1、?C O N F I D E N T I A L&P R O P R I E T A R Y 2?Part?1?Part?2?Part?3?告?Part?4?3C?Part?5?Lollapalooza?Part?6?TikTokTikTok?Part?7?TikTok?C O N F I D E N T I A L&P R O P R I E T A R Y 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?GDP?$1.445?12?BRICS?Wor
2、ld?Bank?Statista?IBGE?Worldometers?务?33.5?36%?88%?1,171 1,284 1,338 1,452 20Q320Q421Q321Q4?($)?2023?GDP?奉?$10,673?80%?2?5?C O N F I D E N T I A L&P R O P R I E T A R Y 5?Statista?tradingeconomics?Investopedia?WorldBank?gov.br?Reuters 2023?!?奉?2023?务 5?114?1989?研?1.2%-3.9%4.9%1.4%3.2%2019202020212022
3、2023GDP?GDP?5%?逢?50%?GDP$14,928?2022?$1,738?2023?5?331?2022?11.6%2023?C O N F I D E N T I A L&P R O P R I E T A R Y 6?Investopedia?countrymeters?United?Nation?IBGE?牌?2.164?2023?奉2045?奉 2.296?/务?务?务?20%25%70%68%11%7%202320100-1415-6465+C O N F I D E N T I A L&P R O P R I E T A R Y 7?Investopedia?coun
4、trymeters?United?Nation?IBGE?百分比百分比百分比白种人欧洲人/当地/非洲混血人口非洲人亚洲人原住民1%0.4?务?1872-2000?600?/?65%?22%?13%?C O N F I D E N T I A L&P R O P R I E T A R Y 8?1234?2022?2.15?务?务?务?C 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
5、 A R Y 10?105%?97%?Deloitte?2022?(Digital?Media?Trends?2022)?DataReportal?2022?盟?(Brazil?Report?2022)85%?-0.2%?14%?+1.3%?C O N F I D E N T I A L&P R O P R I E T A R Y 11C O N F I D E N T I A L&P R O P R I E T A R Y?GSMA?Intelligence?2021?(Consumers?in?Focus?Survey?2021)?Deloitte?2022?(Digital?Media?
6、Trends?2022)?eMarketer?2022?(Latin?America?Social?Network?Users?2022)?!?CAGR?10.2%?CAGR?5.0%?=?10?20?5?26?/?/?4?53?16515714112010391202220202018201620142012?77%?C O N F I D E N T I A L&P R O P R I E T A R Y 12C O N F I D E N T I A L&P R O P R I E T A R Y?Deloitte?2022?(Digital?Media?Trends?2022)?Dat
7、a.ai?2022?(State?of?Mobile?Report?2022)?GWI?2022?Newzoo?2022?(Brazil?Digital?Report?2022)?eMarketer?2022?(Latin?America?Social?Network?Users?2022)?-4%?-11%?+44%?+11%?-13%?/?80%?+14%?88%?63%?72%?8.7?03:4902:4702:3401:5801:3301:0900:5800:5700:35社交/消息在线媒体广播电视音乐流媒体在线流媒体游戏播客广播纸媒?C O N F I D E N T I A L&P
8、 R O P R I E T A R Y?2?1?3?2023?奉 1,082?奉 1.3?2021?1,600?eMarketer?2022?(Latin?America?Social?Network?Users?2022)?Mobile?Time?Opinion?Box?2020-2021?4?(OTT)?OTT?7,060?务?OTT?Globo?Network?OTT?Mercado?Libre?Magazine?Luiza?58%?39%?C O N F I D E N T I A L&P R O P R I E T A R Y 14?1234?OTT?C O N F I D E N
9、 T I A L&P R O P R I E T A R Y 15C 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 16C O N F I D E N T I A L&P R O P R I E T A R Y?务?World?Bank?2022?McKinsey?2021?(Brazil?Consumer?Insights?2021)?务?-?-?75%?14%?81%?60%?5%?11%?(atacarejo)?49%23%更高的价值更高的质量?C O N
10、 F I D E N T I A L&P R O P R I E T A R Y?社?奉?1745%62%全球巴西?eMarketer?2022?Statista?2022?62%?58%?55%?63%?SEO?CRM?C O N F I D E N T I A L&P R O P R I E T A R Y?18?McKinsey?2021?(Brazil?Consumer?Insights?2021)?80%?务?务?Netflix?(Money?Heist)?Emicida?C O N F I D E N T I A L&P R O P R I E T A R Y?19?eMarket
11、er?2020-2021?Sherlock?Communications?Toluna?2021?94%?奉?务?告?44%?69%?61%?48%?38%?41%?C O N F I D E N T I A L&P R O P R I E T A R Y 20?123?62%?4C O N F I D E N T I A L&P R O P R I E T A R Y 21C 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 22?Statista?2022?务?
12、4.8%11.4%14.6%14.7%20.7%中国世界平均美国日本巴西?CAGR?2022?2025?2018-2022?534132242120222021202020192018C O N F I D E N T I A L&P R O P R I E T A R Y 23?eMarketer?2022?Euromonitor?2022?Statista?2022?2022?57%?研?30%?43%29%10%13%4%1%电子产品家具电器服装服饰美妆个护食品饮料其他?2022?21%51%20162022$760?务?35%19%18%巴西中国全球2021?务?务?304044464
13、92019 2020 2021 2022 202318%24%26%27%28%?6,180?7,970?8,770?201920202021+29%+10%?1.08?2022+20%C O N F I D E N T I A L&P R O P R I E T A R Y 24?Valor?Economico 2021?eMarketer?2022?-?务?-?奉?40%?(17.8%)?(23.3%)?-2022?-?导?奉?77%66%40%?Beyond?Borders?2022-2023?11%?C O N F I D E N T I A L&P R O P R I E T A R
14、 Y 25?1.085?2023?25?10?研?Newzoo?2023?(Global?Gaming?Market?Report?2023)?202120222023202420252026CAGRPC?585144403734-9.9%?1,1691,2441,2561,3841,5041,6066.6%?/?PC?6006136216516817133.5%?6576476597227978505.3%?2,4832,5552,5802,7973,0183,2045.2%C O N F I D E N T I A L&P R O P R I E T A R Y 26?务?Newzoo?2
15、021?(Global?Gaming?Market?Report?2021)?2020?(Consumer?Insights?2020)?#1#1#3#4#4#6#7?34%34%33%32%?32%?26%?25%?87%43%32%12%1424 岁2534 岁在巴西总人口中的占比?41%?PC?$12.96?$14.31?8.0?17.469%81%?告?纸?纸?38%?27%?23%23%29%31%36%建造科幻设定开放式世界创意化选择升级角色?C O N F I D E N T I A L&P R O P R I E T A R Y 27?告?塔?Brasil?Brazil?/?告
16、?-?!?-?奉?(Free?Fire)?(Subway?Surfer)?(League?of?Legends)?5%?52%?48%?务?奉?让?Newzoo?2021?(Global?Gaming?Market?Report?2021)?2020?(Consumer?Insights?2020)C O N F I D E N T I A L&P R O P R I E T A R Y 28?85%?务?APK?奉65MB?-?Google?Play?Boleto?Mercado?Pago?Recarga?25?务?奉?.99?.90?奉?-?(R$)?-Google?Play?务?Newz
17、oo?2021?(Global?Gaming?Market?Report?2021)?2020?(Consumer?Insights?2020)C O N F I D E N T I A L&P R O P R I E T A R Y 29?Statista?2023?务?2023?360?170?2023?3C0510152025303540202020212022202320242025电话电视、广播和多媒体计算机C O N F I D E N T I A L&P R O P R I E T A R Y 30?eMarketer?2020-2021?GWI?Core?2022?Teads
18、2022?务?2023?79%50%30%36%45%20%44%22%56%22%52%47%48%36%31%19%电子产品服装美妆家电家具软件旅游和酒店专业服务美食和餐馆文化娱乐评论最多的产品/服务他人的评论会在很大程度上影响消费者的购买决策?-?-?UGC?59%57%56%55%51%44%38%电子产品电话/手机家用电器时尚饰品美妆个护计算机家居装饰?84%?67%?3C37%19%18%13%3%10%三星摩托罗拉Apple小米LG其他C O N F I D E N T I A L&P R O P R I E T A R Y 31?Datafolha?Institute?2021
19、?CNN?Business?FGV?2022?-?尽?-?导?50%?1/3?6?75%?#1?1?研?(IBGE)?研?2.42?务?2.14?3.52?1.6?#2?5G?84%?5G?5G?36%?22%?12?5G?#3?逢 A?100%?告 D?E?13%?81%?告?2020?56%?奉 59%?络?29%?够?A?83%?D?E?38%?模?A?11%?D?E?90%?58%?A?D?E?够?3?3CC O N F I D E N T I A L&P R O P R I E T A R Y 32?Data.ai?2023?2022?C O N F I D E N T I A L&
20、P R O P R I E T A R Y 33?Data.ai?2022?GWI?2022?73%69%65%58%49%47%46%33%27%26%23%14%13%地图和基于位置的服务购物与归类内容音乐新闻游戏美食和餐馆银行金融服务体育书籍旅游摄影艺术评论博客论坛?/?12%?纸?54%17%9%4%16%社交通信图片视频游戏娱乐其他#13?务?#01?9%34%91%66%应用下载量应用收益($)安卓iOS#03?7%?2022?C O N F I D E N T I A L&P R O P R I E T A R Y 34?-?尽?务?尽?-?4?务?44%?1.6?34%?1.5
21、?Data.ai?2022?GWI?2022?eMarketer?2021?70%?80%?去?(neobank)?-?X?去?去?Z?去?-?去?63%?C O N F I D E N T I A L&P R O P R I E T A R Y 35?1234?!?务?务?务?研?C O N F I D E N T I A L&P R O P R I E T A R Y 36C 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 2024?1?1?2?10-14?5
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25、O P R I E T A R Y?81%?对?模?奉?诚?2023?导?60%?(CNDL)?(SPC?Brasil)?2023?(Christmas?Report?2023)77%?务?50%?76%?34%?44%?31%?47%?PIX37%?33%?21%?Feliz Natal?C O N F I D E N T I A L&P R O P R I E T A R Y?41?Opinion?Box?2023?(Black?Friday?2023)?研?TikTok?for?Business?2023?TikTok?Marketing?Science?Global?|?(Retail
26、?Path?to?Purchase)75%?47%?45.4%?41.4%?33.6%?33.0%?23.9%?19.5%?Confi.Neotrust?52?2022?15%?11?23?11?26?821?2022?17%?2022?1.7%?636.66?18%?16%?44%?2023?TikTok?2023?#BlackFriday?5.09?4,800?78?Discovery?and?research?of?Black?Friday?products?and?ideas?begin?weeks?in?advance?TikTok?14%?39?47?49?C O N F I D
27、E N T I A L&P R O P R I E T A R Y 42?123?务?识?4?对?务?TikTok?务?TikTok?C O N F I D E N T I A L&P R O P R I E T A R Y 43C O N F I D E N T I A L&P R O P R I E T A R Y?TikTokC O N F I D E N T I A L&P R O P R I E T A R Y?GWI?2022?TikTok?TikTok?C O N F I D E N T I A L&P R O P R I E T A R Y 92%?60%?TikTok?Tik
28、Tok?88%?TikTok?81%?TikTok?TikTok?TikTok?TikTok?TikTok?75%?TikTok?80%?TikTok?78%?TikTok?73%?TikTok?2021?(Authenticity?Study?in?Brazil)?TikTok?C O N F I D E N T I A L&P R O P R I E T A R Y?TikTok?TikTok?TikTok?务?TikTok?务?76%?奉?72%?/?72%?/?78%?68%?65%?72%?/?67%?告?61%?66%?59%?/?1/3?TikTok?TikTok?2021?(A
29、uthenticity?Study?in?Brazil)C O N F I D E N T I A L&P R O P R I E T A R Y?investimentos?6.58?dinheiro?6.21?empreendedorismo?4.98?finanas?2.45?bolsadevalores?1.98?rendaextra?1.85?cartaodecredito?1.38?dropshipping?去?1.36?dividendos?1.21?tiktokmefezempreender?TikTok?9,500?freefire?83?roblox?54?minecraf
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31、droid?3.99?motorola?1.24?epson?1.12?TikTok?TikTok,?研?TikTok?for?Business?2023?https:/ O N F I D E N T I A L&P R O P R I E T A R Y?bbb23?23?660?Fofoca?54?noticias?34?afazenda?A?Fazenda?30?podcast?30?sbt?SBT?16?sertanejo?络?16?cabelo?60?makeup?40?skincare?28?cachos?20?tiktokbeleza?TikTok?15?hairstyle?1
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