《中国数字经济全景白皮书》V7-扩充新场景篇

ConfidentialandProtectedbyCopyrightLaws劥❡ᄩ⥂㺙䎇「ⵌ晜勉岁⥂䫡⚥㕂侨㶶絑崸Ⰼ兞涯淼⛼ 目录数字经济发展概况01数字经济-新营销篇02数字经济-新零售篇03数字经济-新场景篇04数字经济-电子竞技篇05数字经济-三大指数篇06数字经济-数字金融篇07 PART1侨㶶絑崸〄㾝嚋ⲃ 4侨䰘끮⸓礵渤䧭Ɤⵄ㥩佟瘻㺙꧋ⴀ〵侨㶶絑崸䧭ꅾ㝕Ⰼ椕絑崸絕匬ծ佖」Ⰼ椕畊✰呔㽷涸Ⱒꝶ⸂ꆀ侨㶶兰鸣2016䎃ⴀ〵涸շ㕂⸉ꤎⰢ✵帿⻊ⵖ鸣⚌♸✽翫緸輑ざ〄㾝涸䭷㼋䠑錛ո䲀⸓ⵖ鸣⟱⚌♸✽翫緸⟱⚌㖈〄㾝椚䙁ծ❡⚌⡤禹ծ欰❡垷䒭ծ⚌⸉垷䒭瘝倰꬗Ⰼ꬗輑ざ〄䮦✽翫緸翸꧋⠏⻊ぐ碫銳稇餴彂涸⠏⸷⸈䘯倝傊〄㾝⸓腊ㄤ欰❡⡤禹鲮䰃կ20162019侨㶶⛵勠2019䎃ⴀ〵涸շ侨㶶⛵络〄㾝䧶殜紴銳ո㼜〄㾝ⱚ络侨㶶絑崸⡲⚹ꅾ挿⟣⸉⸈䘯䒊霃ⱚ络⥌䜂㛇炄霃倶䲀鵳絁♳絁♴輑ざ涸梡去ⱚ⚌鵳♧姿〄䱡⥌䜂⻊㖈⛵络䮷Ⱓ务涸䊭㣐悶⸂⤛鵳ⱚ⚌Ⰼ꬗巛紩ծⱚ络Ⰼ꬗鵳姿ծⱚ字Ⰼ꬗〄㾝կ2020⛴鵛䎂侨㶶絑崸僽Ⰼ椕劢勻涸〄㾝倰ぢ千㣖絑ざ絆絉痦✳宀剧妃곭㼋➃ꬋ姻䒭⠔雳䎇〄邍ꅾ銳雷霢銳Ⰼ꬗衅㹊千㣖絑ざ絆絉✽翫緸ㄤ侨㶶絑崸騟絁愿⤛鵳倝䪮助⠛乄ㄤ鵘欽⸈䔂侨㶶㛇炄霃倶䒊霃嶊ꤑ侨㶶뚡尲կ务倰⦸雳ぐ倰ⴔ❧侨㶶䪮助䫒氋ㄤ䛪㢕絑崸涸絑낉⦸㼋⠏⻊侨㶶蠒(休)梠㞯ꅺ佞侨㶶絑崸悶⸂⚹千㣖絑崸㢕蔼岤Ⰶ倝⸓⸂կ2021⛴鵛䎂䪾䳣侨㶶絑崸〄㾝馋⸷ㄤ錞䖒䲀⸓❡⚌⨴䐀〄㾝务Ⱏ务㣛佟屛㽷痦♲宀㔋妃꧋⡤㷖⛴傞䔂靈鵛䎃勻✽翫緸ծ㣐侨研ծ✻雦皾ծ➃䊨兰腊ծ勹㗌Ꝇ瘝䪮助⸈鸟⴯倝傈渤輑Ⰶ絑崸爢⠔〄㾝ぐ곭㚖Ⰼ鵂玐侨㶶絑崸〄㾝鸟䏞⛓䘯ծ鳒㼘薴㔵⛓䎛ծ䕧ᆄ玐䏞⛓帿⵸䨾劢剣姻㖈䧭⚹ꅾ絆Ⰼ椕銳稇餴彂ծꅾ㝕Ⰼ椕絑崸絕匬ծ佖」Ⰼ椕畊✰呔㽷涸Ⱒꝶ⸂ꆀկ 5侨䰘끮⸓礵渤䧭Ɤ䪮助巛紩♸❡⚌巛紩⿽鲰끮⸓侨㶶絑崸〄㾝❡⚌巛紩•侨㶶❜鸑•侨㶶兰鸣•侨㶶⨴䐀• ̆ ̆❡⚌侨㶶⻊侨㶶䪮助巛紩•鸑⥌䪮助•⠛䠭㐼䪮助•㣐侨䰘• ̆ ̆侨㶶❡⚌⻊ 6侨䰘끮⸓礵渤䧭Ɤ侨㶶絑崸錞垷馄鵂42.4♰➉䧭⚹絑崸㟞Ɤ倝⸆腊27.231.335.839.242.467.90%15.10%14.40%9.50%8.20%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%05101520253035404520172018201920202021E务㕂侨㶶絑崸錞垷(支⡙♰➉⯋)䚪⡤錞垷ず嫱❡⚌錞垷42.4♰➉⯋21䎃⠮⟟⧩欽䨪錞垷10.5➉➃21䎃⠮⟟⧩8.409.3010.1510.3210.4515%11%9.14%1.67%1.26%0.0%2.0%4.0%6.0%8.0%10.0%12.0%14.0%16.0%02468101220172018201920202021E务㕂侨㶶欽䨪錞垷(支⡙➉➃)欽䨪錞垷ず嫱©僒錜尢滑&㕂㹻絡雦㽷www.analysys.cn 7侨䰘끮⸓礵渤䧭Ɤ鸑雴ծ錠곸ㄤ餴雴곭㚖ッ梡넞䏞侨㶶⻊⠛絡遤⚌侨㶶⻊䲿鸟©僒錜尢滑www.analysys.cn10158799314978189673492953835588336852089519273602235041244752425123897195571504114397842170856736020000400006000080000100000120000侨㶶鸑雴侨㶶錠곸侨㶶餴雴侨㶶餝暟侨㶶ꆄ輑侨㶶갉⛙㖑㕃㼋菔欰崞剪⸉侨㶶侅肫侨㶶ꢓ靀侨㶶⸅Ⱆ侨㶶ⴀ遤侨㶶假康兰腊导鲨侨㶶匚毫AIOT侨㶶湬乄侨㶶䨻❡侨㶶欰됮侨㶶嫢㮰2021H1务㕂侨㶶絑崸ぐ곭㚖欽䨪銻渷(支⡙♰➃)⿺梠嫱 8侨䰘끮⸓礵渤䧭Ɤ⠛絡遤⚌务ꆄ輑ծ欰崞剪⸉ծ佟⸉遤⚌侨㶶⻊玐䏞곭⯓欰崞剪⸉62.8%侨㶶⸅Ⱆ44.8%侨㶶ⴀ遤58.8%氋䞔⸈鸟䋑㖞㛆肫侨㶶⸅Ⱆ䧭⚹倝㖞兞կ⟄ꛐꛐ⚹⢾Ⱖ䩧鸣涸⟱⚌紩弓ず⸅Ⱆㄤ䎾欽䒓〄䎂〵䌐⸔侨尢♰⟱⚌꣭⡛尲鸑ծ弓ずծ盗椚䧭劥䲿巛⸅Ⱆ佪桧㹊梡絆絉侨㶶⻊ㄤ⚌⸉侨㶶⻊䖤ⵌ欽䨪涸䎛岌雩〳կ䨔姺21䎃Q3ꛐꛐ崞駟欽䨪錞垷鴪ⵌ1.67➉➃梠嫱㟞Ɤ6.47%կ侨㶶傞去欰됮遤⚌⛲䚉꨽⴯倝♸鲮㘗⟄嫦傈⠏됮⚹⢾欰됮歏(休)㖈♧✳絁㙹䋑䊺絑畀珘膃騈銻渷薴㔵鵳♧姿的㣐幷鷳♲㔋絁㙹䋑涸䧶殜錞够姻剣勵♶秗涸鵳遤䨔姺21䎃Q3劣欰됮歏(休)欽䨪錞垷鴪ⵌ6500♰➃կꥥ满佟⸉侨㶶⻊涸䘯鸟Ꝃ䒓⚹絶䫡➃字纈⠍ⴗ魧ⵄ渤㕂㹻导霍务䗱ㄤ㕂㹻✽翫緸䎾䚉务䗱翫ざ䒓〄✫㕂㹻导霍务䗱APP⟄㕂㹻勉㪭䲀⸓导霍䊨⡲烁⥂⚡➃⥌䜂絟㼆㸝Ⰼկ♳絁⟄勻剢崞欽䨪䘯鸟㟞Ɤ䨔姺21䎃Q3鴪ⵌ3654♰➃կ21䎃9剢倝腊彂兰腊导鲨Ꝉꆀ35.7♰鳈⴯血〷倝넞Ⰼ䎃Ꝉꆀ剣劅瑲灶300♰鳈կ兰腊导鲨㼜䘯鸟䌄⸓❡⚌♳♴康〄㾝鷶姿㹊梡ⴀ遤㖞兞涸侨㶶⻊կ侨㶶⨴䐀54.2%侨㶶佟⸉59.8%兰腊导鲨22.8%侨㶶ꆄ輑72.3%⠛絡遤⚌侨㶶⻊侨㶶腊彂31.9%侨㶶欰됮14.2%侨㶶䨻❡42.5%㢊岤侨研勻彂僒錜尢滑僒錜絾ざ罌贊ぐ遤⚌侨㶶欽䨪銻渷ㄤ❡⚌侨㶶⻊玐䏞鵳遤霉⠮ 9侨䰘끮⸓礵渤䧭Ɤ♰暟涻〳侨䰘⻊僒錜雩⚹湬䱹䧴ꢂ䱹ⵄ欽侨䰘勻䒸㼋餴彂〄䮦⡲欽䲀⸓欰❡⸂〄㾝涸絑崸䕎䙖鿪〳⟄紵Ⰶ侨㶶絑崸薴殶կ侨㶶絑崸❡⚌㕃靶霃㢊㽻:兰腊絊畮兰腊緸翫导鲨兰腊㹻㾀兰腊騟歋兰腊갉盲兰䢴㾓AR/VR✻雦皾勹㗌Ꝇ5G暟翫緸㣐侨䰘➃䊨兰腊侨䰘㸝Ⰼ㛇炄㽻:䎾欽㽻:侨㶶餝暟侨㶶欰됮O2O侨㶶佅➰爢勹㔙餝欰崞剪⸉侨㶶ꆄ輑侨㶶㖑❡兰腊导鲨侨㶶⨴䐀⠛絡遤⚌侨㶶⻊侨㶶倝ꨪ(마)侨㶶갉⛙侨㶶康䧬侨㶶錠곸侨㶶鸑雴侨㶶湬乄侨㶶餴雴侨㶶倝蠒Ꝉ㖑㕃㼋菔侨㶶佟⸉侨㶶❜鸑侨㶶歏錠侨㶶⸅Ⱆ侨㶶倝㖞兞 PART2侨㶶絑崸-倝蠒Ꝉ眜 11侨䰘끮⸓礵渤䧭Ɤ絁♳欽䨪瑲灶10.3➉侨㶶蠒Ꝉ⟟⧩⳼儑氋䞔䕧ᆄ♴㕂字㢪ⴀ곸妃ㄤⴀ遤䠑䡦僈儑♴꣭湱⿿傈䌢欰崞侨㶶⻊玐䏞僈儑䲿巛2020䎃⟄勻侨㶶欽䨪錞垷䊺瑲灶10.3➉➃㔔姼絁♳侨㶶䎛デ⟟⧩ⱄ妃⳼儑կ2020䎃㖈絁侨㶶䎛デ䋑㖞錞垷⥂䭯㟞Ɤ䙖⸷鴪ⵌ4957.6➉⯋ず嫱13.5%Ⱖ⚥獴⸓畮侨㶶䎛デ䋑㖞⟧괄鴪ⵌ2688➉⯋ず嫱㟞Ɤ22.3%獴⸓畮䋑㖞⟧괄毛嫱鵳♧姿䲿巛կ10.3010.3110.3210.3210.3310.2910.3010.3210.3610.3710.3710.3610.340.19%0.10%0.10%0.00%0.10%-0.39%0.10%0.19%0.39%0.10%0.00%-0.10%-0.19%-0.5%-0.4%-0.3%-0.2%-0.1%0.0%0.1%0.2%0.3%0.4%0.5%10.2410.2610.2810.310.3210.3410.3610.382020.092020.112021.12021.32021.52021.72021.9务㕂侨㶶欽䨪錞垷(支⡙➉➃)欽䨪錞垷㟞Ɤ1546.02184.52902.73828.73694.04367.04957.641.3%32.9%31.9%-3.5%18.2%13.5%-10.0%-5.0%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%0.01000.02000.03000.04000.05000.06000.02014201520162017201820192020务㕂㖈絁侨㶶䎛デ䋑錞垷(支⡙➉⯋)䋑㖞錞垷㟞Ɤ©僒錜尢滑www.analysys.cn 12侨䰘끮⸓礵渤䧭Ɤ緸絞䪮助䘯鸟〄㾝5G餻腊♴錠곸㯮➝㣐佞䒗䕙㔐곥氋䞔⟄勻欽䨪獴⸓✽翫緸⢪欽遤⚹涸」⻊湱㼆氋䞔⵸瀊錠곸餻腊♴爢❜ㄤ獴⸓餝暟涸ⰻ㺂欰䙖䒊霃⸈鸟欽䨪⢪欽傞Ɤッ梡㟞Ɤ䙖⸷湱㼆罜鎊ず⚹俒㬛䎾欽涸獴⸓ꢓ靀ծ獴⸓康䧬涸欽䨪⢪欽傞Ɤ㖲ッ梡♴徾䙖⸷կ26.70%25.74%26.35%26.75%27.54%28.02%20.38%21.82%22.14%24.72%25.77%25.96%14.62%15.61%15.69%14.29%14.38%14.29%4.33%5.45%5.66%6.55%5.54%6.33%5.08%4.94%4.94%4.49%3.84%3.64%6.64%6.03%4.49%3.75%3.29%3.04%0%20%40%60%80%100%2020䎃1㷍䏞2020䎃2㷍䏞2020䎃3㷍䏞2020䎃4㷍䏞2021䎃1㷍䏞2021䎃2㷍䏞侨㶶鸑雴瀊錠곸Ɤ錠곸侨㶶餝暟侨㶶ꢓ靀侨㶶康䧬侨㶶ꆄ輑侨㶶갉곸侨㶶侅肫侨㶶欰崞㖑愿㼋菔侨㶶ⴀ遤侨㶶⸅ⰖⰦ㸐©僒錜尢滑www.analysys.cn2020䎃1㷍䏞-2021䎃2㷍䏞务㕂侨㶶絑崸ぐ곭㚖欽䨪⢪欽傞Ɤ毛嫱 13侨䰘끮⸓礵渤䧭Ɤ錠곸傞去ⰻ㺂⣜傊⚹桬㣢鿈䎂〵崨ꆀ䱍䱽⸂㟞䔂➢ぐ紩䎾欽欽䨪涸⢪欽傞Ɤ毛嫱勻溏5➉+APP涸欽䨪⢪欽傞Ɤッ梡♶倗㟞Ɤ䙖⸷罜尢♰紩⿺⟄♴䎾欽涸欽䨪⢪欽傞Ɤ姻㖈♶倗鄄角綫鵯邍僈劢勻桧⯓模䧭ⰻ㺂欰䙖䋒㽷涸㣢鿈䎂〵㼜䱍䱽刿㢴涸欽䨪傞Ɤ➢罜蜦䖤刿㢴涸(休)⚌鲮⻊劼⠔կ15.59%16.82%18.30%25.63%27.84%28.91%35.84%36.43%34.75%6.53%6.69%6.85%7.72%5.94%5.46%0%10%20%30%40%50%60%70%80%90%100%2020䎃2㷍䏞2021䎃1㷍䏞2021䎃2㷍䏞9➉➃+5-9➉➃1-5➉➃5尢♰-1➉➃1-5尢♰➃500♰-1尢♰➃1-500♰➃10♰-100♰➃10♰➃⟄♴务㕂侨㶶絑崸ぐ紩欽䨪錞垷APP欽䨪⢪欽傞Ɤ毛嫱ⴔ䋒©僒錜尢滑www.analysys.cn 14侨䰘끮⸓礵渤䧭Ɤ㶸ꆀ日䒢傞去康䧬ծ鲱⟝碫⟱⚌⚺㣐䌴⸈瀦侨㶶蠒Ꝉ➢ぐ遤⚌䎛デ⚺涸侨㶶䎛デ䫏佞崞駟䏞勻溏㶸ꆀ日䒢傞➿康䧬ㄤぐ鲱⟝碫⟱⚌⚺㣐䌴䏞⸈㣐蠒Ꝉ⸂䏞⟄劍蜦䖤刿㢴㹐彂ꥥ满氋䞔䕧ᆄ鷶姿綕ㄤ㕂字ⴀ遤ㄤ餝暟䠑䡦⛲鷶姿䛪㢕絾ざ歏(休)ㄤ欰崞剪⸉碫❜僒䎂〵涸䎛デ䫏佞⛲僈儑㔐军〥♧倰꬗侅肫㛆雲ծ俒⻊㬛⛙湱Ⱒ곭㚖侨㶶䎛デ䫏佞毛嫱♴徾僈儑կ©AppGrowing·僒錜尢滑侮椚www.analysys.cn17.5%17.6%8.8%6.1%13.4%4.1%6.0%6.5%11.0%7.5%1.5%康䧬ꆄ輑侅肫㛆雲爢❜㭵䛄䫡肌繠㺂假康⡞㺋2020䎃♳巾䎃侨㶶蠒Ꝉ䫏佞毛嫱TOP10遤⚌21.4%14.7%11.4%8.9%8.6%8.3%7.0%6.9%5.7%3.6%3.5%康䧬鲱⟝䎾欽俒⻊㬛⛙欰崞剪⸉絾ざ歏(休)侅肫㛆雲䫡肌繠㺂ꆄ輑剪껑ꭑ⺫匚毫⨴䐀䨻㖑❡2021䎃♳巾䎃侨㶶蠒Ꝉ䫏佞毛嫱TOP10遤⚌㶸ꆀ日䒢傞➿康䧬ծ鲱⟝碫⟱⚌⚺㣐䌴⸈瀦䎛デ䫏佞⟄✰㣫傈渤獺緃涸崨ꆀ餴彂 15侨䰘끮⸓礵渤䧭Ɤ緸ⶢ㢊呩馄歏錠ⶢ䳶爙錠곸䎂〵䕧ᆄ⸂♶倗䲿巛2021䎃♳巾䎃錠곸遤⚌侮⡤剢崞欽䨪錞垷馄9➉➃欽䨪錜溏傞ꢂ馄鵂700➉㼭傞կ➢䎂〵ⰻ㺂勻溏⠛絡歏錠ⶢ㢊呩侨ꆀず嫱♴徾34%緸ⶢ㢊呩ず嫱㟞Ɤ50%IPⶢ♳絁ꆀ⴯倝넞ⱄ妃皮霆緸絞䎂〵涸欽䨪䕧ᆄ⸂♶倗䲿巛կ©僒錜尢滑&䎛歏䚪㽷www.analysys.cn603.96640.47607.46632.26691.80653.07659.13635.36652.87649.71704.86701.33626.16431.93442.95440.51447.06459.24410.52465.25434.86447.13454.11491.14508.78509.3290.389.5115.5105.592.775.289.686.990.4102.1103.6108.0105.02020.092020.112021.012021.032021.052021.072021.09务㕂侨㶶絑崸絈ⴔ곭㚖欽䨪⢪欽傞Ɤ➉㼭傞)錠곸爢❜獴⸓餝暟