2020年共享汽车发展趋势调研报告

9.9% 7.3%
1.4%
20% 10%
-4.1%
0%
-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
15
• •
80% 70% 60%49.0% 50% 40% 30% 20% 10%
0%
2017/1
2017/7
2018/1
2019 6
4.22
26 35
75.0%
2018/7
2019/1
2019/7
2020/1
2020 3
8.97
80 90
(Aurora Mobile, NASDAQ: JG) CNNIC
2020 1
26.6%
4
3
2
1
0
(Aurora Mobile, NASDAQ: JG)
=
app
/
2017.01-2020.04
3
5.54 3.68
24
GoFun
•
•
DAU MAU
GoFun
EVCARD
45
40
35
30
25
20
15
10
5பைடு நூலகம்
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
——
2020
2020.07
2
2020 1 B
Connect
26.6% 2.0
GoFun 2.0
3
CONTENTS
01 02 03 04 05
5
• •
39,389 9.6%
2.07 2
2,572.1 2,576.9
7.5% 8.2%
4.2 5.4
2018
2019
2020
90% 80% 70% 60% 50% 40% 30% 20% 10%
团队 知识 经验 资源 实践
3
34
GoFun Connect
GoFun Connect
• •
3
35
GoFun
•
3
05
37
2B
• •
3
38
• •
3
39
• •
3
40
•
3
0%
81.2%
62.7%
59.3% 56.8% 54.2%
12 345 67 89
10 11 12
2019
•
6
9.6%
3,000
52.9%
60%
2,500
2,000
30.3%
21.7%
21.7%
33.2%
50% 40% 30%
1,500 1,000
500
7.3%
15.7%
15.3%
5.2% 7.1%
• 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
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
26-35
2020
31.1%
2019
24.2%
2018 18.7%
36-45
46
63.1%
68.9%
72.0%
2020 12.6%
32.2%
21.4% 15.4%
2019 15.5%
35.9%
22.5% 11.8%
2018 21.2%
36.7%
(Aurora Mobile, NASDAQ: JG)
19.2% 10.9%
10
11
• •
900 837 600 300
0
591 589
11 178 174 173
12
80 90
80 90
•
•
35% 30% 25% 20% 15% 10% 5% 0%
10.4% 4.8%
18-23
2018 2019 30.8% 30.1%
19.1% 14.8%
24.5% 25.8%
24-30
31-40
41-49
20.8%18.9% 50+
…
&
2019
80
90
13
• •
2017 4 6
2015 10 -2017 2018 1 1
2017 12 26
2018 4 17
10%
2016 12 23 ,
a 2020 4 29 PN
2020 7 1
5 2019
14
GDP
• •
GDP
GDP
14.2%
209.0 104.9
166.0 158.7
19.5
1
2
3
4
2019
236.7 2.7 148.2
2020
252.0 198.0 207.0
143.0
31.0
202.1 60.7
2019 122.0
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
2018.04-2020.04
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
3
33
GoFun Connect
GoFun Connect
•
•
T-box ID+DMS system
SaaS
用户端 车商城 众包车服
16
“CASE”
•
C
A
S
E
V2X
C-V2X 5+2”
HIS Markit
2030 L4/L5
15% L1-L5
65%-70%
2020 4 19%
2019 120
17
•
Accenture Mobility-as-a-Service-Point-of-View-2018
02
19
• •
20
• •
8
2019
3
GoFun
EVCARD
0
2019/8
2019/9
2019/10
(Aurora Mobile, NASDAQ: JG)
2018.01-2020.04
2020 2019/11
25
• • •
2020 2019 2018
76.6% 77.0% 78.8%
23.4% 23.0% 21.2%
18-25
120
12.7%
100 11.4%
9.7% 9.4%10.6%9.6%
15%
80 60
7.9%7.8%7.4%7.0% 6.8%6.9%6.7%6.1% 10%
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