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2、.4% 3.3% 3.8% 4.0% 4.5% 5.0% 9.0%9.0% 7.9% 7.5% 7.1% 7.9% 7.0% 7.2%8.2% 7.4% 12.0% 10.9% 10.7% 10.6% 11.7% 11.7% 12.3% 13.5% 16.2% 17.8% 28.3% 29.8% 30.6% 27.6%27.1% 2018Q42019Q12019Q22019Q32019Q4 (Aurora Mobile, NASDAQ: JG) 2018.10-2019.12 2019Q427.1% 6 5.0% JIGUANG Confidential. All Rights Reserve
3、d. 7 864.4% 1000.3% 1353.6% 1626.2% 1882.9% 2916.3% 3017.0% 5317.0% 14648.7% 42248.3% 0.0%20000.0%40000.0% 1.2% 0.4% 2.3% 0.5% 0.5% 0.5% 0.9% 1.8% 2.9% 11.2% 0.0%5.0%10.0%15.0% 201912 (Aurora Mobile, NASDAQ: JG)2018.122019.12 *=-/ 201812==1000app 40020191211.2% app146 19120.5% JIGUANG Con
4、fidential. All Rights Reserved. 8 724.7% 803.6% 986.8% 1679.6% 1791.0% 1821.7% 1935.5% 1951.5% 2213.5% 76952.8% 210.0 50.2 57.5 78.0 76.9 196.7 43.8 125.6 71.6 4794.4 02000400060008000 x 10000 201912 DAU() (Aurora Mobile, NASDAQ: JG)2018.122019.12 *DAU=DAU-DAU/DAU 201812DAU=20000201912DAU=1000app DA
5、UDAU DAUDAU769 201912DAU71.6 201912DAU125.619 JIGUANG Confidential. All Rights Reserved. 9 1.8% 2.0% 2.4% 2.7% 3.4% 3.4% 4.4% 6.5% 6.9% 11.2% WiFi 201912 (Aurora Mobile, NASDAQ: JG)2019.12 201812=50%app JIGUANG Confidential. All Rights Reserved. 2019Q448% 45.8%46.8%47.3%47.3% 48.0% 54.2%53.2%52.7%52
6、.7% 52.0% 2018Q42019Q12019Q22019Q32019Q4 69.7% 65.5% 63.7% 67.8% 67.1% 57.9%57.7% 61.6%61.7%61.8% 2.5% 2.5%2.6%2.6%2.8% 0.3%0.3%0.4%0.6% 0.8% 2018Q42019Q12019Q22019Q32019Q4 19 JIGUANG Confidential. All Rights Reserved. 20 LOFTERLOFTER 9500 LOFTER9500 20191125LOFTER88% 87.1% JIGUANG Confidential. All
7、 Rights Reserved. 21 95950000 LOFTER25 JIGUANG Confidential. All Rights Reserved. 22 LOFTERLOFTER LOFTER9500 JIGUANG Confidential. All Rights Reserved. 03 24 67.8% 68.9%69.0% 70.0% 72.5% 73.9% 75.6% 0 100000 200000 300000 400000 500000 600000 700000 800000 900000 1000000 0% 10% 20% 30% 40% 50% 60% 7
8、0% 80% 90% 200001912 20191275.6% JIGUANG Confidential. All Rights Reserved. (Aurora Mobile, NASDAQ: JG) 2018.12-2019.12 25 (Aurora Mobile, NASDAQ: JG)2018.122019.12 JIGUANG Confidential. All Rights Reserved. app 4.320191210.5% TV 124.4 113.5 47.0 30.6 13.9 5.2 5.0 3.
9、5 2.1 1.8 0.3% 0.7% 2.5% 0.1% 4.3% 2.5%50.1% 48.0% 29.8% 10.5% 8.6% 3.6% 2.9% 2.9% 2.4% 1.5% 26 18 65.0% JIGUANG Confidential. All Rights Reserved. 73.3% 76.3% 72.9% 77.6% 80.6% 76.7% 65.0% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 90.00% 100.00% 0 1E+13 2E+13 3E+13 4E+13 5E+13 6
10、E+13 7E+13 8E+13 200001912 (Aurora Mobile, NASDAQ: JG) 2018.12-2019.12 27 0.2% 0.6% 0.5% (Aurora Mobile, NASDAQ: JG)2018.122019.12 JIGUANG Confidential. All Rights Reserved. 69.0 33.5 21.9 10.6 7.4 7.3 6.8 5.6 5.6 4.8 28.3% 61.2% 0.7% -18.9% 32.6%35.3% -26.9%-28.3% 2
11、5.9% 201912 16.6% 10.6% 10.4% 5.5% 4.6% 3.9% 2.5% 2.3% 2.1% 2.1% 28 (Aurora Mobile, NASDAQ: JG) 2018.12-2019.12 + JIGUANG Confidential. All Rights Reserved. 63.2% 63.5% 66.6% 67.9% 70.3% 72.8%72.7% 0 50000 100000 150000 200000 250000 300000 350000 400000 0% 10% 20% 30% 40% 50% 60% 70% 80% 2018122019
12、0220001912 29 279.6 138.6 43.8 19.2 7.4 4.6 2.4 2.3 2.2 0.7 25.3% 94.0% 19.4% -16.1%-15.7% 37.3% -4.0% 109.0% -29.5% 4.0% 201912 (Aurora Mobile, NASDAQ: JG) 2018.122019.12 JIGUANG Confidential. All Rights Reserved. 7.7%60.8% 12 3.0%10 0.2% 0.4% 1.3% 0.4% 5.5% 16.8% 7.7% 60.8% 4
13、6.1% 29.7% 13.9% 9.4% 5.5% 3.0% 2.1% 2.0% 1.5% 30 (Aurora Mobile, NASDAQ: JG) 2018.12-2019.12 JIGUANG Confidential. All Rights Reserved. 8.6% 9.0% 9.8% 10.6% 11.5% 12.6% 12.5% 0.00E+00 2.00E+01 4.00E+01 6.00E+01 8.00E+01 1.00E+02 1.20E+02 1.40E+02 0% 2% 4% 6% 8% 10% 12% 14% 16% 2001904201
14、9062001912 31 15.18 2.59 1.20 0.11 0.06 0.06 0.03 0.03 (Aurora Mobile, NASDAQ: JG) 2018.122019.12 JIGUANG Confidential. All Rights Reserved. 0.02% 0.06% 0.83% 0.12% 3.32% 32 JIGUANG Confidential. All Rights Reserved. 10%-15% 11 GMV1172% B2B 2BB B2B 33 201912 7.9% JIGUANG Confidential. All
15、 Rights Reserved. 5.2% 5.3% 5.8% 6.2% 7.0% 7.5% 7.9% 0 2000 4000 6000 8000 10000 12000 14000 16000 18000 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% 7.0% 8.0% 9.0% 10.0% 200001912 x 10000000 (Aurora Mobile, NASDAQ: JG) 2018.12-2019.12 34 0.1% 0.1% 0.1% 0.1% 0.6% 0.2% 0.5% 0.7
16、% 0.8% 251.0 171.3 150.9 66.5 59.0 22.3 20.2 19.1 19.0 15.3 84.8% 181.0% 56.0% 345.1% 0.3% 95.4%101.0% -4.9% 25.4%31.7% 201912 (Aurora Mobile, NASDAQ: JG) 2018.12201912 JIGUANG Confidential. All Rights Reserved. O2O1912 2.4%1.7% 0.6%3DAU 2.4% 1.7% 1.5% 0.9% 0.8% 0.3% 0.3% 0.2% 0.2% 0.2% 35 (Aurora M
17、obile, NASDAQ: JG) 2018.12-2019.12 JIGUANG Confidential. All Rights Reserved. 200001912 36 52.3 10.4 9.7 8.4 2.5 2.4 2.3 1.6 1.3 0.4 41.3% -1.2% 92.9%99.4% 23.8% -26.7% 5.5% 333.4% 1.2% 42.0% 201912 (Aurora Mobile, NASDAQ: JG) 2018.122019.12 JIGUANG Confidential. All
18、 Rights Reserved. 201934.5%2.4% luckin coffee app 0.0% 1.0% 0.5% 0.4% 0.7% 2.4% 34.5% 10.5% 9.0% 6.6% 2.9% 2.6% 1.7% 1.0% 1.0% 0.8% 37 (Aurora Mobile, NASDAQ: JG) 2018.12-2019.12 3102019 JIGUANG Confidential. All Rights Reserved. 200001912 38 297.4 100.1 52.3 27.0 19
19、.4 12.6 7.4 26.4% -4.1% 11.3%12.9%18.6% 176.9% 8.4% 201912 (Aurora Mobile, NASDAQ: JG) 2018.122019.12 JIGUANG Confidential. All Rights Reserved. app2.79% DAU12.6176.9% 0.14% 0.17% 0.08% 0.01% 0.14% 0.62% 39 0% 0% 0% 1% 1% 1% 1% 1% 2% 2% 2% 200001912 (Aurora Mobile, N
20、ASDAQ: JG)2018.12-2019.12 2019Q40.79% 33.9% JIGUANG Confidential. All Rights Reserved. 40 app MAU 83.3%8.8% Q4 MAUapp 201910-12MAU (Aurora Mobile, NASDAQ: JG)2019.10-2019-12 JIGUANG Confidential. All Rights Reserved. 83.3% 8.8% 2.7%2.5% 2.7% 8.8% 41 39.3% 34.6%33.0% 15.0% 8- 1062.054.1 39.3% 2019 ap
21、papp201910-12 &(Aurora Mobile, NASDAQ: JG)2019.12-2020.01 JIGUANG Confidential. All Rights Reserved. 38.5 47.6 51.9 56.2 57.1 59.7 59.9 62 1-10110app8-10 *100 42 (Aurora Mobile, NASDAQ: JG) 2018.12-2019.12 32019 JIGUANG Confidential. All Rights Reserved. 200001912 43
22、 1152.1 78.5 76.4 -5.7%-13.5% 5044.9% 201912 (Aurora Mobile, NASDAQ: JG) 2018.122019.12 JIGUANG Confidential. All Rights Reserved. 5813.4%58 1912DAU76.450 0.89% 0.40% 44 58 202058 JIGUANG Confidential. All Rights Reserved. 584.5 58VR 58 30 45 20191112 17.7% JIGUANG Confidential. All Rights Reserved.
23、 10.3% 9.9% 11.0% 12.4% 13.7% 17.8% 17.7% 0.0% 5.0% 10.0% 15.0% 20.0% 0 2E+11 4E+11 6E+11 8E+11 1E+12 1.2E+12 1.4E+12 200001912 (Aurora Mobile, NASDAQ: JG) 2018.12-2019.12 46 807.2 377.5 328.5 178.9 122.2 66.4 66.0 53.5 26.8 24.0 34.7% 81.2% -42.5% -18.5% 12.4% -60.2
24、% -49.7% 201912 (Aurora Mobile, NASDAQ: JG)2018.122019.12 JIGUANG Confidential. All Rights Reserved. 198 126.1%Keep0.70% DAU 0.04% 0.04% 0.16% 0.08% 0.23% 0.70% Keep 6.1% 3.8% 1.2% 1.0% 0.9% 0.7% 0.7% 0.5% 0.4% 0.3% 04 App App top 100 48 top 100 appstop 100 apps1/21/2 JIGUANG Confidential. All Rights Reserved. 12 49 top 100 appstop 100 apps2/22/2 JIGUANG Confidential. All Rights Reserved. 12 50 1 1(Aurora Mobile, NASDAQ:JG) iAPP 23 2 : 2019 15 3070 3 4 JIGUANG JIGUANGJIGUANG JIGUANG JIGUANG 5 6 JIGUANG 51 52