2023中国品牌出海年度报告-飞书深诺

2023⚥㕂ㅷ晥ⴀ嵳䎃䏞䫣デ⵸鎊1⚥㕂嶊餩ㅷⴀ嵳馋⸷渹挿2Ⰼ椕侨㶶蠒Ꝉ⵸屠馋⸷3嵳㢪ꨪ㈒歏㉁〄㾝㔐곥42024Ⰼ椕嶊餩罏Ⱒꝶ霒湡䔶⚥㕂嶊餩ㅷⴀ嵳馋⸷渹挿01PART2023⚥㕂ㅷ晥ⴀ嵳䎃䏞䫣デ务㕂騗㞯歏㉁➠⥂睫⚙⡙侨珘㹁㟞Ɤ㖈Ⰼ椕嶊餩䋑㖞䕎䧭錞垷䚍䕧ㆇ侨䰘勻彂: Ⱆ䒓⥌䜂, 蒔榰ㅐ霧, ➉齥⸓⸂, Meet Intelligence㖈㢪鿈꨽宠㟞⸈♸佟瘻䪜䭯涸⿽ꅾ끮⸓♴2023䎃务㕂歏㉁䋑㖞㟞Ɤ⸷㣢⣜搬䔂⸢կ騗㞯歏㉁㉁⚌垷䒭涸䧭擿〄㾝䲿⼮✫务㕂⽁㹻㖈㕂꣢䋑㖞♳涸畊✰⸂雮刿㢴넞䚍⟟嫱涸务㕂㉁ㅷ剣劼⠔湬䱹鵳ⰆⰌ椕嶊餩罏涸錠ꅿ务կØ 务㕂騗㞯歏㉁ⴀ〡B2C錞垷¥1.6 ¥2.2 ¥2.5 ¥3.0 ¥3.3 32%40%15%19%11%0%10%20%30%40%50% - 1.0 2.0 3.0 4.020192020202120222023E錞垷 (♰➉⯋) ず嫱㟞鸟㟞ꟋⰢꝶ 1 – 嵳㢪꨽宠䭯絯饥넞㟞ꟋⰢꝶ 3 – 刿㢴倝騗㞯歏㉁⚌䙖䧭擿㟞ꟋⰢꝶ 2 – 佟瘻䪜䭯♴涸⽁㹻侨ꆀ珘㹁䲿⼮շ⼓㚖Ⰼ꬗絑崸名⠶Ⱒ禹⼸㹁ո⸈䔂✫♸⽪㽲ծ岲㕂瘝倝Ⱓ䋑㖞涸⼓㚖館僒⼸⡲㹊梡⼓㚖ⰻざ⡲名⠶90%⟄♳玘⸉Ⲹ⯝䧴ꨪⰢ玘꣭⡛✫ⴀ〡倝Ⱓ䋑㖞涸䧭劥ꅺ佞✫倝Ⱓ䋑㖞涸꨽宠կ佟瘻䪜䭯⚹騗㞯歏㉁⟱⚌封㾝䲿⣘䎂〵♸⤑ⵄ㖈騗㞯歏㉁❜僒ծ佅➰ծ暟崨鸑Ⱒծ鷍玘瘝梠蒜䲿⣘⚌⸉崨玐♸佟瘻邉餤涸䭷㼋䌐⸔刿㢴⟱⚌饥ⴀ㕂꡶饥ぢ⚆歲կ⠶ꥥ騗㞯歏㉁䎂〵㉁⚌垷䒭涸割倗⴯倝騗㞯⽁㹻剣✫刿㢴⯋⻊涸鷥䭊կ⽁㹻傁〳⟄鷥䭊杝用畀鵳遤荈⚺ㅷ晥䒊霃⿶〳⟄鸑鵂Ⰼ䩯盗瘝垷䒭皍⽀㼜餗ㅷ㢪Ꝉկ2022䎃騗㞯杝用畀50♰㹻〳Ⰼ䩯盗涸歏㉁䎂〵5㹻䨔荛2023䎃䏀溶♸30㕂皊縭ざ⡲2023䎃倝岤ⱃ騗㞯歏㉁⟱⚌9000+2023⚥㕂ㅷ晥ⴀ嵳䎃䏞䫣デ姼㢪务㕂嶊餩ㅷⴀ嵳⣜傊僽鄄餴劥䋑㖞溏ꅾ涸Ⱒꝶ饋麤䫏輑餴⥂睫✫鳅넞涸崞駟䏞侨䰘勻彂: Ⱆ䒓⥌䜂, 緸絑爢, Meet Intelligence 致欧科技市值约93亿元三态股份市值约120亿元䨔姺ⵌ2023䎃26㹻騗㞯歏㉁⟱⚌䧭⸆♳䋑绿联科技睿联技术渡远户外62 55 20212023Ø 务㕂騗㞯歏㉁輑餴侨ꆀ11%18%13%7%53%38%23%36%20212023♳➉紩➃字䋏⼪♰紩➃字䋏涰♰紩➃字䋏劢䫪ꪪØ 輑餴侨괄⽑嫱荈2021䎃䒓㨤ⴀ嵳饋麤鷶幯「ⵌ♧紩䋑㖞涸䎛岌Ⱒ岤կ㽴盗鵛⚙䎃輑餴侨ꆀ剣䨾Ⲹ㼱告䚪⡤輑餴괄馋✵珘㹁㣐괄輑餴嫱⢾剣䨾䲿⼮կⴀ嵳곭㚖➠エ䒸✫㣐ꆀ餴ꆄ䫏Ⰶ⚹湱Ⱒ⟱⚌涸〄㾝䲿⣘剣⸂佅䭯կ鵛劍䧭⸆IPO涸騗㞯歏㉁⟱⚌姻㖈䱗ꢭIPO涸騗㞯歏㉁⟱⚌太力科技安克创新有棵树赛维时代晨北科技ⴀ嵳곭㚖㢊「餴劥ꫬ滸䊺剣㢴㹻⟱⚌䧭⸆♳䋑輑餴㹊梡錞垷的䓎⚹劢勻〄㾝㤭㹁㗏㹊㛇炄կ2023⚥㕂ㅷ晥ⴀ嵳䎃䏞䫣デչ倝 & 䘯պ僽ⴀ嵳ㅷ晥蜦䖤餴劥ꫬ滸涸Ⱒꝶ䨾㖈侨䰘勻彂: Meet Intelligence29%25%16%13%5%5%2%嶊餩歏㶩欰崞倰䒭㹻欽歏㐼傞㼿嶊餩㾀㹻欽ㅷ䨪㢪鵘⸓繠㺂傈⻊Ø 2023䎃騗㞯歏㉁輑餴叻涸 – 嶊餩ㅷㅷ碫ⴔ䋒• 倝-䎾欽⵸屠䪮助• 倝-䒁歍倝⢪欽㖞兞• 䘯-腊彂⢪欽佪桧넞• 䘯-❡ㅷ♳倝䘯• 倝-輑Ⰶ掚挿嚋䙁• 倝-⡤낉䠭⼮紩• 䘯-䫡锐佪桧䲿⼮ㅷ晥Ⱏ䚍「ⵌ餴劥Ⱒ岤涸ⴀ嵳ㅷ晥鿪Ⱘ㢊ꬋ䌢䔂㣐涸荈⚺❡ㅷ灇〄♸鶛去腊⸂կ嶊餩歏㶩ㄤ㹻欽歏㐼瘝䔂䪮助ㅷ碫鸑鵂䪮助ꬠ倝雮❡ㅷⰨ㢊刿㢴⸆腊罜嶊餩傞㼿ㄤ繠㺂傈⻊瘝ㅷ碫ⴭ⣜ꬑ䔂㣐⣘䎾Ꝇ綫瀊灇〄ワ劍䲿⼮倝ㅷ♳䋑鸟䏞➢罜蜦䖤餴劥ꫬ滸կ*綁蒀ⴀ遤㹍暟欽ㅷծ⨴魧欽ㅷ瘝瘝2023⚥㕂ㅷ晥ⴀ嵳䎃䏞䫣デ⚥㕂⟱⚌ⴀ嵳絑⾎倝⯋䎃ⴲ㨤䧭Ɤ鵳꣌넞꣌絊㽷ⴀ嵳ㅷ晥곫㢊ⱙⴀ嵳䧭Ɤㅷ晥ⴀ嵳倝Ꝙㅷ晥ⴀ嵳叻勍ㅷ晥㕂꣢㣢鿈ㅷ晥ⴀ嵳ㅷ晥㕂꣢⻊假玐畀㖈㸪錜涸錠錭勻溏2023䎃〳⟄霹僽务㕂嶊餩⟱⚌ⴀ嵳涸倝⯋䎃կ䎇ꬋ僽䭷ⴀ嵳僽倝涸곭㚖罜僽ⴀ嵳곭㚖姻㖈〄欰Ⰼ꬗⚂帿ⵠ涸鲮」կ嶊餩ㅷⴀ嵳♶ⱄ〫僽騗㞯歏㉁⽁㹻涸䧶㖞⛲鵓勻✫刿㢴涸⟱⚌刿㢴⯋⻊涸⟱⚌կ姼㢪➢⚌罏涸錠ꅿ⛲♶ⱄ〫㽷ꣳ✵㼜餗ㅷ⽁ⴀ⿡罜僽溫姻㖈嵳㢪䋑㖞腊㢿㹊梡珘㹁⚂〳䭯絯涸〄㾝կ騗㞯Ꝃ餗㣐⽁ODM/OEM䊨⾊㘗⟱⚌⠛絡㕂餗ㅷ晥鲮㘗嵳㢪⾲欰ㅷ晥倝嶊餩ㅷ晥刿㢴⯋⻊涸ⴀ嵳倝➃2023⚥㕂ㅷ晥ⴀ嵳䎃䏞䫣デ⚥㕂嶊餩ㅷⴀ嵳」⻊⠛絡Ꝃ餗㘗ⴀ嵳⽁㹻〄㾝⵸兞「ꣳ⚌⸉鲮㘗鶖㖈溍漪侨䰘勻彂: Ⱆ䒓餴俱⟱⚌餒䫣Meet Intelligence粉劍㖈嵳㢪⚺崨歏㉁䎂〵♸爢❜㯮⡤⿽紤ⵄ♴ⴀ嵳遤⚌务㶸㖈满㣐ꆀ涸Ꝃ餗㘗ⴀ嵳⽁㹻կ崨ꆀ紤ⵄ♴欨荛僽氋䞔粉劍Ꝃ餗㘗⽁㹻鿪⟄僈儑⟟呔⠏⸷㹊梡儑衼佐渤կ搬罜崨ꆀ紤ⵄ鷶幯嶊㣟䎂〵港盗佐稒倝歏㉁ⴀ嵳垷䒭䄕饰瘝⾲㔔♴Ꝃ餗㘗⽁㹻鵛⚙䎃勻佐渤낢꣭կ⚹宠欰㶸⽁㹻絩絯㼊宠⚌⸉鲮㘗涸瑲灶〡կぐ䎂〵佟瘻佐稒⾓綫♶ざ錞⽁㹻欰㶸瑟ꢂⰌ䩯盗垷䒭Ⱓ饰エ䒸♳康⣘䎾㉁鲮㘗Ⰼ䩯盗僽务㕂ⴀ嵳歏㉁䎂〵ꅷ欽涸絑蠒垷䒭⽁㹻〫꨽⣘餗Ⱖ⡮♳♴卹ծ➩⪰暟崨ծ鷍Ⱒ餗涸鵘蠒㖲歋䎂〵倰䪬䬐կ鵯♧垷䒭꣭⡛✫割Ⱘ㢊嵳㢪Ꝉ㈒腊⸂涸䊨⾊/⟱⚌涸粉劍鵘蠒䧭劥⸈鸟✫♳康⟱⚌Ⰶ㽷嵳㢪䋑㖞䕧ㆇ✫Ꝃ餗㘗⽁㹻涸♳康䭭餗腊⸂⿺絊畮⟟呔畊✰⸂կ佅䭯Ⰼ䩯盗涸歏㉁䎂〵50.3 17.6 7.7 3.5 2020202120222023⵸3㷍䏞Ø Ꝃ餗㣐⽁չ剣喏侨պ蠒佐」⻊⽀⡙➉➃字䋏2022䎃•AMAZON鵵錞㼓尼䭯絯•TikTok㼆䎂〵♳覆⿺佟屛ծ⯄留瘝倰꬗涸ⰻ㺂港盗佐稒2023䎃•TikTok Shop霃縨倝䏅罌㻋劍ꣳⵖⵘ⽀ծ贞⧺封餗瘝遤⚹•AMAZON㼆ㅷ晥㢴㹻Ⱒ翫餖䨪鵳遤⚚呔㹎叅Ø 溶鲮㘗ㅷ晥+Ꝃ餗涸騗㞯㣐⽁ (鿈ⴔ)帕拓逊价之链环球易购棒谷科技2023⚥㕂ㅷ晥ⴀ嵳䎃䏞䫣デ⚥㕂嶊餩ㅷⴀ嵳」⻊务㕂չ兰պ鸣䊺絑㖈嶊餩ㅷⴀ嵳곭㚖⼾Ⱘ錞垷兰腊⻊䊺䧭⚹⴯倝ⰻ呍侨䰘勻彂: Ⱆ䒓⥌䜂, Meet Intelligenceչ兰腊⻊պ❡ㅷ䊺絑䧭⚹剒鵛Ⳝ䎃勻嶊餩ㅷⴀ嵳涸掚挿կ鵯碫❡ㅷ〳⟄雮嶊餩罏呏研⚡➃꨽宠鵳遤✳妃靈侮䬪㺈✫❡ㅷ⾲劥〳⟄忘駈涸꨽宠鴝歲կ兰腊❡ㅷ♶➑剣刿䔂涸䋑㖞畊✰⸂⛲雮䖎㢴嵳㢪嶊餩罏㼆务㕂❡ㅷ䕸䏀佖錜կIOTAI+38⚡騗㞯輑餴고湡♸兰腊⻊剣Ⱒ9 7 7 4 3 3 2 1 1 1 綁蒀ⴀ遤幡峇㼭㹻歏兰腊瑬䨥㹍暟欽ㅷ⯎歏⪰腊䨪㢪欽ㅷ鵘⸓㐼唒䶑䕧䶑⫸䩛纸ꂁ⟝兰腊㹻㾀IOT䪮助剒粉䎾欽㖈㹻歏䋑㖞务⚮翫㹻欽歏㐼倰⤑ꥥ傞盗锐կ梡㖈IOT䪮助溶絑➢㹻歏䒁㾝ⵌ♧ⴗ欰崞务涸㖞兞⫸㹍暟欽ㅷծ綁蒀ⴀ遤ծ幡峇㼭㹻歏瘝ㅷ碫鿪僽䎾欽IOT䪮助涸掚꡶ㅷ碫կ⛙낏兰腊㢴고⚁ⵄ♸IoT剣Ⱒ雮❡ㅷ䧭⚹暟翫緸㹻㾀务涸♧プ盗锐鲨鳈刿⤑䰦Ⱖ歏⸓驎匣鲨❡ㅷ〳鵴玐鍒ꝉ䎾欽玐䎸ⰻ叅溏ⶥ⡮ꅽ玐ծ낏遤鸟䏞瘝⥌䜂Speediance涸⨴魧㐼勞輑ⰆAI皾岁〳⟄聊䰘雲絅雦够荈⸓靈蒜㐼唒꣖⸂ծ荈⸓ⴗ䰃雲絅雦够瘝2023䎃AI䪮助㖈歏㶩❡ㅷ务䎾欽玐䏞⸈帿割ⱄ⨢殆✵嚋䙁㘗❡ㅷ㽻꬗կAI餻腊♴歏㶩❡ㅷ〳⟄刿㥩㖑剪⸉✵ぐ碫⢪欽꨽宠㥵AI+緸絞䶑⫸㣢ծAI+⨴魧欽ㅷծAI+ⶶ虊瘝կØ ぐ絈ⴔ碫湡覆⿺兰腊⻊嚋䙁涸輑餴ㅷ晥⚡侨2023⚥㕂ㅷ晥ⴀ嵳䎃䏞䫣デ⚥㕂嶊餩ㅷⴀ嵳」⻊ㅷ晥㘗⟱⚌佐渤珘㹁㟞Ɤ嶊餩ㅷⴀ嵳遤⚌ㅷ晥⻊鲮㘗⸈鸟侨䰘勻彂: Ⱆ぀㸽緸, ⟱⚌餒䫣, Meet Intelligence