2020年共享汽车发展趋势研究报告

2019/8
2019/9
2019/1
(AuroraMobile, NASDAQ: JG)
2018.01-02020.04
2019/1 1
25
• • •
2020 2019 2018
76.6% 77.0% 78.8%
23.4% 23.0% 21.2%
2020 2019 2018
18-25
31.1 % 24.2 % 18.7 %
5.54 3.68
24
GoFun
•
•
DAU MAU
x 10000
GoFun
EVCARD
45
40
35
30
25
20
15
10
5
0
1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4
2018
2019
2020
3
GoF u n
EVCARD
0
7.5 %
8.2 % 4.2 5.4
2018
2019
2020
90%
81.2
80%
%
70%
62.7%
60%
50%
59.3% 56.8% 54.2 %
40%
30%
20%
10%
0%
123456789
10 11 12
6
201
9.6
•9
%
3,000 52.9 %
2,500
2,000
30.3
%
21.7
21.7
汽车产业新格局-新型汽车服 务平台或将异军突起
2020年共享汽车发展趋势研究报告
2020.07
2
2020 1 B
Connect
26.6 % 2.0
GoFun 2.0
3
CONTENTS
01 02 03 04 05
01
5
• •
39,389
9.6 %
2.07 2
2 ,5 7 2 . 1 2 ,5 7 6 . 9
80 90
80 90
•
•
35%
30%
25%
20%
15%
10.4
10%
4 .8 %%
5%
0%
18-23
19.1 % 14.8
%
2018 2019 30.8% 30.1%
24.5% 25.8%
20.8% 18.9%
24-30
31-40
41-49
50+
…
&
2019
80
90
13
• •
2017 4 6
2015 10 -2017
34
GoFun Connect
GoFun Connect
•
•
35
GoFun
•
05
37
2B
•
•
38
• •
39
• •
40
•
26
2019
•
•
27
•
28
2.0
•
29
• •
车后市场服务
30
• • •
车后市场服务
5G
04
32
GoFun
•
•
GoFun
2015
80+
C2C
33
GoFun Connect
GoFun Connect
•
•
T-box ID+DMS system
SaaS
用户端 车商城 众包车服
团队 知识 经验 资源 实践
%
%
1,500
7.3
1,000
%
500
60%
50%
33.2
40%
%
30%
15.7
15.3
20%
% 9.9
%
5.2% 7.1%
% 7.3 %
1.4%
10%
-
0%
4.1% -9.6%
-10%
0 2005
2007
2009
2011
2013
2015
2017
-20% 2019
7
4
•
•
2019
2020
236.5 176.7 141.0
255.8
205.2 210.2
142.2
28.5
1
2
3
4
2019
2020
199.5 143.6 114.0
209.0 104.9
166.0 158.7
19.5
1
2
3
4
2019
236.7 192.7 148.2
2020
252.0 198.0 207.0
143.0
31.0
202.1 160.7
2019 122.0
21
• •
100% 80% 60% 40% 20% 0%
2014
2017
100% 80% 60% 40% 20% 0%
2017
2017
2.0
03
2020 1
•
•
23
26.6 %
6
5
2020 1
26.6
4
%
3
2
1
0
(AuroraMobile, NASDAQ:
= JG)
/
app
2017.01-2020.04
40
5%
20
0
0%
2005 2007 2009 2011 2013 2015 2017 2019
(%)
(%)
(%)
80
60
40
20
0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
15
• •
80%
70% 60%49.0% 50%
40%
30%
20%
2018 1 1
10%
2017 12 26
2018 4 17
2016 12 23 ,
a 2020 4 29 PN
2020 7 1
5 2019
14
GDP
• •
x 10000
GDP
GDP
14.2
120 100
11.4
12.7 %
%
%
Hale Waihona Puke Baidu80
60
15%
9.7% 9.4 10.6%9.6%
%
7.9% 7.8% 7.4% 7.0% 6.8% 6.9% 6.7% 6.1% 10%
2020
201.9 157.5153.6
104.3
22.4
1
2
3
4
1
2
3
4
8
• •
4S
9
/
•
•
•
2020 2 24 2020 3 13 23 2020 4 23 2020 4 29 2020 4 8
10
11
• •
900 837 600 300
0
591 589
11 178 174 173
12
26-35
36-45
46
63.1 %
68.9 %
72.0 %
2020 12.6%
32.2%
2019 15.5%
35.9%
2018
21.2%
(AuroraMobile, NASDAQ: JG)
36.7%
21.4% 15.4% 22.5% 11.8% 19.2% 10.9%
2018.04-2020.04
HIS Markit
2030 L4/L5
15% L1-L5
65%-70%
2020 4 19%
2019 120
17
•
Accenture Mobility-as-a-Service-Point-of-View2018
02
19
• •
20
• •
• 大规模、大范围远程监测、维护和管理 • 满足用户出行和个性化服务的各种需求 • 反馈汽车运行数据给关联设计生产公司
10%
0%
2017/ 1
2017/ 7
2018/ 1
2019 6
4.2 2
26 35
2018/ 7
2019/ 1
75.0 %
2019/ 7
2020/ 1
2020 3
8.9
7
80 90
(Aurora Mobile, NASDAQ: JG) CNNIC
16
“CASE”
•
C
A
S
E
V2X
C-V2X 5+2”