东南亚和拉美: 数字化新兴市场的发展

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216
January 2022

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Description

拉美和东南亚的新兴市场这几年经历了光速发展:人才的涌现和资本的角逐带来了企业的增长和竞争,同时造就了更加完善的互联网生态。

为了让读者更清晰明了地识别两个市场的相似、差异和新兴行业在两地发展的来龙去脉,我们在与 Cento Ventures 合作的这份报告里详解了如下问题:

资本向何处涌动?
科技行业在两地的发展路径有何不同?
科技行业在两地的发展路径有何不同?

目录:

1. 介绍
2. 大环境与投资趋势分析
3. 新兴行业发展模式的对比
区域综合性平台(超级应用)
电商
物流
支付处理
数字银行
二手车平台
扩张
4. 我们的观点

聚焦:
• 区域综合性平台(超级应用): Grab, Gojek, Rappi
• 电商: Shopee, Lazada, Tokopedia, Mercado Libre
• 物流: Ninja Van, Flash Express, Loggi
• 支付处理:Promptpay, PayNow, Pix, CoDi, UPI, Netsunion
• 数字银行: Seamoney, Grab Financial group, Goto Financial, Nubank, Ualá, Stori
• 二手车平台: Carro, Carsome, Kavak

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