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《大行》高盛列出中國電商平台今年商品交易總額、市場份額預測比較(表)
高盛發表中國電商行業報告,列出內地電商平台今年商品交易額等預測比較: 今年預測│阿里(09988.HK)│京東(09618.HK)│拼多多(PDD.US)│抖音│快手(01024.HK) 商品交易總額(GMV)/人民幣│8.3萬億│4.4萬億│5.5萬億│5.2萬億│1.6萬億 GMV市場份額│32%│17%│21%│20%│6% 總交易額轉淨交易額百分比│60-70%│50-60%│70-80%│40-50%│40-50% 年度活躍買家總數│9億戶│6億戶│9億戶│5億至6億戶│3億至4億戶 平均交易金額/人民幣│150至200元│500元│50至100元│50至100元│50至100元 每位用戶年度平均下單次數│50次│12次│85次│75次│35次 每位用戶年均支出/人民幣│8,000元│6,000元│6,000元│8,000元│4,000元 商品交易第一位品類│服飾(24%)│電子產品(45%)│服飾(33%)│服飾(49%)│服飾(32%) 商品交易第二位品類│電子產品(16%)│快速消費品(13%)│電子產品(12%)│化妝品(15%)│化妝品(22%) 商品交易第三位品類│快速消費品(15%)│服飾(7%)│快速消費品(10%)│珠寶(5%)│快速消費品(12%)
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