全球领先的新经济产业第三方数据挖掘与分析机构
关于“优刻得”的报告
艾媒研报|优刻得(UCloud):夹缝中谋成长,机遇挑战并存
本报告研究涉及企业/品牌/案例:优刻得、华为、腾讯、盛大、亚马逊、阿里巴巴、紫光华山科技有限公司、电信、浪潮集团有限公司、曙光信息产业股份有限公司、北明软件股份有限公司、北京北明伟业科技有限公司、鹏博士电信传媒集团股份有限公司
iiMedia Research(艾媒咨询)数据显示,2018年全球云计算市场规模达3058亿美元,同比增长17.52%,其中,公有云市场规模增长到1392亿美元,同比增长25.41%,预计2019年全球公有云市场规模将达到1710亿美元。相比全球市场,中国云计算市场规模仍较小,行业整体发展速度依然保持在较高水平,优刻得作为中国云服务商第二梯队企业,享受着行业发展快速增长带来的红利,其2018年营业收入高达118,743.32万元,同比增长41.39%,毛利46,878.79万元,同比增长53.08%。虽然优刻得已实现盈利,但营收过分依赖公有云业务的问题依然较为突出,在公有云市场竞争不断加剧的情况下,公司要对抗头部厂商的低价竞争策略,盈利不确定性增强。艾媒咨询分析师认为,优刻得较头部厂商存在一定差距,发展仍面临诸多挑战,但其第三方中立属性以及较强的定制化服务能力在垂直细分领域的竞争优势也不容忽视。
According to iiMedia Research, the global cloud computing market in 2018 reached US$305.8 billion, up 17.52% year-on-year. Among them, the size of the public cloud market grew to US$139.2 billion, up 25.41% year-on-year. It is estimated that the global public cloud market will reach US$171 billion in 2019. Compared with the global market, China's cloud computing market is still small, and the overall development speed of the industry remains at a relatively high level. As the second echelon enterprise of China's cloud service providers, UCloud enjoys the dividends brought by the rapid growth of the industry. Its business income in 2018 reached 118,743.32 million yuan, an increase of 41.39%, gross profit of 46,878.79 million yuan, an increase of 53.08%. Although UCloud has achieved profitability, the problem of excessive dependence on public cloud business is still prominent. With the increasing competition in the public cloud market, the company has to confront the low-price competition strategy of the head manufacturer, and the uncertainty of profitability has increased. iiMedia Consulting Analysts believe that there is a certain gap between the top manufacturers and the top manufacturers, and there are still many challenges in the development. However, the third-party neutrality and strong customized service capabilities can not be ignored in the field of vertical segmentation.艾媒报告 |2019中国水果市场运行大数据与投资分析报告
本报告研究涉及企业/品牌/案例:盒马生鲜,美菜网,易果生鲜,本来生活,顺丰优选,天天果园,我买网,来三斤,宋小菜,京东到家,美团,叮咚买菜,苏宁生鲜,1号店,喵鲜生,亚马逊国际生鲜馆,阿里巴巴,饿了么,安鲜达,天猫生鲜,欧尚,大润发,联华超市,三江购物,新华都,淘咖啡,高鑫零售,腾讯,沃尔玛,超级物种,谊品生鲜,永辉超市,逸刻新零售,华润万家,7fresh
水果价格上涨带动了中国网民对水果相关资讯的讨论,艾媒商情舆情数据监测系统显示,2019年夏季,广东地区对水果的讨论热度占居全国第一。近几年中国水果产量不断增加,陕西、广西、广东等省份的水果种植面积超过1000万亩;同时,进口水果的贸易额也在不断提高。2018年,中国水果进口额较高的国家分别是智利(24.0%)、泰国(23.9%)、菲律宾(10.5%)、越南(10.4%)和新西兰(6.4%),进口额较高的水果分别是樱桃(18.7%)、榴莲(15.7%)、香蕉(12.9%)、提子(8.4%)和橙(6.2%)。中国水果产业发展推动了产业链的进一步完善,形成了如每日优鲜、京东到家等水果配送业务,水果生鲜产业得到阿里、腾讯、京东等互联网巨头关注,开始了投资和布局。
The rise in fruit prices has led to discussions among Chinese netizens about fruit-related information. The Aibu business sentiment data monitoring system shows that in the summer of 2019, the discussion on fruit in Guangdong ranked first in the country. In recent years, China's fruit production has been increasing, and the fruit planting area in Shaanxi, Guangxi, Guangdong and other provinces has exceeded 10 million mu. At the same time, the trade volume of imported fruits is also increasing. In 2018, the countries with higher Chinese fruit imports were Chile (24.0%), Thailand (23.9%), Philippines (10.5%), Vietnam (10.4%) and New Zealand (6.4%). The higher imported fruits were cherries (18.7%), durian (15.7%), banana (12.9%), raisins (8.4%) and orange (6.2%). The development of China's fruit industry has promoted the further improvement of the industrial chain, forming fruit distribution business such as daily fresh and Jingdong home. The fruit fresh food industry has attracted attention from Internet giants such as Ali, Tencent and Jingdong, and has started investment and layout.艾媒咨询 | 2023年中国备孕人群互联网行为与消费洞察报告
中国“三孩”政策以及各类辅助生殖技术的快速发展,为中国备孕产业带来了良好的市场环境和发展机遇。基于人们对优生优育的重视,适育男女备孕已经成为一个新常态。iiMedia Research(艾媒咨询)数据显示,备孕人群高度重视全面健康管理,其在备孕阶段普遍关注营养补充、作息调理及孕产知识等相关知识;在备孕信息信赖来源方面,备孕人群更倾向从专业人士处获取相关信息,医生和母婴专业媒体编辑高达77.0%和61.1%;在商品消费决策方面,62.5%的备孕人群消费支出超过备孕前,新增消费品中,孕前检查和备孕保健品占比前二,在品牌选择的决策影响上,75.7%的备孕人群聚焦在母婴APP上了解产品和品牌,而在单一品牌的搜索上表现较为分散,占比前二的分别是抖音和小红书。备孕需求下,用户会使用多个APP,81.4%的备孕用户使用母婴APP,核心需求是学习备孕知识和记录身体信息;38.8%的备孕用户使用女性健康APP来记录经期;38.4%的备孕用户会使用短视频平台,核心需求是搜索备孕品牌、购买备孕产品。26.8%的备孕用户使用内容社区平台搜索单一品牌口碑、交流备孕经历。
China's "three-child" policy and the rapid development of various types of assisted reproductive technologies have brought favorable market environment and development opportunities for China's pregnancy preparation industry. Based on people's emphasis on eugenics, it has become a new normal for fertile men and women to prepare for pregnancy. iiMedia Research's data shows that people who prepare for pregnancy attach great importance to comprehensive health management, and they generally pay attention to nutritional supplements, work and rest regimen, and pregnancy and childbirth knowledge during the stage of preparing for pregnancy; in terms of the trusted sources of information on preparing for pregnancy, people who prepare for pregnancy are more inclined to obtain relevant information from professionals, with doctors and editors of mother and baby professional media reaching 77.0% and 61.0% respectively. In terms of trusted sources of information on pregnancy preparation, pregnant people are more inclined to get relevant information from professionals, with doctors and editors of mother and baby professional media reaching 77.0% and 61.1% respectively; in terms of decision-making on consumption of commodities, 62.5% of pregnant people's consumption expenditures exceed those of the pre-pregnancy period, and pre-pregnancy checkups and pregnancy-pregnancy healthcare products account for the top two of the newly added consumer goods, and in terms of decision-making on brand choices, 75.7% of the pregnant people are focusing on mother and baby APPs to learn more about the products and brands, and in terms of searching for a single brand The performance is more decentralized, and the top two share are Jitterbug and Xiaohongshu respectively. Under the demand of pregnancy preparation, users will use multiple APPs. 81.4% of pregnant users use mother and baby APPs, and their core demand is to learn about pregnancy preparation and record body information; 38.8% of pregnant users use women's health APPs to record menstruation; 38.4% of pregnant users use short-video platforms, and their core demand is to search for pregnancy preparation brands and buy pregnancy preparation products.26.8% of pregnant users use content community platforms to search for single brand reputation and exchange pregnancy preparation experiences.
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