2020年Q4移动互联网行业数据研究报告

1、2020Q4app99.9%90.6%85.5%95.4%202011.6%1284.1%202020209app3202012356.527.5%CONTENTS01020304050601app669.2%546.5%545.6%508.5%303.3%302.6%244.9%233.9%233.3%221.6%2020.12 DAU()1,615.2217.1346.56,571.42,302.7256.7936.1136.9333.6278.1iAPP(Aurora Mobile, NASDAQ: JG)2019.122020.12DAU*DAU=DAUAPPTop-DAU/DAUDA

2、Uapp)2020.12 DAU( 715.2 195.5 171.579.875.872.466.054.6 54.2 34.3iAPP(Aurora Mobile, NASDAQ: JG) 2020.1-2020.12202011202012DAU top12appDAUTVappapp3.9 2.5 2.5 2.4 2.3 2.22020.12.31 DAU(9.88.86.5)28.3appiAPP(Aurora Mobile, NASDAQ: JG) 2020.12APPTop20201220201231DAU02%92020appapp11appapp 29.8% 28.4% 28

3、.0%3% 7.2% 7.2% 7.3%7.5%7.8%8.3 24.7% 23.2% 23.2020.102020.112020.12 99.9%95.3%90.5 85.3% 99.9%95.4%90.6%85.5% 99.8%95.3%90.6% 85.2%2020.102020.112020.12(Aurora Mobile, NASDAQ: JG) 2020.10-2020.12深圳市和讯华谷信息技术有限公司 版权所有 2011-2020 粤ICP备12056275号-1303在线早期教育价值凸显20201211.6%600 11.6%12%50010%400300200 6.3%

4、342.68%6% 287.34%1002%00%iAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.12appiAPP(Aurora Mobile, NASDAQ: JG)2020.1-2020.12+IP 81.5 25.1 3.5 3.92020Q12020Q22020Q32020Q420201254.814.827.1%60 54.8 3.75040302010020191220200220200420200620200820201020201210.2%5.6%27.1%15.2%18.9%23.0%iAPP(Aurora Mobile, NAS

5、DAQ: JG) 2019.12-2020.12202079.8%76.9%16.7%45.1%49.1%79.8%20.2%54.9%50.9%83.3%100%80%60%40%20%0%20183-83DAR2019201920202020122020969.4%2020111256.5%562.575%70% 69.4%65%60%55%50% 359.56005004003002001000 562.5iAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.124.3%11.7%7.4%5.0%7.1%4.4%27.1%4.16.47.9+9.5%2

6、7.3%-6.1%21.0%-3.7%8.0%6.2%5.8%5.6%2020app2020MAU1274.5%7.927.3%2020MAU73.6%74.5%17.8%57.2%2018/122019/122020/122019Q42020Q4iAPP(Aurora Mobile, NASDAQ: JG) 2018.12-2020.12Q4 MAU2.25Q4 MAUapp20201.536.29150.0%528.5%3.31Q4 MAU14.4%1.6%150.0%528.5%1.532.253.316.29 9.0% 7.8%17.9%16.5% 7.4%15.9%16.6%15.4

7、%抖音抖音极速版快手快手极速版53.8%60.1%58.7%63.3%15.0%6.2%19.3%17.1%iAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.1230%DAU/MAU31%530%+6%2020sloganIP20202020122310IP+5%iAPP(Aurora Mobile, NASDAQ: JG) 2020.12save time未来计划Plus 10DOU2020+52.0%53.8%18-2526-35 36-45 45+37.1%55.7%58.7%35.7%59.8%61.4%30.7%2020POI DOU+2020

8、4142,779iAPP(Aurora Mobile, NASDAQ: JG) 2020.12202012Save time2.7708090+AI 20TGIAI向用户传递有价值、有收获的知识信94.897.0158.2156.8153.7息 108.9IPIP25.7%42.1%22.6%38.8%1138.9%52.8%893510亿元补贴赋能泛知识类创作者关注“好知识”寻找“好故事”挖掘“好种草”CVI-农村橙子35.7%55.7%i (Aurora Mobile, NASDAQ: JG) 2020.12TGI=/*100TGI0498MAU202012MAU2-325.1%20201

9、-111011.5%25%90%80%70%74.0%MAUx 1000081.1%77.3%129.10108.4360%50%40%30%20%10%0%6.746.718642020201-1110.511.5%1-100.625%25%32.9%5.9%17.1%iAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.12/综合电商MAU top 5 apps2019-122020-12同比增长率9.4% 35.7%20.4%16.0%8 635.6%76543210手机淘宝拼多多京东淘宝特价版唯品会700%600%500%400%300%200%10

10、0%0%2019-122020-12淘宝&拼多多60.5%76.5%淘宝&京东47.1%57.3%拼多多&京东43.6%50.4%iAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.122020app202032.0%1.5%1.0%0.5%0.0%010305070911+iAPP(Aurora Mobile, NASDAQ: JG)2020.01-2020.122020920201274.5%MAU12MAU8.22201920201215.9%780.73566.520191,132.590%80%70%60%50%40%30%20%10%0%MAU

11、（亿）渗透率8.539.068.2279.1%74.5%频直播在线视频4,5004,0003,5003,0002,5002,0001,5001,00050003,075.43,565.51132.5780.7 appiAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.12202012MAU 4.544.494.48iAPP(Aurora Mobile, NASDAQ: JG)2020.122.341.4620201220.8%2.23-71009080 18.6%70 16.9% 18.1% 19.6% 19.8% 21.0% 2

12、0.8%6050403020100201912202002202004202006202008202010202012iAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.122020Q4585858app MAU58app MAU582019Q42020Q12020Q22020Q32020Q458 6.8 5.301050581 1.02iAPP(Aurora Mobile, NASDAQ: JG)2019.10-2020.12500%11582020127.7%2.45125.1%45 7.3% 6.7% 5.9% 5.3% 4.9%40 7.8% 7.

13、7%35302520151050201912202002202004202006202008202010202012iAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.1220201212.1%201826-35462018 33.6% 2019 39.7%2020 45.7%80%20182019202060%40%20%0%18-2526-3536-454648%46%44%42%40%38%(Aurora Mobile, NASDAQ: JG) 2018.122019.122020.122020121.53.8top 103.81%2.48%CCB1

14、.17%0.89%0.48%0.32%0.20%0.17%0.12%0.10% 51.3 13.4 9.4 2.6 1.9 1.5 1.1 0.6 0.3 0.3CCBiAPP(Aurora Mobile, NASDAQ: JG) 2020.12MAU20203MAU7,73720201228.9%20202019Z10%9.8% 9.3%10,0008.2%9,0008%7,7378,000MAU6,001121234567891011126%4%2%201920202,522.52,531.12%1.9%5.51234567891011126.320200%3002502001501005

15、007,0006,0005,0004,0003,0002,0001,000-iAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.1220204MAUApp 3,121.9+4MAU45.1%App MAU50.7%1,886.22,654.5app Q420appappMAU2019Q42020Q12020Q22020Q32020Q4x 100003,0002,5002,0001,5001,00050002,751.52,654.51,305.21,944.3762.41,177.6 1,300.01,886.22020102020112020122020

16、Q420.519.715.28.12520151050iAPP(Aurora Mobile, NASDAQ: JG) 2019.10-2020.122020120100 79.8 80 66.5 69.5 77.476.647.145.4 97.4 60 63.5 40 40.0 53.1 20 39.7 33.0 18.0 20.7 0 14.3 100%80%60% 60.0% 63.6% 57.5% 60.8% 50.0% 59.5%40%20%0%1-34-6iAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.12 20.9% 20.2% 18.4

17、% 18.0% 22.6% 19.6% 29.3% 19.8% 19.9% 19.6% 20.8% 19.7%782020126.535827.5%66.7%201912 8.0 7.1 6.5 6.24.1 1.6 1.73.7 5.01 5. 6.57.79876543210202012 2526-3536-4546 9.3% 9.8% 9.3% 9.0% 6.6% 9.3% 26.8% 29.0% 27.8% 27.8% 26.7% 30.7% 35.9% 36.2% 37.7% 36.7% 42.1% 40.9% 27.9% 25.1% 25.2% 26.5% 24.6% 19.2%i

18、APP(Aurora Mobile, NASDAQ: JG) 2020.122020292,197.9121,918.9127.412.138.8%2,4002,2002,0001,8001,6001,4001,2001,000 1,882.9 2,197.9 1,918.914 12.1 7.4121086420iAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.12&32201820152722020C2MSKU+KOL20209DAU12DAU114.310.04.0%44.9%12MAU447.9667.6123.16.1%9.1%48.7%250

19、 221.120012DAUMAU150 133.0 100 109.9 129.1 114.3 72.4 62.6 50 47.1 27.40 6.9 13.1 10.0 667.6 447.982.8 123.1422.1 611.78007006005004003002001000201912202012iAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.122020122020202012QQ2020122019-122020-122019-122020-12 8,775.6 156.8 6,160.0 4,374.8 3,39750.1 57.9

20、 53.751.9 45.5 .2 3,669.8 4,208.0 13.6%13.4%12.8%19.7%19.7%18.7%17.3%17.3%18.0%18.5%18.3%19.7%9.2%9.2%9.4%21.7%22.1%21.4%201820192020iAPP(Aurora Mobile, NASDAQ: JG) 2018.12-2020.12app20201267.8%784.4%12202012201944.2%33.5%16.7%90% 84.4% 80% 72.7% 72.0% 70% 72.0% 66.3% 67.8% 60%50%40%30%20%10% 31.0%

21、20.8% 19.2% 20.6% 16.0% 11.6% 0%/=NappiAPP(Aurora Mobile, NASDAQ: JG) 2019.12-2020.12202020202019V2020MAUMAU 121024.0%6.0%1.582020MAU202030%25%20%15%10%5%0%19.9%1.42MAU（万，右轴）渗透率（左轴）24.0%23.7%1.581.5012MAU 6.0%3.0 x 100002.52.01.51.00.50.02020112620209111220201210214289.120201231iAPP(Aurora Mobile, N

22、ASDAQ: JG) 2019.12-2020.12202012MAU2020018812MAU MAUB2C 12MAU635.3%8,192953614426118112110滴滴出行 花小猪打车-1.6%曹操出行T3出行神州专车/首汽约车享道出行/35.3%58.5%MAU 2020/MAUappiAPP(Aurora Mobile, NASDAQ: JG)2019.12, 2020.12top 520192019T3top 52019top 5T317.2%28.6%21.1%16.2%10.9%5.9%13.6%26.2%25.2%19.4%10.2%5.3%14.6%47.9%23

23、.9%5.3%5.7%2.6%6.3%74.7%13.9%2.3%1.6%1.2%20202019北京(-)成都(-)上海(-)广州(-)深圳(-)7.5% 北京8.66.1%4.8%成都5.0%5.1%2.9%南京3.1%4.9%重庆(+1)南京(-1)武汉(-)长春(-)成都(+7)1217.5%14.8%4.1%广州3.3%4.9%14.2%9.4%2.8%杭州2.4%4.6%7.5%20202019121212 T3% 成都深圳天津福州重庆iAPP(Aurora Mobile, NASDAQ: JG)2019.12&2020.12-()201912+num.-num.05 7030.8

24、% 5459.7% 1800.0% 695.5% 611.9% 516.5% 503.1% 107.8% 89.6% 29.4%28.2%27.6%26.8%16.6%15.9% 1,773.6 219.3 1,844.3 5,317.1 10,962.5 1,834.2 2,111.8 12,145.4253.61526.1%810.2% 505.2% 236.8% 81.5%20.6%19.2% 127,356.2 780.61,141.03,419.0 211,657.7 22,085.0 78,072.8 4,663.7672,007.315,824.8891.8%1329.3%370

25、.5%458.8% 467.7% 370.0% 5,080.73,457.4 1,607.7 385.7 2,032.1 2,708.6 890.7 459.0 4,014.0318.9%4,439.717.3% 42,602.21909.2%3,124.4 668.9% 633.4% 523.7% 452.7% 443.8% 368.2% 318.3% 268.7% 122.0% 8,891.9 74,754.31,978.54,208.4 23,346.2 1,405.51,404.0937.9 21,053.4iAPP(Aurora Mobile, NASDAQ: JG) 2019.01

26、-2020.12K122020APPMAUTopMAU2019MAU2020K12TOP DAU12DAU()/K1282,209.2920201228E+16GlobalTiger2020629E7.5Tiger Global Qatar Investment Authority42.0020201224F-320201021F-10DST Global2020831F-12IDG2020331F-10IDG5.0320201224D2.1RiseFundSAIF Partners202078C+4,000iAPP(Aurora Mobile, NASDAQ: JG)IT 2020.01-2

27、020.12TOP DAU12DAU()/K12119.182020127Post-IPO7.8900.462020124IPO3.31.7720201120D132020417C+2.57.142020115C1.8DCM3.3520201014B21.3120201012E12020826E1.5KKR GGVIDG2020420D+3,00013.822020930F -4IFCCMC4.632020227BiAPP(Aurora Mobile, NASDAQ: JG)IT 2020.01-2020.12TOP DAU12DAU()/625.452020121172020722C+8KKR55.972020129202020723F -4.95Tiger Global2020522Emall251.8720201030C28IDG637.312020114C8000GGV2020420BGGV4.062020424B+SIG202012B1,000SIG1.752020224IPO4.889.242020211D+GLP45,232.792020618IPO297.716.27202064Post-IPO123,106.012