2011
2012.1
www.iresearch.com.cn
iAdTracker
iUserTracker
2011
2
2011
2011
2011
12
2010.102011.10
.
SourceiUserTracker140
2011
12
2010.102011.10
.
SourceiUserTracker500
2011
1UV
2 12
3 iUserTracker
6
SourceiUserTracker
2011
20111-11
3
2
20111-11Top10
3.2
2.4
2.3
1.5
1.5
1.3
1.1
1.1
1.0
1.0
0.0
0.5
1.0
1.5
2.0
1-11
2.5
3.0
3.5
SourceEcommercePlus. 2011.1120
2012.1 iResearch Inc.
www.iresearch.com.cn
2011
2011
-2011
2011
2011
2011
2011
2011
2011
2011500
2011511.957.3%
2006-2015
2800
48.4%
74.6%
54.5%
60.4%
2100
22.0%
56.9%
57.3%
33.2%
35.4%
31.3%
1873.2
1427.0
1400
1071.0
790.9
700
511.9
60.7
106.0
170.0
2006
2007
2008
207.4
325.5
2009
2010
2011e
2012e
2013e
2014e
2015e
Source:
2012.1 iResearch Inc.
www.iresearch.com.cn
10
2011
2011
453.6724.4
2002-2012
2500
2000
790.9
1500
511.9
325.5
1000
500
256.0
60.5
312.6
188.5
243.0
230.7
231.0
255.0
291.5
2002
2003
2004
2005
2006
355.3
404.0
106.0
322.2
443.0
170.0
360.9
480.6
207.4
392.0
519.9
2007
2008
2009
421.8
619.2
453.6
724.4
2010
2011e
478.6
861.3
2012e
Source:
.
2012.1 iResearch Inc.
www.iresearch.com.cn
11
2011187.8
2011187.870.2%
40%
2006-2015
1200
47.9%
108.6%
73.4%
38.5%
58.5%
70.2%
54.6%
50.4%
44.9%
43.7%
909.5
900
632.8
600
436.7
290.3
300
50.3
69.6
110.4
13.9
29.0
2006
2007
2008
2009
2010
187.8
2011e
2012e
2013e
2014e
%
2015e
: .
Source:
2012.1 iResearch Inc.
www.iresearch.com.cn
12
2011Q4
2011Q470.2%56.8
2010Q1-2011Q4
90
55.9%
46.6%
40.9%
3.2%
57.6%
69.5%
15.4%
7.6%
60
71.1%
-2.2%
64.8%
35.8%
74.2%
21.9%
70.2%
54.0
5.1%
56.8
2011Q3e
2011Q4e
44.3
30
31.0
26.9
33.4
32.6
2010Q4
2011Q1e
19.1
0
2010Q1
2010Q2
2010Q3
2011Q2e
: .
Source:
2012.1 iResearch Inc.
www.iresearch.com.cn
13
2011
2010-2011
180%
120%
60%
0%
2011
57.3%
2010
56.9%
2010
SourceiAdTrackar
2012.1 iResearch Inc.
www.iresearch.com.cn
14
2011
2011
2011
2011
2011
2011
15
2013500
2011413.8201017.5%
2003-2013
800
44.1%
66.5%
600
34.0%
60.0%
63.6%
24.9%
17.5%
12.3%
8.3%
67.4%
352.1
400
413.8
464.8
503.2
281.9
210.4
200
20.0
33.3
48.0
2003
2004
2005
76.8
125.7
0
2006
2007
2008
2009
2010
2011e
2012e
2013e
1
2
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
16
100%
2003-2013
6.5%
8.4%
5.2%
3.6%
7.8%
6.0%
3.1%
5.9%
6.2%
80%
6.0%
9.4%
6.6%
11.6%
11.9%
12.0%
7.9%
8.7%
60%
40%
93.5%
91.6%
94.8%
96.4%
91.1%
90.4%
86.9%
82.8%
78.7%
76.2%
74.0%
2008
2009
2010
2011e
2012e
2013e
20%
0%
2003
2004
2005
2006
2007
(%)
12011413.8
2
3
Source:
2012.1 iResearch Inc.
www.iresearch.com.cn
17
2011
18
2011
2011
2011
2011
2011
2011
19
2012
201162.799.9%;
2012
2009-2014
400
78.1%
99.9%
101.5%
41.8%
300
25.6%
225.0
179.1
200
126.3
100
17.6
31.4
62.7
0
2009
2010
2011e
2012e
2013e
2014e
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
20
2012
201142.598.1%
2009-2014
300
98.1%
114.9%
57.7%
39.2%
200
27.5%
162.0
127.1
91.3
100
13.6
21.5
2009
2010
42.5
2011e
2012e
2013e
2014e
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
21
201167.8%
13.1%
2009-2014
100%
11.4%
80%
5.7%
21.4%
15.7%
10.8%
9.8%
9.2%
14.3%
16.8%
16.4%
6.4%
13.1%
68.4%
67.8%
72.3%
71.0%
72.0%
2010
2011e
2012e
2013e
2014e
60%
40%
77.3%
20%
0%
2009
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
22
2011
23
2011
2011
2011
2011
2011
2011
24
20117.046.4%
B2B131.035.1%
770067.8%
170061.3%
25
20117
20117.0201046.4%
2011B2B20101.7
0.6
2008-2015
2011
50
23.0%
40
32.4%
11.0%
30
2.4%
26.5
19.7
20
B2B
48.9%
14.4
10
2.9
3.6
4.8
2008
2009
2010
7.0
9.8
B2B
37.7%
0
2011e 2012e 2013e 2014e 2015e
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
26
2011B2B131
2011B2B131.035.1%
2011
2007-2015B2B
500
47.4%
32.9%
18.8%
400
2011B2B
25.2%
1.3%
1.6%
367
285
300
220
200
170
97
42
55
66
3.4%
0
2007
2008
2009
48.9%
3.3%
131
100
1.6%
2010
3.5%
11.1%
1B2BB2B2
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
27
2011
20117735.6
2011Q42369.820.0%47.1%
40000
30000
2006-2015
112.9% 128.8% 105.2%
0.3% 0.6%
2010Q1-2011Q4
75.3% 67.8%
53.1% 32.5% 28.3%
26.8%
4.3% 5.3%
6.5% 7.7%8.6%
20000
74.6%
0.5%
9.3%
3000
25510
20125
91.5%
2000
15689
1620
1771
73.4%
11.5%
47.1%
20.0%
2370
1975
11840
10000
7736
263
560 1282
2630
1000
4610
0
2006 2007 2008 2009 2010 2011e2012e2013e2014e2015e
%
%
2011Q1e
2011Q2e
2011Q3e
2011Q4e
%
%
B2CC2C
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
28
2011B2C
2011B2C1791.120%
2009-2015
7.8%
13.7%
23.2%
29.8%
33.8%
37.8%
2011
40.7%
26.5%
41.4%
92.2%
86.3%
76.8%
70.2%
66.2%
62.2%
59.3%
3.0%
2009
2010
2011e
2012e
C2C%
2013e
2014e
2015e
3C
24.2%
4.9%
B2C%
20117735.6C2C5944.5B2CB2C1791.1
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
29
2011
20111.87PC41.6%
2009-2015
60000
50000
31.5%
36.0%
35.8%
46.8%
41.6%
26.4%
21.8%
40000
54.7%
51.2%
18.1%
16.7%
58.2%
15.6%
36300
31400
30000
22770
26900
18700
20000
14800
10900
10000
0
2009
2010
2011e
2012e
%
2013e
2014e
2015e
PC%
PC
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
30
2010
2011
30200
9.36
33.6
7050
181
497
3
300
7LV
300
15.5%
4000
1
3000
2000
11
38
168
451
2010.11.11
2011.11.11
1000
100
43.8%
3.0%
6.8%
8.4%
3C
11.0%
11.4%
31
20111673
2011167320101037
61.3%
2008-2015
8000
35.0%
7000
58.0%
61.3%
51.2%
37.2%
32.0%
5900
6000
5000
4580
4000
3470
3000
2530
1673
2000
1000
28.8%
486
657
2008
2009
1037
0
2010
2011e
2012e
2013e
2014e
2015e
Call Center
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
32
2011196
201151159.5
196
20115-11
14
13.2%
12
22.2%
21.9%
11.6%
10.4
9.3
10
9.4%
10.6
9.7
7.7
8
6
-6.9%
5.5
6.3
4
2
0
5
7
8
9
10
%
11
122011
196
SourceEcommercePlus. 2011.1120
2012.1 iResearch Inc.
www.iresearch.com.cn
33
2012
34
2011
2011
2011
2011
2011
2011
35
2012
2011393.1201097.5%
2006-2015
6000
97.5%
42.3%
42.2%
-12.8%
4500
16.5%
148.3%
85.2%
55.9%
50.9%
4252.7
2818.8
3000
1807.6
1500
96.8
84.4
120.1
170.8
199.0
2006
2007
2008
2009
2010
393.1
976.2
2011e
2012e
2013e
2014e
2015e
2011Q4
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
36
201129.2%
2011
201129.2%2012
100%
2006-2015
1.9%
0.6%
7.2%
0.1%
4.1%
1.4%
11.8%
0.9%
80%
7.3%
4.4%
6.3%
5.3%
10.8%
10.5%
1.5%
3.1%
6.0%
12.9%
11.2%
60%
40%
10.4%
90.0%
80.8%
74.9%
4.2%
6.5%
7.4%
6.2%
6.7%
9.9%
29.2%
6.0%
5.7%
6.5%
5.7%
4.9%
5.8%
4.8%
4.5%
63.2%
66.9%
71.7%
19.2%
15.4%
12.5%
2013e
2014e
2015e
5.2%
57.1%
73.8%
58.3%
20%
46.5%
25.0%
0%
2006
2007
2008
2009
2010
2011e
2012e
: 2011376.3
Source:
2012.1 iResearch Inc.
www.iresearch.com.cn
37
3.38
20113.3811.6%
2012
2008-2015
10
97.5%
30.0%
11.6%
21.6%
19.7%
16.1%
24.7%
7.12
5.71
4.92
4.11
3.03
3.38
2.33
2
1.18
0
2008
2009
2010
2011e
2012e
2013e
2014e
%
2015e
;
Source20062010CNNIC
2012.1 iResearch Inc.
www.iresearch.com.cn
38
201124.2101.7%
2006-2015
320
100.0% 341.7%
69.8%
33.3%
101.7%
161.2%
62.5%
57.0%
52.0%
245.0
240
161.2
160
102.7
63.2
80
0.6
1.2
2006
2007
5.3
9.0
12.0
2008
2009
2010
24.2
2011e
2012e
2013e
2014e
%
2015e
2011Q4
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
39
2011
2011
2011
2011
2011
2011
40
2011
22038118.1%;
4811.9
101
41
20112
201122038118%
2006-2015
150000
120000
129.9%
107.4%
175.6%
95.9%
100.1%
118.1%
67.0%
47.0%
38.4%
23.7%
92607
90000
74860
54106
60000
30000
0
451
935
2578
5051
2006
2007
2008
2009
10105
2010
22038
2011e
36814
2012e
2013e
2014e
2015e
1
2
3
4
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
42
2011
2011481.4149.4%
2010-2015
10000
151.2%
149.4%
7500
80.7%
68.4%
60.5%
5905.8
5000
3680.2
2185.7
2500
1209.6
193.0
481.4
2010
2011e
2012e
2013e
2014e
2015e
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
43
2011
101
44
20111.9
20111.987.5%
2010-2015
10
87.5%
61.4%
20.7%
56.1%
13.8%
8
6.6
5.8
6
4.8
4
2
3.1
1.9
1.0
0
2010
2011e
2012e
2013e
2014e
2015e
1
2
Source
2012.1 iResearch Inc.
www.iresearch.com.cn
45
46
2011
1.2011
2.2011
3.2011
4.2011
5.2011
6.2011B2C
7.2011B2C
8.2011B2C
2011
1.2011
1.1.2011
1.2.2011
1.3.2011
2.2011
2.1.2011
2.2.2011
2.3.2011
3.2011
3.1.2011
3.2.2011
4.2011
4.1.2011
4.2.2011
5.2011
5.1.2011
5.2.2011
5.3.2011
6.2011
6.1.2011
6.2.2011
6.3.2011
6.4.2011
47
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