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2020 2 2020.4 iResearch Inc GDP 2019 59.4%1 2 SMS 2019 107 2019 486.6 12 33%3 1807 3 1 2 3 4 54 2020.4 iResearch I 20191 2+2019 5 2020.4 iResearch I 2020.4 iResearch I 2019 990865 2018 6.1%2019 53.9%2018 6.9%GDP 2019 59.4%22.6 9.2%9.1%8.9%8.6%8.4%8.1%7.9%7.0%7.1%46.5%45.4%44.2%43.1%40.8%39.6%39.9%39.7%39.0%44.3%45.5%46.9%48.3%50.8%52.4%52.7%53.3%53.9%2011 2012 2013 2014 2015 2016 2017 2018 20192011-2019 4.1%5.0%4.2%4.5%4.4%4.0%4.6%4.1%3.8%52.0%50.0%48.5%45.6%39.7%36.0%34.2%34.4%36.8%43.9%45.0%47.2%49.9%55.9%60.0%61.1%61.5%59.4%0%20%40%60%80%100%2011 2012 2013 2014 2015 2016 2017 2018 20192011-2019 GDP GDP(%)GDP(%)GDP(%)6 2020.4 iResearch I 2020.4 iResearch I 65 2018 5.8%65 15 64 2.472.232.222.232.232.262.272.32.332.359.759.9910.0310.0410.0610.0510.0410.039.989.941.131.191.231.271.321.381.441.51.581.672009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2009-2018 0-14()15-64()65()9.8 10.0 10.0 10.0 10.1 10.1 10.0 10.0 10.0 9.9 7.8 7.8 7.9 7.9 7.9 8.0 8.0 8.1 8.1 8.1 79.5%78.5%78.4%78.6%78.9%79.3%79.8%80.5%80.9%81.1%2009 2010 2011 2012 2013 2014 2015 2016 2017 20182009-2018()%7 2020.4 iResearch I 2020.4 iResearch I 2019 5.8%3.9%3.1%GN BOSS 2020 5.8%3.9%3.1%2.8%2.8%2.6%2.6%2.6%2.3%2.2%1.1%1.1%0.9%0.6%0.5%2019 2019 8 2020.4 iResearch I 2020.4 iResearch I 2019 1 TOP5 5G 2019 2019 10890 10449 9750 9238 8870 8400 8328 8265 8120 7978 2019 7859 7831 7722 7597 7458 7379 7392 7336 7297 7253/8200840086008800900092009400Q1 Q2 Q3 Q4/9113 9257 9366 9269 8412 8812 8742 8512/8864 8478 8517 8633 9024 9138 9189 9236/9025 91122019 TOP5 9 2020.4 iResearch I 2020.4 iResearch I 2019 5G 2019=-17.4%18.8%20.0%24.1%24.6%28.5%27.2%28.4%22.7%22.2%2019 54.9%23.2%28.4%25.3%45.1%9.8%18.4%15.9%14.8%12.1%12.5%7.8%15.7%17.3%15.3%9.5%7.3%11.6%10.8%12.1%13.3%43.3%28.4%31.6%13.0%2019 10 2020.4 iResearch I 2020.4 iResearch I1807 99.8%2018 23300.4 2013 1206.8 2017 2017 840.6 1807.0 2013 20182013-2018 22093.6 23300.4 2013 20182013-2018 11 2020.4 iResearch I 2020.4 iResearch I 2019 4 13 9 AI 5 20 2020 50 2019 31.1%23.9%21.0%11.9%3.6%3.2%2.8%2.5%2019 12 2020.4 iResearch I 2020.4 iResearch I 2018 2019 A 23%50%AI AI SaaS 2.8%30.6%8.3%11.1%2.8%2.8%5.6%8.3%2.8%2.8%5.6%16.7%Pre-A A A+B B+C D E 2018-2019 27.8%22.9%8.6%40.0%2018-2019 22.2%19.4%16.7%8.3%8.3%8.3%5.6%11.2%2018-2019 13 2020.4 iResearch I B C B B C C C 1 C B 2 C C B C B B+C B+C+C B C B C B C C 14 2020.4 iResearch I 2020.4 iResearch I 1.7%2018 2019 2020 76420 76704 76977 77253 77451 77603 77640 77586 1221 1266 1310 1322 1312 1314 1351 1361 1352 2011 2012 2013 2014 2015 2016 2017 2018 20192011-2019=1.7%660 680 699 727 749 765 795 820 834 3.0%2.8%4.0%3.0%2.1%3.9%3.1%1.7%2011 2012 2013 2014 2015 2016 2017 2018 20192011-2019%15 1 2 3 4 516 2020.4 iResearch I logo+17 2020.4 iResearch I 20 UserTracker logo 2019 1 2 3 18 2020.4 iResearch I 2020.4 iResearch I21.8 26.7 30.8 36.9 42.8 47.9 69.6 91.2 107.0 116.9 129.8 145.7 28.6%22.4%15.4%19.8%15.9%12.1%45.3%31.0%17.3%9.3%11.0%12.3%2011 2012 2013 2014 2015 2016 2017 2018 2019 2020e2021e2022e2011-2022%2019 107 2019 107 17.3%50%2019 B C 2020 10%=/3 37.4%14.1%48.5%2019 19 2020.4 iResearch I2019 486.6 2019 486.6 7.6%2019 1 2 2020 2020 134.0 162.0 196.0 252.4 331.8 428.2 509.1 526.7 486.6 442.8 444.1 461.9 27.6%20.9%21.0%28.8%31.5%29.1%18.9%3.5%-7.6%-9.0%0.3%4.0%2011 2012 2013 2014 2015 2016 2017 2018 2019 2020e 2021e 2022e2011-2022%20 2020.4 iResearch IPC PC iUserTracker 2019 PC 2018 14.1%2019 3 11767.9 1.18 2 16.9%2018 13.2%7 10954.9 1.10 6 18.4%PC UserTracker 9214.7 10063.7 11767.9 10528.9 10102.1 9252.3 10954.9 9985.5 9265.9 7552.1 7512.2 7489.7-26.5%4.0%-13.2%-8.8%-18.2%-16.5%-2.5%-16.3%-14.0%-19.5%-21.7%-16.2%3.1%9.2%16.9%-10.5%-4.1%-8.4%18.4%-8.8%-7.2%-18.5%-0.5%-0.3%2019.1 2019.2 2019.3 2019.4 2019.5 2019.6 2019.7 2019.8 2019.9 2019.10 2019.11 2019.12iUserTracker-2019%21 2020.4 iResearch IPC PC 3 876 iUserTracker 2019 2019 698.8 700 3 7 876 826 2019 2018 PC APP 3 7 11 UserTracker 620.7 725.0 876.3 787.5 763.9 677.3 826.4 735.5 665.2 557.6 580.9 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2019.6 2019.7 2019.8 2019.9 2019.10 2019.11 2019.12mUserTracker-2019 APP%24 2020.4 iResearch I TOP5TOP2 APP APP mUserTracker APP TOP5 3 TOP2 APP 1000 APP 500 APP APP APP UserTracker 02004006008001000120014002019.1 2019.2 2019.3 2019.4 2019.5 2019.6 2019.7 2019.8 2019.9 2019.10 2019.11 2019.12 902.5 1115.6 1221.0 1128.9 1122.8 1111.5 1119.3 1081.0 1127.4 1081.6 1084.9 1080.7 889.7 1110.4 1207.0 1112.7 1103.7 1090.9 1099.7 1055.1 1096.9 1055.3 1058.4 1062.7Boss 323.8 593.3 638.9 495.9 498.0 513.0 517.8 480.6 508.9 491.9 514.3 541.0 271.1 318.5 354.1 253.7 243.3 232.0 227.4 214.9 226.8 211.7 212.3 217.1 123.9 215.4 222.6 162.4 121.4 108.4 100.2 104.9 128.9 99.0 97.6 101.3mUserTracker-2019 APP TOP525 2020.4 iResearch I mUserTracker 2019 APP 368 1 265.9 3 430.7 2019 18.3%20%12 31.1%APP 20%1 PC 2 3 APP UserTracker 265.9 372.4 430.7 370.4 369.2 374.2 378.6 366.4 384.3 371.2 368.8 373.5-4.7%40.1%19.9%17.7%12.8%10.8%13.7%14.0%22.7%22.4%18.9%31.1%-6.7%40.0%15.7%-14.0%-0.3%1.4%1.2%-3.2%4.9%-3.4%-0.7%1.3%2019.1 2019.2 2019.3 2019.4 2019.5 2019.6 2019.7 2019.8 2019.9 2019.10 2019.11 2019.12mUserTracker-2019 APP%26 2020.4 iResearch I TOP5TOP2 100 mUserTracker 2019 APP 3 APP TOP2 APP 100 TOP5 APP 2019 UserTracker 0501002019.1 2019.2 2019.3 2019.4 2019.5 2019.6 2019.7 2019.8 2019.9 2019.10 2019.11 2019.12 86.18 105.1 118.17 104.96 107.25 104.75 106.25 102.76 107.39 103.68 106.11 108.16 84.73 98.81 110.84 101.4 104.07 103.01 103.36 100.29 103.36 98.4 99.25 98.56Boss 35.98 65.9 75.65 59.33 63.3 65.82 70.45 65.96 71.13 70.46 78.52 86.01 24.56 27.3 29.7 22.69 22.66 21.39 20.33 19.39 20.18 17.42 18.19 18.42 10.85 17.87 19.4 15.33 12.02 11.18 10.3 10.78 12.8 9.88 10.09 10.33mUserTracker-2019 APP TOP527 2020.4 iResearch I 3 mUserTracker 2019 APP 3 2641.5 2018 2019 2019 12 55%27%2018 APP 2019 2019 2018 UserTracker 1341.0 1916.2 2641.5 2204.1 2203.3 2118.1 2172.9 2087.9 2196.9 2147.5 2233.4 2317.8-11.6%54.7%18.3%15.6%4.8%6.3%4.1%11.5%25.6%30.6%35.0%55.0%-10.4%42.9%37.8%-16.6%0.0%-3.9%2.6%-3.9%5.2%-2.3%4.0%3.8%2019.1 2019.2 2019.3 2019.4 2019.5 2019.6 2019.7 2019.8 2019.9 2019.10 2019.11 2019.12mUserTracker-2019 APP%28 2020.4 iResearch I TOP5TOP5 APP mUserTracker 2019 TOP5 APP 3 APP APP 200 APP APP APP UserTracker 0200400600800100012002019.1 2019.2 2019.3 2019.4 2019.5 2019.6 2019.7 2019.8 2019.9 2019.10 2019.11 2019.12 537.1 790.1 1033.8 906.3 926.4 828.8 822.3 791.3 836.0 837.2 832.6 779.3 362.7 479.5 653.8 552.8 583.0 550.6 590.4 588.2 610.5 595.0 629.7 633.4Boss 141.9 286.7 497.5 381.9 355.3 396.0 415.9 383.8 404.9 404.5 405.4 440.2 95.2 102.7 124.4 80.3 76.5 69.4 78.0 77.7 80.7 70.7 71.5 82.1 22.5 61.7 78.1 67.7 39.7 35.6 28.7 26.9 28.7 22.2 25.4 27.3mUserTracker-2019 APP TOP529 1 2 3 4 530 2020.4 iResearch I 2 58 58 58 31 2020.4 iResearch I C B 1 C 51 C PC APP H5 2 B B C 60%B HR C c cPC APP H5 B C 32 2020.4 iResearch I B C 51job EDM 51job 51job 51job OFFER/RPO(33 2020.4 iResearch I 5858 58 58 58 01 02 03 04 58 34 2020.4 iResearch I 58 AI 58 1 58 58 VR 2 AI AI 3 58 面 AI 5858 VR 58 AI 35 1 2 3 4 536 2020.4 iResearch I 1 HR HR 2 1.HR 2.HR 3.1.2.3.c AI HR AI 37 2020.4 iResearch I/2019 38 2020.4 iResearch I AI AI AI AI AI 47.1%9.4%8.2%7.1%4.7%3.5%20.0%36.5%10.6%7.1%7.1%5.9%4.7%3.5%2.4%22.4%2018-2019 2018-2019 AI AI AI AI AI AI AI AI 39 2020.4 iResearch I B C C 1 C 2 C&C B 40 1 2 3 4 541 2020.4 iResearch I 2018 8.1 4 2.88 1.2 1 8000 42 2020.4 iResearch I AI AI AI AI AI 43 2020.4 iResearch I 2019 CEO 44%CEO 51%11%HR 2020 2019 CEO Python SQL2019 CEO HR CEOsHR 51%44%11%44 Keep Learning 400-026-2099 45
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