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2023.5 iResearch Inc.2 iResearch I 2022 100 2023 170 2028 700 80 90 SMS3 1 2 3 44 iResearch I iResearch I 2017-2021 2021 2022 10.8 2017-2021 2022 5 GB 2017-2021 2022-2024 2017-2021 Choice 2012-2024 7.58.28.89.910.410.811.311.59.3%7.3%12.5%5.1%3.8%4.6%1.8%2017 2018 2019 2020 2021 2022e 2023e 2024e2017-2021%245.9 709.0 1219.9 1655.7 2216.3 5074.6 7774.3 11614.8 188.3%72.1%35.7%33.9%129.0%53.2%49.4%2017 2018 2019 2020 2021 2022e 2023e 2024e2017-2024 GB%5 iResearch I iResearch I 2017-2022 99/214/2023 230/2019-2021 2021 eMarketer UserTracker CNNIC 23.9 23.8 10.5 23.8 33.1 12.0 24.1 33.1 37.4 2017-2021 2019 2020 202199118139171196214230 19.2%17.8%23.0%14.6%9.2%7.5%2017 2018 2019 2020 2021 2022 2023e2017-2023/%6 iResearch I iResearch I 2022 5G 4768 2019 7.4%2022 5G 2019 2019 5G 53.7%2022 36.6%53.7%36.6%2019 20222019 2022 5G 2019 20224437.5 4768.0 2019 20222019 2022 5G 2019 20227 iResearch I iResearch I 2019/44%/15%2020 2022/2022/2023 44.0%8.9%15.6%14.5%6.1%37.2%18.5%15.5%8.0%5.0%/2019 2022 2019 202277.0%82.0%84.0%2022%8 iResearch I iResearch I 2022 2021 2023/2175 2950 4063 3913 35.6%37.7%-3.7%2019 2020 2021 20222019-2022%42716.0 46721.0 39527.0 46895.0 51129.0 55646.0 60506.8 9.4%-15.4%18.6%9.0%8.8%8.7%2018 2019 2020 2021 2022e 2023e 2024e%2018-2024 8.4%-52.1%12.8%-22.1%2019 2020 2021 2022%2019-2022 9 iResearch I/KTV/10 iResearch I-11 iResearch I 2022 10 2022 7 1.2.3.4.5.2021 12 2021 12 12 iResearch I 2017 0 1 1 N 2017 2021 4 2022 2016.12-2017.4 2016 2017.05-2017.08 2017 5 3 2017 7 2017 5 2017.09-2021.12 2021 4 2017 9-10 PP 2018 3 B+2017 11 A 2020 6 2021 4 5 2022.1-2022 6 2022 8 2022 13 iResearch I APP14 iResearch I c 2019 2022 50-80%50-70%2019 2022 3/3-4/2019 2022 1-2/2-3/20%16%50-70%524%15 iResearch I 2039789011610016824734946559271192.0%100.1%14.8%29.3%-13.8%67.6%47.1%41.6%33.2%27.1%20.2%2017 2018 2019 2020 2021 2022 2023e 2024e 2025e 2026e 2027e 2028e2017-2028%CAGR=37.5%2022 100 13.8%2023 168 2028 700CAGR=33.5%16 iResearch I iResearch I46.8%15.4%10.5%2.0%0.5%46.6%22.3%11.3%2.8%1.0%BD 2019 2022 2019 2022 2022 2019 2022 2022 2019 2022 2019 24.8%2022*16.1%70-90%0.05-1%10-30%75-93%1-2%5-24%17 iResearch I-1.2.+18 1 2 3 419 iResearch I iResearch I 53.5%46.5%22.9%28.4%22.6%26.1%80 90 80 90 N=1000 2022 12 iClick 60 1960-1969 70 1970-1979 80 1980-1989 90 1990-1999 00 2000 N=1000 2022 12 iClick 3.7%11.4%30.9%37.7%16.3%60 70 80 90 00%2022 2022 2022 20 iResearch I iResearch I3.0%20.4%42.5%17.6%7.9%4.9%3.7%2022%5-8 10-20%42.5%5-8 20.4%3-5 7 10-30%10%N=1000 2022 12 iClick N=1000 2022 12 iClick 8.3%38.4%33.7%15.2%3.9%0.5%2022%21 iResearch I iResearch I1-2 63.8%3-4 32.5%5-6 3.1%7 0.6%2022 60%1-2/1-2 73.6%71%N=1000 2022 12 iClick N=1000 2022 12 iClick 19.7%22.6%25.6%32.1%58.8%71.0%73.6%/2022%22 iResearch I12.0%14.7%18.4%15.9%19.9%14.5%4.6%64.3%2022 2022 64.3%15.2%10.6%9.8%0.1%N=1000 2022 12 iClick 2022 6.8%29.2%46.0%13.3%4.7%23 iResearch I iResearch I69.3%57.6%56.9%22.6%17.2%15.2%0.5%N=1000 2022 12 iClick 2022 N=1000 2022 12 iClick 61.3%50.7%49.1%14.2%10.6%10.4%0.4%2022 0.3%26.5%40.5%41.8%45.8%62.4%2022 24 iResearch I iResearch I KTV 26%1.5%2022 0.4%12.0%12.9%17.7%29.5%30.5%44.6%48.5%52.7%N=1000 2022 12 iClick 2022 N=1000 2022 12 iClick 20.1%41.1%26.0%11.3%1.4%0.1%Top1 Top2 Top325 iResearch I N=1000 2022 12 iClick 2022 14.2%30.0%32.4%40.7%41.8%54.9%56.7%26 iResearch I iResearch I 3%2022 N=1000 2022 12 iClick 2022 Top3 N=1000 2022 12 iClick 11.4%55.9%29.9%2.0%0.8%59%58%55%27 1 2 3 428 iResearch I iResearch I CR5 96.7%36%GMV 30 20 2022 GMV 2022 CR596.7%3.3%36%GMV30 GMV20 GMV2029 iResearch I 2017 5 2021 4 5 2016 12 2010 3 2021 4-C 2018 9 3.3 3.6 4(-50%50%40%100%100%30%70%30 iResearch I-&+2022 KA 2022 1 2 3 1 50%2/90-95%3 31 iResearch I iResearch I-+IP 40%+IP IP Line friends IP 5000 32 iResearch I-2021+2015&2020 600+2021 4-5-9-100 11-300 2022 5N 5 500 4000 o+AEDo+o+o o o o o o o o 33 iResearch I-2018-2020 2019 4 90%16.0%14.0%12.7%64.8%55.5%54.3%19.3%30.5%33.0%2018 2019 2020%398.8%IP/KA 90%34 iResearch I-2020 3 30%70%35 1 2 3 436 iResearch I APP 37 iResearch I 11/38 iResearch I/wifi 39 iResearch I/+IP IP 40 iResearch I 1.2.3.4.2021 010203 41 IPO 42 2002 3000 400-026-Contact Us 43
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