1、 2017 2 1 2 3 43 2016 2016 10% 2016.12 iResearch Inc. 2016 4 2016 2016.7 iResearch Inc. 2016 5 IT 2004 IT P2P 2016.7 iResearch Inc. 2004 2007 2013 2016 IT IT 2004 2007 2013 6 2016.8 iResearch Inc. Political Economic Social Technology = IT 7 1 2 3 48 2016 60% 22.8% = CNNIC 2016 2016.7 iResearch I
2、nc. 8.7% 30.8% 47.2% 60.7% 68.0% 70.8% 75.8% 77.9% 8.0% 11.6% 19.3% 22.8% 23.9% 25.9% 26.9% 28.4% 42.1% 46.9% 60.5% 68.0% 72.0% 76.0% 80.0% 83.1% 0% 20% 40% 60% 80% 100% 2013 2014 2015 2016e 2017e 2018e 2019e 2020e 2013-2020 % % % 9 2020 12 2016 2.7 1 2020 12 2016.8 iResearch Inc. 4548.5 11433.5 1
3、7983.1 27732.1 34606.9 42104.1 51654.8 65642.5 704.4 2676.8 6633.8 11600.7 17873.3 25989.9 40118.1 57069.8 151.4% 57.3% 54.2% 24.8% 21.7% 22.7% 27.1% 280.0% 147.8% 74.9% 54.1% 45.4% 54.4% 42.3% 0 20000 40000 60000 80000 100000 120000 2013 2014 2015 2016e 2017e 2018e 2019e 2020e 2013-2020 % % 10 2016
4、.7 iResearch Inc. IT IT IT AR/VR ERP CRM 11 2016.7 iResearch Inc. IT 12 2016 2016 4213.8 42% 5 2016.8 iResearch Inc. 695.1 1407.4 2967.1 4213.8 6541.4 9698.8 14365.0 19704.9 102.5% 110.8% 42.0% 55.2% 48.3% 48.1% 37.2% 0 6000 12000 18000 24000 30000 2013 2014 2015 2016 2017e 2018e 2019e 2020e 2013-2020 % 13 2013 IT 2013 37.8% 20.0% 10.0% 7.4% 27.6% 25.0% 18.7% 19.9% 15.5% 19.2% 33.9% 40.5% 17.7% 34.4% 36.1% 30.6% 0.6% 0.4% 0.2% 0.3% 0.7% 1.1% 1.0% 1.3% 0% 20% 40% 60% 80% 100% 2013 2014 2015 2016 2017e 2018e 2019e 2020e 2013-2020 IT 2016.8 iResearch Inc. 14 IT