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一表列出大摩对内地网企於电商、网游、网民使用时间等各领域市场份额预测
阿思达克 11-12 12:26
就内地市监局近日发布《关於平台经济领域的反垄断指南》,潜在实行新的反垄断措施,令市场关注内地互联网企业的平台情况,摩根士丹利发表报告,列出对内地互联网企业各领域市场份额预测:

(1)电子商务(按今年成交总额(GMV)预测)市场份额

股份│内地电务市场份额

阿里巴巴(09988.HK)│59%

京东(09618.HK)│20%

拼多多│13%

(2)网游(按今年收入预测)

股份│内地网游市场份额

腾讯(00700.HK)│61%

网易(09999.HK)│18%

(3)餐饮外卖(按今年整体交易额预测)

股份│内地餐饮外卖市场份额

美团(03690.HK)│65%

阿里巴巴│35%

(4)搜寻(按2019年流量预测)

股份│内地搜寻市场份额

百度│67%

搬狐│19%

神马│7%

(5)音乐(按2019年收入预测)

股份│内地音乐市场份额

腾讯音乐│71%

网易│20%

(6)线上阅读(按月活跃用户人数预测)

股份│内地线上阅读市场份额

阅文集团(00772.HK)│50%

(7)线上旅游代理(OTA,Online Travel Agency)(按去年订房量计)

股份│内地线上旅游代理市场份额

美团│49%

携程│26%

同程艺龙(0780.HK)│14%

(8)视频(按2019年收入预测)

股份│内地)视频市场份额

爱奇艺│36%

腾讯│33%

阿里巴巴│18%

(9)云-基础设施即服务(IaaS,按今年上半年收入计)

股份│云-基础设施即服务市场份额

阿里巴巴│43%

腾讯│12%

中电信(00728.HK)│9%

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大摩亦列出内地互联网企业於今年9月获网民使用时间的市场份额预测:

今年9月获内地网民使用时间的市场份额预测

股份│今年9月网民使用时间的市场份额

腾讯│41%

字节跳动│15%

阿里巴巴│7%

百度│9%

其他│28%

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