极光数据： 众志成城移动互联网“战疫”(29页).pdf

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1、2020 (Aurora Mobile, NASDAQ: JG) 2020.2 JIGUANG Confidential. All Rights Reserved. 2 主要发现 3 0.E+00 1.E+11 2.E+11 3.E+11 4.E+11 5.E+11 2020 2019 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. 5 2020 (Aurora Mobile, NASDA

2、Q: JG) 2019.1-2020.2 90.3%90.3% 20191220201 86.4% 87.9% 2019120192 0 1,200 1.5-1.191.20-1.31 x 100000000 0 1,200 1.16-1.301.31-2.14 x 100000000 -0.008% 1.5% 4.2% 19.2% 6 app DAU (Aurora Mobile, NASDAQ: JG) *DAU2019.1.20-2019.2.132020.1.9- 2020.2.2; 600 700 800 20202019 0 10 20 30 40 20202019 -15-10-

3、5+5+10 -15-10-5+5+10 7 1 (Aurora Mobile, NASDAQ: JG) 2019.1-2020.2 36.6% 36.4% 20191220201 34.7% 34.4% 2019120192 0 100 1.5-1.191.20-1.31 x 100000000 0 100 1.16-1.301.31-2.14 x 100000000 -0.2% -0.3% 2.6% 54.9% 8 app 2020DAU DAU (Aurora Mobile, NASDAQ: JG) *DAU2019.1.20-2019.2.132020.1.9- 2020.2.2; 5

4、0 75 100 125 150 175 200 20202019 -15-10-5+5+10 9 (Aurora Mobile, NASDAQ: JG) 2019.1-2020.2 52.1% 51.4% 20191220201 54.2% 53.8% 2019120192 0 150 300 1.5-1.191.20-1.31 x 100000000 0 150 300 1.16-1.301.31-2.14 x 100000000 -0.7% -0.4% 0.5% 19.6% 10 app DAU DAU (Aurora Mobile, NASDAQ: JG) *DAU2019.1.20-

5、2019.2.132020.1.9- 2020.2.2; 90 110 130 2020 2019 50 100 150 2020 2019 -15-10-5+5+10 -15-10-5+5+10 100 150 2020 2019 -15-10-5+5+10 11 (Aurora Mobile, NASDAQ: JG) 2019.1-2020.2 65.0% 75.5% 20191220201 72.7% 80.3% 2019120192 0 250 500 1.5-1.191.20-1.31 x 100000000 0 250 500 1.16-1.301.31-2.14 x 100000

6、000 10.5% 7.6% 8.1% 25.5% 12 app DAU 2020 (Aurora Mobile, NASDAQ: JG) *DAU2019.1.20-2019.2.132020.1.9- 2020.2.2; 40 60 80 100 120 20202019 0 50 100 20202019 -15-10-5+5+10 -15-10-5+5+10 13 (Aurora Mobile, NASDAQ: JG) 2019.1-2020.2 75.3% 80.2% 20191220201 59.3% 60.8% 2019120192 0 400 800 1.5-1.191.20-