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9、12 62.5% 30742400飬 3299 2021 11 2.0 7.5 GMV8400 GMV 33DTCDTC 202123.40%35.10%43.60%44.70%46.80% 2021 3.20%18.10%20.20%23.40%35.10%42.60%50%53.20%78.70%飨 APP2021 2021 SCRM/CRM 洴 罻 SEO DTC 342020 GMV 20% GMV - -罻顣 ID棬 / 桢 麣 鷳鸴 + / 8035辫 IP 罻 RFID MES 36廯 15-30 3-15 18%-35% 30%廯 50 18%-35% 21%-28% 廯 豸

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12、PC PC+ PC + +2020.09 App +Tiffany icon+2020.12 2021.4 X Tiffany AI 6300 +飬48 AI磬 AI AI X 顰 Apollo Go Robotaxi 黰 Apollo Go Apollo Robotaxi AI AI PV X +淨 TVC PVPV49 AI AR VRAR AR 侳 2000 X M6+AR侳 X AI App AI 沿 AI AI AI 輸 X AI 50 /O3FUTURE000000040000000600000008000000057177197

13、2297318284 2020 1.17 9918.99 洫 乫 5000 1.5 1.1 0203 52罻罻罻 罻 53羳絹羳档11 25 JOYBUY羳 B2B2021 50 50 ICBU Lazada顱 ShopExpress,ShopExpress2020 AllValue 81.43 36.91% 96.65Shein2020 700 338%羳 1.5 3.710.8512.411.258.516.624.200701 2 3 4 5 6 7 8 92021 9羳磬Shein54 &費35.2%30.0%17.3% 15.1%3.5%

14、1.0%0%5%10%15%20%25%30%35%40% -5%0%5%10%15%20%25%30% 55 2021 8350980056701820015.5%16.0%16.5%17.0%17.5%0500000002020 2021 2022 2023 2024 2025 IT IT IDC 洢 API 56罻 6.6 8.616.1 21.63341 470%20%40%60%80%100%0204060802014 2015 2016 2017 2018 2019 2020E 2035E飻 QQ ZB20414G Statista IDC棬豸仯 AI VR AR PC 57