资源描述
App 2015 1 2 3 4 5 3 3 3 2014 5.6 App 2014 10489 28844 App 2014 485261 App 2015 App 51 4 4 4 App App App App App P2P 5 5 5 App 2014 P2P 2011 P2P 2014 2013 2015 6 6 6 App 2014 8706.2 47.0%2018 App 2585.5 3915.5 5922.6 8706.2 11620.3 14617.4 17421.8 20202.6 51.4%51.3%47.0%33.5%25.8%19.2%16.0%2011 2012 2013 2014 2015e 2016e 2017e 2018e2011-2018%7 7 7 App 2011 2014 2011 4.6 2014 15.0 34.7%2014 5.5 4.6 7.6 10.2 15.0 65.6%34.7%46.7%2.0 3.3 4.5 5.5 2011 2012 2013 20142011-2014%8 8 8 App 2011 2018 2015 6.0 8.4%89.5%App 2011-2018 2008 2014 CNNIC 3.6 4.2 5.0 5.6 6.0 6.3 6.5 6.6 17.5%18.1%19.0%11.4%8.4%4.3%3.2%2.2%69.3%74.5%81.0%85.8%89.5%90.0%90.3%91.0%2011 2012 2013 2014 2015e 2016e 2017e 2018e%9 9 9 App App 4G HTML5 App EDI 4G 4G100Mbps 20Mbps 4G HTML5 HTML CSS JavaScript RIA)Adobe Flash Microsoft Silverlight Oracle JavaFX 10 10 10 App SSL SET NFC IT IT IT App SSL:Web SSL SSL.NFC)3.9 SET:SET 1 2 3 4 5 12 12 12 App App App IT App App 13 13 13 App App App App App/14 14 14 App App O2O O2O LBS O2O.15 15 15 App App P2P 2015 App 83684.7 2012-2018 App P2P 13940.6 23469.4 64462.1 83684.7 105832.5 138365.9 189829.9 68.4%174.7%29.8%26.5%30.7%37.2%2012 2013 2014 2015e 2016e 2017e 2018e%16 16 16 App BAT App App App App App 17 17 17 2036.7 1226.6 15565.4 App App App 1 App App 2 App App mUserTracker.2015.7 15 iOS Android App App 2036.7 430 App App App 60%2015H1 App App 2015H1 App App 430.1 269.4 3122.5 App App App 18 18 18 mUserTracker.2015.7 15 iOS Android App 2015H1 App App,App 2.7 App App.2015H1 App App 2015H1 App App 2.7 2.4 2.3 App App App 1426.8 1127.8 9150.2 App App App 19 19 19 mUserTracker.2015.7 15 iOS Android App 2015H1 App 41 App App 5.2 App 2015H1 App App 2015H1 App App 41.0 33.0 31.6 App App App 5.2 4.1 4.4 App App App 20 20 20 mUserTracker.2015.7 15 iOS Android App 2015H1 51 App App 94.8%App 96.9%.2015H1 4 App 2015H1 4 App 94.8%5.2%4 App 96.9%3.1%4 App 1 2 3 4 5 22 22 22 App App 94.6%App 96.9%2015 App 2015 App 1.N=1338 2.N=1205 3.N=133 2015 7 iClick 94.6%5.4%96.9%3.1%23 23 23 64.0%App 62.3%56.8%App N=1140 2015 7 iClick 0.1%22.1%26.9%40.2%48.6%56.8%62.3%64.0%24 24 24 41.5%APP App 26.2%App 24.6%App App N=65 2015 7 iClick 3.1%15.4%20.0%21.5%24.6%26.2%41.5%App%25 25 25 App 45.0%31.0%11.6%App App N=129 2015 7 iClick 0.0%1.6%1.6%1.6%7.8%11.6%31.0%45.0%24.8%23.3%24.8%24.8%56.6%77.5%79.1%85.3%26 26 26 N=1338 2015 7 iClick mUserTrcaker App 76.5%2015 App 2015 App Top10 4.1%4.4%5.5%5.5%5.7%5.9%7.6%8.7%9.7%13.7%31.1%26.1%19.3%8.1%7.2%4.6%3.6%27 27 27 N=1338 2015 7 iClick mUserTrcaker App App 63.5%36.5%66.5%33.5%2015 App 2015 App 63.5%36.5%58.9%62.7%66.5%38.6%41.1%37.3%33.5%61.4%28 28 28 N=1338 2015 7 iClick App 28.5%App 61%App 2015 App 2015 App 7.4%22.3%61.0%8.2%1.1%/MBA/%0.8%3.6%4.2%4.7%8.5%9.4%10.5%13.7%16.2%28.5%/%29 29 29 N=1338 2015 7 iClick App App 3-5 5-1 5 2015 App 2015 App 2.7%11.8%30.5%29.8%12.3%7.4%2.7%2.0%0.8%2000 2001-3000 3001-5000 5001-8000 8001-10000 10001-15000 15001-20000 20001-30000 30000%2.4%6.4%16.9%20.6%25.2%13.4%8.5%4.3%2.4%3000 3001-5000 5001-8000 8001-10000 10001-15000 15001-20000 20001-30000 30001-50000 50000%30 30 30 60.7%App 49.0%43.7%App 2015 App N=1205 2015 7 iClick 0.3%15.7%16.9%17.7%29.0%32.8%34.5%36.3%40.3%43.7%49.0%60.7%App%31 31 31 N=1205 2015 7 iClick mUserTrcaker 5 11 47.9%11 68.35%2015 App 2015 App 10.0%18.4%23.7%25.5%22.4%1 2.5%1-2 6.3%3-5 9.5%6-10 13.3%11-20 26.6%21-30 25.3%31 16.5%32 32 32 N=1205 2015 7 iClick App 28.1%16.9%32.9%18.8%2015 App 2015 App 3.9%5.5%14.0%15.6%16.1%16.9%28.1%0.1%18.7%34.8%50.9%54.9%50.9%43.2%64.1%2.6%4.2%5.8%6.6%7.9%8.3%13.0%18.8%32.9%0.1%22.2%37.8%43.5%45.0%48.0%44.9%63.5%61.6%59.2%33 33 33 15.3%10.0%2015 App N=1205 2015 7 iClick 0.2%1.9%2.5%3.1%4.5%4.8%4.8%5.8%6.1%6.5%6.8%10.0%15.3%27.7%0.3%16.4%20.0%20.2%26.8%27.0%23.8%33.0%33.9%33.0%36.4%43.2%41.0%52.4%/%34 34 34 1.N=1205 2.N=594 3.N=450 2015 7 IClick 5 45.55%App 49.3%37.3%45.55%App App 100.0%49.3%37.3%45.55%54.45%35 35 35 N=450 2015 7 iClick 5-3 7%-9%App 5000-3 45.3%7%-9%7%22.9%7%-8%22.0%8%-9%19.1%App App 4.9%15.8%20.9%24.4%12.7%12.7%8.7%1000 1001-5000 5001-10000 10001-30000 30001-50000 50001-10 10%22.9%22.0%19.1%15.6%12.4%4.4%1.6%2.0%7%7%-8%8%-9%9%-10%10%-12%12%-15%15%-20%20%36 36 36 App App 22.7%14.9%13.3%App App N=450 2015 7 iClick 4.4%5.8%6.7%8.7%11.6%12.0%13.3%14.9%22.7%53.6%41.3%59.1%62.4%52.9%68.7%46.4%49.1%60.7%37 37 37 1.N=1205 2.N=329 3.N=235 2015 7 iClick 3 App 27.3%19.5%38.7%20.9%16.6%App App 100.0%27.3%19.5%0.4%11.1%12.3%16.6%20.9%38.7%0.4%46.4%52.8%54.5%68.1%74.5%38 38 38 N=235 2015 7 iClick 5-5 5%-15%App 5000-2 44.3%5%-15%10.1%-15%26.0%App App 2.6%16.2%19.2%19.6%24.7%17.9%50 10-50 50001-10 20001-50000 5001-20000 5000%4.7%6.4%10.2%26.0%19.6%19.6%9.8%3.8%30%20.1%-30%15.1%-20%10.1%-15%7.1%-10%5.1%-7%3.1%-5%3%39 39 39 App App 21.3%19.6%App App N=235 2015 7 iClick 4.7%9.4%12.8%14.0%18.3%19.6%21.3%46.8%52.3%61.7%57.0%62.1%67.2%68.5%1 2 3 4 5 41 41 41&1 2 3 240 14Q1 14Q2 14Q3 14Q4 15Q1 15Q2 15Q2 240 41%93%41%93%42 42 42 15Q2 2 90 15Q2 50 75%2014Q1-2015Q2 2014Q3-2015Q2 051015202014Q1 2014Q2 2014Q3 2014Q4 2015Q1 2015Q2 05010014Q3 14Q4 15Q1 15Q2 43 43 43 App App 44 44 44 15Q2 6 15Q2 5 38%85 28%2014Q1-2015Q2 2014Q1-2015Q2 0501002014Q12014Q22014Q32014Q42015Q12015Q2 05102014Q1 2014Q2 2014Q3 2014Q4 2015Q1 2015Q2 45 45 45 2012 5 CFCA()CFCC()APP App App 46 46 46 2009 6 2015 200 3500+1 2 1 2 3 4 47 47 47 2015Q2 500 APP 2014 1 200 100%8 18 17 10 App 48 48 48 App App App 49 49 49 51 51 1 2 3 1 2 CFCA 50 50 50 15Q2 260 53%Q2 71%260 14Q1 14Q2 14Q3 14Q4 15Q1 15Q2 53%71%30%15Q2 A A B B+1.3 GGV SIG 15Q2 9000 51 15Q2 9 15 4 10 6 20 51 App 51 2014 8 15 App 51 P2P 51 51 51 51 51 App 51 51 51 51 App 1 2 3 4 5 53 53 53 App 1 2 3 App App 54 54 54&App PC 55 55 55 App App P2P 56 56 56 App App App App 57 57 57 App App P2P B2C C2C 58 58 58 App O2O O2O GPS App App App GPS LBS O2O O2O l App+59 59 59 App App App,App mUserTracker App 60 60 60 2002 400-026-2099
展开阅读全文