1、2022?2023.012022?12022?务?导?封?封?VUCA?去?锐?务?2023?滑?务?2022?22022?3?CEO?BeyondClick?2022?+?务?副?务?模?确?历?务?封?2022务?盟?务?2022?务?务?封?务?太?封?副?2023?2022务?盟?副?0105?2022?0227?2022?03452022?4?2022?5?2022?5.7?封?够?10%?封?2025?7?2022?6Source?eMarketer?Statista?Meet Intelligence2019-2025E?2019-2025E?54%58%60%62%64%66%

2、68%20022E2023E2024E2025E5.7?7.7?3.5?20222025E201919-22CAGR+17.6%22-25CAGR+10.5%?匹?封?研?千?封?务?宇?2022?7Source:eMarketer,Meet Intelligence2022 VS 2025E?45.8%47.4%33.4%31.1%13.3%12.8%3.3%4.1%2.8%3.1%1.5%1.5%20222025E务&?务?2022?8Source:eMarketer,Meet Intelligence?务?封?务?宇?/?2022?TOP5?聊?2,487?12.5

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4、-3.2%0.1%-2.4%1.5%1.2%0.1%-1.1%?22E VS 20?2022?10?1?2?3?4?5AR/VR?6?7MARTECH?1?告?研?研?去?Google Chrome?2024?务?Cookie?Cookie?研?2022?11Source:?,36?,Meet Intelligence?盟?盟?53%?*66%?研?2022?Cookie?2024?务?Google?Chrome务?Cookie?APP?FACEBOOK AUDIENCE NETWORK71%?研/?2021?/?CookieiOS?ATT?Note?ATT?App Tracking Tran

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6、92211-?222200722092211-?+100%2211 VS 2111+77.8%2211 VS 2222205220722092211-?+20.7%2211 VS 2222205220722092211-?+120%2211 VS 211121%2021 VS 2020AMAZON?CPC?3?务?匹?/?群?2022?14Source:Wyzowl,We Are Social,Me

7、et Intelligence2022Q2?73%49.9%35.6%29.5%29.2%28.0%27.1%27.0%25.9%25.2%?/?92%?81%?2021?3%*?16-64?88%68%68%65%46%33%30%29%26%YoutubeLinkedin videoInstagram videoFacebook videoWebinarTikTokInstagram TVTwitterFacebook live202220212022?15Source:Wyzowl,Meet Intelligence?够?够?Youtube-?Google?社?Instagram-?Ti

8、kTok-?2022?TOP10?26%29%37%40%41%42%46%50%68%74%?-?锐?-?-?4?去?野封?2022?280?6?2022?2022?16Source:Statista,Mediakix,Meet Intelligence?盟?89%?10%9%?6%-10%21%?1%-5%30%?33%?7%280?420?120?20222025E201919-22CAGR+33.3%22-25CAGR+15.0%?2022?Note:Microsoft Forrester Consulting,?1,301?/?,2021?11?11%12%14%15%18%24%2

9、4%31%42%SnapchatTrillerLinkedInTwitchFacebookTwitterYouTubeTikTokInstagram2022?17Source:Influencer Intelligence,impact,Meet Intelligence?Instagram?对?Youtube?3C?Tiktok?Twitch?2022?1M+?&?5k-100k?研?&?5k?&?对?100k+?的?&?/?$10?$10?$25?$2?Note?Influencer Marketing 2022?1,408?2021?9?5?AR/VR?AR/VR?8?AR?匹?AR/V

10、R?2022?18Source:Ipsos,Meet Intelligence?&?/?APP?APP?AR?AR?AR?匹?79%?AR?80%?AR APP?/?APP?AR?Note?2022 Ipsos Global Augmentality Shift Study?20,279?13-44?纸?APP?374?2022?3-4?AR?AR?3D?AR?AR?AR?AR?Spectacles AR?Lens Studio VR?Pico AR?TikTok Effect House VR?Meta quest?Portal AR?Spark AR Studio2022?19Source

11、:?,Meet IntelligenceGucci?AR?2,000?AR?1?16%?15?Smashbox?Smashbox Illuminate AR?10?50%?Grace Choi?3?AR?2W+?TTDEYE?AR?70?300?INS?250?AR?1?AR/VR?6?Meta?宇?匹?匹?-?-?2022?20Source:Meet Intelligence?IP?匹?匹?NPC?IP?2022?21Source:?,Meet Intelligence?去?CANDYCANDYPrada?Candy?-CANDY?Z?760?+?PRADA CANDY RETHINK RE

12、ALITYSENSATIONS?-NAYUKI?尼?IP?封?NAYUKI?10%2112 VS 20121?300NAYUKI?NFT?DNA?IP?2022?22Source:?,Meet Intelligence?Doublet?IMMA?2022?务?AYAYI?Bose封?3D?CodeMiko?Twitch?Lil Miquela?CK?APP3C?2022?23Source:NonFungible,Meet Intelligence?NFT?NFT?DNA?184%2022Q3 VS 2021Q3?锋NFT?“Reaverse”?1,828?NFT?890?NFT?NFT?Fin

13、d N系列 NFT礼盒?NFT?100?1?4,000?Collezione Genesi?565?Doge?Dress from a dream?CRYPTOBEE NFT?3C?2022?24Source:?,Meet IntelligenceRoblox副?副?Gucci Garden?1,990?Dionysus?20%Roblox副?副?NIKELAND?Nike?2,100?220+?副?副?B70S?封?封?347?11?NFT?匹?封?7?MARTECH?MarTech”?务?MarTech?MarTech?封?封?务?MarTech封?告封?2022?25Source:Chi

14、ef Martec,eMarketer,?,Meet Intelligence2022?MarTech?尽?9,932?211.3?271.1?20222024E22-24CAGR+13.3%82.4?129.8?20222024E22-24CAGR+25.5%2022-2024E?MarTech?2022-2024E务?务?MarTech?2022?26Source:?,LTD,Meet Intelligence?研?研&?研?研?研?研?研?&?/?Trading EeskDSP&Ad NetworkSSP&Ad Exchange?OTT TV?/?SEO?&?&?CRMSCRM?RPA?

15、研?研?研?研?的?的?研?务?务?MarTech?MarTech?CRM?务?研?研?务?&?MarTech?2022?2022?27?千?封?封?务?千?模?2022?28Source:Statista,eMarketer,Meet Intelligence?5.7?7.5?3.5?20222025E201919-22CAGR+17.7%22-25CAGR+9.6%?(?)?/?02?2022?29Source:Statista,data.ai,Meet IntelligenceAMAZON?务?eBay?AMAZON?封?Coupang?33.9%?33.5%28.7%24.9%20.5

16、%?务?务?务?Shopee?Lazada?Shopee?Noon?务?务?559.7?16.5%?&22-25CAGR395.9?26.8%128.1?21.4%104.4?23.8%68.5?23.7%?2022?30Source:Bureau of Labor Statistics,Trading Economics,?,Meet Intelligence?2022?封?2022?_?副?副?7.5%8.5%8.6%8.5%8.2%5.6%7.8%8.8%9.8%10.9%JanFeb Mar Apr May JunJulAug SepOct?40%?61%60%44%37%?够?74%

17、?2022?31Source:eMarketer,Technavio,?,Meet Intelligence?RCEP?2022?夯RCEP?封?封?封?2022?纸?封?90%?副?模?尼?封?千?10?2022?千?3.7?2022?千?千?27,324?2022?千?千?47.7%46.7%57.3%25.9%60.2%79.1%?/?2022?32Source:Statista,?,Meet Intelligence?封?12.8?6.4?告?封?务?封?封?纸?AMAZON?2023?Jumia?覆?封?务?太?5,016?2022?15.5?2022?320?2022Q1 Jumi

18、a?千66%59%58%49%53%45%42%40%54%?聊?2022?&?/?牌?APP?2022?6?2022?33Source:data.ai,Statista,YouGov,Tidio,Meet Intelligence?1000?49%?APP60%?务?千?57.9%58.6%59.1%59.8%20022?/?2022?34Source:PPRO,Meet Intelligence51%51%66%17%53%30%32%22%39%15%17%?纸?封?2022?35Source:Airwallex,Meet Intelligence?BNPL?BNP

19、L?BNPL?2021?BNPL?1250?Z?去?去75%?BNPL?BNPL?BNPL?20%?副?资?千?10%?BNPL模?牌?千?聊研?务?-Airwallex?务?务?BNPL?3.6?BNPL?BNPL?锐?20%?BNPL?co-marketing?-Airwallex?务?务?2022?2022?36Source:MacroMicro,?,Meet Intelligence?告?告?70%?告?20%?务?30?59?务?25?55?1,720 1,592 4,359 9,304 7,066 2,404 Jan19 Jun19 Dec19 Jun20 Dec20 Jun21

20、Dec 21 Jun22 Nov22?AMAZON?AMAZON?7?GMV?2022?AMAZON?GMV?AMAZON?千?千?千?BWP?够?2022?37Source:Market Pulse,Ecommerce DB,Meet Intelligence2021Q1-Q3 GMV1560?2022Q1-Q3 GMV1554?YoY GR-0.3%2019?GMV?19%2021?GMV?13%-6%AMAZON?*237.1 250.9 242.5 303.0 253.4 273.8 286.7 2021Q1 2021Q2 2021Q3 2021Q4 2022Q1 2022Q2 202

21、2Q3?2022?38Source:Amazon?,Meet Intelligence?2020?AMAZON?2022?2020?45%?3.5 4.3 4.8 5.1 202020212022.42022?AMAZON?1?AMAZON?够?2009?25?封?封?导?2022?务AMAZON?够?2022?4?AMAZON?Buy with Prime?DTC?AMAZON Prime?AMAZON?AMAZON?B2B?Shopify?B2B?B2C?Shopify?够?尽Dovetale?名?锐?2022?39Source:?,Meet Intelligence?的?的?Lazada

22、?130?务?尽2022?尽?Lazada?2?13?务?Shopee?聊?Shopee?务封?务封?Mercado Libre?务?封?的?12?务?100?务?Mercado Libre?2021?Q4?GMV?Amazon?2022?40Source:?,Forbes,Meet Intelligence?2.3%?GMV?5.8%?GMV?3?+60%?11VS?40?LazLive?VS?15?Shopee Live?10?+?11VS?19%?GMV?137%?11?GMV VS?141%?VS?:Mercado Libre 11.21-11.27;Amazon 11.18-11.2

23、3?:Amazon 11.24-11.28?11:Shopee?Lazada11.11-11.14;TikTok Shop 11.1-11.12AMAZON?Q4?2022?41Source:Amazon,Meet Intelligence?18%?13%?17%?10%?纸$749?$28?$109?$39?$109?$129?$30?$38?$80?$30?$100?$80?$100?$150?$134?$146?锐?锐?锐?AMAZON?Q4?DIY?2022?42Source:Amazon,Meet Intelligence?24%DIY?11%?12%?8%?229?23?30LED

24、?24?46?纸36?3?6?74?50?180?42?18?22?13?30?锐?封?裂?擦?SHOPEE?Q4?2022?43Source:Shopee,Meet Intelligence?12%?8%?10%?副?副?Rp119,000?Rp269,000?纸Rp3,149,000?纸Rp2,899,000?纸?Rp100?纸?Rp1,450?Rp58,000?Rp49,999?Rp157,000?Rp45,000?Rp26,000?Rp25,000?Rp75,100?Rp127,000?Rp258,000?Rp4,350?纸?纸?纸?T?/?8%?SHOPEE?Q4?2022?44So

25、urce:Shopee,Meet Intelligence?14%?11%?14%?9%?1,200?399?纸8,999?纸1,199?390?730?640?490?49?125?1,190?1,400?4,599?4,699?689?2,375?锐?纸?纸?锐?2022?2022?45?封?封?2018?2022?7.1?11.8?务?2022?46Source:?,?,CBNData,eMarketer,Meet Intelligence9.7?11.8?7.1?20202022E201818-20 CAGR+17%20-22CAGR+10%务?务?封?封?封?务?封?2021?618

26、?459?Top1?务?2022 vs 2019+63%?165?29%?尽?IBM?2022?47Source:?2022?2020?务?的?务?的?2.0?-?封?1?2?告?务?务?务?AR/VR?3?42022?48Source:?,Amazon,Meet Intelligence?822 966 3,174 2,593 20022?2022?9?务?2019?3.2?9?务?务?纸?2022?3?PayPal?务?7?尼?49?够?6,903?锐?锐?2021?5?AMAZON?尼?2022?尼?锐?2022?8?覆?尼?锐?2021?务?3,000?封?去?5

27、-10?务?务?务?务?-?务?匹?务?匹?封?2022?49Source:?,Meet Intelligence?4?AE MALL?封?Lazada?Miravia?Trendyol?etc.?2022?400?100?2022?6?TikTok?10?TikTok?模?2022?TikTok?14?务?务84%?9?16?Temu?GMV?150?6-7?聊研务?聊研务?Temu?2022?3?2022?50Source:Meet Intelligence10-20?3-8?IT?匹?匹?/?/?2022?51?1?的?的?2?3?4?5?+?6?1?的?务?务?的?务?2022?52S

28、ource:?,Meet Intelligence?封?务?务?务?5%10%9%13%8%9%16%21%19%25%?17%24%23%24%20%35%37%31%33%34%38%36%?18%26%56%?16%29%55%?44.1%?务?务?44.8%?务?务?2021?务?封?务?封?2021?务?务?务?务?务?务?2?务?去?告?务?去?务?2022?53Source:?,Meet IntelligenceOEM?务?务?10?2021?封?40%?封?务?去?宇?去?去?去?去?19982005?20062011?2012?2019?号?2000+2021?8%2021?

29、去?2022?54Source:?,Meet Intelligence?封?务?的?1984?封?尽?封?封?务?务?剧?剧?30+?/?25?1000?15,000+?务?TCL?IoT?19841997?19982018?务?务?2019-2020?尼?IoT?BrandZ?2021?24%?2021?3:?告?封?2022?55Source:?,?l Meet Intelligence20?2021?10%20%201620202200+?2022?$1000?200+?2022?$5000?1.0?2.0?3.0?野?务?务?务?务?2022?56Source:?,Meet Intel

30、ligence?Z?锐?送?2019?21?25%?I can”?I can?2017?19?Kickstarter?Top1?X-Stream?7?的?的?的?的?2?X-Boost?90%?4?务?送?告?够?封?2022?57Source:Meet Intelligence2022?务?务?48%?15%?12%?/?6%?5%?14%?2022?58Source:?,Meet Intelligence?粉?2013?IoT?务?纸?2010?2013?2014?2015?123?+?模?模?30%21?AIoT?38%17-21?AIoT?SHEIN?粉?封?务?SHEIN?2022?

31、GMV?30?,90%?,5%?,5%SHEGLAM?Slow Sunday?SHEIN?201420202022?SHEIN?务?evoluSHEIN?JMMG?CUCCOO?5?2022?11?务?230?务?告?RCEP?千?务?2022?59Source:务?,Meet Intelligence2022?1-11?5.8%11.7%5.9%22.1%16.6%14.3%27.4%21.9%0.0%1 5.0%3 0.0%0.04.08.0?2022?1-11?2022?Q3?+62%(vs 20?+254%(vs 20?+63%(vs 20?+27%(vs 20?2022?60Sour

32、ce:?,Meet Intelligence?务?务?千?2021?务?50%?务?2021?务?务?925 224 203 104 87 71 45 18 21 16 45%26%40%20%156%65%32%-18%24%33%-5 0.0%0.0%5 0.0%1 0 0.0%1 5 0.0%2 0 0.0%0.02 0 0.04 0 0.06 0 0.08 0 0.01 0 0 0.0?千务?201920211000 个个2000+个个务?2?20+个个70+个个务?3?6?告?导?的?2022?61Source:?,Meet Intelligence?DTC?副?副?GMV?模?导?

33、的?2018?千?Anker?2022?千?Buy With Prime?2022?62Source:Adyen,KPMG,?,Meet Intelligence?的?粉?务?2022?11?200?4000?2022?4?2022?3,870?1,065%?2022?96?2022?13?35%?59%65%60%62%49%49%?千?2022?Top10?2019 vs 202118%?BeyondClick?BeyondClick?研?Meet?Intelligence?Meet?Intelligence?3C?10?5?9?研?10?研?8,800?Meet Intelligence?/?2022?632022?64?THANKSMEETSOCIAL.COM?2022?65?Airwallex?务?