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20192 iResearch I 90 3 90 70%90&95 80%2 2017 44.9%3 3000 PC 2017 36.7%2018 3 3264.7 91.2 2018 91.2 31%2018 516.7 3.5%SMS&3 1 2 3 4 54 iResearch I GDP 2011 44.64%2017 51.63%2011 2017 2011 35.7%2017 44.9%9.5%9.5%9.4%9.2%9.0%8.6%7.9%46.9%45.8%44.5%43.6%41.7%39.9%40.5%44.6%45.8%47.3%48.4%51.2%51.6%51.6%0%20%40%60%80%100%2011 2012 2013 2014 2015 2016 20172011-2017 34.8%33.6%31.4%29.5%28.3%27.7%27.0%29.5%30.3%30.1%29.9%29.3%28.8%28.1%35.7%36.1%38.5%40.6%42.4%43.5%44.9%0%20%40%60%80%100%2011 2012 2013 2014 2015 2016 20172011-2017 5 iResearch I 2017 1809.8 2016 23.8%828.7 820.8 1061.7 1259.3 1461.8 1809.8 2160.9 2638.4 3181.9 3770.6-0.9%29.3%18.6%16.1%23.8%19.4%22.1%20.6%18.5%2012 2013 2014 2015 2016 2017 2018e 2019e 2020e 2021e2012-2021%6 iResearch I iResearch I 2018 9 TSI 1 1 BOSS 2018 0.43 0.61 0.69 0.69 0.71 0.83 0.89 0.89 0.89 0.89 0.90 SEO ErlangCOCOS2DX2018 TOP10 2018 7 iResearch I 2018 1.2.1.2.&8 iResearch I 2010 2016-2018 2010-2015 APP PC APP BOSS PC APP H5 1 PC 2 3 SaaS PC PC 9 iResearch I 87%38.8%2018 10 102.9 5 TOP10 1/3 55.1 1.2018 15 2.=/2018 102.9 55.1 54.0 53.5 53.5 47.8 45.0 39.1 38.0 36.7 2018 TOP1018.8%20.1%21.8%10.8%7.8%87.6%38.8%33.6%23.4%87.5%7.1%16.9%11.6%7.6%77.6%5.0%45.6%31.8%19%0%20%40%60%80%100%2018 10 iResearch I 2018 14/10.9%7.6/8.4%1.9:=/123343 129837 147678 61876 62943 76326 14.4%5.7%10.9%6.5%20.4%8.4%2018 TOP3/11 iResearch Inc logo 12 iResearch I 13 iResearch I 2018 91.2 2018 91.2 31%2017 RPO ARPU 2018 17.0 21.8 26.7 30.8 36.9 42.8 47.9 69.6 91.2 112.5 130.1 41.3%28.6%22.4%15.4%19.8%15.9%12.1%45.3%31.0%23.4%15.6%2010 2011 2012 2013 2014 2015 2016 2017 2018 2019e 2020e2010-2020%14 iResearch I 2018 526.7 3.5%2020 600 2018 2019 134.0 162.0 196.0 252.4 331.8 428.2 509.1 526.7 575.7 616.0 665.9 27.6%20.9%21.0%28.8%31.5%29.1%18.9%3.5%9.3%7.0%8.1%2011 2012 2013 2014 2015 2016 2017 2018 2019e 2020e 2021e2011-2021%15 iResearch I iResearch I 2014-2016 2018 2014 2018 1 1 12725595622200204060802010-2018 13.3%24.6%21.8%27.8%10.5%11.8%6.7%8.8%6.9%10.5%15.8%3.3%1.8%5.9%6.0%5.3%5.9%3.3%4.0%2.3%1.8%5.9%2018201720162015201420132013-2018%IT%16 iResearch Inc C 2017 11 15 7500 C DCM IDG D+2017 9 22 1.2 D 60%IPO 2019 2017 5 26 D+susan 51 2017 3 7 O2O C 2 O2O pre-A 2017 5 11 2018 3 51 hr saas 2017-2018 C D 17 iResearch I 2015 2015 2015 2017 2017 2017 ATS 2017 51 C 2017 A+2017 C 2018 18 iResearch I iResearch I 2011 2018 2018 820 2017 48.1 660 680 699 727 749 765 795 820 3.0%2.8%4.0%3.0%2.1%3.9%3.1%2011 2012 2013 2014 2015 2016 2017 20182011-2018%18.6 27.3 35.4 36.5 40.9 43.3 48.1 38.1%46.6%29.5%3.2%12.1%5.7%11.2%2011 2012 2013 2014 2015 2016 20172011-2017%19 iResearch I iUserTracker 10 80%Usertracker 6.9%7.0%12.5%12.6%11.5%11.4%12.0%12.6%12.6%12.5%25.8%26.4%32.3%26.9%28.3%27.9%27.3%27.5%27.5%27.8%54.8%54.9%44.8%51.6%51.5%51.2%51.4%50.4%50.5%50.3%11.6%10.6%8.2%6.7%6.6%7.3%7.0%7.0%7.0%7.0%2009 2010 2011 2012 2013 2014 2015 2016 2017 2018iUser-Tracker-2009-2018 20 1 2 3 4 521 iResearch IPC iUserTracker 2018 2017 36.7%2018 3 13560.1 2 3 PC PC Usertracker 12536.8 9678.9 13560.1 11546.4 12350.7 11079.6 11241.3 11925.2 10772.2 9387.0 9597.4 8940.5-18.0%-48.3%-32.5%-37.9%-35.5%-44.8%-41.1%-37.6%-41.9%-38.9%-38.9%-25.7%4.3%-22.8%40.1%-14.9%7.0%-10.3%1.5%6.1%-9.7%-12.9%2.2%-6.8%2018.1 2018.2 2018.3 2018.4 2018.5 2018.6 2018.7 2018.8 2018.9 2018.1 2018.11 2018.12iUser-Tracker-2018%22 iResearch IPC 3 1000 20%iUserTracker 2018 PC 2017 20%2 47.2%12 627.8 3 40%PC APP APP Usertracker 835.6 669.4 995.7 812.3 911.9 782.3 812.2 887.7 794.1 698.7 724.1 627.8-2.0%-47.2%-23.2%-29.8%-21.9%-38.3%-32.7%-27.2%-33.9%-31.6%-22.1%-19.1%7.7%-19.9%48.7%-18.4%12.3%-14.2%3.8%9.3%-10.5%-12.0%3.6%-13.3%2018.1 2018.2 2018.3 2018.4 2018.5 2018.6 2018.7 2018.8 2018.9 2018.10 2018.11 2018.12iUser-Tracker-2018%23 iResearch I APP APP mUserTracker 2018 APP 2018 1-6 2018 1 70.3%2018 7-12 11%2500 3 3000 3264.7 APP PC APP Usertracker 2687.5 2548.9 3264.7 3142.4 3194.7 3146.6 2983.8 2929.4 2833.8 2841.4 2958.3 2688.0-4.7%-5.2%28.1%-3.7%1.7%-1.5%-5.2%-1.8%-3.3%0.3%4.1%-9.1%70.3%2.2%40.5%42.4%39.7%29.8%14.6%20.4%13.5%11.7%11.7%11.7%2018.1 2018.2 2018.3 2018.4 2018.5 2018.6 2018.7 2018.8 2018.9 2018.10 2018.11 2018.12mUser-Tracker-2018 APP%24 iResearch I APP APP mUserTracker 2018 APP 3 350 2017 53.1%2 35.1%APP APP 2019 5G APP Usertracker 278.9 265.8 359.1 314.7 327.3 337.8 333.0 321.5 313.2 303.2 310.1 285.0 73.7%3.3%53.1%45.1%42.6%38.6%26.4%25.2%20.4%15.4%13.1%-1.5%-3.6%-4.7%35.1%-12.4%4.0%3.2%-1.4%-3.4%-2.6%-3.2%2.3%-8.1%2018.1 2018.2 2018.3 2018.4 2018.5 2018.6 2018.7 2018.8 2018.9 2018.10 2018.11 2018.12mUser-Tracker-2018 APP%25 iResearch I BOSS/26 iResearch I TO B RPO B B C&51&TO B&27 iResearch I 1 2 3 4 AI 5 offer 2018 680+10000+26 1500 1 TOP100+38.7%AI Offer 28 iResearch I 3 AI 3 PC 3 PC O2O CRPO TheNetwork 29 iResearch I 6 CRPO CRPO/1600+700+1000+500+24+1+1000+300+6 30 iResearch I iResearch I BOSS BOSS 2014 Boss Boss BOSS BOSS 20142015201620172018BOSS APP BOSS web BOSS BOSS IP BOSS BOSS+BOSS BOSS 100-APP PC 31 iResearch I BOSS BOSS 2014 BOSS APP 2017 2018 2018 BOSS BOSS 早期中期 在 1.APP 2.3.IP 1.2017 BOSS 2018 2018 2.#2018#BOSS32 iResearch I iResearch I 2013 2013 2018 2018 6 40%201320142015201620172018 APP 10 HR SaaS APP APP 33 iResearch I 2018 B C C C APP TO B TO C34 1 2 3 4 535 iResearch I 12 90%1 237.9%31.8%10%2018 8 4/6 12 12 7%12 10.2%9.7%N=947 iClick 10.0%37.9%31.8%13.7%2.0%4.5%0 1 2 3 4 4 2018 42.0%47.4%33.3%47.3%31.8%45.8%31.0%40.7%48.7%24.4%27.6%37.3%50.0%52.6%64.1%50.7%65.2%52.5%63.8%51.9%41.0%67.9%62.7%49.2%5.2%6.2%7.7%7.7%9.7%10.2%/IT/2018 6 6-8 8-12 1236 iResearch I90 95 70%90 35.3%95 39.3%90 95 1-2 24.1%90 1-2 16%90 60 60 30%N=947 iClick 30%21.67%13.66%11.93%13.57%6.67%0%6.67%13.39%15.99%25%16.67%40%26.67%28.69%35.28%39.29%23.33%0%31.67%26.23%24.11%15.71%36.67%30%8.33%11.20%6.85%6.43%13.33%0%5%6.83%5.84%0%3.33%0%5%10%15%20%25%30%35%40%45%50%60 70 80 90 95 00 2018 37 iResearch I60 70 90 2018 60 70 60 70 TGI 194.5 165.1 160.4 90 95 60 70 90 95 90 90 TGI 122.7 95 TGI 135.9 N=866 iClick 84.8 111.8 122.7 129.3 104.0 78.7 96.2 86.9 118.0 68.8 70.8 102.0 90 112.5 120.2 62.8 90.9 114.3 110.4 89.9 91.6 53.8 161.3 122.9 96.6 70 47.2 53.8 60.2 101.7 109.7 117.1 120.7 123.0 144.5 160.4 165.1 194.5 60 123.5 134.7 128.1 90.1 60.7 102.9 108.3 72.2 105.6 96.8 99.6 73.2 80 125.7 112.1 135.9 111.8 101.5 83.5 94.3 103.2 87.8 62.6 100.3 101.2 95 106.3 67.3 90.3 76.2 109.7 107.3 90.6 123.0 90.3 50.1 41.3 32.4 00 2018 38 iResearch I 90 3-5 5 60 70 88.9%65.5%1-3 80 90 32%38.4 6-1 95 38.1%60 70 90 95 95 6-1 TGI 235.2 3-6 TGI 295.2 N=756 iClick 6.9%6.5%9.5%14.4%11.5%5.2%15.7%22.9%38.1%15.4%19.0%32.0%38.4%26.3%61.5%11.1%15.5%20.8%15.8%11.9%7.7%88.9%50.0%24.2%11.3%5.9%3.9%60 70 80 90 95 00 2018 3 3-6 6-1 1-3 3-5 5 TGI=129.3TGI=194.0TGI=141.1TGI=130.1TGI=114.5TGI=207.8TGI=295.2TGI=235.239 iResearch I 90&95 60 60 90&95 90 TGI=171.2 95 TGI=126.4 90 TGI=133.5 95 TGI=160.4 90 TGI=134.1 95 TGI=130.5 90 TGI=129.8 95 TGI=145.8 N=756 iClick 25%25%25%50%75%50%75%19.57%21.74%23.91%17.39%28.26%41.30%19.57%26.09%41.30%43.48%14.44%29.60%26.35%30.32%26.71%37.91%39.71%15.21%15.21%18.77%17.80%21.04%28.48%22.33%28.16%24.92%21.36%28.80%31.07%25%25%28.13%28.13%27.08%19.79%20.83%25%27.08%16.67%25%20.83%20.83%29.17%20.83%2018 60 70 80 90 90-94 95 00 145.8130.5160.4126.497.3113.7114.488.8108.3129.8134.1133.5171.2136.6112.6112.9111.8104.190&95 TGI40 iResearch I 80%2 30.4%2018 1 26.5%3 43.2%2 38.2%80%2 N=1000 iClick 3 43.2%2 38.2%3-5 11.4%30.4%26.5%19.8%2018&41 iResearch I 2-3 10 2-3 38.2%27.1%16.6%10 1 10-30 30.7%30-1 10-30 HR 2-3 N=1000 iClick 2-3 38.2%27.1%16.6%10-30 54.4%30-1 30.7%1 8.9%2018&42 iResearch I 47.8%TGI 107.4 33.7%TGI 101.8 TGI=106 TGI=101.8 TGI=107.9 57.8%63.8%N=1000 iClick 6.3%25.2%28.2%33.7%36.2%47.8%51.2%57.8%6.5%25.0%33.0%32.5%40.8%41.3%53.0%63.8%HR 2018 男性TGI=101.8男性TGI=107.4女性TGI=107.9女性TGI=106女性TGI=101.843 iResearch I60 70 90 APP 68%APP 65%60 70%10%APP 90 47%53.8%95 46.4%50.7%N=1000 iClick 10.0%26.7%36.1%47.0%46.4%33.3%30.0%45.0%42.6%53.8%50.7%50.0%70.0%78.3%74.0%65.7%64.3%56.7%50.0%63.3%82.8%68.3%82.1%43.3%60 70 80 90 95 00 2018 APP 44 iResearch I 15 47%43.6%45.4%43.4%41.2%APP 5 N=1000 iClick 43.1%47.0%41.7%42.8%45.4%43.6%40.6%HR 2018 5 39.8%41.3%40.0%40.8%41.2%43.4%38.2%37.3%APP 2018 4 45 iResearch I 3 N=1000 iClick 60%90 75%83.2%66.1%3 83.9%&80.2%22.5%23.2%23.9%25.1%26.4%27.2%31.5%31.9%32.8%44.4%K/2018 TOP10 36%IT 3000-5000 1 90 2018 2018 44.4%32.8%46 1 2 3 4 547 iResearch I iResearch I+LinkedIn 2018 2 D LBS 48 iResearch I iResearch I PC APP APP LinkedIn 2018 APP 19%35%54%58%62%2018 49 iResearch I HR SaaS HR SaaS HRSaaSRPO 50 iResearch I iResearch I AI HR HR AI AI HR 51 iResearch I 52 iResearch I C B C B C E-HR RPO TO BTO CTO BTO C53 iResearch I 54 iResearch I 85 90 slash 1 2 3 C2C 55 1 2 3 4 556 iResearch I 1 2&57 iResearch I AI C AI 58 iResearch I VR VR HR AI 59 Keep Learning 400-026-2099 60
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