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Editor’s note: This article is from the micro-channel public number “aurora JIGUANG” (ID: lovejpush), Author: Aurora JIGUANG, 36 krypton release authorized.Aurora (Aurora Mobile, NASDAQ: JG) released the “2019 Q4 Mobile Internet Industry Data Research Report”, which comprehensively presented the fourth in 2019 from the perspective of the overall app market overview, hot company analysis, segmented industry observation, and app penetration listEvery aspect of the quarterly mobile internet.Thanks to the introduction of live streaming, the total user duration in the integrated mall has also increased and expanded in the past year-user duration has increased. • In December 2019, the short video industry won the top spot in the time killer list, and the user duration ratioIt reached 19.7%, which is almost double the length compared with the same period last year. • The comprehensive shopping mall industry’s attractiveness to users has further increased, an increase of 2.5 percentage points year-on-year.Online reading, online video, and payment settlement are also industries where the user’s use time is growing rapidly. Up and down industries • Upstream industries • High-tier cities (first-tier, new first-tier, and second-tier cities) increase in user scale top 10Video users experienced the largest year-on-year increase, and the online video industry has the largest number of existing users, reaching 414 million. • High-tier cities (first-tier, new first-tier, and second-tier cities) have paid more attention to mobile shopping. Comprehensive shopping malls, shopping sharing andIn the preferential price comparison industry, the user increments are all in the top 10 rising and sinking-sinking industry. • Users in low-tier cities (third-tier cities and below) pay more attention to the short video industry. The largest increase in user scale is 451 million, which is significantly higher.In high-tier cities • The sinking trend of industries such as comprehensive shopping malls and fitness and sports is obvious, and the analysis of the incremental user rankings in low-tier cities is based on the analysis of the top groups—maternal and infant education and early education industry.The scale of users in the early education industry has gradually expanded. In December 2019, the penetration rate of the K12 education industry reached 25.3%, and the penetration rate of the early education industry reached 10.3%.Per capita use time in the education industry is declining year-on-year, and user attention is becoming more and more distracted. Crowd analysis—female economy • The proportion of female Internet users is gradually increasing. In Q4 2019, the proportion of female Internet users is 48%.The penetration rate of the medical plastic surgery industry among female groups has increased. Women ’s mobile games have weakened with the overall mobile game industry. The penetration rate has fluctuated and declined. An analysis of the population is based on theInterest topics come together, active groups who are keen to communicate and create related interests, such as the two-dimensional circle, rice circle, ancient style circle, etc. are all typical circle circles. Case study: LOFTER positioning: interests, consumption after 95, 00In the native place of culture, young users’ interest-based in-depth interactions often lead to consumption. • Aurora’s statistics show that LOFTER users are mainly women after 95 and 00. • As of November 2019, the proportion of users aged 25 and under in LOFTERReach 88%, female users accounted for 87.1%. • LOFTER users prefer social styles such as entertainment and second dimension.Strong, interest-based in-depth interaction will lead to consumption. The “two-dimensional” is the common language after 95 and 00. • In the past year, the penetration rate of LOFTER has increased significantly, and the penetration rate among users aged 25 and below is significantly higher than that of all Internet usersCommunity Features and Business Models • LOFTER deeply matches the interests and style of users after 95 and 00.Users will engage in in-depth interaction, discussion and creation based on their interests, which will then lead to consumption. 3. Segmentation of industry observations. Online video industry • The online video industry penetration rate reached 75.6% in December 2019, which is growing throughout the year and gradually leveling off.; The total user duration fluctuates significantly seasonally, with a certain increase compared to the same period last year, and the industry is still on the rise. • The user coverage of the head app in the online video industry has increased, and the penetration rate of iQiyi has increased by 4.3 year-on-year.In December 2019, the penetration rate of Bilibili reached 10.5%, and the gap with Mango TV gradually expanded. The mobile game industry gradually experienced a cold again after the freeze of the 18-year version approval. With the end of the summer, the popularity of the mobile game industryDeclined, industry penetration rate dropped to 65.0%, and user usage time also decreased. Except for Tencent ’s Ivy League mobile game King Glory, Netease ’s Mini World and Minecraft ’s penetration rate increased slightly, most of the mobile game penetration rate decreased.• The user ’s enthusiasm for consumer mobile games such as consumer fun and landlords has decreased compared to last year. Comprehensive mall industry • With the popular model of bringing goodsHot, “e-commerce + short video”, “e-commerce + live broadcast” achieve a win-win situation for the e-commerce and short video industries, the penetration rate of the integrated mall industry continues to rise, and the time spent by users in this industry has increased significantly compared to the same period last year.The penetration rate of Taobao mobile phone has increased by 7.7% to 60.8% on the existing huge volume. In the integrated mall industry, Pinduoduo ’s penetration rate has increased the most in the past year. Xiaomi Youpin ’s penetration rate in December was 3.0%.Enter the industry’s top 10 second-hand e-commerce industry • In the fourth quarter of 2019, the second-hand e-commerce industry entered a period of steady development.In December, the penetration rate of the second-hand e-commerce industry was 12.5%, an increase of nearly 4 percentage points from the same period in 2018. • In December 2019, the top two places in the second-hand e-commerce penetration rate and the average DAU were idle fish and transfers.The penetration rate of idle fish in December reached 10.06%, an increase of more than 3 percentage points year-on-year; it was ranked second with a penetration rate of 2.24%, and the DAU of the month reached 2.59 million.Composition of second-hand e-commerce in vertical categories • The industry has gradually entered a stable period, and the two leading platforms of Freefish and Zhuanzhuan actively expand their business boundaries.Freefish strives to operate the community, enrich social content, and comprehensively upgrade mobile phone quality inspection, improve efficiency, consolidate the leading edge of second-hand mobile phone trading, and start to deploy 2B business. Fresh e-commerce industry • The fresh e-commerce industry experienced a round of washing in 2019Brand shocks, but the industry ’s popularity has not diminished. The industry penetration rate reached 7.9% in December. With the closure of some players, the total length of industry users has fallen. • The largest O2O players in the fresh food e-commerce industry are currently many, 19In December, the penetration rate was 2.4%, followed by Hema, which has a store and warehouse integration, with a penetration rate of 1.7%; Dingdong ’s grocery shopping harvested a 0.6% increase in penetration and a DAU growth of more than 3 times. Group purchase takeaway industry • Group purchase takeaway industryThe growth rate of user penetration has gradually flattened, but the user duration has increased significantly compared to the same period last year, and the industry duration bonus is yet to be developed. • In the group purchase and takeaway industry in 2019, the US group penetration rate reached 34.5%, an increase of 2.4% year-on-year.The second public comment gap has further widened; independent brand takeaway apps such as KFC, luckin coffee, and Ruixing Coffee have developed rapidly in terms of user coverage. Buying and renting industry • Accompanying the Spring Festival and graduationThe arrival of the user rental housing industry peaked in March and October. The growth rate of the industry penetration rate and user usage time has gradually stabilized in 2019. • The penetration rate of most head apps in the housing rental industry has increased slightly.Ranked first in the industry with a penetration rate of 2.79%; the average monthly DAU of eggshell apartments was 126,000, a year-on-year increase of 176.9%. Internet home improvement industry • Mobile Internet home improvement market penetration at the end of Q4 2019 reached 0.79%, a year-on-year growth rate of 33.9%The industry duration has improved significantly in the past year; Internet home improvement presents a wide range of industrial Internet transformation opportunities. With the continuous popularization of standardized decoration, the entrance of home improvement building materials and custom homes will change, which is a “new entrance” driven by technology and delivery experience.And “new channels” bring opportunities • Internet home improvement platforms can be divided into two categories: one-stop integrated service platforms and vertical home improvement service platforms; integrated platforms use Internet technology and ecology to transform and restructure the industrial and value chains of the home improvement industryIn the comprehensive platform, Tubatu app MAU has the highest share, reaching 83.3%. Qijiawang ranks second, Accounting for 8.8% • From the perspective of user satisfaction, the home improvement comprehensive platform Tuba rabbit satisfaction (scoring factor of 8-10 points) is the highest, reaching 62.0, the industry average is 54.1, Qijiawang and home improvement designThe tool Kujiale is closely behind. With the increase of consumer demand and the improvement of living quality of users in sinking markets (third-tier cities and below), the development space of Internet home improvement in the sinking market is becoming increasingly prominent.Batu ranks first with 39.3% of the local life service industry. • The peak user usage period of the local life service industry appeared in March, and the growth rate of the industry penetration rate has gradually stabilized in 2019. • In the local life service industry, 58The same city ranks first in the industry with a penetration rate of 13.4%; 58 local editions are sinking the market, with an average monthly DAU of 764,000 in December 19, an increase of over 50 times year-on-year. 58 The same city has become an absolute leader in the field of local life servicesEnterprises occupy almost the entire market • After the Spring Festival of 2020, the epidemic situation will continue to affect many industries.58 The same city as the main platform for local life services, many of its business segments have launched relevant measures to help the upstream and downstream to overcome the difficulties of the fitness and sports industry • The penetration rate of the fitness and sports industry and the total user time have peaked in November 2019 and DecemberPenetration rate dropped to 17.7%, a significant increase in user duration compared to the same period last year, but the industry began to show a downward trend. • A lot of steps on the line in August 19 used walking to make money and share incentives to rapidly conduct social fission and penetrate in December.The penetration rate has reached 6.1%; the penetration rate of Keep has increased by 0.70% year-on-year; the average monthly DAU of sports applications such as Yuedonghuan and Gulu has decreased to varying degrees compared with the same period of last year.Data source 1) Aurora (Aurora Mobile, NASDAQ: JG), industry data collection from Aurora Cloud Service Platform and long-term monitoring of Aurora iAPP platform for various mobile applications, combined with data mining and statistical analysis carried out by large sample algorithms;2) Other legally collected data.All of the above are based on relevant laws and regulations, legally authorized by the user to collect data, and form a big data analysis report after desensitizing the data.2.Data cycle report overall time period: October 2018-December 2019.Please refer to each page for specific data cycles.Classification of cities according to city classification According to the “2019 City Business Charisma Ranking” released by First Financial, the specifics are as follows: first-tier cities include Beishang, Guangshen; new first-tier cities include Chengdu and 15 cities; second-tier cities include Wuxi and 30Cities; third-tier cities include 70 cities including Shantou.3.Data indicator description For specific data indicators, please refer to each page.4.Disclaimer The data information provided by Aurora JIGUANG is estimated and analyzed based on large sample data sampling collection, small sample survey, data model prediction and other research methods.Due to the limitations of any data source and technical method in the field of statistical analysis, Aurora JIGUANG is no exception.The data information estimated and analyzed by Aurora JIGUANG based on the above methods is for reference only. Aurora JIGUANG does not guarantee the accuracy, completeness, applicability and non-infringement of the above data information.The legal consequences of any action invoked by or on the basis of the data information of any institution or individual are not related to Aurora JIGUANG, and the related disputes or legal liabilities arising therefrom shall be borne by the actor.5.Other reports indicate that the Aurora Data Research Institute will use its own big data capabilities to conduct more detailed analysis and business insights in various fields, so stay tuned.6.Copyright statement This report is made by Aurora Jiguang. All text, pictures, and forms in the report are protected by relevant trademark and copyright laws. Part of the content is collected from public information, and the ownership is owned by the original author.Without the written permission of the company, any organization and individual may not copy or transmit in any form.Any unauthorized commercial use of this report will violate the provisions of the “Copyright Law of the People’s Republic of China” and other laws and regulations..

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