1、?2?Part?1?研?Part?2?Part?3?2022?Part?4?Part?5?Part?6?TikTok?TikTok?Part?7?TikTok?3C O N F I D E N T I A L&P R O P R I E T A R Y?C?O?N?F?I?D?E?N?T?I?A?L?&?P?R?O?P?R?I?E?T?A?R?Y?4?Source:World Bank,2022;Cimigo,2022;Marketpro by WorldDataLabs;McKinsey Global Institute analysis 20212000-2023?GDP?6.2%?9,8

2、00?15?千?去?3.20?(2011 PPP)?16.8%?5%?1,000?1.7?GDP?20?5%?747258275143657114182000201020202030?70?30-70?11-30?11?23,526 3,756 4,164 4,316 2020202120222023C?O?N?F?I?D?E?N?T?I?A?L?&?P?R?O?P?R?I?E?T?A?R?Y?90%?5?络?6.396.425.815.95.324.67?2022?1,000?务?Source:?Statista?2023;?McKinsey?Global?Institute?analysi

3、s?2021?;?Cimigo2022,?vietnamplus2023?2.2?3491.3756.4164.4316.36.637.341.753.90204060801000.01,000.02,000.03,000.04,000.05,000.02019202020222023人均 GDP（美元）城市人口率(%)3,399 3,480 3,486 3,864 6,022 5,538 5,388 5,945 2019202020212022农村城市C?O?N?F?I?D?E?N?T?I?A?L?&?P?R?O?P?R?I?E?T?A?R?Y?6Source:?CIA.gov?2021;?

4、General?Statistics?Office?of?Vietnam?2022?哔?哔?2023?10?.?GDP85%?+19%?2020?3,370?140?2022?1-8?+?40.2%?2023?2027?12?2022?9%?GDP?千?千?2.9%?2022?8?4%?-28.4-19.5-12.21.11.33.19.412.122.627.342.650.2Sep-21Dec-21Mar-22Jun-22?+50%2021?8?vs?2022?8?+4.1%C?O?N?F?I?D?E?N?T?I?A?L?&?P?R?O?P?R?I?E?T?A?R?Y?7?Source:?

5、Britannica?2022?86%?去?务?Tam?Gio?务?络?去?去?C?O?N?F?I?D?E?N?T?I?A?L?&?P?R?O?P?R?I?E?T?A?R?Y?8?123?1.7?90%?4C?O?N?F?I?D?E?N?T?I?A?L?&?P?R?O?P?R?I?E?T?A?R?Y?9C O N F I D E N T I A L&P R O P R I E T A R Y?C?O?N?F?I?D?E?N?T?I?A?L?&?P?R?O?P?R?I?E?T?A?R?Y?10?100?纸?Vsmart?+34.5%+59%?2022-2023?2021-2023?2022?73

6、%63%?2022?纸?98%?2020-2021?Source:?Kepios,?2021;?Cimigo,?2022;?Ookla,?2022?;?eMarketer?2022,?statista2023,?datapoint?2023?/?VR?C?O?N?F?I?D?E?N?T?I?A?L?&?P?R?O?P?R?I?E?T?A?R?Y?11?纸?2023?6?23?纸?3?27?3?21?纸?94%46%12%?/?+15%?2023?19.3?2027?(CAGR)?15.29%34%2023?(OTT)?2027?40.1%+35%?Source:?Asia?perspectiv