2023-2024家居产业互联网发展研究报告.pdf
CONTENTS 0102 04 03PART011.1 2022 8.1%7624.1 8.1%22541.9 4.0%16947.0 4.9%14538.9 4.6%2022 2022 24.0%2012 3.4%2022 7624.1 8.1%20.60%22.70%22.10%21.80%21.90%22.40%23.40%23.40%24.60%23.40%24.00%2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2012-2022 2022 2023 2809 2250 1970 1598 1667 1635-19.9%-12.4%-18.9%4.3%-1.9%2017 2018 2019 2020 2021 20222017-2022 2022 1635 1.9%010203 2023 8 12 240+80-90 2023&CR5 12.8%CR5 10%6.3%CR50 1.2%CR5 CR5 CR5012.8%6.3%1.2%2022 2022 2022 4 2022 6 Homearch 7 15 2022 7 2022 8 2022 18.21%6.66%7.84%11.19%-27.46%-8.09%-4.52%-31.93%-8.42%0.45%3.96%5.45%-7%-334.84%-39.07%-23.13%-42.59%-13.40%2022 1.2 20%90%1-N 80%01020403 30-40%2022 7273 2021 9.41%9 6149630064726544664772732017 2018 2019 2020 2021 2022 2017-2022 9.17.19 9.111.211.9 2017 2018 2019 2020 2021 2022 E2017-2022 2021 40%70.06%61.67%48.14%155.13130.7115.3720.47 23.25 9.18 61.67%48.14%70.06%2021 105.99 102.97 115.25 114.94 123.07 116.44 116.02 101.02 104.34 98.1286.5288.9395.62 119.88 2022 1 3 5 7 9 11 2023 1 2022 BHI2023 BHI 9%2022 4700 2413290133513811427047302017 2018 2019 2020 2021 2022 E2017-2022 BHI 2016 12%2020 20%2.00 2.24 2.04 1.91 1.78 0.41 0.39 0.34 0.27 0.21 20202019201820172016,35%,27%,21%,17%2016-2020 ,01 02 04 03PART02 BY 7 IT IT PART03 1.818 1.999 2.120 2.397 4.45 3.59%5.93%3.81%3.6%2018 2019 2020 2021 2022E2018-2022 GDP 2035 GDP 33%2035 GDP 21%2035 GDP 12%33%21%12%V S V S 01 02,2021 2024 GDP 14.2%6703.5 7485.2 7970.4 8663.6 9387.8 11.5%12.3%13.0%13.6%14.2%2020e 2021e 2022e 2023e 2024e2020-2024 GDP GDP 2021 020301 C +SaaS+SaaS SaaS SaaS SaaS Web 3D 3D AI SaaS B C SaaS B C PART04 /ERP/MES OEM/ODM 300 2.1|120 2021 5000 80 2000+99%+&SOP KPI
