高盛发表中国电商行业报告，列出内地电商平台今年商品交易额等预测比较：
今年预测│阿里(09988.HK) │京东(09618.HK) │拼多多(PDD.US) │抖音│快手(01024.HK)
商品交易总额(GMV)/人民币│8.3万亿│4.4万亿│5.5万亿│5.2万亿│1.6万亿
GMV市场份额│32%│17%│21%│20%│6%
总交易额转净交易额百分比│60-70%│50-60%│70-80%│40-50%│40-50%
年度活跃买家总数│9亿户│6亿户│9亿户│5亿至6亿户│3亿至4亿户
平均交易金额/人民币│150至200元│500元│50至100元│50至100元│50至100元
每位用户年度平均下单次数│50次│12次│85次│75次│35次
每位用户年均支出/人民币│8,000元│6,000元│6,000元│8,000元│4,000元
商品交易第一位品类│服饰(24%)│电子产品(45%)│服饰(33%)│服饰(49%)│服饰(32%)
商品交易第二位品类│电子产品(16%)│快速消费品(13%)│电子产品(12%)│化妆品(15%)│化妆品(22%)
商品交易第三位品类│快速消费品(15%)│服饰(7%)│快速消费品(10%)│珠宝(5%)│快速消费品(12%)
(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-02 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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