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2023年DIFM收入占比为80%
2023年DIFM收入占比为80%
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所属报告:
途虎~W-港股公司深度报告:从北美四大汽配连锁看途虎成长空间-240531(42页).pdf
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美国DIFM与DIY模式销售额(亿美元)
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商业模式
2025-01-15
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2019年美国DIFM汽配市场竞争格局
fCDlk4HniYwgfCDljaDmr5QgfAp8IC0tLSB8IC0tLSB8CnwgQXV0b1pvbmUgfCAyJSB8CnwgTydSZWlsbHkgQXV0byBQYXJ0cyB8IDUlIHwKfCBBZHZhbmNlIEF1dG8gUGFydHMgfCA0JSB8CnwgR2VudWluZSBQYXJ0cy9OQVBBIHwgNSUgfAp8IOWFtuS7liB8IDg0JSB8CgrotYTmlpnmnaXmupDvvJpTZWVraW5nIEFscGhhLCDlm73ogZTor4HliLjnoJTnqbbmiYDmtYvnrpc=
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竞争格局
2024-10-25
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2023年O'Reilly的DIFM客户收入增速高于DIY客户收入增速
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其它
2024-06-03
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2023年NAPA的DIFM收入占比达到80%
fCAgfCBESUZN5pS25YWl5Y2g5q+UIHwgRElZ5pS25YWl5Y2g5q+UIHwKfCAtLS0gfCAtLS0gfCAtLS0gfAp8IEF1dG96b25lIHwgMjYuNCUgfCA3My42JSB8CnwgT1JMWSB8IDQ3LjAlIHwgNTMuMCUgfAp8IEFBUCB8IDYwLjAlIHwgNDAuMCUgfAp8IE5BUEEgfCA4MC4wJSB8IDIwLjAlIHwKCui1hOaWmeadpea6kO+8muWQhOWFrOWPuOW5tOaKpeOAgeW8gOa6kOivgeWIuOeglOeptuaJgA==
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其它
2024-06-03
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2023年O’Reilly的DIFM业务收入占比为47%
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其它
2024-06-03
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原厂DIFM长期主导国内后市场,IAM崛起带动非原厂渠道及供应链
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其它
2024-04-10
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2021年北美后市场2540亿美元,DIFM与DIY均有增长空间/十亿美元
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其它
2024-04-10
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图12、美国DIY/DIFM渠道份额变化
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其它
2024-01-11
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图13、2022年美国连锁巨头DIY/DIFM渠道占比
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其它
2024-01-11
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独立售后市场DIFM不同业态分布情况(亿美元)
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行业数据
2022-12-01
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DIFM模式下独立售后市场比重在70%以上
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行业数据
2022-12-01
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2019年美国DIY和DIFM主要用户群体画像
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行业数据
2022-12-01
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2020年AZ、OR、AAP的DIY和DIFM模式占比
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行业数据
2021-07-12
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OReillyDIY和DIFM模式收入占比
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行业数据
2021-07-12
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全球全年龄段奶粉市场规模(亿美元)
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2026-07-30
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全球酸奶及发酵乳制品市场规模(亿美元)
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2026-07-30
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全球药用级益生菌市场规模(百万美元)
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2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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2026-07-30
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全球拥有AKK专利菌株的核心企业
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2026-07-30
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不同地区的汽车零配件品牌不同,DIFM业务收入占比为 80%。北美的汽零配送中心和商店都以 NAPA 命名,欧洲的 9 个城市都是 GPC 的全资子公司 Alliance Automotive Group(AAG)运营,AAG会销售 NAPA品牌的产品,澳洲的品牌名为Repco和 NAPA。GPC同时服务 DIFM和 DIY客户,根据 2023年年报披露,DIFM收入占比约为 80%。
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