《專題》研究機構對中國去年第三方移動支付交易規市佔率預測(表)
據艾瑞諮詢(iResearch)調研報告，列出對中國去年第三方移動支付交易規模市佔率預測，指出中國第三方支付市場已形成由螞蟻集團(06688.HK)(688688.SH)旗下支付寶、騰訊(00700.HK)旗下財付通兩大巨頭佔據絕對優勢，轉向產業端尋求新的增量市場成為其他支付機構的關鍵突破點：
支付公司│2019年中國第三方移動支付交易規市佔率預測
螞蟻旗下支付寶│54.4%
騰訊(00700.HK)旗下財付通│39.4%
中國平安(02318.HK)旗下壹錢包│1.5%
京東支付│0.8%
聯動優勢│0.7%
快錢│0.6%
字節跳動旗下易寶│0.5%
銀聯商務│0.4%
蘇寧(002024.SZ)旗下蘇寧支付│0.2%
來源：綜合企業及專家訪談、艾瑞統計模型核算
===========================
據益普索發表2019年第三季中國第三方移動支付用戶研究報告：
-據工信部資料，截至去9月底中國移動互聯網用戶15.98億戶
-中國手機上網用戶13.04億戶，估算移動支付用戶規模10.5億戶
-在16歲至59歲消費主體中，中國移動支付用戶8.5億元，佔比81%
-推算中國第三方移動支付年交易規模199.39萬億人民幣，年交易筆數1.22萬億(+4.6%)
-分攤單次交易，筆均金額163元人民幣，人均每天支付約4筆
-日常開銷計，中國第三方支付完成佔比增至61%(移動支付佔比49%)
------------------------------------------
-騰訊旗下財付通及螞蟻旗下支付寶成雙巨頭競爭優勢
-財付通及支付寶共同滲透率93.8%，兩公司各自滲透率92.4%及72.1%
-騰訊旗下財付通在個人類交易支付優勢穩固，社交支付優勢明顯，財付通在個人類交易場景以交易額及筆數計的支付佔比各48%及59%，對比支付寶各為39%及32%
-螞蟻旗下支付寶在網購支付具領先優勢巨大，交易金額及筆數佔比各61%及59%，財付運分別為30%及32%
益普索列出2019年第三季中國第三方移動支付公司滲透率預測
支付公司│用戶透率預測│交易金額佔比預測
騰訊(00700.HK)旗下財付運│92.4%│46%
螞蟻旗下支付寶│72.1%│43%
銀聯雲閃付│27.2%│6%
----------------------------
京東錢包│17.9%
翼支付│10.6%
Apple pay│8.1%
華為pay│8%
移動和包支付│6.1%
百度旗下度小滿錢包│5.1%
蘇寧(002024.SZ)旗下蘇寧支付│4.9%
易寶支付│2.1%
平安(02318.HK)旗下壹錢包│1.5%
拉卡拉(300773.SZ)│1.4%
快錢│1.1%
聯動優勢│0.8%
#益普索料京東錢包至聯動優勢以上公司佔中國第三方移動支付的交易金額共5%
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
