1、618 ? 2020.6.19 ? CONTENTS ? ? 01 02 03 04 PART 01 618? ? ?618? ? ? ? ?/? ? ? 2020?618 (6.1-6.18) ? 2692? ? +33% 5.216.196.166.1 ? ? ? ? 5G? ? ? ? ? ? 618? PLUS ? ? ? ? ? ? ? ? ?17?618? ?14:00?618?+74% ?1?+200%? ?+300% ?5?118? ?+500% 6.18 ? 6.1? ? ? ?2? ?1?+240% ?10?+300% ?30?+170% ?618? 5.256.206.1
2、66.1 ? ? 618? 61? ? ? ? ? 616? 618? ? ? 3C? ? 2020?618 ? ? 6982? ?10?+50% ?iPhone?5?5? ?51? ?32? 1?1? ?1?61? 6.1? ? 6.18 ? ? ? ?100? ?150? 6.16 ? ?7? ?250% ?Apple? ? ?J-10%? 5.236.196.126.4 ? SUPER DAY ? ? ? ? 3C? ? ? ? ? ? 61? ? ? ? ? ? 618? ? ? 618? ? ?6?17? ?618? ? ? ? ?80?90? 10% ? ? ? ? ?50% ?
3、?618? J-10%?-618? ?618? ? ?618? 2020?618 (5.25-6.18) ? +119% ? ?+129% ? ?3C4?iPhone?40? ? ?+223% ? ? ? ? ? 6.16.216.136.6 ? ? ? ? ?7? ?618? ? ? ? ?3C? ? ? 6? ?PK ? ? ? 4? ? ? ? ? ? ? ? ?APP? ? ? ? 6?16? ? ? ? ? ? 618? ? ? ? ? 618? PART 02 ? ? 2020? ? 33% 25%25% 25% 26% 29% 24% 27% 6% 2018Q12018Q2201
4、8Q32018Q42019Q12019Q22019Q32019Q42020Q1 2018Q1-2020Q1 ? ? ?2020?GMV? ? 1.16 2.09 6.59 2020?GMV(? ?/iResearch/?/?/? +15% +24% +108% ? 4.7 5.3 6.1 6.4 7.1 63.8% 69.1% 73.6%74.8% 78.6% 2016.122017.122018.122019.62020.3 ? 2016-2020? ? ?7.1?78.6% ? ?MAU?APP? 7.0 4.7 2.7 2.5 0.9 ? 2020?3? APP? 6.28 3.87 7
5、.26 ?2020? ?/?/?/?/Trustdata +11% +24% +42% 1.4 3.6 3.6 2.4 18.1% 3.0% -3.8% 5.6% 00S90S80S70S 2019-22020-2? ? 90/00? ? 64% ?00?90? 95? ?90? 70? 8% 80? 33% 90? 50% 00? 9% 49.6% 38.1% 37.1% 23.8% ? ?95? ? ? 64%?95? ? ?Quest Mobile/? 1.5 2.4 2.9 2.0 1.9 0.9 ? ? ? ? ? ? ? ? 2020-32019-3 ? - 714 ? ? ? ?
6、 + 2461? ? ?APP?TOP3 ? ? 70% + ?2020?Q1? 70%? ?2019? ?7? 70% + ?Quest Mobile/ TalkingData ?618? ?Vlog? ?/? ?5G ? ? ?2020?2020? 618 ? ? ? ? ? ? ? ? ?1?+240% ?10?3? ?30?+780% ? ? ? ? ?1?28? ?5?13? ?375%? ?618?616? ? ? ? ? ? ?Apple ?vivo/ iQOO ?Apple ? ? ?beats ?BOSE ? ? ? ? ? ? ? ?