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2025年中美工具消费市场合计占比超50%
2025年中美工具消费市场合计占比超50%
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全球工具行业深度系列一:宏观视角周期共振和锂电化趋势-260331(23页).pdf
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<table>
    <thead>
        <tr>
            ```html
<th>国家/地区</th>
            <th>零售总额（万亿美元）</th>
            <th>2019年电商渗透率</th>
            <th>2024年电商渗透率</th>
            <th>电商渗透率累计增幅</th>
            <th>收入水平分类</th>
        </tr>
    </thead>
    <tbody>
        <tr>
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            <td>6.03</td>
            <td>34.10%</td>
            <td>50.43%</td>
            <td>48%</td>
            <td>中等偏上</td>
        </tr>
        <tr>
            <td>印尼</td>
            <td>0.30</td>
            <td>7.11%</td>
            <td>28.29%</td>
            <td>298%</td>
            <td>中等偏上</td>
        </tr>
        <tr>
            <td>韩国</td>
            <td>0.47</td>
            <td>18.64%</td>
            <td>27.36%</td>
            <td>47%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>英国</td>
            <td>0.74</td>
            <td>18.49%</td>
            <td>27.14%</td>
            <td>47%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>美国</td>
            <td>7.26</td>
            <td>10.83%</td>
            <td>16.41%</td>
            <td>52%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>俄罗斯</td>
            <td>0.60</td>
            <td>5.23%</td>
            <td>15.54%</td>
            <td>197%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>墨西哥</td>
            <td>0.37</td>
            <td>4.90%</td>
            <td>15.45%</td>
            <td>215%</td>
            <td>中等偏上</td>
        </tr>
        <tr>
            <td>波兰</td>
            <td>0.28</td>
            <td>8.53%</td>
            <td>15.24%</td>
            <td>79%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>加拿大</td>
            <td>0.63</td>
            <td>6.61%</td>
            <td>12.54%</td>
            <td>90%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>日本</td>
            <td>1.10</td>
            <td>9.61%</td>
            <td>12.27%</td>
            <td>28%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>阿根廷</td>
            <td>0.12</td>
            <td>3.56%</td>
            <td>12.02%</td>
            <td>238%</td>
            <td>中等偏上</td>
        </tr>
        <tr>
            <td>瑞典</td>
            <td>0.15</td>
            <td>9.53%</td>
            <td>11.15%</td>
            <td>17%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>罗马尼亚</td>
            <td>0.10</td>
            <td>10.71%</td>
            <td>11.03%</td>
            <td>3%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>巴西</td>
            <td>0.65</td>
            <td>4.97%</td>
            <td>11.00%</td>
            <td>121%</td>
            <td>中等偏上</td>
        </tr>
        <tr>
            <td>西班牙</td>
            <td>0.44</td>
            <td>7.68%</td>
            <td>10.55%</td>
            <td>37%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>荷兰</td>
            <td>0.27</td>
            <td>8.08%</td>
            <td>10.18%</td>
            <td>26%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>法国</td>
            <td>0.85</td>
            <td>9.19%</td>
            <td>10.15%</td>
            <td>10%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>瑞士</td>
            <td>0.16</td>
            <td>6.63%</td>
            <td>10.14%</td>
            <td>53%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>澳大利亚</td>
            <td>0.35</td>
            <td>5.45%</td>
            <td>9.76%</td>
            <td>79%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>印度</td>
            <td>1.30</td>
            <td>3.67%</td>
            <td>8.82%</td>
            <td>140%</td>
            <td>中等偏下</td>
        </tr>
        <tr>
            <td>德国</td>
            <td>1.13</td>
            <td>8.39%</td>
            <td>8.82%</td>
            <td>5%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>比利时</td>
            <td>0.21</td>
            <td>7.11%</td>
            <td>8.51%</td>
            <td>20%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>中国台湾</td>
            <td>0.15</td>
            <td>5.37%</td>
            <td>6.94%</td>
            <td>29%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>马来西亚</td>
            <td>0.22</td>
            <td>3.34%</td>
            <td>6.52%</td>
            <td>95%</td>
            <td>中等偏上</td>
        </tr>
        <tr>
            <td>意大利</td>
            <td>0.55</td>
            <td>4.18%</td>
            <td>5.79%</td>
            <td>39%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>泰国</td>
            <td>0.29</td>
            <td>2.13%</td>
            <td>5.20%</td>
            <td>144%</td>
            <td>中等偏上</td>
        </tr>
        <tr>
            <td>奥地利</td>
            <td>0.13</td>
            <td>5.43%</td>
            <td>5.10%</td>
            <td>-6%</td>
            <td>高</td>
        </tr>
        <tr>
            <td>土耳其</td>
            <td>0.23</td>
            <td>1.34%</td>
            <td>4.47%</td>
            <td>234%</td>
            <td>中等偏上</td>
        </tr>
        <tr>
            <td>越南</td>
            <td>0.20</td>
            <td>1.92%</td>
            <td>3.65%</td>
            <td>90%</td>
            <td>中等偏下</td>
        </tr>
        <tr>
            <td>菲律宾</td>
            <td>0.11</td>
            <td>0.93%</td>
            <td>3.20%</td>
            <td>244%</td>
            <td>中等偏下</td>
        </tr>
    </tbody>
</table>

数据来源：eMarketer，世界银行，兴业证券经济与金融研究院整理
```
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行业数据
2026-04-13
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表2、2024年全球前30大消费市场电商特征(电商渗透率累计增幅排序)
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2026-04-13
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美国是全球最大用品消费市场,规模约200亿美元
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市场规模
2026-02-25
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图2-12老年人消费市场(2019-2028E,以销售额计)
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2026-02-09
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图1:中国情绪消费市场规模 (万亿元)
fCDlubTku70gICB8IOW4guWcuuinhOaooe+8iOS4h+S6v+WFg++8iSB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS18CnwgMjAyMCAgIHwgMy40ICAgICAgICAgICAgICB8CnwgMjAyNUUgIHwgNS40ICAgICAgICAgICAgICB8CnwgMjAzMEUgIHwgOC41ICAgICAgICAgICAgICB8CnwgMjAzNUUgIHwgMTEuNSAgICAgICAgICAgICB8CnwgMjA0MEUgIHwgMTMuNCAgICAgICAgICAgICB8CnwgMjA0NUUgIHwgMTQuNyAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrlvJfoi6Xmlq/nibnmspnliKnmlofvvIzkuInkuKrnmq7ljKDmiqXlkYrnvZHnoJTnqbbnu5jliLY=
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2026-02-05
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表1:情绪消费市场政策监管体系现状分析与展望
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2026-02-05
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图13:老年人消费市场)(2019-2028E,以销售额计)
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2026-02-05
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图13:老年人消费市场)(2019-2028E,以销售额计)
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2026-02-05
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