极光：二手手机行业研究报告(29页).pdf

1、(Aurora Mobile, NASDAQ: JG) 2020.2 JIGUANG Confidential. All Rights Reserved. 2 JIGUANG Confidential. All Rights Reserved. 3 JIGUANG Confidential. All Rights Reserved. 1 2 3 4 5 二手手机行业背景 CHAPTER 01 JIGUANG Confidential. All Rights Reserved. 5 CNNIC 8.47 6 - -1 1 88.1% 74.2% 64.4% 57.2% 43.3% (Aurora

2、 Mobile, NASDAQ: JG) 7 - -2 2 (Aurora Mobile, NASDAQ: JG) 13.8% 40.9% 45.3% 8 线上二手手机交易/回收平台 CHAPTER 02 JIGUANG Confidential. All Rights Reserved. 10 C2CC2B2C C2BB2CB2B 11 12 主要二手手机交易app 核心数据排名 CHAPTER 03 JIGUANG Confidential. All Rights Reserved. 14 64.7% 46.8% 19.5% 17.4% 13.4% 4.0% 0.0% 20.0% 40.0

3、% 60.0% 80.0% appapp / (Aurora Mobile, NASDAQ: JG) 2020.02 15 1.886% 1.270% 0.263% 0.041% 0.005%0.005% 0.0% 0.5% 1.0% 1.5% 2.0% 2.5% appapp (Aurora Mobile, NASDAQ: JG) 2020.02 16 220.44 116.09 22.45 1.53 0.23 0.76 0 120 240 x 10000 appappDAUDAU appDAU (Aurora Mobile, NASDAQ: JG) 2020.02 17 appapp ap

4、p (Aurora Mobile, NASDAQ: JG) 2020.02 104,680 87,860 33,937 1,761 481 210 0 50000 100000 18 42.7% 20.7% 37.3% 36.4% 27.3% 41.8% 0% 30% 60% appapp 3030 app (Aurora Mobile, NASDAQ: JG) 2020.2.10 用户二手手机交易行为分析 CHAPTER 04 JIGUANG Confidential. All Rights Reserved. 20 (Aurora Mobile, NASDAQ: JG) 2020.02 1

5、.05 1.09 2019.22020.2 17.1% 15.2% 5.1% 45.9% 65.8% 21 appapp app (Aurora Mobile, NASDAQ: JG) 2020.1.25-2020.2.14 9.41 5.73 5.04 3.04 7.45 0 6 12 22 appapp (Aurora Mobile, NASDAQ: JG) 2020.1.25-2020.2.14 3.76 1.94 1.97 1.86 3.57 0 3 6 23 appapp / (Aurora Mobile, NASDAQ: JG) 2020.02 9.4% 18.2% 21.2% 2

6、0.6% 19.8% 10.8% 0% 10% 20% 30% 疫情下的产业生态 CHAPTER 05 JIGUANG Confidential. All Rights Reserved. 25 26 27 JIGUANG Confidential. All Rights Reserved. 1 1(Aurora Mobile, NASDAQ:JG) iAPP 2 3 2 : 3 4 JIGUANG JIGUANGJIGUANG JIGUANG JIGUANG 5 6 JIG