2020年春节移动互联网行业热点观察.pdf

2020(Aurora Mobile, NASDAQ: JG)2020.2 JIGUANG Confidential. All Rights Reserved. 2主要发现30.E+001.E+112.E+113.E+114.E+115.E+1120202019大背景2020 1-2(Aurora Mobile, NASDAQ: JG)2019.1.29-2019.2.12 2020.1.18-2020.2.1热点行业分析 JIGUANG Confidential. All Rights Reserved. 52020(Aurora Mobile, NASDAQ: JG)2019.1-2020.290.3% 90.3%2019 12 2020 186.4% 87.9%2019 1 2019 201,2001.5-1.19 1.20-1.31x 10000000001,2001.16-1.30 1.31-2.14x 100000000-0.008%1.5% 4.2%19.2%6appDAU(Aurora Mobile, NASDAQ: JG)* DAU 2019.1.20-2019.2.13 2020.1.9-2020.2.2; 600700800 2020 20190102030402020 2019-15 -10 -5 +5 +10-15 -10 -5 +5 +1071(Aurora Mobile, NASDAQ: JG)2019.1-2020.236.6% 36.4%2019 12 2020 134.7% 34.4%2019 1 2019 201001.5-1.19 1.20-1.31x 10000000001001.16-1.30 1.31-2.14x 100000000-0.2%-0.3% 2.6%54.9%8app2020 DAUDAU(Aurora Mobile, NASDAQ: JG)* DAU 2019.1.20-2019.2.13 2020.1.9-2020.2.2;50751001251501752002020 2019-15 -10 -5 +5 +109(Aurora Mobile, NASDAQ: JG)2019.1-2020.252.1% 51.4%2019 12 2020 154.2% 53.8%2019 1 2019 201503001.5-1.19 1.20-1.31x 10000000001503001.16-1.30 1.31-2.14x 100000000-0.7%-0.4%0.5%19.6%10appDAUDAU(Aurora Mobile, NASDAQ: JG)* DAU 2019.1.20-2019.2.13 2020.1.9-2020.2.2; 90110130202020195010015020202019-15 -10 -5 +5 +10-15 -10 -5 +5 +1010015020202019-15 -10 -5 +5 +10