中国数字经济全景白皮书.pdf





《中国数字经济全景白皮书.pdf》由会员分享,可在线阅读,更多相关《中国数字经济全景白皮书.pdf(67页珍藏版)》请在淘文阁 - 分享文档赚钱的网站上搜索。
1、Confidential?and?Protected?by?Copyright?Laws?加入投资投行和股权实务及上市公司并购交流群微信13312191315录数字经济发展概况01数字经济-新营销篇02数字经济-新零售篇03数字经济-新场景篇04数字经济-电竞技篇05数字经济-三指数06加入投资投行和股权实务及上市公司并购交流群微信13312191315PART?1PART?1?加入投资投行和股权实务及上市公司并购交流群微信133121913154?2016?20162019?2019?络?络?络?去?络?务?络?2020?千?剧?千?愿?务?千?2021?务?务?研?加入投资投行和股权实务及
2、上市公司并购交流群微信133121913155?加入投资投行和股权实务及上市公司并购交流群微信133121913156?42.442.4?27.2?31.3?35.8?39.2?42.4?67.90%15.10%14.40%9.50%8.20%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%05101520253035404520172018201920202021E务?(?)?42.4?21?10.5?21?8.40?9.30?10.15?10.32?10.45?15%11%9.14%1.67%1.26%0.0%2.0%4.0%6.0%8.0%10.0
3、%12.0%14.0%16.0%02468101220172018201920202021E务?(?)?滑&?加入投资投行和股权实务及上市公司并购交流群微信133121913157?滑101587?99314?97818?96734?92953?83558?83368?52089?51927?36022?35041?24475?24251?23897?19557?15041?14397?8421?7085?6736?020000400006000080000100000120000?AIOT?2021H1务?(?)?加入投资投行和股权实务及上市公司并购交流群微信133121913158?务?务
4、?62.8%?44.8%?58.8%?21?Q3?1.67?6.47%?去?的?21?Q3?6500?导?务?务?导?务?APP?导?21?Q3?3654?21?9?35.7?300?54.2%?59.8%?22.8%?72.3%?31.9%?14.2%?42.5%?研?滑?加入投资投行和股权实务及上市公司并购交流群微信133121913159?:?AR/VR?5G?:?:?O2O?加入投资投行和股权实务及上市公司并购交流群微信13312191315PART?2PART?2?-?加入投资投行和股权实务及上市公司并购交流群微信1331219131511?10.310.3?2020?10.3?20
5、20?4957.6?13.5%?2688?22.3%?10.30?10.31?10.32?10.32?10.33?10.29?10.30?10.32?10.36?10.37?10.37?10.36?10.34?0.19%0.10%0.10%0.00%0.10%-0.39%0.10%0.19%0.39%0.10%0.00%-0.10%-0.19%-0.5%-0.4%-0.3%-0.2%-0.1%0.0%0.1%0.2%0.3%0.4%0.5%10.2410.2610.2810.310.3210.3410.3610.382020.09 2020.112021.12021.32021.52021.7
6、2021.9务?(?)?1546.0?2184.5?2902.7?3828.7?3694.0?4367.0?4957.6?41.3%32.9%31.9%-3.5%18.2%13.5%-10.0%-5.0%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%0.01000.02000.03000.04000.05000.06000.02014201520162017201820192020务?(?)?滑加入投资投行和股权实务及上市公司并购交流群微信1331219131512?5G5G?26.70%25.74%26.35%26.75%27.54%28.0
7、2%20.38%21.82%22.14%24.72%25.77%25.96%14.62%15.61%15.69%14.29%14.38%14.29%4.33%5.45%5.66%6.55%5.54%6.33%5.08%4.94%4.94%4.49%3.84%3.64%6.64%6.03%4.49%3.75%3.29%3.04%0%20%40%60%80%100%2020?1?2020?2?2020?3?2020?4?2021?1?2021?2?愿?滑2020?1?-2021?2?务?加入投资投行和股权实务及上市公司并购交流群微信1331219131513?5?+APP?模?15.59%16.8
8、2%18.30%25.63%27.84%28.91%35.84%36.43%34.75%6.53%6.69%6.85%7.72%5.94%5.46%0%10%20%30%40%50%60%70%80%90%100%2020?2?2021?1?2021?2?9?+5-9?1-5?5?-1?1-5?500?-1?1-500?10?-100?10?务?APP?滑加入投资投行和股权实务及上市公司并购交流群微信1331219131514?去?AppGrowing?滑?17.5%17.6%8.8%6.1%13.4%4.1%6.0%6.5%11.0%7.5%1.5%?2020?TOP10?21.4%14.7
9、%11.4%8.9%8.6%8.3%7.0%6.9%5.7%3.6%3.5%?2021?TOP10?加入投资投行和股权实务及上市公司并购交流群微信1331219131515?2021?9?700?34%?50%?IP?滑&?603.96?640.47?607.46?632.26?691.80?653.07?659.13?635.36?652.87?649.71?704.86?701.33?626.16?431.93?442.95?440.51?447.06?459.24?410.52?465.25?434.86?447.13?454.11?491.14?508.78?509.32?90.3?8
10、9.5?115.5?105.5?92.7?75.2?89.6?86.9?90.4?102.1?103.6?108.0?105.0?2020.092020.112021.012021.032021.052021.072021.09务?)?2403624903262020H12021H12020?1-5?2021?1-5?2020H1-2021H1?&?5969722019H12020H12021H12019H1-2021H1?IP?加入投资投行和股权实务及上市公司并购交流群微信1331219131516?UGCUGC?去?UGC?2G(1995?)?-3G(2019?)?-4G(2014?)-5
11、G(2020?)?/?愿?/?V/?A?A?A?A?B?/?务?UGC?务?UGC+短视频UGC+视频UGC+?加入投资投行和股权实务及上市公司并购交流群微信1331219131517?UGC+?UGC+?UGC+?UGC?UGC?模?UGC?去?平台设计产品设计/规则破圈流量放创作者内容户平台流量价值平台和创作者内容分成原始流量积累?UGC?UGC?加入投资投行和股权实务及上市公司并购交流群微信1331219131518?2021?/?务?告?V?滑?研?0%10%20%30%40%50%60%70%80%90%100%Banner?APP?社?V?20212021?%)%)2021?务?加
12、入投资投行和股权实务及上市公司并购交流群微信1331219131519?5G5G?2 2?务?5G?3.45?5G?5.8?2021?务?AppGrowing?滑?0%20%40%60%80%100%?空社?Tanx/Unidesk?空?社?Tanx/Unidesk?2020?H1&2021?H1?愿?愿?GIF53.7%81.9%43.0%16.1%2.7%1.9%0%20%40%60%80%100%2021?2020?2020?H1&2021?H1?愿?GIF2021?2020?加入投资投行和股权实务及上市公司并购交流群微信1331219131520?0.0%10.0%20.0%30.0%
13、40.0%50.0%60.0%?吉?社?对?2020?2021?2020-2021?滑2021?700?+?9?DAU4.1?+?2021?0.0%10.0%20.0%30.0%40.0%?2021?9?+200?+?700?+加入投资投行和股权实务及上市公司并购交流群微信1331219131521?9?+?700?+?200?+?7?+?+25%?7?/?9?+?-34%?+50%?去?去?10?+?1832?加入投资投行和股权实务及上市公司并购交流群微信13312191315PART?3PART?3?-?加入投资投行和股权实务及上市公司并购交流群微信1331219131523?9.8?13
14、.1?15.7?17.5?19.0?20.9?22.3?24.2?57.6%32.9%19.8%11.7%8.5%10.1%6.9%8.5%0.0%1 0.0%2 0.0%3 0.0%4 0.0%5 0.0%6 0.0%7 0.0%0.0 05.0 01 0.0 01 5.0 02 0.0 02 5.0 03 0.0 020142015201620172018201920202021E2014-2021?务?2021?24.2?8.5%?2021?9.78?C2M?滑2021?直播电商综合电商?-?-?-?-?生鲜电商社交电商社区团购C2M品牌电商二手电商2021?2?90%加入投资投行和股权
15、实务及上市公司并购交流群微信1331219131524?C2M?/?C2M?务?/?V?去?C2M?/?加入投资投行和股权实务及上市公司并购交流群微信1331219131525?618618?0100200300400500600700800900?2020?-2021?618?20212020?滑?务?/?/?务?COLORKEY?模?TOP10?618?TOP10?2021?6?1?6?20?/?/?1?FILA?Ulike2UR?3ITIB?COLORKEY?4?模?USMILE5?6ONLY?7Veromoda?B8Zara?LULULEMON?MAC?JOVS9?PUMASK2?10
16、?络?DR?.Arrivo加入投资投行和股权实务及上市公司并购交流群微信1331219131526?618?5?618?务?模?模?模?务?618?10?120%?6?18?10?务?12?10?加入投资投行和股权实务及上市公司并购交流群微信1331219131527?/?0501001502002503003502020?8182021?6182021?8182020?-2021?80%67%382%0%50%100%150%200%250%300%350%400%450%?2021?818?2020?818?滑?2020?818?2021?618?2021?818?2021?618?务?2
17、020?818?3.7?2021?818?2021?618?务?1.4?务?加入投资投行和股权实务及上市公司并购交流群微信1331219131528?0.00%5.00%10.00%15.00%20.00%25.00%30.00%?/?/?3C?/?21?81820?818?818?务?34.2%?15.1%?14.0%?6.2%?818?务?滑加入投资投行和股权实务及上市公司并购交流群微信1331219131529?2021?818?TOP20?务?TOP20?818?务?TOP20?务?务?25%?TOP20?1000?2021?818?TOP20?务?TOP20?242?28?1182?
18、TOP20?818?50%TOP20?100?25%?TOP20?1000?50%?务?100?25%?TOP20?滑加入投资投行和股权实务及上市公司并购交流群微信1331219131530?0 0-2020?50%50%2021?818?50%?20?TOP20?818?TOP20?85%?10?2021?TOP20?务?0-10?85%?818?TOP20?33.6%50.1%20.6%19.3%10.5%7.0%6.2%5.8%6.7%4.6%14.4%9.2%8.0%4.0%0%10%20%30%40%50%60%70%80%90%100%2020?8182021?8182020?0-
19、20?/?20-40?/?40-60?/?60-80?/?80-100?/?100-300?/?300?/?滑65%35%65%75%75%65%85%0%10%20%30%40%50%60%70%80%90%2021?1?2021?2?2021?3?2021?4?2021?5?2021?6?2021?8182021?818-TOP20?0-10?加入投资投行和股权实务及上市公司并购交流群微信1331219131531?DTCDTC?20192019?GMV1.2?20202020?GMV2?的?20212021?GMV3?GMV10?模?3?2019?1.2?的?2021?3?加入投资投行和
20、股权实务及上市公司并购交流群微信1331219131532?Z Z?2021?2?24?Z?去?41?务?TGI?Z?去?务?务?务?务?社?/WIFI?务?2021?6?TGIZ?务?务?滑Z?去?/?加入投资投行和股权实务及上市公司并购交流群微信1331219131533?2021?2?TGI?务?务?TGI?社?/WIFI?2021?6?TGI?滑?TGI?加入投资投行和股权实务及上市公司并购交流群微信1331219131534?-?2121?HIHI?9 9?+?2020?37.237.2?+货人场?Z Z?去?去?Z Z?去?去?TGITGI 113113?TGITGI 127127
21、?TGITGI 251251?TGITGI 8181?TGITGI 4545?5700?+50%+50%?+70%+70%?+300%+300%618618?7 7?务?务?C2MC2M?7.97.9?7 7?818818?+1.4+1.4?+380%+380%?2121?3 3?+加入投资投行和股权实务及上市公司并购交流群微信13312191315PART?4PART?4?-?加入投资投行和股权实务及上市公司并购交流群微信1331219131536?12655?12898?13071?13108?13320?14614?14728?14868?15527?15277?15888?2020.1
- 配套讲稿:
如PPT文件的首页显示word图标,表示该PPT已包含配套word讲稿。双击word图标可打开word文档。
- 特殊限制:
部分文档作品中含有的国旗、国徽等图片,仅作为作品整体效果示例展示,禁止商用。设计者仅对作品中独创性部分享有著作权。
- 关 键 词:
- 中国 数字 经济 全景 白皮书

限制150内