友盟：疫情后的新世界：消费恢复趋势观察.pdf

1、HELLO WORLD ? ? 2020.05 ? ? ? ? ? ? ? ? ? ? ? ? ?+? ? ? ?8? ? ? ? ?2019?12? ? 2020?5? ?+? ?2019?12? ?100%? ?100%? ? ? PART 1 PART 2 ? ? ? ? ? PART 1 ? ? ? ? APP? ? ?30+% 0% 50% 100% 150% 200% 250% 495051521234567891011121314151617181920 ?APP? 12?1?2?3?4?5? 2019?2020? 0% 50% 100% 150% 200% 250% 12?1?

2、2?3?4?5? ? ? ? ?APP? ? ? ? ? ? ? ? ? ? ? ? ? 0% 50% 100% 150% 200% 12?12?1?2?3?3?4? ? ? - ? ? ? ? ? ? ? ? ? ? 0% 50% 100% 150% 200% 250% ? ? 0% 50% 100% 150% 200% 250% ? ? ? ?/?/? ? ?/?/? ? ? ?4?6? ? ? 0% 50% 100% 150% 200% ? ? ? - ? ? 248% 205% 203% 189% 188% 160% 106% 39% ? ? ? ? ? ? ? ? 4?6? ? ?

3、? ?APP? ? 0% 50% 100% 150% 495051521234567891011121314151617181920 ?APP - ? 12?1?2?3?4?5? 2019?2020? ? ? ? ? 0% 50% 100% 150% 200% 12?12?1?2?3?3?4? ? ? - ? ? ? ? ? ? ? ? ?2020?APP? 4?5?30%? ?APP ? ? 201812 201901 201902 201903 201904 201905 201906 201907 201908 201909 201910 201911 201912 202001 202

4、002 202003 202004 202005 2020?2019? 2020?1-5?APP?2019? -20% -10% 0% 10% 20% 30% 1?2?3?4?5? ? ? APP?/? ? ? 0% 50% 100% 150% 12?12?2?3?3?4?4? ? ? - ? ? ? ? ? 0% 50% 100% 150% 495051521234567891011121314151617181920 ?APP - ? 12?1?2?3?4?5? 2019?2020? ? ? ? ? ? ? ? ? ? ? ? ? 0% 50% 100% 150% ? ? 0% 50% 1

5、00% 150% ? ? ?/? - ? - ? ? ? ? 0% 50% 100% 150% 200% 12?12?1?2?3?3?4? ? ? - ? ? ? ? ? ? ?1? ? 3?27? 1000?200?3? ? 3?50%? ?4?4?-6? ?9? ? ? 0% 50% 100% 150% 200% 12?12?1?2?3?3?4? ? ? - ? ? ? ? ? 0% 50% 100% 150% 200% 12?12?1?2?3?3?4? ? ? - ? ? ? ? ? ? 0% 50% 100% 150% 495051521234567891011121314151617

6、181920 ?APP - ? 12?1?2?3?4?5? 2019?2020? ? ? ? ? ? ?4S? ? ? ? 2?APP? 0% 50% 100% 150% 200% 495051521234567891011121314151617181920 ?APP - ? 12?1?2?3?4?5? 2019?2020? ? 0% 50% 100% 150% 495051521234567891011121314151617181920 ?APP - ? 12?1?2?3?4?5? 2019?2020? ?