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20192 IT 7 SMS+3 2019 GDP GDP 58.5%20 1995 O2O 21 7 4 12 3 4 VS 1.11.21.31.45/SaaS/6 VS C BCCCCBCCCCBCCB BBBBBBBBB BBB C BCCCCBCBBBBBBBBB BCCCBCC B7 2014-2025 2018 4.73 2017 29.3%20%2025 19.76 1.20 1.89 2.57 3.66 4.73 6.00 7.37 9.07 11.15 13.61 16.46 19.76 46.9%57.9%35.4%42.5%29.3%26.8%23.0%23.0%23.0%22.0%21.0%20.0%-200.0%-150.0%-100.0%-50.0%0.0%50.0%2014 2015 2016 2017 2018 2019e 2020e 2021e 2022e 2023e 2024e 2025e%8 2015-2018 2018 1026.3 2017 39.2%2019 1400 2023 4900 1 2023 4900 30%30.2%12.5%34.3%20.1%35.5%67.4%2019 1 2015-2023 394.0 520.5 693.1 1026.3 1490.4 2084.3 2827.2 3765.3 4944.0 32.1%33.2%48.1%45.2%39.8%35.6%33.2%31.3%2015 2016 2017 2018 2019e 2020e 2021e 2022e 2023e%9 2018 48.4%67.4%2019 2020 51.2%54.2%71.7%76.2%2018 7%7.8%43.70%45.40%45.70%46.40%48.40%51.20%54.20%55.10%61.10%61.80%63.20%67.40%71.70%76.20%2014 2015 2016 2017 2018 2019E 2020E2014-2020 4.50%4.70%4.80%5.20%7.00%5.90%6.20%6.30%6.60%7.80%2014 2015 2016 2017 20182014-2018 10 Apple 12600.00 5748.00Google 9266.36 4609.56Amazon 8870.85 762.81Facebook 5849.50 529.75Netflix 1460.25 445.22Salesforce 1448.03 442.16Paypal 1276.23 388.71Booking 855.53 360 208.17Servicenow 536.00 202.83Equinix 488.85 106.24 TO B Salesforce Servicenow B TO B 2019 12 24 13 00 1=0.1284,1=7.0119 To BTo B 11 1 2 3 4 2.12.22.32.412 C B2B2C C CPM CPC CPA CPS/13|O2O B|14 15-/B2BB2C 16+/B2B/17/2019 2018-2022 22.252.285.3125.7179.4135.0%63.3%47.5%42.7%2018 2019e 2020e 2021e 2022e%+18/5G 2011-2018 188492474930587370264284848232551036306138.7%31.5%23.4%21.1%15.7%12.6%14.2%14.2%2011 2012 2013 2014 2015 2016 2017 2018%19/5G 20 1 2 3 4+3.13.23.33.43.53.63.721+SaaS 22 5G 23 SaaS+SaaS SaaS+1 NFC 2 3 4 B+AI 24 NLP 25+26 Manufacturing as a Service MaaS 3D 3D MaaS MaaS MaaS SND SDN 3D 3D 3D Hubs/B Xometry 3Yourmind Techniplas prime 27 2013F2C C2M MaaS MaaS Made in China OEM ODM OBM 2013 2014 2015 20162B|C2M C2M|F2C|F2C|MaaS28 MaaS MaaS MaaS MaaS ERP MaaS 2014 3D ERP SaaS MaaS29 2019 17.8%2018 8130 3387.5 8.7%8.2%9.4%9.9%8.5%11.3%13.1%14.0%17.8%201120122013201420152016201720182019 2011 8.7%2019 17.8%Mac iPad 10+6000 2018 2.4 8130 3387.5 1852 2487 3388 4279 5409 6559 7385 8130 2011 2012 2013 2014 2015 2016 2017 2018 3180 4370 5430 5650 5650 5190 4560 4780 5430 5960 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018(30|-|-00.20.40.60.811 2 3 4 5 6 7 8 9 10 00.20.40.60.811 2 3 4 5 6 7 8 9 10|-MaaS 31+32 5G 33 500-800/500-3000/|-/10/1/10 0.5/RFID RFID RFID 0.3-0.5/1000-3000/-|24-/-|2000/40%34 APP 35 B2B A A B C B C36,RFID GPS 37+B2B 38|O2O O2O|ARVR 2B|SaaS|B2B+39+B2B/10%-15%10%-15%10%-15%20%-50%VS SaaS B2B40 B B2B/B2B|/+/SKU 41+42 PGC|UGC|vlogUGC|43 58.0%59.1%77.4%B iResearch Data Usertracker N=90 2019 5 2019 9*51.7%47.2%32.6%30.3%29.2%25.8%22.5%22.5%19.1%2019 26.2%13.8%8.8%8.3%4.8%7.6%4.8%6.1%4.3%15.2%25.1%16.6%10.4%7.3%4.1%9.8%3.7%4.6%3.7%14.8%IT 201720182017-2018 201944 IP&|45+46 2019H1 12 3 1 2 3 47 2019 C/B 48 1V1 V VIPKID-49+50 51 3.17 3.00 2.90 2.88 2.82 2.78.97 8.70 4.50 3.70 3.10 2.91.30 1.33 2.75 6.70 7.36 8.022018 2017 2016 2015 2014 2013 2013-2018 1 2019 2 2019 57%77%78%84%77%36%9%13%13%9%7%14%9%3%14%2017 52/B2B B2C O2O 53 1 2 3 454 JavaPythonCC+-/55 SCM MESERP IMSFA CMS OA HRMAPMITSSMITOM&BI FPGA GPU NAT VPCCDN DDoS 56 A B A B C C D D 57 IT IT IT 58 Keep Learning 400-026-2099 59
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