中国微信小程序平台市场前景及投资研究报告-培训课件外文版2024.5闲鱼支付宝

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TRENDSMini-programplatformsinChinaCHAPTER

01BackgroundNumberofsmartphoneusersinChinafrom2018to2022withaforecastuntil2027(inmillions)NumberofsmartphoneusersinChina2018-20271,4001,2001,210.61,183.31,152.81,118.91,081.21,039.4993.11,0008006004002000943.2882.2816201820192020202120222023*2024*2025*2026*2027*3Description:In2022,thenumberofsmartphoneusersinChinaamountedtoalmost1.04billion.Accordingtotheforecast,theusernumberwasexpectedtoincreasetoaround1.18billionby2026.Witharound6.6billionpeoplewhousesmartphonesaroundtheworld,Chinaaccountsforover15percentoftotalusers.ReadmoreNote(s):China;2018to2022;excludingHongKong;*Forecast.Individualsofanyagewhoownatleastonesmartphoneandusethesmartphone(s)atleastoncepermonth.

ReadmoreSource(s):KeyfiguresofmobileappusageinChinaasofMarch2023KeyfiguresofmobileappusageinChina2023Key

figures67.86AveragenumberoftimesthatusersopenedappsperpersoneachdayAveragenumberofappsdownloadedinamonthAveragenumberofdailyappusagehoursperpersonAveragenumberofappsusedeachday51.077.577.034Description:InMarch2023,Chinesemobileusersspentanaverageofabout7.6hoursonappseachday.WeChat,Alipay,Taobao,andPinduoduoarethemostpopularappsinChina,eachhadover700millionactiveusers.

ReadmoreNote(s):China;March2023Source(s):AnalysysMonthlyactiveusersoftheleadingappsinChinainJuly2023(inmillions)LeadingappsinChina2023,bymonthlyactiveusersNumberofactiveusersinmillions02004006008001,0001,200WeChatQQ1,067.11776.2Douyin772.34Alipay652.38BaiduInputTaobaoSogouInputGaodeMapBaidu593.99589.34565.24563.66506.09497.69BaiduMapKuaishou(Kwai)PinduoduoTencentVideo481.47458.63443.25Description:InJuly2023,Tencent`sinstantmessengerserviceWeChatremainedthemostpopularmobileappinChinawitharound1.07billionmonthlyactiveusers(MAUs).ItsoldersiblingQQwasthesecondplaceholderwithabout776millionMAUs.Messaging,e-commerce,utility,andvideostreamingappsoccupiedthemostspotsinthetop20list.ReadmoreNote(s):China;July2023Source(s):iiMediaResearchShareofmobileappusagetimeinChinaasofDecember2022,byinternetcompanyShareofmobileappusagetimeinChina2022,bycompany35%30.8%30%26.9%25%20%15%10%5%7.7%4.7%0%ByteDanceTencentAlibabaBaidu6Description:AsofDecember2022,themobileappsownedbyBAT,akaBaidu,Alibaba,Tencent,controllednearly40percentofthetotalappusagetimeinChina.EntertainmentgiantTencentalonetookoveraquartershare.

ReadmoreNote(s):China;asofDecember2022Source(s):MoonfoxDataPenetrationrateofmini-programsamongWeChat,Alipay,andBaiduactiveusersinChinainSeptember2022UsagerateofBAT'smini-programsinChina2022100%89.2%90%80%70%60%50%40%30%20%10%0%76.9%62.1%WeChatMiniProgramAlipayMiniProgramBaiduSmartMiniProgram7Description:AsofSeptember2022,about89.2percentoftheWeChatuserswereusingitsmini-programsactivelyinChina.ItisacommonpracticeforChineseinternetgiantsBaidu,Tencent'sWeChat,andAlibaba'sAlipaytobuildtheirownecosystemofcloud-basedembeddedappswithintheircoremobileapps.ReadmoreNote(s):China;September2022Source(s):QuestMobileNumberofmonthlyactiveusersofleadingmini-programplatformsinChinainMay2023(inmillions)MAUofmajormini-programplatformsinChina20231,0009289008007006005004003002001000639378276WeChatMiniProgramAlipayMiniProgramBaiduSmartMiniProgramDouyinMIniProgram8Description:InChina,internetgiantsBaidu,Tencent'sWeChat,Alibaba'sAlipay,andDouyinallhavedevelopedtheirownecosystemofcloud-basedembeddedappswithintheircoremobileapps.AsofMay2023,WeChatMiniProgramwasthemostpopularone,amassingabout928millionmonthlyactiveusersinChina.ReadmoreNote(s):China;May2023Source(s):QuestMobileShareofthemini-programsonWeChat,Alipay,Baidu,andDouyininChinainJanuary2023,byindustryIndustrydistributionofmini-programsinChina2023,bymini-programplatformShareofmini-programsLifeservicesTransportationservicesPhotoeditingMobileshoppingMobilevideoMobilegamesToolsEducationDigitalreadingFinancialmanagementTravelservices0102030405060708090100WeChatMiniProgramAlipayMiniProgramBaiduSmartMiniProgramDouyinMIniProgram9Description:InChina,internetgiantsBaidu,Tencent'sWeChat,Alibaba'sAlipay,andDouyinallhavedevelopedtheirownmini-programecologies-anecosystemofcloud-basedembeddedappswithintheircoremobileapps.Ingeneral,lifeserviceswerethemostcommoncategoryofmini-programs,asofJanuary2023.Mobileshoppingaccountedfor11percentoftop100WeChatMiniPrograms.ReadmoreNote(s):China;January2023;amongtop100mini-programs;onlytop5categoriesaredisplayedSource(s):QuestMobileCHAPTER

02WeChatMiniProgramAnnualrevenueofTencentHoldingsfrom2012to2022(inbillionyuan)Tencent'sannualrevenue2012-2022600560.12554.55482.065004003002001000377.29312.69237.76151.942016102.86201578.93201460.44201343.89201220172018201920202021202211Description:TheChineseinternetservicesgiantTencent,oneoftheleadinginternetcompaniesintheworld,reportedatotalannualrevenueofaround555billionyuanin2022,decreasingfromabout560billionyuaninthepreviousyear.

ReadmoreNote(s):China;2012to2022Source(s):TencentNumberofmonthlyactiveWeChatusersfrom2ndquarter2013to2ndquarter2023(inmillions)NumberofactiveWeChatmessengeraccountsQ22013-Q220231,4001,2001,000800600400200012Description:ThenumberofTencent'sWeChatactiveaccountshasbeenincreasingsteadily.AsattheendofJune2023,theChinesemulti-functionalsocialmediaplatformhadover1.3billionmonthlyactiveusers.ReadmoreNote(s):Worldwide,China;Q22013toQ22023;MAUofWeixinandWeChatSource(s):TencentPenetrationrateofmini-programsamongWeChatactiveusersinChinafromSeptember2018toSeptember2022UsagerateofWeChatMiniPrograminChina2018-2022100%89.2%90%80%70%60%50%40%30%20%10%0%85.4%65.6%Sep'18Sep'20Sep'2213Description:AsofSeptember2022,about89.2percentoftheWeChatuserswereusingitsmini-programsactively.WeChat-themostpopularinstantmessagingandsocialnetworkingappinChina-launchedamini-programplatformin2017,whichisanecosystemofcloud-basedembeddedappswithinWeChat.ReadmoreNote(s):China;September2018toSeptember2022Source(s):QuestMobileNumberofmonthlyactiveusersofWeChatMiniPrograminChinafromSeptember2020toMay2023(inmillions)MAUofWeChatMiniPrograminChina2020-20231,0009009289218327978007006005004003002001000Sep'20Sep'21Sep'22May'2314Description:Inanincreasinglyconnecteddigitalworld,Chineseappshavetheirownwaytokeepusersstickround.Oneofthecommontacticsistobuildminiapplicationswithinthecoreapptoprovidemultipleservicestousers.AsofMay2023,WeChatamassedabout928millionmonthlyactiveusersofitsmini-programsinChina,whichmeansover90percentoftheWeChatuserswereusingtheservices.ReadmoreNote(s):China;September2020toMay2023Source(s):QuestMobileDistributionoftrafficofleadingWeChatmini-programsinChinainMarch2023,bytopcategoryTrafficshareofWeChatmini-programsinChina2023,bycategoryShareoftraffic0%5%10%15%20%25%30%DailyservicesMobileshoppingMobilegames28%12%11%FinancialmanagementTools9%8%15Description:ManyChineseWeChatusersareusingthesuperapp'sMiniPrograms,alightversionofappsbuiltwithinWeChat'secosystemwithadvancedfeaturesandservices.Mini-programswithafocusondailyserviceswerethemostpopularcategory,accountingfor28percentofthetrafficfromthetop100miniappsinChinainMarch2023.ReadmoreNote(s):China;March2023;amongtop100mini-programs;onlytop5categoriesarepresentedSource(s):QuestMobileMonthlyactiveusersofmajorWeChatmini-programsinChinainMarch2023(inmillions)MAUsofpopularWeChatmini-programsinChina2023Numberofusersinmillions200

3000100400500600565.96TencentPhoneTopUpDiDiChuxing325.61320.24DailyBillsChinaMobile10086+JDShopping260.3234.58T(Ctrip)MeituanGroupBuyingEle.me198.33186.57174.52164.14162.86JinshanDocumentsMeituanYouxuan16Description:InMarch2023,TencentPhoneTopUpwasthemostpopularmini-programonWeChatwith566millionactiveusersinChina.Dailyservices,mobileshoppingandbusinesswereothercommonlyusedcategories.WeChatMiniProgramisthelightversionofappsbuiltwithinWeChat'secosystem,providingusersadvancedfeaturessuchase-commerceandtaskmanagement.ReadmoreNote(s):China;March2023Source(s):QuestMobileCHAPTER

03AlipayMiniProgramAnnualrevenueofAlibabaGroupfromfinancialyear2013to2023(inmillionyuan)Alibaba'sannualrevenueFY2013-FY20231,000,000900,000800,000700,000600,000500,000400,000300,000200,000868,687853,062717,289509,711376,844250,2662018158,2732017101,143201676,2042015100,000052,504201434,51720132019202020212022202318Description:InthefiscalyearendingMarch31,2023,Chinesee-commercecorporationAlibabaGrouprecordedconsolidatedrevenuesofaround868.69billionyuan.Thistranslatestoapproximately126.49billionU.S.dollars.

ReadmoreNote(s):China;FY2013toFY2023;fiscalyearendingMarch31Source(s):AlibabaMonthlyactiveusersofAlipayinChinainselectedmonthsfromJanuary2019toJuly2023(inmillions)MonthlyactiveusersofAlipayinChina2019-2023900845800698.56680.637006005004003002001000652.38599.95563.22Jan2019Mar2020Mar2021Jan2022Dec2022Jul202319Description:Alipay,oneoftheflagshipproductsfromChinesee-commercegiantAlibabaGroup,isleadingtheonlinepaymentmarketinChina.InJuly2023,Alipayrecordedover652.4millionmonthlyactiveusersinthecountry.ReadmoreNote(s):China;January2019toJuly2023Source(s):iiMediaResearchNumberofmonthlyactiveusersofAlipayMiniPrograminChinafromSeptember2020toMay2023(inmillions)MAUsofAlipayMiniPrograminChina2020-20238007006686396025946005004003002001000Sep'20Sep'21Sep'22May'2320Description:AsofMay2023,Alibaba'sAlipayamassedabout639millionusersofitsmini-programsinChina,whichmeansovertwo-thirdsoftheAlipayuserswereusingtheservices.Alipaylaunchedaminiprogramplatformin2018,whichisanecosystemofcloud-basedembeddedappswithinthemobilepaymentapp.ReadmoreNote(s):China;September2020toMay2023Source(s):QuestMobileDistributionoftrafficofleadingAlipaymini-programsinChinainMarch2023,bytopcategoryTrafficshareofAlipaymini-programsinChina2023,bycategoryShareoftraffic20%

25%0%5%10%15%30%35%40%45%50%55%DailyservicesMobileshoppingFinancialmanagementTools48%11%10%8%Medicalservices7%21Description:Third-partyonlinepaymentplatformAlipayhasacomplexecosystemofcloud-basedembeddedappswithintheapplication.InMarch2023,mini-programswithafocusondailyserviceswerethemostpopularcategory,accountingfor48percentofthetrafficfromthetop100miniappsinChina.ReadmoreNote(s):China;March2023;amongtop100MiniPrograms;onlytop5categoriesarepresentedSource(s):QuestMobileMonthlyactiveusersofmajorAlipaymini-programsinChinainMay2023(inmillions)MAUsofpopularAlipaymini-programsinChina2023Numberofmonthlyactiveusersinmillions0102030405060708090100110MobileTopUpDailyBillsMiniProgramAlipayMerchantServicesAntForest96.5755.7454.8544.7Cainiao39.322Description:Overtwo-thirdsofAlipayappusersinChinahaduseditsmini-programs,thelightversionofappsbuiltwithinAlipay'secosystem.InMay2023,MobileTopUpwasthemostpopularmini-programontheChinesemobilepaymentappwith96.6millionactiveusersinChina.DailyBillsMiniProgramandAlipayMerchantServicesfollowedwithawidemargin.ReadmoreNote(s):China;May2023Source(s):QuestMobileCHAPTER

04BaiduSmartMiniProgramAnnualrevenueofBaidufrom2012to2022(inbillionU.S.dollars)Baidu'sannualrevenue2012-20222519.54201510517.9316.4115.4314.8813.0310.2510.167.915.253.5802012201320142015201620172018201920202021202224Description:ThemultinationaltechnologicalcorporationBaiduIncreportedanannualrevenueofover17.9billionU.S.dollarsin2022.HeadquarteredinBeijing,thecompanyhadrapidlygrownintooneoftheChineseprominentdevelopersofinternetandartificialintelligenceservicesandproducts.ItsBisoneoftheworld`slargestandChina`smostpopularsearchenginewebsites.ReadmoreNote(s):Worldwide;2012to2022Source(s):BaiduNumberofmonthlyactiveusersofBaiduAppfromSeptember2020toJune2023(inmillions)BaiduAppMAUs2020-20238007006776576486326286346226075806005004003002001000558544544Sep'20Dec'20Mar'21Jun'21Sep'21Dec'21Mar'22Jun'22Sep'22Dec'22Mar'23Jun'2325Description:TheapptrafficofBaiduhasbeensteadilygrowinginthepasttwoyears.InJune2023,theChinesesearchenginegiantrecordedaround677millionmonthlyactiveusersofitsapp.BaiduiscurrentlytheleadingsearchengineproviderinChina,generatingaround17billionU.S.dollarsofrevenuein2022.ReadmoreNote(s):Worldwide,China;September2020toJune2023Source(s):BaiduNumberofmonthlyactiveusersofBaiduSmartMiniPrograminChinafromSeptember2020toMay2023(inmillions)MAUsofBaiduSmartMiniPrograminChina2020-2023450401400350300250200150100503843783580Sep'20Sep'21Sep'22May'2326Description:AsofMay2023,Baiduamassedabout378millionusersofitsmini-programsinChina,whichmeansmorethanhalfoftheBaiduappuserswereusingtheservices.Baidulaunche