众志成城移动互联网“战疫”-2020.2-29页.pdf

1、2020(Aurora Mobile,NASDAQ:JG)2020.2 JIGUANG Confidential.All Rights Reserved.2主要发现30.E+001.E+112.E+113.E+114.E+115.E+1120202019大背景20201-2(Aurora Mobile,NASDAQ:JG)2019.1.29-2019.2.122020.1.18-2020.2.1热点行业分析 JIGUANG Confidential.All Rights Reserved.52020(Aurora Mobile,NASDAQ:JG)2019.1-2020.290.3%90.3%

2、2019122020186.4%87.9%201912019201,2001.5-1.191.20-1.31x 10000000001,2001.16-1.301.31-2.14x 100000000-0.008%1.5%4.2%19.2%6appDAU(Aurora Mobile,NASDAQ:JG)*DAU2019.1.20-2019.2.132020.1.9-2020.2.2;6007008002020201901020304020202019-15-10-5+5+10-15-10-5+5+1071(Aurora Mobile,NASDAQ:JG)2019.1-2020.236.6%36

3、.4%2019122020134.7%34.4%201912019201001.5-1.191.20-1.31x 10000000001001.16-1.301.31-2.14x 100000000-0.2%-0.3%2.6%54.9%8app2020DAUDAU(Aurora Mobile,NASDAQ:JG)*DAU2019.1.20-2019.2.132020.1.9-2020.2.2;507510012515017520020202019-15-10-5+5+109(Aurora Mobile,NASDAQ:JG)2019.1-2020.252.1%51.4%2019122020154

4、.2%53.8%201912019201503001.5-1.191.20-1.31x 10000000001503001.16-1.301.31-2.14x 100000000-0.7%-0.4%0.5%19.6%10appDAUDAU(Aurora Mobile,NASDAQ:JG)*DAU2019.1.20-2019.2.132020.1.9-2020.2.2;90110130202020195010015020202019-15-10-5+5+10-15-10-5+5+1010015020202019-15-10-5+5+1011(Aurora Mobile,NASDAQ:JG)201

5、9.1-2020.265.0%75.5%2019122020172.7%80.3%201912019202505001.5-1.191.20-1.31x 10000000002505001.16-1.301.31-2.14x 10000000010.5%7.6%8.1%25.5%12appDAU2020(Aurora Mobile,NASDAQ:JG)*DAU2019.1.20-2019.2.132020.1.9-2020.2.2;4060801001202020201905010020202019-15-10-5+5+10-15-10-5+5+1013(Aurora Mobile,NASDA

6、Q:JG)2019.1-2020.275.3%80.2%2019122020159.3%60.8%201912019204008001.5-1.191.20-1.31x 10000000004008001.16-1.301.31-2.14x 1000000004.9%1.4%3.1%16%14app20DAUDAU20%(Aurora Mobile,NASDAQ:JG)*DAU2019.1.20-2019.2.132020.1.9-2020.2.2;10020030040020202019100150200250202020193040506020202019-15-10-5+5+10-15-

7、10-5+5+10-15-10-5+5+1015(Aurora Mobile,NASDAQ:JG)2019.1-2020.275.6%76.8%2019122020167.7%68.4%201912019202004001.5-1.191.20-1.31x 10000000002004001.16-1.301.31-2.14x 1000000001.2%0.7%-1.8%6.5%16appDAU2020app(Aurora Mobile,NASDAQ:JG)*DAU2019.1.20-2019.2.132020.1.9-2020.2.2;8013020202019801302020201940

8、5020202019-15-10-5+5+10-15-10-5+5+10-15-10-5+5+1017(Aurora Mobile,NASDAQ:JG)2019.1-2020.260.4%60.2%2019122020145.8%47.9%2019120192010203040501.5-1.191.20-1.31x 100000000010203040501.16-1.301.31-2.14x 100000000-0.2%2.2%4.9%-3.8%18appappDAUDAU16(Aurora Mobile,NASDAQ:JG)*DAU2019.1.20-2019.2.132020.1.9-

9、2020.2.2;0510152020202019-15-10-5+5+10024681020202019-15-10-5+5+10192019(Aurora Mobile,NASDAQ:JG)2019.1-2020.243.4%40.6%2019122020140.5%38.7%201912019206121.5-1.191.20-1.31x 10000000006121.16-1.301.31-2.14x 100000000-2.9%-1.8%-14.1%-43.3%20app2020(Aurora Mobile,NASDAQ:JG)*DAU2019.1.20-2019.2.132020.

10、1.9-2020.2.2;20304050602020201948122020201924681020202019-15-10-5+5+10-15-10-5+5+10-15-10-5+5+1021(Aurora Mobile,NASDAQ:JG)2019.1-2020.27.9%6.8%201912202015.2%4.9%201912019202040601.5-1.191.20-1.3102040601.16-1.301.31-2.14-1.1%-0.3%-39.7%-17.6%22appapp(Aurora Mobile,NASDAQ:JG)*DAU2019.1.20-2019.2.13

11、2020.1.9-2020.2.2;050100150200 x 1000020202019-15-10-5+5+10050100150200 x 1000020202019-15-10-5+5+100100200300 x 1000020202019-15-10-5+5+1023(Aurora Mobile,NASDAQ:JG)2019.1-2020.219.8%18.6%2019122020119.1%18.3%201912019206121.5-1.191.20-1.31x 10000000006121.16-1.301.31-2.14x 100000000-1.2%-0.8%-26.4

12、%-40.9%24app2020DAUDAU(Aurora Mobile,NASDAQ:JG)*DAU2019.1.20-2019.2.132020.1.9-2020.2.2;0510152020202019-15-10-5+5+1025(Aurora Mobile,NASDAQ:JG)2019.1-2020.217.8%16.1%2019122020110.9%11.0%20191201920501001.5-1.191.20-1.310501001.16-1.301.31-2.14-1.8%0.1%-23.3%-42.9%26appapp2019(Aurora Mobile,NASDAQ:

13、JG)*DAU2019.1.20-2019.2.132020.1.9-2020.2.2;2468202020190123420202019-15-10-5+5+10-15-10-5+5+1027 JIGUANG Confidential.All Rights Reserved.11(Aurora Mobile,NASDAQ:JG)iAPP22:34JIGUANGJIGUANGJIGUANGJIGUANGJIGUANG56JIGUANG28 JIGUANG Confidential.All Rights Reserved.29 JIGUANG Confidential.All Rights Reserved.For developers,by developers