Carat Media NewsLetter 763 Report

8/10/2019 Carat Media NewsLetter 763 Report

1/15

CARAT MEDIA WEEKLY NEWSLETTER

No. 763


2/15


3/15

37.32009

(Goldman Sachs)

7 (Adex)

7%

14.6

22.4

12.3 14.0 15.2

6.1 7.4 7.9

Source: : China Statistics Bureau; IMF; Aegis media

14.2

9.6 9.110.4

9.27.8 7.7 7.5

Y2007 Y2008 Y2011 Y2012 Y2013Y2010Y2009 Y2014E

3

A

dex

GDP

%
http://news.ltn.com.tw/news/business/breakingnews/1149619http://news.ltn.com.tw/news/business/breakingnews/1149619


4/15

(disposable income)2013

26,955.113.6

2004186%

2.2% 1.8%

18.6% 20.0%

11.6% 11.3%

-30%

-20%

-10%

0%

10%

20%

30%

0

5000

10000

15000

20000

25000

30000

2012w1 2012w3 2013w1 2012w1 2012w3 2013w1 2012w1 2012w3 2013w1

spending growth rate(RMB)

Source: Carat CHINA CCS/CMMS 2012 W1-2013W3

Basic consumption&

Quality consumption/

Spiritual consumption

26,955.10

18,022.64

5,000

10,000

15,000

20,000

25,000

30,000()

()

RMB

Source:
http://data.stats.gov.cn/viewchart/index?m=hgndhttp://data.stats.gov.cn/viewchart/index?m=hgnd


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200911

350 1.71

105%

75%

70%66%

42%

2% 16% 16% 16%17%

0

400

800

1200

1600

2000

2008 2009 2010 2011 2012 2013

China USA Growth rate China Growth rate USA

Billion(RMB)

Source: iResearch, US Department of Commerce, Tmall; Exchange rate: 6.0901


6/15

(

)

Source: CCS 2013

14.9

51.7

26.3

2.8

17.5

52.8

25.5

2.9

12.5

53.6

22.4

4.3

(%)

90

100

110

120

Q2 12 Q3 12 Q4 12 Q1 13 Q2 13 Q3 13

15 9

5.4%

12 8


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2% 2% 2% 2% 2% 2% 1%2% 2% 2% 3% 3% 3%

3%10% 10% 11% 12%

14% 13% 13%4% 5% 6%

8%10%

14% 17%

65%66%

63%

62%60%

59%

57%

17%

16%

15%

14%12%

10%

9%

0

100,000

200,000

300,000

400,000

500,000

600,000

2008 2009 2010 2011 2012 2013 2014E

NP

TV

DIGITAL

OOH

RADIO

MG

12%

15%

7.4%

RMB million

14%

6.1%

Source: Aegis estimation based on CTR for TV/Print /Radio, CODC for OOH, iRsearch for Internet

337,656

296,118

388,950

443,222

263,574

412,570 7.9%

478,300


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CNNIC34

6.32(3.18)

46.9%5.2783.4%PC

80.9%

66

10%

12%

4% 5% 1%5% 3%

19%

9%

5%

12%

9%

8% 10%

31% 35%

7%

7%

1%

7% 7%

0%

5%

10%

15%

20%

25%

30%

35%

40%

0

50

100

150

200

250

300

350

400

450

500

2009.12 2010.6 2010.12 2011.6 2011.12 2012.6 2012.12 2013.6

Unit:million

/

Source: CNNIC
http://www.cnnic.net.cn/gywm/xwzx/rdxw/2014/201407/t20140721_47439.htmhttp://www.cnnic.net.cn/gywm/xwzx/rdxw/2014/201407/t20140721_47439.htm


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201322%

201321%

53.5

(media meshing)(media meshing)

Source: iResearch, CCS 2013, Business Insider

10%13%

26%29%

44%40%

51%

57%

63%

75%

2009 2010 2011 2012 2013 Q1

39

5%

3%


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4G

0.0

5.0

10.0

15.0

20.0

25.0

14- 15-24 25-34 35-44 45-54 55-64 65+

2011 Q1 2011 Q3 2012 Q1 2012 Q3 2013 Q1 2013 Q3

Penetration%

428 mil.(15.2%)

69.3%(5.2%)

61.1 72.477.5

0

20

40

60

80

100

2011 2012 2013

+18%

+7%

Source: CSM, 2011-2013, CNNIC, iResearch


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/

5

155

5500million


12/15

App

App

PPTV

6

BTV


13/15

SOLOMOCOSocial, Location, Mobile Commer

SOLOMOCO

(big

data)


14/15

(Carat)

(Vizeum)(AAA)(Isobar)

(Posterscope)(iProspect)

(Amnet)


15/15

[email protected]

(02) 2717-5238 ext.9285

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Carat Media NewsLetter 763 Report

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