{"id":322032,"date":"2020-01-02T21:25:45","date_gmt":"2020-01-02T13:25:45","guid":{"rendered":"\/\/m.longinofamily.com\/?p=322032"},"modified":"2020-01-02T21:25:45","modified_gmt":"2020-01-02T13:25:45","slug":"%e5%85%a8%e5%b9%b4%e6%b6%a8%e5%b9%85%e8%b6%85200%ef%bc%8c%e6%9d%a5%e8%87%aa%e4%b8%9c%e5%8d%97%e4%ba%9a%e7%9a%84sea-limited%e6%9c%89%e4%bd%95%e9%ad%94%e5%8a%9b%ef%bc%9f","status":"publish","type":"post","link":"\/\/m.longinofamily.com\/qt\/322032.html","title":{"rendered":"\u5168\u5e74\u6da8\u5e45\u8d85200%\uff0c\u6765\u81ea\u4e1c\u5357\u4e9a\u7684Sea Limited\u6709\u4f55\u9b54\u529b\uff1f"},"content":{"rendered":"<p>\u4eca\u5e74\uff0c\u534e\u5c14\u8857\u6da8\u5e45\u6700\u5927\u7684\u80a1\u5e76\u4e0d\u662f\u77e5\u540d\u7684FAANG\uff0c\u6709\u4e0d\u5c11\u9ed1\u9a6c\u80a1\u4ef7\u8868\u73b0\u5c24\u4e3a\u4eae\u773c\u3002\u5168\u5e74\u6da8\u5e45\u6700\u591a\u7684\u524d\u4e09\u5bb6\u4f01\u4e1a\u5206\u522b\u662f\uff1aRoku\u5168\u5e74\u6da8\u5e45\u8fbe\u5230329.50%\uff1bSea 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\u65e5\uff0c\u4e1c\u5357\u4e9a\u7535\u5546\u516c\u53f8Sea\u5728\u7ebd\u7ea6\u8bc1\u5238\u4ea4\u6613\u6240\u4e0a\u5e02\uff0c\u80a1\u7968\u4ee3\u7801\u4e3a&#8221;SE&#8221;\uff0c\u5f00\u76d8\u4ef716. 25 \u7f8e\u5143\u3002\u4e0a\u5e022\u5e74\u7684\u65f6\u95f4\uff0c\u5e02\u503c\u589e\u957f\u8d85\u8fc7141%\uff0c\u8fd9\u4e2a\u589e\u957f\u901f\u5ea6\u8fd8\u662f\u5f88\u5389\u5bb3\uff0c\u4e5f\u4ece\u4fa7\u9762\u770b\u51fa\u8fd9\u5bb6\u4e1c\u5357\u4e9a\u4e92\u8054\u7f51\u5de8\u5934\u5177\u6709\u4e0d\u5c0f\u7684\u53d1\u5c55\u6f5c\u529b\u3002<\/p>\n<p>\u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u4e92\u8054\u7f51\u884c\u4e1a\uff0c\u6765\u81ea\u4e1c\u5357\u4e9a\u7684Sea Limited\u80fd\u591f\u57282019\u5e74\u5b9e\u73b0\u8fd9\u4e48\u9ad8\u7684\u80a1\u4ef7\u6da8\u5e45\uff0c\u8db3\u4ee5\u770b\u51fa\u8d44\u672c\u5e02\u573a\u770b\u597d\u5176\u5728\u672a\u6765\u7684\u53d1\u5c55\u3002\u4f5c\u4e3a\u7f8e\u80a1\u5e02\u573a\u4e0a\u7684&#8221;\u65b0\u4eba&#8221;\uff0c\u4e3a\u4f55\u5b83\u7684\u80a1\u4ef7\u6da8\u5e45\u80fd\u591f\u8d76\u8d85&#8221;\u524d\u8f88&#8221;\u4e9a\u9a6c\u900a\u8ddf\u963f\u91cc\u5462\uff1f<\/p>\n<h1><strong>\u4e1c\u5357\u4e9a\u4e92\u8054\u7f51\u5c06\u8fce\u6700\u597d\u53d1\u5c55\u673a\u9047 Sea Limited\u5360\u636e\u5929\u65f6\u5730\u5229\u4eba\u548c\uff1f<\/strong><\/h1>\n<p><img class=\"aligncenter\" src=\"http:\/\/p3.pstatp.com\/large\/pgc-image\/bd2bab832a5e4a8ab34de81d9a57ab12\" alt=\"\u5168\u5e74\u6da8\u5e45\u8d85200%\uff0c\u6765\u81ea\u4e1c\u5357\u4e9a\u7684Sea Limited\u6709\u4f55\u9b54\u529b\uff1f\" 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\u4f5c\u4e3a\u4e1c\u5357\u4e9a\u6570\u4e00\u6570\u4e8c\u7684\u4e92\u8054\u7f51\u5de8\u5934\uff0c\u6709\u8d44\u672c\u5149\u73af\u52a0\u6301<\/strong><\/p>\n<p>\u8fd9\u4e24\u5e74\uff0c\u4e1c\u5357\u4e9a\u4e92\u8054\u7f51\u884c\u4e1a\u4e5f\u8bde\u751f\u4e0d\u5c11\u5de8\u5934\uff0c\u4ee5Sea Limited\u3001Lazada\u3001Grab\u4e3a\u4ee3\u8868\u7684\u4f01\u4e1a\u6491\u8d77\u4e86\u8fd9\u7247\u5929\u4e0b\u3002\u4f5c\u4e3a\u8fd9\u4e2a\u5e02\u573a\u7684\u9886\u5934\u519b\uff0cSea Limited\u7684\u5d1b\u8d77\u80cc\u540e\u81ea\u7136\u6536\u83b7\u5f88\u9ad8\u7684\u5e02\u573a\u5173\u6ce8\u5ea6\u3002\u80fd\u591f\u5728\u521d\u671f\u5c31\u83b7\u5f97\u5feb\u901f\u53d1\u5c55\uff0c\u5f97\u76ca\u4e8e\u5b83\u7684\u5546\u4e1a\u6a21\u5f0f\u5438\u5f15\u4e86\u4e0d\u5c11\u77e5\u540d\u98ce\u6295\u673a\u6784\uff0c\u83b7\u5f97\u4e0d\u4f4e\u7684\u878d\u8d44\u5219\u4fdd\u8bc1\u4e86\u5b83\u5728\u53d1\u5c55\u4e1a\u52a1\u4e0a\u6709\u5145\u8db3\u7684\u8d44\u91d1\u3002<\/p>\n<p>\u5728\u4e0a\u5e02\u524d\uff0cSea Limited\u80cc\u540e\u7684\u80a1\u4e1c\u5b9e\u529b\u90fd\u5f88\u5f3a\u52b2\uff0c\u4e0d\u4ec5\u83b7\u5f97\u5370\u5c3c\u9996\u5bcc\u4e4b\u5b50\u548c\u83f2\u5f8b\u5bbe\u5bcc\u8c6aJohn Gokongwei\u6295\u8d44\uff0c\u540c\u65f6\u5728\u53d1\u5c55\u7684\u8fc7\u7a0b\u4e2d\u8fd8\u6709\u56fd\u5185\u4e92\u8054\u7f51\u5de8\u5934\u817e\u8baf\u4e3a\u5b83\u4fdd\u9a7e\u62a4\u822a\uff0c\u4e14\u5176\u6700\u5927\u80a1\u4e1c\u4e3a\u817e\u8baf\uff0c\u591a\u6b21\u8ffd\u6295\uff0c\u5230\u4e0a\u5e02\u524d\u817e\u8baf\u7684\u6301\u80a1\u6bd4\u4f8b\u8fbe\u5230\u4e8639.7%\u3002<\/p>\n<p>\u9891\u9891\u83b7\u5f97\u5de8\u5934\u7684\u5782\u9752\uff0c\u81ea\u7136\u4e5f\u63d0\u9ad8\u4e86Sea Limited\u5728\u4e1c\u5357\u4e9a\u4e92\u8054\u7f51\u7684\u5f71\u54cd\u529b\uff0c\u8fd9\u4e5f\u4e3a\u5b83\u51b2\u523a\u4e0a\u5e02\u5e26\u6765\u4e00\u6ce2\u4e0d\u5c0f\u7684\u8d44\u672c\u5173\u6ce8\u3002\u5728\u4e0a\u5e02\u524d\uff0cSea Limited\u4f30\u503c\u5c31\u8fbe\u523037.5\u4ebf\u7f8e\u5143\uff0c\u8d44\u672c\u5e02\u573a\u4e5f\u671f\u5f85\u4e1c\u5357\u4e9a\u4e92\u8054\u7f51\u5de8\u5934\u7684\u7206\u53d1\u3002\u4f5c\u4e3a\u4e1c\u5357\u4e9a\u5e02\u573a\u5e02\u503c\u6700\u9ad8\u7684\u4e92\u8054\u7f51\u4f01\u4e1a\uff0c\u6295\u8d44\u8005\u5bf9\u5b83\u7684\u671f\u5f85\u503c\u4e5f\u5f88\u5927\uff0c\u524d\u6709\u963f\u91cc\u5df4\u5df4\u3001\u817e\u8baf\u5206\u522b\u5728\u7f8e\u80a1\u8ddf\u6e2f\u80a1\u5e02\u573a\u7684\u5e02\u503c\u6709\u5f88\u5927\u7684\u7a81\u7834\uff0c\u5728\u4e1c\u5357\u4e9a\u5e02\u573a\u5b75\u5316\u51fa\u6765\u7684\u672c\u571f\u4e92\u8054\u7f51\u5de8\u5934Sea Limited\u672a\u6765\u5e02\u503c\u589e\u957f\u4e5f\u6709\u4e00\u5b9a\u7684\u5bf9\u6807\u4f01\u4e1a\u4f5c\u53c2\u8003\u3002<\/p>\n<p><strong>2\u3001 \u4e1a\u52a1\u8986\u76d6\u7535\u5546\u3001\u6e38\u620f\u3001\u7535\u5b50\u652f\u4ed8\uff0c\u53d1\u5c55\u7a7a\u95f4\u5927\u6709\u671b\u6210\u4e3a\u8d85\u7ea7APP<\/strong><\/p>\n<p>\u76f8\u5bf9\u4e8e\u5176\u5b83\u4e92\u8054\u7f51\u4f01\u4e1a\uff0cSea Limited\u65d7\u4e0b\u6709\u7535\u5546\u3001\u6e38\u620f\u3001\u7535\u5b50\u652f\u4ed8\u8fd9\u4e09\u8f86\u9a6c\u8f66\u5e76\u9a7e\u9f50\u9a71\uff0c\u4ece\u4e1a\u52a1\u53d1\u5c55\u6765\u770b\uff0c\u8fd9\u4e09\u4e2a\u9886\u57df\u90fd\u6709\u5f88\u9ad8\u7684\u5e02\u573a\u70ed\u5ea6\u3002\u5176\u4e2d\u8fd9\u4e09\u5927\u4e1a\u52a1\u5185\u90e8\u80fd\u591f\u5b9e\u73b0\u5f88\u597d\u7684\u8f6c\u5316\uff0c\u540c\u65f6\u5728\u6d41\u91cf\u89d2\u5ea6\uff0c\u6e38\u620f\u3001\u7535\u5546\uff0c\u751a\u81f3\u652f\u4ed8\u80fd\u591f\u76f8\u8f85\u76f8\u627f\uff0c\u9010\u6b65\u95ed\u73af\uff0c\u4e00\u65e6Sea Limited\u7684\u4e1a\u52a1\u5728\u7528\u6237\u7fa4\u4ea7\u751f\u5f88\u5f3a\u7684\u9ecf\u6027\uff0c\u751f\u6001\u95ed\u73af\u5f62\u6210\u540e\u6709\u671b\u8ba9\u5b83\u7684\u4ea7\u54c1\u6210\u957f\u4e3a\u4e00\u4e2a\u8d85\u7ea7APP\u3002<\/p>\n<p>\u4eca\u5e74\uff0cSea Limited\u51e0\u4e2a\u4e1a\u52a1\u677f\u5757\u7684\u53d1\u5c55\u90fd\u8fd8\u4e0d\u9519\u3002\u6839\u636eQ3\u8d22\u62a5\u6765\u770b\uff0cSea Limited\u5728\u6838\u5fc3\u4e1a\u52a1\u4e0a\u7684\u8868\u73b0\u5747\u4e0d\u9519\u3002\u7535\u5546\u4e1a\u52a1\u8425\u6536\u4e3a2.57\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f261.1%\uff0c\u8ba2\u5355\u6570\u91cf+102.8%yoy\uff0cGMV\u8fbe\u5230$4.6B\uff0c+69.9%yoy\uff0ctake rate \u4ece2.6%\u6da8\u52305.6%\uff1b\u6e38\u620f\u4e1a\u52a1\u8425\u65364.51\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f212%\u3002\u7535\u5546\u8ddf\u6e38\u620f\u5747\u80fd\u591f\u5b9e\u73b0200%\u7684\u589e\u957f\uff0c\u8db3\u4ee5\u770b\u51fa\u8fd9\u4e24\u9879\u4e1a\u52a1\u5728\u4e1c\u5357\u4e9a\u7528\u6237\u7fa4\u4f53\u4e2d\u6709\u5f88\u5f3a\u7684\u7ade\u4e89\u529b\u3002<\/p>\n<p>\u5728\u7535\u5546\u65b9\u9762\uff0c\u636e\u5916\u5a92\u62a5\u9053\uff0cShopee\u8868\u793a\uff0c\u4eca\u5e74&#8221;11.11&#8243;\u5927\u4fc3\u671f\u95f4\uff0c\u4ed6\u4eec\u572811\u670811\u65e5\u7684\u7b2c1\u4e2a\u5c0f\u65f6\u5185\u83b7\u5f97\u7684\u8ba2\u5355\u91cf\u4e0e\u53bb\u5e74\u76f8\u6bd4\u589e\u52a0\u4e863\u500d\uff0c\u5168\u592924\u5c0f\u65f6\u5171\u552e\u51fa7000\u4e07\u4ef6\u5546\u54c1\u3002\u5728\u6e38\u620f\u65b9\u9762\uff0cG\u5382\u4e0d\u4ec5\u81ea\u7814\u5b9e\u529b\u5f3a\u52b2\uff0c\u80cc\u9760\u817e\u8baf\u5728\u6e38\u620f\u8d44\u6e90\u65b9\u9762\u4e5f\u662f\u6709\u4fdd\u969c\uff0cSea Limited\u4e0e\u817e\u8baf\u7b7e\u7f72\u4e86\u4e3a\u671f5\u5e74\u7684\u4f18\u5148\u8d2d\u4e70\u6743\u3002<\/p>\n<p>\u636eApp Annie\uff0c\u7eb5\u89c2\u4e09\u5b63\u5ea6\uff0c\u6309\u7167\u8c37\u6b4c\u52a0\u82f9\u679c\u5546\u5e97\u603b\u91cf\u8ba1\u7b97\uff0cFree Fire\u5728\u62c9\u4e01\u7f8e\u6d32\u548c\u4e1c\u5357\u4e9a\u5730\u533a\u7684\u624b\u6e38\u6392\u884c\u699c\u4e2d\u5747\u5217\u7528\u6237\u6d88\u8d39\u603b\u91d1\u989d\u7b2c\u4e00\uff0c\u5e76\u4e14\u5df2\u7ecf\u8fde\u7eed\u4e09\u4e2a\u5b63\u5ea6\u540d\u5217\u5168\u7403\u624b\u6e38\u4e0b\u8f7d\u91cf\u6392\u884c\u699c\u524d\u4e94\u3002<\/p>\n<p>\u5728\u7535\u5b50\u652f\u4ed8\u65b9\u9762\uff0cSea Limited\u662f\u533a\u57df\u5185\u552f\u4e00\u4e00\u5bb6\u5728\u4e1c\u5357\u4e9a\u56db\u4e2a\u4e3b\u8981\u5e02\u573a\u5370\u5c3c\u3001\u6cf0\u56fd\u3001\u8d8a\u5357\u548c\u9a6c\u6765\u897f\u4e9a\u62e5\u6709\u652f\u4ed8\u724c\u7167\u7684\u7535\u5b50\u652f\u4ed8\u670d\u52a1\u5546\u3002\u62e5\u6709\u5b8c\u6574\u7684\u670d\u52a1\u65e0\u94f6\u884c\u8d26\u6237\u7528\u6237\u7684\u7ebf\u4e0b\u6e20\u9053\uff0c\u5728\u5176\u751f\u6001\u4f53\u7cfb\u5185\uff0c\u9762\u5411Shopee\u548cGarena\u7684\u7528\u6237\u7fa4\u4f53\u63d0\u4f9b\u652f\u4ed8\u670d\u52a1\u3002<\/p>\n<p>\u5728\u4e09\u5b63\u5ea6\u8d22\u62a5\u53d1\u5e03\u4e4b\u540e\uff0cSea Limited\u5168\u5e74\u5e74\u5ea6\u9884\u6d4b\u66f4\u65b0\uff0c\u5176\u4e2d\u6e38\u620f\u5a31\u4e50\u4e1a\u52a1\u6536\u5165\u5c06\u8fbe\u523017-18\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f157.2%-172.3%\uff1b\u5728\u7535\u5546\u4e1a\u52a1\u4e0a\u7684\u6536\u5165\u5c06\u4e3a8.8\u4ebf\u7f8e\u5143-9.2\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f202.7%-216.5%\u3002\u63d0\u524d\u8c03\u9ad8\u5bf9\u4e8e\u5168\u5e74\u4e1a\u7ee9\u7684\u589e\u957f\u9884\u671f\uff0c\u53ef\u89c1Sea Limited\u5bf9\u4e0b\u4e2a\u5b63\u5ea6\u7684\u8425\u6536\u4e5f\u6709\u4fe1\u5fc3\uff0c\u8fd9\u4e00\u505a\u6cd5\u4e5f\u80fd\u591f\u5de9\u56fa\u6295\u8d44\u8005\u5bf9\u5176\u4fe1\u4efb\u3002<\/p>\n<p><strong>3\u3001 \u4e1c\u5357\u4e9a\u4e92\u8054\u7f51\u5e02\u573a\u73af\u5883\u8d8b\u5411\u6210\u719f\uff0c\u672a\u6765\u5e02\u573a\u9700\u6c42\u6f5c\u529b\u5927<\/strong><\/p>\n<p>Sea Limited\u80fd\u591f\u5728\u77ed\u671f\u5185\u83b7\u5f97\u8fd9\u4e48\u5feb\u7684\u53d1\u5c55\uff0c\u9664\u4e86\u81ea\u8eab\u5546\u4e1a\u6a21\u5f0f\u8def\u5f84\u53ef\u884c\u4e4b\u5916\uff0c\u4e1c\u5357\u4e9a\u4e92\u8054\u7f51\u7ecf\u6d4e\u8fce\u6765\u7206\u53d1\u4e5f\u662f\u4e00\u4e2a\u51b3\u5b9a\u6027\u7684\u56e0\u7d20\u3002\u6839\u636e\u8c37\u6b4c\u548c\u65b0\u52a0\u5761\u653f\u5e9c\u6295\u8d44\u516c\u53f8\u6de1\u9a6c\u9521\u8054\u5408\u53d1\u5e03\u7684\u6700\u65b0\u62a5\u544a\uff0c\u5728\u624e\u5b9e\u7684\u4e92\u8054\u7f51\u7528\u6237\u57fa\u7840\uff0c\u548c\u4e0e\u65e5\u4ff1\u589e\u7684\u7528\u6237\u4f7f\u7528\u652f\u6491\u4e0b\uff0c\u4e1c\u5357\u4e9a\u4e92\u8054\u7f51\u7ecf\u6d4e\u52302025\u5e74\u9884\u8ba1\u5546\u54c1\u603b\u4ef7\u503c (GMV) \u5c06\u8d85\u8fc72,400\u4ebf\u7f8e\u5143\uff0c\u6bd42016\u7684\u62a5\u544a\u4f30\u503c\u9ad8\u51fa\u8fd1400\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u9664\u4e86\u5e02\u573a\u53d1\u5c55\u89c4\u6a21\u5f88\u6709\u6f5c\u529b\uff0c\u4e1c\u5357\u4e9a\u7684\u4e92\u8054\u7f51\u73af\u5883\u4e5f\u5728\u9010\u6e10\u6539\u5584\uff0c\u5c24\u5176\u662f\u667a\u80fd\u624b\u673a\u666e\u53ca\u63a8\u52a8\u4e86\u7528\u6237\u624b\u673a\u4e0a\u7f51\u7684\u9700\u6c42\u3002\u5e02\u573a\u7814\u7a76\u673a\u6784 Canalys \u53d1\u5e03\u7684\u6700\u65b0\u62a5\u544a\u4e5f\u663e\u793a\uff0c\u4e1c\u5357\u4e9a\u667a\u80fd\u624b\u673a\u5e02\u573a\u57282019\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u51fa\u8d27\u91cf\u540c\u6bd4\u589e\u957f2%\uff0c\u800c\u4e2d\u56fd\u667a\u80fd\u624b\u673a\u54c1\u724c\u5360\u636e\u4e1c\u5357\u4e9a\u5730\u533a\u51fa\u8d27\u91cf\u768462%\uff0c\u8868\u73b0\u4f18\u4e8e\u4e9a\u6d32\u5176\u4ed6\u5730\u533a\u548c\u4e2d\u56fd\u5730\u533a\u3002<\/p>\n<p>\u4e1c\u5357\u4e9a\u5171\u670911\u4e2a\u56fd\u5bb6\uff0c\u603b\u4eba\u53e3\u7ea6\u4e3a6.5\u4ebf\uff0c\u5927\u81f4\u76f8\u5f53\u4e8e\u534a\u4e2a\u4e2d\u56fd\u7684\u4eba\u53e3\u6570\u91cf\u3002\u5176\u4e2d\uff0c20-45\u5c81\u5e74\u9f84\u6bb5\u7684\u4eba\u5360\u603b\u4eba\u53e3\u768445%\u4ee5\u4e0a\uff0c87%\u90fd\u5206\u5e03\u5728\u5176\u4e2d6\u4e2a\u56fd\u5bb6\uff0c\u5373\u5370\u5ea6\u5c3c\u897f\u4e9a\u3001\u83f2\u5f8b\u5bbe\u3001\u8d8a\u5357\u3001\u6cf0\u56fd\u3001\u9a6c\u6765\u897f\u4e9a\u548c\u65b0\u52a0\u5761\u3002\u622a\u81f32019\u5e746\u6708\uff0c\u4e1c\u5357\u4e9a\u5730\u533a\u7684\u4e92\u8054\u7f51\u6e17\u900f\u7387\u5df2\u7ecf\u8d85\u8fc760%\u3002\u4ece\u8fd9\u4e2a\u6570\u636e\u6765\u770b\uff0c\u4e1c\u5357\u4e9a\u7684\u4e92\u8054\u7f51\u884c\u4e1a\u6162\u6162\u8d70\u4e0a\u6b63\u8f68\u3002<\/p>\n<p>\u5728\u5ba2\u89c2\u73af\u5883\u5229\u597d\u7684\u5f71\u54cd\u4e0b\uff0c\u8fd9\u81ea\u7136\u4f1a\u63a8\u52a8Sea 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