 豸 豸 2020 ASEANStatsDataPortal 13 2020 豸 55% 6% 4% 3% 3% 2% 2% 2% 23% ASEANStatsDataPortal GSP 1. 2013 2020 61.6

4、5 143.60 12.80% 2016 2020 70%1 94% 14 ASEANStatsDataPortal 61.65 143.60 0.00 20.00 40.00 60.00 80.00 100.00 120.00 140.00 160.00 180.00 2013 2014 2015 2016 2017 2018 2019 2020 ASEANStatsDataPortal 41% 25% 22% 6% 3% 3% 15 2. e-Conomy SEA 2019 WeAreSocial 3. 4. e-Conomy SEA 2019 5. e-Conomy SEA 2019 2

5、019 + 廯 羳 2017 2020 8 25 2020 羳 7,400 14% 30% 2015 7%3 2019 廥 1,000 2015 3 2025 3,000 4 5 1998 豸 豸 , 豸 ,OPPO VIVO 溣 绪 豸 True 羳 2019 3.6 4 3 2 16 0 200 400 600 800 1000 1200 1400 2015 2019 2025E e-Conomy 2019 SEA Lazada Shopee Tokopedia Grab Go-Tek Lazada Shopee Lazada 20 Singpost 3.87 Tokopedia 11 E

6、mtek N/A AscendMoney N/A Hellopay Lazada N/A Grab Sea N/A GoJek 12 Ookbee 1,900 Sanook 1 Shopee N/A JD(Thailand) 2.5 Traveloka N/A Pomelo Fashion 1,900 Tiki.VN 4,400 17 廯 2019 以 + IT 4626.77 4631.54 4453.02 4610.16 4963.01 5252.19 5491.05 3000.00 3500.00 4000.00 4500.00 5000.00 5500.00 6000.00 2013