2020电商“双11”前瞻：“猫狗拼”传统巨头分化，“快抖微”新平台入局.pdf
2009 1210 2020 “ 1 1” “ ” “ ” 30% 8 0.5% 1.6pct 2020 1-8 58,651 15.8% 1-7 0.1pct 24.6% 5.2pct 2 GMV 20% 30% 90% 2020 2019 1 10 350 2020 GMV 2500 2020 Q2 Q3 GMV 3C Q4 “ 1 1 ” + + + Q4 11 saas GMV 010-66500831 jinxiangyihcyjs S0360520080001 % ( ) 60 1.48 ( ) 8,477.59 1.03 ( ) 6,562.02 1.08 % 1M 6M 12M -3.59 19.62 43.39 -7.02 -5.18 21.32 2020-06-21 BIDU 2Q20 2020-08-17 2020-09-17 -9% 21% 51% 81% 19/10 19/12 20/02 20/04 20/06 20/08 2019-10-21 2020-10-16 300 2020 10 21
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