建设数字城市，释放数字生命力.pdf

2020/11/19 Copyright 2020 by Boston Consulting Group. All rights reserved. 1 Copyright 2020 by Boston Consulting Group. All rights reserved. 2 3 Copyright 2020 by Boston Consulting Group. All rights reserved. 2030 18% 2020 3 100 17% LED 40-60% 25% 75% BCG 2019 700 15 100 118 25 2 54 /Copyright 2020 by Boston Consulting Group. All rights reserved. 4 Vs. Vs. 50% BCG 5 Copyright 2020 by Boston Consulting Group. All rights reserved. BCG 20 “ “ 6 Copyright 2020 by Boston Consulting Group. All rights reserved. 2023 2013 700 + + 700 5,711 6,516 7,472 8,595 9,755 11,085 0 5,000 10,000 15,000 1 2019E 2018 2020E1 2021E 2022E 2023E +14% 1. IDC 2019 2018 200 2023 389 3 2. 2013 2015 20 2017 IDC Market and Markets BCG CAGR 90 20 103 77 68 39 80 39 97 36 39 2 46 15 2013 2014 2015 2016 2017 20197 Copyright 2020 by Boston Consulting Group. All rights reserved. BCG 8 Copyright 2020 by Boston Consulting Group. All rights reserved. BCG 9 Copyright 2020 by Boston Consulting Group. All rights reserved. BCG Copyright 2020 by Boston Consulting Group. All rights reserved. 10 BCG 2030 51 60% 90% Copyright 2020 by Boston Consulting Group. All rights reserved. 11 Copyright 2020 by Boston Consulting Group. All rights reserved. 12 1. FDI 2. OECD 36 UNCTADstat OECD BCG 10 0 5 10 15 20 1980 1990 2000 2010 2020 +11% 0% -10% 1 FDI % Sadiq Aman Khan 2016- Klaus Wowereit 2001-2014 Michael Rubens Bloomberg 2002-2013 1.6 4.2 5.3 2000 2010 2019 +7% OECD 213 Copyright 2020 by Boston Consulting Group. All rights reserved. BCG 2020 9 2020 2019 PSW ( ) 2019 8 14 Copyright 2020 by Boston Consulting Group. All rights reserved. Z X Y BCG 80 40 + 95 1825 / 80/90 2540 15 Copyright 2020 by Boston Consulting Group. All rights reserved. 1. 50/60/70 80/90/00 2. 16 60 16 50 BCG BCG MAC BOSS 2020 BCG 33% 52% 67% 48% 5.0 2011 44% 56% 2016 2.1 2021E 1 1 3.4 2016-2021 2016-2021 11% 69% 5% 31% 2011-2021 2932 2830 2728 59% 41% 2018 2 5G 27 26 2019 26 80 26 90 25 Keep 90 23 3D16 Copyright 2020 by Boston Consulting Group. All rights reserved. 3 1 80% 2 80% 61.9% 71.2% 75.5% 83.3% 84.1% 30 60 90 90 70 00 70 80 % 70% 58% 60% 90 95 80 58% 51% 49% 80 95 90 1. 2017 2. 2019 6 QuestMobile Z ; 80 90 00 ; :2019 ; 95 ; BCG17 Copyright 2020 by Boston Consulting Group. All rights reserved. 1 90 00 4 1. N=10,303 2020 10 2. QQ 3. ; 4. / / BCG 60% 1/3 No.1 No.2 No.3 X Y Z No.1 No.2 No.3 X Y Z 2 2 3 35% 10% 15% No.1 No.2 No.3 9% 18 Copyright 2020 by Boston Consulting Group. All rights reserved. BCG19 Copyright 2020 by Boston Consulting Group. All rights reserved. 95 40% 55% Z 40% 37% 42% 26% KOL KOL KOL KOL Z 50 App Z Mob QQ Z Mob Z FullScreen Media, Influence by the Numbers: The True Impact of Cross- Social Influencer Marketing BCG20 Copyright 2020 by Boston Consulting Group. All rights reserved.