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1、2023?12024?2?3?4?01PART2023?務?睫?:?,?,?,Meet Intelligence?2023?務?務?務?務?務?務?B2C?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?(?)?1?3?2?名?名?90%?封?割?2022?50?5?2023?溶?30?2023?9000+2023?務?睫?:?,?,Meet Intelligence 致歐科技市值約93億元三態股份市值約120億元?2023?26?綠聯科技睿聯技術渡遠戶外62 5

2、5 20212023 務?11%18%13%7%53%38%23%36%20212023?2021?告?IPO?IPO?太力科技安克創新有棵樹賽維時代晨北科技?的?2023?&?:Meet Intelligence29%25%16%13%5%5%2%?2023?-?-?-?-?-?-?-?銳?去?去?*?2023?2023?務?ODM/OEM?2023?:?Meet Intelligence粉?務?粉?務?割?/?粉?50.3 17.6 7.7 3.5 2020202120222023?3?2022?AMAZON?尼?TikTok?覆?2023?TikTok Shop?封?AMAZON?溶?+

3、?(?)帕拓遜價之鏈環球易購棒谷科技2023?務?:?,Meet Intelligence?研?務?務?IOTAI+38?9 7 7 4 3 3 2 1 1 1?紙?IOT?粉?務?銳?IOT?溶?務?IOT?IoT?務?銳?Speediance?AI?聊?夠?夠?2023?AI?務?割?AI?AI+?AI+?AI+?覆?2023?:?,?,Meet Intelligence?務?2023?務?2023?ANKER?DJI?務?務?50?10057?15 20 22H123H195 118 22Q1-323Q1-323 27 22Q1-323Q1-3+27%+24%+16%?2023?:?務?

4、82%?AIGC?50?10080?220122022203220422052206220722082209221022112212230123022303230423052306230723082309231023112312Google?Meta?TikTok?2?(CPC?)220122022203220422052206220722082209221022112212230123022303230423052306230723082309231023112312220122022203220422052206220722082209221022112212230123022303230

5、423052306230723082309231023112312?80%?30%2023?誠?誠?封?務?導?Timemore?(?)?$466?10,836?LaserPecker?(?)?$1,322?2,829?-?2023?資?務?務?:Kickstarter,TikTok,?,Meet Intelligence?封?贈?務?封?粉?割?溶?務?2023?務?割?2023?務?:?Meet Intelligence?的?的?導?務?(?)2019?Molblly?宇2021?CatCraft?宇2022?Sunon?宇2023?2024?務?夠?宇?封?導?封?Y.O.U?千?千割?

6、千?02PART2023?:Statista,Meet Intelligence?8,987?2023?+7.6%?436.91,495 1,490 1,496 1,484 1,468 5,686 6,145 6,797 7,403 7,987 2021202220232024E2025E?23-25E CAGR9.3%8.4%0.1%-0.9%-4.6%-5.2%6.4%1.0%21-23 CAGR2023?社?:Statista,KANTAR Media Reaction 2023,Meet Intelligence社?4?務?5%?(60%)務?(50-60%)務?(30-50%)?(1

7、00%2023?TikTok?:GWI,Meet IntelligenceFacebook-?16-34?TikTok?Instagram?研?Snapchat?告?2023?05,00010,00075.3%63.4%49.6%41.9%38.2%37.9%31.1%30.7%2023Q4?(?)050100?(?)2023?2023Q1-Q312,0829695 Mins2.2 Hrs2023?TikTok?Top 2?:GWI,Meet Intelligence?千?務?千?Meta?千?Zalo?80%?TikTok?務?2?Instagram-?7?Kwai?34%?25-44?6?

8、015,00030,00086.8%74.1%72.4%49.9%30.8%20.8%14.4%12.8%9.4%05010027,9694772 Hrs 2023?2023Q4?(?)?(?)2023?2023Q1-Q32023?:GWI,Meet Intelligence 2023?010,00020,00087.3%87.1%66.5%48.8%44.7%31.2%24.3%19.5%9.2%2023Q4?050100?2023?2023Q1-Q3?(?)7?務?Instagram?Facebook?Kwai?TikTok?務?25-44?Pinterest?45%?2.1 Hrs202

9、3?:GWI,Meet Intelligence010,00020,00069.9%64.4%39.9%32.1%28.5%24.5%23.9%10.3%05010012,002459 2023?2023Q4?(?)?(?)2023?2023Q1-Q31.8 Hrs?Xing?19%?BeReal?TikTok?40%?20%?Snapchat?告?務?2023?務?:GWI,Meet Intelligence01,0002,00073.9%70.2%66.3%63.0%59.9%32.8%29.2%9.4%0501001,70156 2023?2023Q4?(?)?(?)2023?2023Q

10、1-Q31.6 HrsFacebook?務?Snapchat?務?60%?Facebook?務?務?60%-70%?Top 1?Facebook?務?Top 3?2023?AI?2023?:PIWIK,Unctad,CISCO,?,Meet Intelligence?研?研?研?告?71%?研?10?2?Google Privacy Sandbox(?)?研?研?研?研?研?2018/05GDPR?2021iOS14?2024/H1Google?API?cookie?+?割?2023?:Meta,DIGWATCH,Meet Intelligence2023?(DSA)?DSA?Meta?Goo

11、gle?覆?AMAZON?DSA?2022/11/16?2023/08/25?2024/02/17?割?割?割?割?研?聊研?聊研?封?導 TikTok?太?聊研?2023?25.1%7.5%38.0%18.7%10.7%?:METRICOOL,Meet Intelligence?研?Facebook?KPICPCROAS?201819.4%25.6%15.4%29.3%10.3%20232023?:TikTok,Meta,Pinterest,Meet Intelligence?TikTok?Meta?Pinterest?Pin?Amazon?Amazon 2023?9?TikTok?TikT

12、ok Shop?模?TikTok?Storefront”?2023?6?Facebook/Instagram Shop?2024?4?模?的?21?2023?4?Pinterest?Amazon?Pinterest?Amazon?Amazon?2023?AI?AI?務?:Hubspot,WPVIP,Meet Intelligence粉?AI?務?務?研?2022?ChatGPT?AGI(?)?野?AI?AIGC?野?96%?務?AI78%?務?務?AIGC41%39%38%35%31%29%24%22%18%15%愿?/?愿?覆?SEO?(?)?AI?封?AIGC?AI?研?2023?AI?A

13、I?:Google,YouTube,Meet Intelligenceu?u?u?2023?10?愿?Demand Gen?2023?10?聊研?A/B?My AI?2023?4?AR?Snaps?/?Advantage+Shopping Campaign?2022?8?紙?150?2023?11?愿?愿?愿?New Bing?2023?2?2023?:Statista,WARC,I,Influencer Marketing Hub,Meet Intelligence?野?2023?308?-?-KOL-?KOL?32%19%11%10%9%6%5%?2023?20%25%18%13%23%4

14、0%?224 263 308 351 393 39%18%17%14%12%2021202220232024E2025E?2023?:Hype Auditor,Meet Intelligence?務?割?8%11%22%27%33%31%27%23%11%8%20222023?1M11.3%?500K-1M10.8%?50K-500K10.9%?研?10K-50K12.4%?10K15.2%?哥?2023?銳?:Meet Intelligence?千?千務?務?$?3C?Free style?KOL?MCN?/?/?2023?:Meet Intelligence?90%?的?CRM(?銳?銳)

15、?銳?EDM(?/?)?/?Facebook?2023?:Facebook,Meet Intelligence?+?2013?Instagram?49.3?Facebook?13?#DoingThings?務?封?溶?24?/?夠?2019?Instagram?7.1?Facebook?9.3?5-10?封?03PART2023?:Statista,MINTEL,eMarketer,Meet Intelligence2022?詞?2023?22,670 28,160 28,170 30,990 35,670 41,340 31%24%0%10%15%16%2020202120222023202

16、4E2025E?(?)?1?3?2?TEMU?的?SHEIN?贈?2023?TEMU?GMV?140?溶?割?割?TikTok Shop?太?2023 VS 2022?+27.2%?模?2?務?&?+16%?+14%2023?務?:Statista,Meet Intelligence 2023?YoY?12,540 7,272 1,110 902 654 1,325 648 345 133 118 75 368 317 173 87 59 60 55 務?千?千?7.5%14.1%8.9%8.5%8.3%6.8%0.7%4.8%9.0%7.5%9.8%13.8%11.6%25.6%11.7%1

17、1.4%13.5%7.7%?千千?2023?務?:?,Amazon123,Meet Intelligence2022?SHEIN?野?9?TEMU?2023?SHEIN?TikTok Shop?務?務?務?模?告?AMAZON?AMAZON?1?贈?$0$10$20$30$40$5014,021 1,438 2,632 12,770 6,480 4,060 2022.122023.12?2023?務?:?,?,Meet Intelligence?務?務?盡?2023?9?割?100?割?2023?9?2023?10?TikTok Shop?2023?10?覆?7.5%?+11%?(VAT)?1

18、0%-15%25%-40%10%0%-20%2023?:36?,Meet Intelligence?告?2023?8?夠?Mercado Libre?Amazon?Shopee?AliExpress?SHEIN?17%?(ICMS)?$5060%?(?)+17%ICMS?(?)?研?研?研?2023?AMAZON?SHEIN?TEMU?:Meet Intelligence030,00060,00090,000AmazonShopeeSHEINLazadaAliExpressMercadoLibreeBayTEMUTokopediaAlibaba?務?-15%10%35%60%1000%2023

19、?Top 10?YoY?2023?AMAZON?:Marketplace Pulse,Jungle Scout,Meet Intelligence?Amazon?GMV?TEMU?TikTok Shop?Amazon?Q1-3 GMV?(GMV?)?1,974 2,221 2,200 2,319 40%13%-1%5%2020202120222023GMV(?)?19%13%12%12%2020202120222023?割?模?封?Amazon?Amazon?2022?71%73%74%73%73%74%73%22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q355%57%58

20、%59%59%60%60%22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 Amazon?Amazon?2023?AMAZON?:Amazon,Meet Intelligence?2023?AMAZON?Meta?Snapchat?務?AMAZON?2023?TEMU?TikTok?AMAZON?2024?1?務?AMAZON?(Clothing&Accessories)?2023?:ClearVoice,Statista,Shopify,Sproutsocial,GWI,Meet Intelligence?-03?務?70%?2023?60%?65%2023?45%202

21、3?43.3%44.4%20222023?#nofilter?2.8?+?500?+?去?去?TA?模?割?銳?割?割?導?2023?模?尼?導?導?03?2023?:?,Meet Intelligence?03?封?2016?贈?Somebymi封?銳?7?24?TikTok?封?2010?2.5?2022?割?割?Everlane?務?7?2023?:Euromonitor,Credit Karma,Martechasia,Meet Intelligence?-04?確?確?務?73%?送?溶?(2023)50%?送?(2022)?告?研?務?確?55%?52%千?2023?04?/?20

22、23?:?,Meet Intelligence?04?封?務?2016?1000?GMV2?2023?GMV?封?2014?4?Top5?太?太?25?驟?45?驟?23?YouTube?Casper?Casper?Casper?Casper?Casper?2023?:Euromonitor,GWI,Meet Intelligence?-05?敘?去?務?務?務?牌?牌?務?(55?+)?30%28%42%34%38%0%10%20%30%40%50%?務?20232030?16%30%11%16%0%10%20%30%40%50%?62%60%40%59%58%0.0%40.0%80.0%2

23、02345%46%55%44%0.0%40.0%80.0%2023?:The Shelf,Droidsans,Statista,Meet Intelligence?05?務?TikTok?封?封?#granfluencer?封?務?務?務?2023?60?/?銳?封?封?封?割?86%2022?千?2022?TikTok?去?+21%+19%?去?夠?2024?1?+?4600?70%2023?55?2023?的?務?KOL?尼?務?銳?模?告?覆?務?務?/?05?2023?:?,Meet Intelligence?05?VR?封?2022?50%?25?VR?VR?封?40%?RendverFit?VR?務?紙?封?割?封?1981?Silverts?務?封?割?務?9?+?5?36%?務?2023?Meet Intelligence?Meet Intelligence?10?5?10?研?10?研?8,800?銳?夠?夠?夠?導?/?