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1、2023?12024?2?3?4?01PART2023?务?睫?:?,?,?,Meet Intelligence?2023?务?务?务?务?务?务?B2C?1.6 2.2 2.5 3.0 3.3 32%40%15%19%11%0%10%20%30%40%50%-1.0 2.0 3.0 4.0200222023E?(?)?1?3?2?名?名?90%?封?割?2022?50?5?2023?溶?30?2023?9000+2023?务?睫?:?,?,Meet Intelligence 致欧科技市值约93亿元三态股份市值约120亿元?2023?26?绿联科技睿联技术渡远户外62 5
2、5 20212023 务?11%18%13%7%53%38%23%36%20212023?2021?告?IPO?IPO?太力科技安克创新有棵树赛维时代晨北科技?的?2023?&?:Meet Intelligence29%25%16%13%5%5%2%?2023?-?-?-?-?-?-?-?锐?去?去?*?2023?2023?务?ODM/OEM?2023?:?Meet Intelligence粉?务?粉?务?割?/?粉?50.3 17.6 7.7 3.5 2020202120222023?3?2022?AMAZON?尼?TikTok?覆?2023?TikTok Shop?封?AMAZON?溶?+
3、?(?)帕拓逊价之链环球易购棒谷科技2023?务?:?,Meet Intelligence?研?务?务?IOTAI+38?9 7 7 4 3 3 2 1 1 1?纸?IOT?粉?务?锐?IOT?溶?务?IOT?IoT?务?锐?Speediance?AI?聊?够?够?2023?AI?务?割?AI?AI+?AI+?AI+?覆?2023?:?,?,Meet Intelligence?务?2023?务?2023?ANKER?DJI?务?务?50?10057?15 20 22H123H195 118 22Q1-323Q1-323 27 22Q1-323Q1-3+27%+24%+16%?2023?:?务?
4、82%?AIGC?50?10080?220042205220622072208220922300423052306230723082309231023112312Google?Meta?TikTok?2?(CPC?)2200422052206220722082209223004230523062307230823092320042205220622072208220922300
5、423052306230723082309231023112312?80%?30%2023?诚?诚?封?务?导?Timemore?(?)?$466?10,836?LaserPecker?(?)?$1,322?2,829?-?2023?资?务?务?:Kickstarter,TikTok,?,Meet Intelligence?封?赠?务?封?粉?割?溶?务?2023?务?割?2023?务?:?Meet Intelligence?的?的?导?务?(?)2019?Molblly?宇2021?CatCraft?宇2022?Sunon?宇2023?2024?务?够?宇?封?导?封?Y.O.U?千?千割?
6、千?02PART2023?:Statista,Meet Intelligence?8,987?2023?+7.6%?436.91,495 1,490 1,496 1,484 1,468 5,686 6,145 6,797 7,403 7,987 20224E2025E?23-25E CAGR9.3%8.4%0.1%-0.9%-4.6%-5.2%6.4%1.0%21-23 CAGR2023?社?:Statista,KANTAR Media Reaction 2023,Meet Intelligence社?4?务?5%?(60%)务?(50-60%)务?(30-50%)?(1
7、00%2023?TikTok?:GWI,Meet IntelligenceFacebook-?16-34?TikTok?Instagram?研?Snapchat?告?2023?05,00010,00075.3%63.4%49.6%41.9%38.2%37.9%31.1%30.7%2023Q4?(?)050100?(?)2023?2023Q1-Q312,0829695 Mins2.2 Hrs2023?TikTok?Top 2?:GWI,Meet Intelligence?千?务?千?Meta?千?Zalo?80%?TikTok?务?2?Instagram-?7?Kwai?34%?25-44?6?
8、015,00030,00086.8%74.1%72.4%49.9%30.8%20.8%14.4%12.8%9.4%05010027,9694772 Hrs 2023?2023Q4?(?)?(?)2023?2023Q1-Q32023?:GWI,Meet Intelligence 2023?010,00020,00087.3%87.1%66.5%48.8%44.7%31.2%24.3%19.5%9.2%2023Q4?050100?2023?2023Q1-Q3?(?)7?务?Instagram?Facebook?Kwai?TikTok?务?25-44?Pinterest?45%?2.1 Hrs202
9、3?:GWI,Meet Intelligence010,00020,00069.9%64.4%39.9%32.1%28.5%24.5%23.9%10.3%05010012,002459 2023?2023Q4?(?)?(?)2023?2023Q1-Q31.8 Hrs?Xing?19%?BeReal?TikTok?40%?20%?Snapchat?告?务?2023?务?:GWI,Meet Intelligence01,0002,00073.9%70.2%66.3%63.0%59.9%32.8%29.2%9.4%0501001,70156 2023?2023Q4?(?)?(?)2023?2023Q
10、1-Q31.6 HrsFacebook?务?Snapchat?务?60%?Facebook?务?务?60%-70%?Top 1?Facebook?务?Top 3?2023?AI?2023?:PIWIK,Unctad,CISCO,?,Meet Intelligence?研?研?研?告?71%?研?10?2?Google Privacy Sandbox(?)?研?研?研?研?研?2018/05GDPR?2021iOS14?2024/H1Google?API?cookie?+?割?2023?:Meta,DIGWATCH,Meet Intelligence2023?(DSA)?DSA?Meta?Goo
11、gle?覆?AMAZON?DSA?2022/11/16?2023/08/25?2024/02/17?割?割?割?割?研?聊研?聊研?封?导 TikTok?太?聊研?2023?25.1%7.5%38.0%18.7%10.7%?:METRICOOL,Meet Intelligence?研?Facebook?KPICPCROAS?201819.4%25.6%15.4%29.3%10.3%20232023?:TikTok,Meta,Pinterest,Meet Intelligence?TikTok?Meta?Pinterest?Pin?Amazon?Amazon 2023?9?TikTok?TikT
12、ok Shop?模?TikTok?Storefront”?2023?6?Facebook/Instagram Shop?2024?4?模?的?21?2023?4?Pinterest?Amazon?Pinterest?Amazon?Amazon?2023?AI?AI?务?:Hubspot,WPVIP,Meet Intelligence粉?AI?务?务?研?2022?ChatGPT?AGI(?)?野?AI?AIGC?野?96%?务?AI78%?务?务?AIGC41%39%38%35%31%29%24%22%18%15%愿?/?愿?覆?SEO?(?)?AI?封?AIGC?AI?研?2023?AI?A
13、I?:Google,YouTube,Meet Intelligenceu?u?u?2023?10?愿?Demand Gen?2023?10?聊研?A/B?My AI?2023?4?AR?Snaps?/?Advantage+Shopping Campaign?2022?8?纸?150?2023?11?愿?愿?愿?New Bing?2023?2?2023?:Statista,WARC,I,Influencer Marketing Hub,Meet Intelligence?野?2023?308?-?-KOL-?KOL?32%19%11%10%9%6%5%?2023?20%25%18%13%23%4
14、0%?224 263 308 351 393 39%18%17%14%12%20224E2025E?2023?:Hype Auditor,Meet Intelligence?务?割?8%11%22%27%33%31%27%23%11%8%20222023?1M11.3%?500K-1M10.8%?50K-500K10.9%?研?10K-50K12.4%?10K15.2%?哥?2023?锐?:Meet Intelligence?千?千务?务?$?3C?Free style?KOL?MCN?/?/?2023?:Meet Intelligence?90%?的?CRM(?锐?锐)
15、?锐?EDM(?/?)?/?Facebook?2023?:Facebook,Meet Intelligence?+?2013?Instagram?49.3?Facebook?13?#DoingThings?务?封?溶?24?/?够?2019?Instagram?7.1?Facebook?9.3?5-10?封?03PART2023?:Statista,MINTEL,eMarketer,Meet Intelligence2022?词?2023?22,670 28,160 28,170 30,990 35,670 41,340 31%24%0%10%15%16%20202022
16、4E2025E?(?)?1?3?2?TEMU?的?SHEIN?赠?2023?TEMU?GMV?140?溶?割?割?TikTok Shop?太?2023 VS 2022?+27.2%?模?2?务?&?+16%?+14%2023?务?:Statista,Meet Intelligence 2023?YoY?12,540 7,272 1,110 902 654 1,325 648 345 133 118 75 368 317 173 87 59 60 55 务?千?千?7.5%14.1%8.9%8.5%8.3%6.8%0.7%4.8%9.0%7.5%9.8%13.8%11.6%25.6%11.7%1
17、1.4%13.5%7.7%?千千?2023?务?:?,Amazon123,Meet Intelligence2022?SHEIN?野?9?TEMU?2023?SHEIN?TikTok Shop?务?务?务?模?告?AMAZON?AMAZON?1?赠?$0$10$20$30$40$5014,021 1,438 2,632 12,770 6,480 4,060 2022.122023.12?2023?务?:?,?,Meet Intelligence?务?务?尽?2023?9?割?100?割?2023?9?2023?10?TikTok Shop?2023?10?覆?7.5%?+11%?(VAT)?1
18、0%-15%25%-40%10%0%-20%2023?:36?,Meet Intelligence?告?2023?8?够?Mercado Libre?Amazon?Shopee?AliExpress?SHEIN?17%?(ICMS)?$5060%?(?)+17%ICMS?(?)?研?研?研?2023?AMAZON?SHEIN?TEMU?:Meet Intelligence030,00060,00090,000AmazonShopeeSHEINLazadaAliExpressMercadoLibreeBayTEMUTokopediaAlibaba?务?-15%10%35%60%1000%2023
19、?Top 10?YoY?2023?AMAZON?:Marketplace Pulse,Jungle Scout,Meet Intelligence?Amazon?GMV?TEMU?TikTok Shop?Amazon?Q1-3 GMV?(GMV?)?1,974 2,221 2,200 2,319 40%13%-1%5%2020202120222023GMV(?)?19%13%12%12%2020202120222023?割?模?封?Amazon?Amazon?2022?71%73%74%73%73%74%73%22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q355%57%58
20、%59%59%60%60%22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 Amazon?Amazon?2023?AMAZON?:Amazon,Meet Intelligence?2023?AMAZON?Meta?Snapchat?务?AMAZON?2023?TEMU?TikTok?AMAZON?2024?1?务?AMAZON?(Clothing&Accessories)?2023?:ClearVoice,Statista,Shopify,Sproutsocial,GWI,Meet Intelligence?-03?务?70%?2023?60%?65%2023?45%202
21、3?43.3%44.4%20222023?#nofilter?2.8?+?500?+?去?去?TA?模?割?锐?割?割?导?2023?模?尼?导?导?03?2023?:?,Meet Intelligence?03?封?2016?赠?Somebymi封?锐?7?24?TikTok?封?2010?2.5?2022?割?割?Everlane?务?7?2023?:Euromonitor,Credit Karma,Martechasia,Meet Intelligence?-04?确?确?务?73%?送?溶?(2023)50%?送?(2022)?告?研?务?确?55%?52%千?2023?04?/?20
22、23?:?,Meet Intelligence?04?封?务?2016?1000?GMV2?2023?GMV?封?2014?4?Top5?太?太?25?骤?45?骤?23?YouTube?Casper?Casper?Casper?Casper?Casper?2023?:Euromonitor,GWI,Meet Intelligence?-05?叙?去?务?务?务?牌?牌?务?(55?+)?30%28%42%34%38%0%10%20%30%40%50%?务?20232030?16%30%11%16%0%10%20%30%40%50%?62%60%40%59%58%0.0%40.0%80.0%2
23、02345%46%55%44%0.0%40.0%80.0%2023?:The Shelf,Droidsans,Statista,Meet Intelligence?05?务?TikTok?封?封?#granfluencer?封?务?务?务?2023?60?/?锐?封?封?封?割?86%2022?千?2022?TikTok?去?+21%+19%?去?够?2024?1?+?4600?70%2023?55?2023?的?务?KOL?尼?务?锐?模?告?覆?务?务?/?05?2023?:?,Meet Intelligence?05?VR?封?2022?50%?25?VR?VR?封?40%?RendverFit?VR?务?纸?封?割?封?1981?Silverts?务?封?割?务?9?+?5?36%?务?2023?Meet Intelligence?Meet Intelligence?10?5?10?研?10?研?8,800?锐?够?够?够?导?/?