2020330_艾瑞咨询_2020年中国生鲜农产品供应链研究报告（58页）.pdf

2020 2 iResearch I 3 iResearch I 2020 4.2 2018 11.1 3-5 15 22%34%41%95%2019 3391 15%4 1 3 4 25 iResearch I iResearch I9%8%8%8%7%GDP(%)GDP(%)GDP(%)10 GDP 10%7-8%308083 346178 383374 425912 46957527757228204029654833274336600155626577756013962100647342014 2015 2016 2017 2018()()()2014-2018 20 20 204%48996874961003721999 2009 20186 iResearch I-2017 9-2019 5 70%IOT 7 iResearch I iResearch I 3.1 204 13=+64949 66425 67434 69193 70347233032452524405252422568888188750862886548625293030463161 3096312831603180306430393075600262116379644564582014 2015 2016 2017 2018()()()()()()2.7%2.8%0.9%2.5%1.4%2014-2018 60%22%7%3%3%5%2018 8 iResearch I iResearch I64512831372009 2018 1/2 2019 GDP6.46 35%CNNIC 4494481451515374563160842014 2015 2016 2017 2018 2019 2014-2019 5 2009&2018 84.8%35%9 iResearch I(2/2)CNNIC 2020,EC 2020 299 2010 34%Y1978 EC=60%Y2003 EC=40%Y2017 EC=29.3%Y2015 EC=30.6%Y2018 EC=28.4%31%29%13%8%6%4%3%3%3%2020 299 2010 34%4.2 10 iResearch I iResearch I 2018 1.82 2019 2.3 28%27%18%21%6%2018 2018-2019 YOY=29%1.892.3522018 201911 1 3 4 22.1 2.2 2.3 12 2 13 iResearch I logo/&/&2B 2C+O2O O2O+14 iResearch I/all O2O/15 iResearch I/B/16 iResearch I+18.2018.10000+5000-10000 3000-5000 3000 17 2017 23.8%366 1.2 1 17 iResearch I 2012 6 2012 8 2012 10 2012 12 2013 2 2013 4 2013 6 2013 8 2013 10 2013 12 2014 2 2014 4 2014 6 2014 8 2014 10 2014 12 2015 2 2015 4 2015 6 2015 8 2015 11 2016 1 2016 3 2016 5 2016 7 2016 9 2016 11 2017 1 2017 3 2017 5 2017 7 2017 9 2017 11 2018 1 2018 3 2018 5 2018 7 2018 9 2018 11 2019 1 2019 3 2019 5 2019 7 2019 9 2019 11 2012-2019 52 33 19 18 iResearch I HACCP GMP GAP PEOP19 iResearch I 2007 12 20 121202525835104713751588179220042242252467%160%59%25%31%15%13%12%12%13%-1000%-800%-600%-400%-200%0%050010001500200025003000350040002008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018%2008-2018 20 iResearch I iResearch I 2012 2019 2019 2014-2018 2018 2744978891308204512890137861455516842156752014 2015 2016 2017 2018 6%21 iResearch I 20 70 1970s-19841985-19951996-2008 2009-15 2500 1500 5:3 22 iResearch I B C B/23 iResearch I-/-/-/B2C O2O 24 iResearch I 2002/25 2 26 iResearch I 2015-2020 9794.21015210936115091238712676129103.7%7.7%5.2%7.6%2.3%1.8%-500.0%-400.0%-300.0%-200.0%-100.0%0.0%020004000600080001000012000140002014 2015 2016 2017 2018 2019e 2020e%27 iResearch I 2015 2010 Title Here 2C 0.110.30.96)/28 iResearch I 1 24 3 29 iResearch I-2018 75%25%30 iResearch I iResearch I 3000 15%15 90.8%1800 2210 2550 2886 3391 401521.1%22.8%15.4%13.2%17.5%18.4%-2000.0%-1500.0%-1000.0%-500.0%0.0%0500100015002000250030003500400045002015 2016 2017 2018 2019e 2020e%2015-2020 2015-2020 3710 4015 4775 5238 6053 70812015 2016 2017 2018 2019e 2020e6 90.8%6 GAGR 17.7%31 iResearch I iResearch I22%34%41%2015=1.95/=1.76/0.080.10.130.152016 2017 2018 2019e 32 iResearch I C/C O2O/24-72 1-3 33 iResearch I.38 2018 200 34 iResearch I 20%30%20%30%40%30%20%10%2-4 1011.699 3KG 3KG 35 2 36 iResearch I 2010 1600 37 iResearch I/-+38 iResearch I B2C O2O 12.813.814.314.92015 2016 2017 2018 2015-2018/2000 9 1000 1839 1 3 4 23.1 3.2 40 3 41 iResearch I/2019/4:3:3 2019 2019 12=/201842 iResearch I-,0.85,0.55,0.64,0.51 7000 100 4000 400 3500 30064-43 iResearch I-,1.00,1.00,0.86,1.00 78309*655 44 iResearch I-,0.87,0.54,0.83,0.30 6000 3500 195 126/19565%195 310990.920.000.200.400.600.801.001.200500010000150002000025000300003500040000-/-45 iResearch I-,0.67,0.50,0.95,0.68 1.05-0.92/447 46 iResearch I-,0.59,0.38,1.00,0.70 456 129.81 8.33/456 0.96/47 iResearch I-,0.61,0.46,0.81,0.66 432 41%23%19%12%5%48 iResearch I-,0.72,0.40,0.52,0.39 1200 140 23 64%20%16%1409523 49 3 50 iResearch I-+B2B/+2014 2018 F2B2C B2C 2019 16+.51 iResearch I-2014 SF Cold Chain-19-529+58-476 1+-EPP/52 iResearch I-F2 mini Pickn go 3KM30min-53 1 3 4 254 iResearch I/3-4 2003 SARS SARS 2019 2020 2 55 Keep Learning 400-026-2099 56