摘要 中产崛起推动数字经济发展。我们预计印尼数字经济规模2026年有望达到1,108亿美元(2021年600亿美元),复合年增长率13%,占东南亚6国数字经济的43%。数字经济的增长得益于1)日渐富裕的中产阶级崛起,2)城市消费者普遍可以熟练使用互联网,及3)经济弹性增长推动消费和数字化。 电商市场,C2C和O2O的市场潜力。我们认为印尼B2C和C2C电商市场有望于2026年达954亿美元(...
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