“新資訊”行業(yè)系列報(bào)告 - 疫情篇

1、123451133.512% 56%95%52%22%9% Web3.0 7.07876.91 6.86 6.90 6.75 6.73 6.75 6.86 6.78 6.87 6.90 6.93 6.98 7.07 7.07 6.87654321001020304050607080910111201020320192020(Aurora Mobile, NASDAQ: JG) 2019.1 2020.31234522 APP3.1%-0.7%0%20%40%60%-0.1%-1.0%-0.4%-0.4%-0.3%0.0%-1.1%-1.0%2019 Q12019 Q42020 Q1(Auror

2、a Mobile, NASDAQ: JG) 2019.1 2020.3 APP2020Q1 DAU2019 Q12019 Q42020 Q10.2540.2450.090 x40.0290.0320.014-0.004-0.005-0.046-0.053-0.0460(Aurora Mobile, NASDAQ: JG) 2019.1 2020.3 APP 2020Q1 MAU2019 Q12019 Q42020 Q10.5150.414-0.140-0.1660.0390.053-0.018-0.048-0.038-0.113x80(Aurora Mobile, NASDAQ: JG) 20

3、19.1 2020.31234533 / 41.1% 39.1% 32.1%/23.2%57.2%19.6%app 55.8%(Aurora Mobile, NASDAQ: JG)2020.4 53.6%51.9%49.2%38.5%33.4%27.5%25.1%21.6%20.3%18.2%(Aurora Mobile, NASDAQ: JG)2020.4 APP43.1%42.6%QQ36.0%27.5%UC14.7%14.2%10.4%7.9%5.7%(Aurora Mobile, NASDAQ: JG)2020.4 APP90%92.6%91.5%91.2%91.2%QQ89.6%87

4、.9%86.8%UC86.8%1-101106-10(Aurora Mobile, NASDAQ: JG) 2020.4 90.8%89.9%89.0%88.9%QQ88.6%UC86.3%84.6%84.3%1-101106-10(Aurora Mobile, NASDAQ: JG) 2020.4 73.5% 69.2% 52.8% 37.9% 29.3% 17.4% 15.7% 12.6% 3.6% 57.3%51.5%45.2%33.6%24.2% 75.3%52.7%43.1%41.5%35.6%34.3%31.2%28.9%22.4%15.1%12.3%67.7%53.6%28.5%

5、26.9%15.3%/ 47.6%36.5%62.4%38.3%51.7%42.1%34.9%21.2%27.6%35.8% 41-34-61-37.4%51.8%34.5%3030-601-22-332.9%9.7%28.4%23.2%35.8% 10.3%14.7%51.6%20.9%86.0%/71.6%60.2%55.5%51.9%51.0%43.9%40.5%/31.9% 48%52%2542%263539%364510%469%17%30%15%10%28%(Aurora Mobile, NASDAQ: JG)2020.41234544APP2020 Q1APP2020 Q1APP-APP -2.9437app4812414101232020 Q12020 Q1(Aurora Mobile, NASDAQ: JG)2020.42020 Q12020 Q1 -3.9125251234555 JIGUANG Confidential. All Rights Reserved. 35 信