1、Confidential?and?Protected?by?Copyright?Laws?202120212021/11/232?l ?APP?够?APP?BAT?l ?务?l ?务?Analysys?l ?l ?2020?务?l ?l ?务?资?2021/11/233?CONTENTS?0101?0202?04040505?03032021/11/234?PART?1PART?1务?2021/11/235?2021?Q1?10.30?0 0. .1919%?去?的?0.39%0.39%0.39%0.19%-0.19%2020Q12020Q22020Q32020Q42021Q1?2020202
2、0?Q2Q2?20212021?Q1Q1务?务? ? KOL? ? ? ?模?/APP/?/?/?2021/11/236?去?16.6%?20192019?Q Q1 1?Q Q2 2?APPAPP?APP?2021?Q2?40612?40612?35933?33994?34630?32675?34111?36669?34666?32213?32165?2021?Q22021?Q12020?Q42020?Q32020?Q22020?Q12019?Q42019?Q32019?Q22019?Q120192019?Q1Q1?20212021?Q2Q2?APPAPP?GDP?7.8%7.8%?16.6%
3、16.6%?2020?2021/11/237?9090?9595?90?95?滑?APP务?3535?8080%?2021?9090?5050%?务95?23%?2021?剧?剧?9090?0000?8080%?去?20212021?8 8?APP35APP35?Z?Z Z?去?去?45.34%45.34%?2-3?74.6%74.6%?85.09%85.09%?务?54.72%54.72%?76%81%74%77%77%?2021/11/238?PART?2PART?2务?2021/11/239?务?务?CBDIIIIIIIVVVIEG?(2015-2017)?(2025-)?(2018-2
4、025)?(2008-2014)?时间AFVII2013?2020?2018?务?20212021?务?务?AMCAMC?l Analysys?务?2021/11/2310?501?301-500?101-300?100?务?务?/?导?粉?务?PMS?PMS? ?500?2021/11/2311?务?务?WIFIWIFI?PMSPMSRCURCURMSRMS?UGCUGC?B2BB2B?2021/11/2312?粉?OTA?OTP?去?务?务?PMSPMS?务?KOLKOL?IPIP?2021/11/2313?粉?IoT?5G?AI?APP?务?的? 2020?2021?4?480%?202
5、0?11务?1?480%480%2020?11?1 1?2014?2015?2018?2016?VR?2021/11/2314?BETTERBETTER2021/11/2315?PART?3PART?3务?2021/11/2316?1 1?2 2?3 3?4 4?2021/11/2317?去?APP?OTAOTA?OTPOTP?的?OTP?2018?900?+?350?+?2021?40%?4?务?1000?1.01.0?2.02.0?VSVS?/?/?/?撑?撑?900900?+ +?350350?+ +?40%40%?10001000?2021?8?2021?2021?4?2021/11/
6、2318? ?KOL/KOCKOL/KOC?KOL?OTA?OTP?2021Q2UGC?6?6?2021?Q2?Q1?100%100%76%76%149%149%KOL/KOCKOL/KOC? ? ? ? ? ? ? ?200%200%2020?4000040000?+ +?2021?4?50%+50%+?2021/11/2319?+ +?+ +?+ +?+ +?+ +?+ +?+ +?+ +?+ +?+ +?务?+ +?去?模?务?千?千?SS?2021/11/2320?务?VR? ? ? ?/? ? ? ?2021/11/2321?模?撑?撑?APP? ? ? ? ?APP?/?/?/?/
7、?/?/?/?/?/?/?/?/?/? ?2021/11/2322?AI?务?对?2021/11/2323?PMS?PMSPMS?2021/11/2324?PART?4PART?4务?2021/11/2325?& &?务?2008?务?2010?2012?2017?Easy?2018?PMSPMS?去?去?去?KOL?+36%+36%?6?8 8?6?2 2?6?2019?务?ToTo?撑?ToTo?2021/11/2326?OTP?2017?9?2.0?2019?2020?IP?粉?+?2020?9?资?5?2021?1?2020?21?4?2015?2017?8?17001700?480%480%?2021/11/2327?2014?2015?2016?2018?/?+?的?PMS?RMS?HOS?2014?2021/11/2328?PART?5PART?5务?2021/11/23282021/11/2329?去?APP?务?模?+ +?APP?2021/11/2330?KOLKOL?/ /愿?愿?模?2021/11/2331?模?模?务?/ /?2021/11/2332?送?PMS?RMS?CRS?HRM?务?