2020年房地产行业深度研究报告
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２０２０年房地产行业深度研究报告
CONTENTS
01
02
03
04
01
2020
89
2.1
+
•
1-2
1-31-4
1-5
1-6
1-71-81-9
2020
8,47521,97833,97348,70369,40483,63198,486117,073-39.9%
-26.3%
-19.3%
-12.3%
-8.4%
-5.8%
-3.3%
-1.8%
1-2
1-3
1-4
1-51-61-71-81-9
2020
8,20420,36531,86346,26966,89581,42296,943115,647
-35.9%-24.7%-18.6%-10.6%
-5.4%
-2.1%
1.6%
3.7%
2020
•
•
•
106.0
105.1
104.6
104.5
104.3
100.3
100.1
100.5 100.5
100.3
1
2
3
4
56789
(
=100
=100•••
••
•
•
••
•
*
=
/
0%
20%
40%
60%
80%
Top 200
Top 100
Top 50Top 30Top 20Top 10Top 30%
5%
10%
15%
Top 101-200
Top 51-100
Top 31-50Top 21-30Top 11-20Top 4-10Top 3
•
➢
➢
➢
6.9%
7.5%
9.3%
0%
5%10%46,000
48,00050,00052,0002020.072020.082020.09
•
02
20209
7.87% 2.38
27.3%
4.8%
4% 40060
DAU/MAU app
•
•
3,909.0 7,928.9 4.97% 5.49%
5.45%
4.76%
5.47%
6.62%
6.91%
7.87%
1,0002,000
3,0004,000
5,0006,0007,0008,000
9,000
10,0000%
1%2%
3%4%5%6%
7%8%7
8
9
101112
1
2
3
4
5
6
7
8
9
MAU
•
18.4
18.3
18.1
13.9
24.3
28.8
26.0
23.3
5
10
15
20
25
30
35
7
8
9
10
11
12
1
2
3
4
5
6
7
8
9
•
4.8
19.1%19.0%15.9%29.6%
28.7%
28.0%
19.4%
19.2%
19.4%
14.8%
15.3%
17.3%
10.4%
10.8%12.2%
6.7% 6.9%
7.2%201
8.09
2019.09
2020.09
•
0.10%0.15%0.19%0.26%
0.33%0.54%0.56%1.19%
2.17%
3.87%
0.00%
445.6
279.4
69.4
29.8
21.4
13.7 12.1
10.1 9.8 3.8
100200300400
500
1
00
1
2
3
4
5
6
7
8
07/22
08/0508/1909/0209/1609/3010/14
6.09
2.45
1.10
0.35
0.13
•
•
•
•
iAPP(Aurora Mobile, NASDAQ: JG)
2020.09
app
app app
47.0%
60.6%
75.8%