2022-2023年中国工业品B2B行业研究报告.pptx

2022-2023 B2B B2B B2B B2B B2B 2021 12 B2B 5843 B2B 2-3 B2B 16%B2B B2B MRO Industrial goods MRO maintenance repair&operations PM Productive materials MRO MRO MRO MRO MRO MRO MRO PM SKU B2B 1 B2B 2 B2B 3 B2B 4 /1 2021 3 2 2021 2021 3 3 2021 10 4 2021 11 5 2021 12 6 2021 12 7 2022 2022 3 2021 B2B 2021 B2B B2B 2021 1 2021 11 2 2021 12 3 2022 2022 4 4 2022-2025 2022 5 B2B 5 2022 5 B2B B2B B2B AI B2B B2B IoT+AI AI AI AI Ernie LTR SaaS IaaS PaaS 1688 SaaS 49.2%38.1%51.9%2017 2017&2021 55.7%2021 2015 13.8 2020 31.7 13.8 17.4 21.0 31.7 74.3%77.0%77.4%79.5%24.9 80.2%28.7 80.9%2015 2016 2017 2018 2015-2020 2019 2020%1.2.72%28%2020 94%IBM 2020 6%B2B 12 2021 12 MRO 20%2.48 12 1688 B2B 2021 2.48 MRO 20.0%2021 MRO TOP 9.52 PM 80.0%B2B 4726 3756 2679 5843 6813 9563 8129 25.8%23.6%16.6%19.3%17.6%2022e 2024e B2B B2B 5 2022 B2B 2-3 B2B 16%2018-2024 B2B 40.2%2018 2019 2020 2021 B2B B2B B2B 2023e%3 2 2 22 22 15 14 13 16 17 3 2.3 1 1.7 9.9 6.6 18.2 19.2 22 43.6 43.2 3.9 2017 B2B B2B B2B 2020 1 3+B2B 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 B2B B2B 2022 5 23 IT IT 2012-2022 5 B2B 2020 B2B C+E A D A+A+E B C Pre-B A B B A A A+B2B 1928 1990 B2B/1990 Aliied Sagety,lnc.1992 Lab Supply,lnc.1996 Acklands Limited,lnc.2000-2004 Suitomo MonotaRO The Ben Meadows Co.Gempler,lnc.2005 AwDirect,lnc.2006 Rand Materials Handing Equipment Co Professional Inspection Equipment,lnc.Construction Book Express,lnc.2007 McFeely 2008 Asia Pacific Brands 2009 Imperial Supplies Alliance Energy Solutions K&D Pratt Industrial Division 2010 SafetyCertified 2011 Fabory Group 2012 Anfreixo Techni-Tool 2013 E&R Industrial Sales Safety Solution 2014 WFS Enterprises 2015 Cromwell Group Holdings B2B 14 B2B 1 B2B 2 B2B 3 B2B 4 B2B B2B B2B B2B B2B Listing SKU B2B B2B 1.APP 2./3.4.B2B B2B SKU 69%68%69%71%31%32%31%29%2021 11%70%2021 11 94%2020 40%B2B B2B 54%75%84%2020 4-2021 11 94%2020.4 2020.8 2021.2 2021.11/%B2B 79%12%9%2021 25.0%12.0%30.0%64.0%50.0%3.0%8.0%2020 8.0%B2B B2B B2B 2021 4400+91%B2B KA SMB 9%91%12.5%20.0%10-15%20+%KA KA+SMB B2B/:&PPE MRO B2B B2B MRO B2B B2B B2B SKU/SKU+B2B AI B2B 1 B2B 2 B2B 3 B2B 4 AI 2022 PC IM icon B2B Query Ernie LTR APP AI AI AI+B2B+B2B 100 60 ToB 1688 1688 1688 APP IP B2B(1+N+M)PC JDSR 29 B2B 1 B2B 2 B2B 3 B2B 4 B2B API B2B B2B B2B B2B B2B B2B B2B+45.0%45.0%35.0%25.0%2021 2021%N=72 2021 8 B2B B2B B2B B2B B2B+B2B B2B 1 2 3 4 VS T H A N K Y O U