2024417_艾瑞咨询_2024年中国共享充电宝行业研究报告（40页）.pdf
2024 iResearch Inc.2024 2 ABSTRACTS 126 400 1.2.3.4.1.2.3.1.2.3.3 CONTENTS01 02 03 04 05 4 015 2024.4 iResearch I 2024.4 iResearch I 2023 15.2 2026 16.9 2023 3 GB 2026 4 GB 12.713.213.514.214.515.215.816.416.93.4%2.3%5.0%2.7%4.3%4.0%3.7%3.5%2018 2019 2020 2021 2022 2023 2024e 2025e 2026e2018-2026%709.01219.91655.72216.32617.63015.03522.43989.54435.372.1%35.7%33.9%18.1%15.2%16.8%13.3%11.2%2018 2019 2020 2021 2022 2023 2024e 2025e 2026e2018-2026 GB%6 2024.4 iResearch I 2024.4 iResearch I 2018 2023 CNNIC UserTracker 152.590.584.972.558.0156.592.886.570.768.2 2022.12&2023.12 2022.12 2023.1227.7 27.6 27.930.82826.226.928.529.526.729.1-0.4%1.1%10.4%-9.1%-6.4%2.7%5.9%3.5%-9.5%9.0%2018H1-2023H1%7 2024.4 iResearch I 2024.4 iResearch I 2023 4962mAh 3 61.1%5 13.1%10 7532mAh 2571mAh 2024 1 9 10 2024 1 97532.34961.6 mAh mAh 2023 2023&4962mAh 86.9%13.1%38.9%61.1%2570.7mAh8 2024.4 iResearch I 46720.739527.346894.943940.852889.7-15.4%18.6%-6.3%20.4%2019 2020 2021 2022 2023%2023 5 2023 2019-2023 14%33%-58%-80%-69%-32%-27%41%-35%-52%-49%-40%32%43%176%477%253%95%81%95%120%196%279%192%(%)(%)2022-2023 200.4149.55140.2889.88315.419.715.4518.97 17.3334.22019 2020 2021 2022 2023Q1-Q3 2019-2023 9 2024.4 iResearch I 2024.4 iResearch I 2023 4890 2023 2175295040633913489035.6%37.7%-3.7%25.0%2019 2020 2021 2022 20232019-2023%37.2%18.5%15.5%8.0%5.0%34.0%14.5%20.7%15.2%9.6%/2022-2023 2022 202310 2024.4 iResearch I 2022 12 2022-2035 2022 10 2022 7 1.2.3.4.5.2021 12 2021 12 11 0212 2024.4 iResearch I 2016 2016.12-2017.42017.5-2017.8 2017.9-2021.12 2022.1-1 N 2017 5 2017 5 2017 7 2017 9-10 PP 2018 3 B+2020 3 2021 4 2021 4 5 2022 6 2022 8 2023 13 2024.4 iResearch I APP14 2024.4 iResearch I 39789011610012616520625430836442092.0%100.1%14.8%29.3%-13.8%25.7%30.9%25.3%23.1%21.3%18.3%15.2%2018 2019 2020 2021 2022 2023 2024e 2025e 2026e 2027e 2028e 2029e2018-2029%CAGR=26.3%2023 126 25.7%20%2029 400 CAGR=20.6%15 2024.4 iResearch I 75160185256306404130.3%113.7%16.2%38.0%19.7%31.8%3.7%8.0%9.3%12.7%14.8%19.1%2018 2019 2020 2021 2022 20232018-2023%2023 404 19.1%31.8%44.7%22.2%40-70%16 2024.4 iResearch I 2024.4 iResearch I 96.6%GMV 40 30 2023 IoT 2023 GMV 2023 CR596.6%3.4%IT GMV40 GMV30 GMV10 2023.10 IoT+2024.1 36%A B C17 2024.4 iResearch I BD 18 2024.4 iResearch I 85-93%7-15%75-80%17-22%11.0%-17.8%60%40%85-93%7-15%75-80%3%17-22%*11.0%-17.8%19 2024.4 iResearch I 20 0321 2024.4 iResearch I 2024.4 iResearch I26.5%33.1%23.7%16.7%45.7%54.3%N=1500 2024 1 iClick 60 1960-1969 70 1970-1979 80 1980-1989 90 1990-1999 00 2000 N=1500 2024 1 iClick 1.7%9.1%26.7%43.1%19.4%60 70 80 90 00%2023 2023 2023 2023 5.1%18.7%67.9%8.4%22 2024.4 iResearch I 2024.4 iResearch I2.3%16.0%39.8%24.7%9.5%3.9%3.9%2023%5-8 39.8%5-8 7 10-30%2022 20%N=1500 2024 1 iClick N=1500 2024 1 iClick 6.6%32.9%39.4%17.9%2.5%0.7%10%10-20%20-30%30-50%50-70%70-90%2023%23 2024.4 iResearch I 2024.4 iResearch I1-2,60.1%3-4,33.7%5,6.3%2023 1-2 2022 2 N=1500 2024 1 iClick N=1500 2024 1 iClick 30.9%31.3%32.1%51.7%64.5%69.3%/QQ/2023%24 2024.4 iResearch I9.9%13.6%14.9%23.9%22.2%11.5%4.1%2023 N=1500 2024 1 iClick 2023 6.0%32.4%50.3%8.5%2.7%25 2024.4 iResearch I 2024.4 iResearch I70.6%64.0%39.0%16.8%13.6%12.1%N=1500 2024 1 iClick 2023 1 90 00 10%N=1500 2024 1 iClick 37.9%34.6%11.9%3.9%1.6%1.6%8.6%2023 1 0.2%31.5%40.9%42.8%43.4%58.8%2023 26 2024.4 iResearch I 2024.4 iResearch I 65%2023 0.3%10.6%11.9%21.7%26.2%34.2%43.2%45.3%47.7%N=1500 2024 1 iClick 2023 N=1500 2024 1 iClick 26.8%38.3%23.5%9.7%1.1%0.5%Top1 Top3 Top227 iResearch I 11%16%N=1500 2024 1 iClick 2023 20.6%30.2%34.5%37.1%39.5%44.7%49.8%2023 16.7%56.5%24.7%2.1%28 0429 2024.4 iResearch I-+2023 2023 72.8%1 KA KA 2 88 2+3 1 2023 30 2024.4 iResearch I-IP KA IP 2023 24+2023 31 2024.4 iResearch I-+600+10 1100+6000+500 4000 30%93 100%8 3+AI+Dubai Mall Yas Mall32 2024.4 iResearch I-2020 2023 IP AI 33 2024.4 iResearch I-2023+IoT+34 0535 2024.4 iResearch I 1.2.3.4.36 2024.4 iResearch I KA-1 KA 2 3 37 2024.4 iResearch I to B to C)38BUSINESS COOPERATION 400-026-39LEGAL STATEMENT THANKS
