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published in(发表于) 2016/6/3 9:41:46
In addition to the “Queen of the Internet“ report, BAT on their “territory“ to see how? ,

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In addition to the "Queen of the Internet" report, BAT on their "territory" to see how? Baidu, Alibaba group, Tencent-IT information

Known as the "Queen of the Internet" by Mary Meeker (Mary Meeker) 2016 was released late Wednesday on Internet trends (Internet Trends) reports, which describe the development of China's Internet industry. Mentioned in the report, China's Internet users has reached 688 million people, netizens in Tencent, Alibaba and Baidu time spent on products, accounted for a day long on mobile Internet use 71%.

It is worth mentioning that, "Queen of the Internet" report, on the Internet in China and forecast comes from perhaps better understand China's Gao Ling capital.

Compared to them, as the most extensive coverage, China has the most users, also occupy most the big three for a long time, BAT may know more about mobile Internet.

What's more, in addition to its own products, BAT has made substantial investments in recent years, almost turned the Internet into their own "an acre of the three points." SINA science and technology by carding the BAT recently released SEC file, found that China's Internet "Kings", in fact, their "territory" also on a lot of views.

Tencent: travel-buying and profit declines significantly, such as tourism and had to rival integration

1, 2015, communications and social networking is still occupying most activities and penetration of smart phones, and gradually become a media related content found.

2, search queries significantly shifted to mobile search and content discovery tool for app store is still an important.

3 non-rapid growth in first-tier cities, online shopping, e-commerce transaction volumes remain robust growth.

4, online advertising activities clearly shift from PC to mobile, particularly in social network advertising, video ad placement information flow areas such as advertising and news services increased significantly.

5, user movies, TV series and music and other digital content growing willingness to pay.

6, moderate to severe Smartphone Games, as well as personal computer game franchise shift to smartphones, improves the game industry's revenues.

7, 2015, travel, Classifieds, buy Chinese Internet companies and online travel services in areas such as the more intense competition, promoting rapid user growth, but profitability declines or losses. Therefore, the number of leading companies in the field of integration with competitors and bring a wave of mergers.

8, from offline to online (O2O) volume increase, together with the rise of person-to-person mobile payment transactions, contributed to significant growth in online payments.

Baidu: Intelligent Internet financial advanced direction

1, the rapid growth in mobile Internet users, leading commercial and service innovation, has got investors, outside China, international business, Internet strategy has become a new journey.

2, Internet companies need to put more time and effort on the Internet financial services, unmanned vehicles, innovative businesses, such as artificial intelligence.

3, mobile tour, mobile buying and mobile travel mobile services growth major sources in the field.

4, pay for business promotion is not only an important tool for fostering user stickiness, connect online (O2O business) of the bridge.

5, financial services demands grow exponentially, and intelligence will be the advanced Internet financial direction.

6, with the deepening process of the Internet, will lead in the long tail applied under continuous fission, vertical specialization, precise application in the field of development.

7, China's overall economic growth to slow, but service and consumer industries in the country to promote ' Internet +' under the strong support of the strategy, significant growth and broad prospects.

Ali Baba: investments in parallel with contents

1 change, the future of the digital economy, will soon move from consumer to entire supply link.

2, now the media is undergoing rapid changes, future mobile information flow within two years, short videos, live broadcasts will be the industry outlet, especially the latter two.

3, the current mobile Internet users to measure the incremental market is reduced, but to move the Internet media industry as a whole is still in development, future effects will be changed from number to time and data to double in three years.

4, with the arrival of counter-urbanization and lower tier cities and rural areas is expected to become the top online shopping population growth potential areas.

5, 688 million Chinese Internet users, of which 620 million users of mobile Internet access. 75% of Chinese Internet users under the age of 40 – the Internet is the future, because young people use it.

6, 2015 to 2018, cloud computing market in China will have a compound annual growth rate of 149%.

7, DT times, data is increasingly becoming a core element, data-driven innovation, data-driven development has become the consensus of the community, however, data security is the Government, industries, enterprises face great challenges.

8, if the VR market developed in the future in the entertainment industry, VR takes 40%.

"Queen of the Internet": China has become the global leader in on-demand services

1, China's total capital failed to slow investment and signs of slowing down, but on the whole, 6 years before the total amount of capital is higher than that in the past 30 years

2, the total number of Internet users in China had reached 688 million, an increase of 6%, down from 7% a year earlier.

3, April 2016, each user daily mobile use on the Internet is 200 minutes. Tencent, Alibaba, Baidu's products, accounting for a total time of 71%, in which micro-letter 35%,QQ 10%.

4, strong growth in China's Internet development mainly from advertising, Commerce, tourism, financial services, on-demand services, and trends are often better than the United States.

5, 2015, China online advertising spending share of overall advertising spending reached 42%, United States 39%. Online ad growth exceeded TV advertising is expected gap will further widen.

6, 2015, Chinese retailers were the top two e-commerce retailer Alibaba accounted for total retail market share of more than 6%, East is close to 3%. United States retailers in seven before, only one e-commerce company Amazon, ranked fifth, the share of less than 3%.

7, Chinese e-commerce presents the social development trend. In micro-credit in all surveyed, more than 31% people through micro-letter e-commerce shopping.

8, China has become the world's largest outbound tour groups, 2014 outbound travel spending ranked first in the country.

9, China Mobile has a high penetration rate of payment. In 2015, the pay packages more than 450 million users, trading totaled more than $ 1 trillion.

10, China has become the global leader in on-demand services. Years of on-demand services should exceed more than 4 billion times, grew by 4 times, accounted for 70% of the global market.


除了“互联网女王”报告,BAT对自家“领地”怎么看? - 百度,阿里巴巴,腾讯 - IT资讯

被誉为“互联网女皇”的玛丽·米克(Mary Meeker)周三晚间发布了2016年《互联网趋势》(Internet Trends)报告,其中大篇幅描述了中国的互联网产业发展情况。报告中提到,中国互联网用户总数已经达到6.88亿人,网民在腾讯、阿里巴巴和百度产品上花费的时间,占到了日均移动互联网使用时长的71%。

值得一提的是,“互联网女王”的报告中,关于中国互联网的看法和预测源自于也许更懂中国的高翎资本。

相比于他们,作为业务覆盖范围最广、拥有最多中国用户、还占据用户最长时间的三大巨头,BAT可能更懂中国移动互联网。

更何况,除了自己本身的产品外,BAT近几年又进行了大量投资,几乎快把中国互联网变成自己“一亩三分地”。新浪科技通过梳理BAT最近发布的SEC文件,发现中国互联网“国王们”,其实对自己的“领地”也谈了不少看法。

腾讯:出行团购及旅游等盈利下滑明显不得不和对手整合

1、2015年通讯和社交网络依旧是占用时间最长和最具渗透力的智能手机活动,并逐渐成为相关内容发现的媒介。

2、搜索查询显著地向移动端转移,搜索及应用商店仍是重要的内容发现工具。

3、网络购物在非一线城市迅速增长,电子商务交易量保持稳健增长。

4、网络广告活动明显地由个人电脑转移至移动端,尤其在如社交网络效果广告、视频贴片广告及新闻服务的信息流广告等领域增长显著。

5、用户对电影、电视连续剧及音乐等数字内容的付费意愿不断增强。

6、中度、重度智能手机游戏,以及个人电脑游戏特许权转移至智能手机,提高了游戏行业收入。

7、2015年,出行、分类信息、团购及在线旅游服务等领域的中国互联网公司竞争越趋激烈,推动用户快速增长,但盈利能力下滑或亏损。因此,该领域的多间领先公司与竞争对手整合,并带来一波并购浪潮。

8、从线下到线上(O2O)的交易量增加,连同个人对个人的移动支付交易的兴起,推动了在线支付额的大幅增长。

百度:智能化将是互联网金融的进阶方向

1、移动互联网用户增速迅猛,带动商业与服务创新,逐步受到投资者青睐,中国之外的国际化业务,已经成为互联网公司战略的新征程。

2、互联网公司未来应该要把更多的时间和精力放在互联网金融、无人车、人工智能等创新业务上。

3、移动旅游、移动团购和移动出行领域是移动生活服务增长的主要来源。

4、支付业务的推广不仅是培育用户粘性的重要工具,也是连接线上线下(O2O业务)的桥梁。

5、金融服务诉求呈几何级数增长,而智能化将是互联网金融的进阶方向。

6、随着行业互联网化的进程深入,将会带动中长尾应用根据场景不断裂变,向着垂直领域的专业化、精细化应用发展。

7、当前中国经济的整体增长放缓,但服务和消费行业在国家推进‘互联网+’战略的有力支撑下,增长显著、前景广阔。

阿里巴巴:投资与内容并行

1、未来数字经济的变革,将很快会从消费环节走向整个供给环节。

2、现在的媒体形式正在发生快速变化,未来两年内移动的信息流,短视频、直播将会成为产业风口,尤其是后两者。

3、当前移动互联网的用户量的增量市场正在减小,但是以移动互联网为核心的整个媒体产业还在快速发展,未来的影响将由人数向时长转变,并在三年内数据翻番。

4、随着逆城市化时代的到来,低线城市和农村地区有望成为高端网购人群增长的潜力地区。

5、中国有6.88亿互联网用户,其中6.2亿用户通过移动端上网。75%的中国互联网用户在40岁以下——互联网是未来,因为年轻人在用它。

6、2015年至2018年期间,中国云计算市场将会有149%的复合年增长率。

7、DT时代,数据日益成为核心的生产要素,数据驱动创新、数据驱动发展已经成为社会共识,然而,数据安全问题是摆在政府、行业、企业面前的巨大挑战。

8、如果VR市场发展成熟,在未来娱乐产业的内容中,VR将占据40%。

“互联网女皇”:中国在按需服务方面已经成为全球领导者

1、中国的资本总量目前出现了放缓和投资减速的迹象,但总的来说,过去6年的资本总量要高于前30年

2、中国互联网用户总数已经达到6.88亿人,同比增长6%,低于此前一年的7%。

3、2016年4月,每个用户日均移动互联网上使用时长为200分钟。腾讯、阿里巴巴、百度的产品,占到了总时长的71%,其中微信占35%,QQ占10%。

4、中国互联网发展的强劲增长点主要来自于广告、商务、旅游业、金融服务、按需服务,发展趋势经常要好于美国。

5、2015年,中国在线广告花费在整体广告花费中所占比重达到了42%,美国为39%。在线广告增速首次超过了电视广告,预计差距将进一步拉大。

6、2015年,中国零售商前两名都是电子商务零售商,阿里巴巴占据零售市场总份额超过了6%,京东接近3%。美国前七的零售商中,只有一家电子商务公司亚马逊,仅排名第五,所占份额不到3%。

7、中国电子商务呈现出社交化的发展趋势。在所有接受调查的微信用户中,超过31%的用户会通过微信进行电子商务购物活动。

8、中国人已经成为全球最大的出境游群体,也是2014年出境游花费排名第一的国家。

9、中国移动支付拥有很高的渗透率。2015年,支付包用户超过了4.5亿,交易总额超过了1万亿美元。

10、中国在按需服务方面已经成为全球领导者。年化按需交通服务次数达到了40亿次以上,同比增长了4倍,占到了全球的市场的70%。






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