Body Text-20 pt.Normal,Second Level-18 pt.Normal,Third Level-16 pt.Normal,Fourth Level-16 pt.Normal,Fifth Level-14pt.Normal,Title-24pt.Normal,*,*,Body Text-20 pt.Normal,Second Level-18 pt.Normal,Third Level-16 pt.Normal,Fourth Level-16 pt.Normal,Fifth Level-14pt.Normal,Title-24pt.Normal,*,*,Body Text-20 pt.Normal,Second Level-18 pt.Normal,Third Level-16 pt.Normal,Fourth Level-16 pt.Normal,Fifth Level-14pt.Normal,Title-24pt.Normal,Body Text-20 pt.Normal,Second Level-18 pt.Normal,Third Level-16 pt.Normal,Fourth Level-16 pt.Normal,Fifth Level-14pt.Normal,Title-24pt.Normal,Body Text-20 pt.Normal,Second Level-18 pt.Normal,Third Level-16 pt.Normal,Fourth Level-16 pt.Normal,Fifth Level-14pt.Normal,Title-24pt.Normal,Body Text-20 pt.Normal,Second Level-18 pt.Normal,Third Level-16 pt.Normal,Fourth Level-16 pt.Normal,Fifth Level-14pt.Normal,Title-24pt.Normal,Body Text-20 pt.Normal,Second Level-18 pt.Normal,Third Level-16 pt.Normal,Fourth Level-16 pt.Normal,Fifth Level-14pt.Normal,Title-24pt.Normal,Body Text-20 pt.Normal,Second Level-18 pt.Normal,Third Level-16 pt.Normal,Fourth Level-16 pt.Normal,Fifth Level-14pt.Normal,Title-24pt.Normal,Body Text-20 pt.Normal,Second Level-18 pt.Normal,Third Level-16 pt.Normal,Fourth Level-16 pt.Normal,Fifth Level-14pt.Normal,Title-24pt.Normal,Body Text-20 pt.Normal,Second Level-18 pt.Normal,Third Level-16 pt.Normal,Fourth Level-16 pt.Normal,Fifth Level-14pt.Normal,Title-24pt.Normal,Body Text-20 pt.Normal,Second Level-18 pt.Normal,Third Level-16 pt.Normal,Fourth Level-16 pt.Normal,Fifth Level-14pt.Normal,Title-24pt.Normal,*,零售业基本概念,国际零售业发展趋势,中国零售市场状况,零售业态及各自特点,2024/11/17,1,零售业基本概念国际零售业发展趋势2023/10/41,国际零售业发展趋势,2024/11/17,2,国际零售业发展趋势2023/10/42,国际零售业发展趋势,美国超市占零售总店数的比例变动,21%,21%,24%,25%,0,50,000,100,000,150,000,1988,1989,1998,1999,0%,10%,20%,30%,All Store,Supermakret%,趋势：超市比重增加,2024/11/17,3,国际零售业发展趋势美国超市占零售总店数的比例变动21%21%,国际零售业发展趋势,美国连锁超市与独立超市的数量变动,10,000,20,000,1988,1989,1998,1999,Chain Supermarkets,Independent Supermarkets,趋势：垄断性增加,2024/11/17,4,国际零售业发展趋势美国连锁超市与独立超市的数量变动10,00,国际零售业发展趋势,美国零售业态店铺数量及销售额占比,16%,9%,29%,45%,1%,62%,16%,12%,6%,5%,0%,20%,40%,60%,80%,Chain,Supermarkets,Independent,Supermarkets,Other Store,Convenience,Stores,Wholesale Club,Stores,Store Num%,Sales%,趋势：连锁超市占有绝对市场份额,2024/11/17,5,国际零售业发展趋势美国零售业态店铺数量及销售额占比16%9%,国际零售业发展趋势,美国超市平均单店营业面积-平方英尺,31,000,35,100,38,600,39,260,40,483,30,000,35,000,40,000,45,000,1990,1994,1996,1997,1998,趋势：超市规模逐渐增大,2024/11/17,6,国际零售业发展趋势美国超市平均单店营业面积-平方英尺31,国际零售业发展趋势,美国超市平均每周销售额,174,800,193,035,212,382,284,700,333,411,0,200,000,400,000,1990,1994,1996,1997,1998,趋势：单店效益逐年增长,2024/11/17,7,国际零售业发展趋势美国超市平均每周销售额174,800193,国际零售业发展趋势,亚太国家传统杂货店店铺数量的变动,13,8,-1,-2,-3,-5,-5,-9,Philippines,China,Korea,Taiwan,Singapore,Indonesia,Hong Kong,Japan,98,vs 97%Change,趋势：传统杂货店逐渐萎缩，失去市场,2024/11/17,8,国际零售业发展趋势亚太国家传统杂货店店铺数量的变动138-1,国际零售业发展趋势,亚太国家超市店铺数量的变动,21,18,13,6,5,3,1,-2,-4,-5,-7,Thailand,China,Philippines,Korea,Malaysia,Japan,Singapore,Australia,Indonesia,Hong Kong,Taiwan,98,vs 97%Change,趋势：超市数量的大幅增长,2024/11/17,9,国际零售业发展趋势亚太国家超市店铺数量的变动21181365,国际零售业发展趋势,亚太国家超市总体市场份额,70,69,62,53,49,38,37,28,15,HK,Singapore,Korea,Malaysia,Phil.,Taiwan,Thailand,China,Indonesia,98,Sale Share,趋势：超市已成为主导市场业态之一,2024/11/17,10,国际零售业发展趋势亚太国家超市总体市场份额706962534,国际零售业发展趋势,亚太国家连锁零售商的垄断性,1,3,6,7,18,20,32,32,52,59,74,79,0,10,20,30,40,50,60,70,80,90,China,Indonesia,Korea,Japan,Philippines,Malaysia,Thailand,Taiwan,Singapore,New Zealand,Hong Kong,Australia,九八年前五位零售商的市场份额,2024/11/17,11,国际零售业发展趋势亚太国家连锁零售商的垄断性13671820,国际零售业发展趋势,欧洲国家连锁零售商的垄断性,11%,17%,20%,38%,41%,43%,45%,47%,47%,58%,63%,65%,80%,86%,95%,Italy,Greece,Spain,France,Portugal,Ireland,United Kingdom,Germany,Norway,Belgium,Denmark,Austria,Sweden,Netherland,Switzerland,前三位零售商的市场份额,2024/11/17,12,国际零售业发展趋势欧洲国家连锁零售商的垄断性11%17%20,国际零售业发展趋势,网上零售的迅速走红,$80,$170,$390,$970,$2,000,$3,200,$55,$145,$320,$640,$1,100,$1,800,1998,1999,2000,2001,2002,2003,US$Bil,High Estimation,Low Estimation,电子商务销售额的预测,2024/11/17,13,国际零售业发展趋势网上零售的迅速走红$80$170$390$,中国零售业发展状况,2024/11/17,14,中国零售业发展状况2023/10/414,中国零售业发展状况,社会消费品零售总额的增长,8,300,10,994,16,265,24,774,29,153,29,814,0,10,000,20,000,30,000,1990,1992,1994,1996,1998,1999,趋势：增长速度放慢,2024/11/17,15,中国零售业发展状况社会消费品零售总额的增长8,30010,9,中国零售业发展状况,社会消费品零售总额的所有制分布,27%,21%,19%,18%,17%,16%,0%,1%,1%,1%,30%,35%,37%,37%,23%,30%,21%,18%,1%,32%,0%,20%,40%,1995,1996,1997,1998,1999,State Owned,Collective,JV,Private,趋势：国有企业下跌严重、个体企业增长迅猛,2024/11/17,16,中国零售业发展状况社会消费品零售总额的所有制分布27%21%,中国零售发展状况,京沪穗零售业态人均年销售额变动,21,730,27,012,18,501,21,498,4,230,8,807,6,976,23,324,16,485,27,933,28,677,9,313,0,10,000,20,000,30,000,1996,1997,1998,1999,Supermarket,Dept,Grocery,趋势：超市人均效率超过百货公司,2024/11/17,17,中国零售发展状况京沪穗零售业态人均年销售额变动21,7302,2611,2838,2534,4157,1996,1997,1998,1999,中国零售发展状况,京沪穗零售店铺数量变动,158,300,54,368,1996,1997,1998,1999,趋势：超市、便利店发展迅猛,Supermarket,CVS,2024/11/17,18,261128382534415719961997199819,中国零售业发展状况,京沪穗零售业态店铺数量及销售额占比,5%,0%,1%,94%,38%,3%,24%,35%,0%,20%,40%,60%,80%,Supermarket,CVS,Dept,Grocery,Store Num%,Sales%,趋势：超市销售效率较高,2024/11/17,19,中国零售业发展状况京沪穗零售业态店铺数量及销售额占比5%0%,皮肌炎是一种引