[플래텀차이나리포트]중국 bat 2016년도 투자...
TRANSCRIPT
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B.A.T (Baidu, Alibaba, Tencent)2016
2017. 05. 17
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Chapter 1
2016 BAT
1 BAT
2 BAT
3 BAT
-
3
1. BAT
ICT , BAT
3 ICT , , (BAT)
- ICT , ,
- BAT , 5 BAT 30 , 30 80% BAT
- 2016 1
2014, 2015 2016 , BAT
BAT ,
2016 BAT
-
4
2016 BAT
1. BAT
* , ,
2016
: ()
,
2000 1
3,957( 69 500)
,
1999 4
1 5,200( 265 2)
,
1998 12
1 6,081( 280 6)
15 3 1
: 2016 174.5
-
* , , 2014-2016
5
2016 BAT
1. BAT
: annaul report, * : March Quarter
( : )
490
664705
0
200
400
600
800
1000
1200
1400
1600
123
324
116
789
1029
1519
247324
454
525
762
1011
234 243
713
2014 2015 2014 2015 2014 2015
35.5%
136.4%
45.1%
3.8%
30.4%
31.2%
6.3%
-64.2%
2016 2016 2016
44.5%
193.4%
47.6%
40.1%
-
6
2016 BAT
2016 3
2. BAT
20
21.49
36
89.78
89
141.98
21.49
89.78
141.98
20
36
89
0
20
40
60
80
100
120
140
160
0
10
20
30
40
50
60
70
80
90
100
()
: ITJUZI ,
-
7
2016 BAT
2016 3
2. BAT
() 60( 9,860)
(Bit Auto, ) 3( 3,490)
(Circle Internet Financial) 6,000( 710)
() 4,000( 450)
2016 4
2016 6
2016 6
2016 10
(Magicleap) 7.935( 9,550)
() 12.5( 1 4,630) , 22%
(, () )
() 45( 5 2,600)
() 1.35( 1,500) , 31.5%
2016 2
2016 4
2016 4
2016 6
2016 9
() 33( 3 9,500) *10
() 45( 5 2,600)
(Supercell) 86( 9 9,800) , 84.3%
() 21.25% ,
() 5,500( 650)
2016 1
2016 6
2016 6
2016 8
2016 10
: / : ITJUZI.com ,
-
8
2016 BAT
2016 20 , 21.49( 2 5,000)
2. BAT (1)
21 1
1
1
1
1 1 1 12
1 1
21
1
1
0
2
4
6
8
10
12
14
A B C D
( : )
: 2016 1160.5 / : ITJUZI.com ,
-
9
2016 BAT
2016 36 , 89.78( 10 4,200)
2. BAT (2)
( : )
12
1 1 1 1 1
2
1
1
1
1 1 1
1 1
2
1 1
1 1
1 1
4
1
1
1
1
1
1
O2O SNS 0
2
4
6
8
10
12
14
A B C D
: 2016 1160.5 / : ITJUZI.com ,
-
10
2016 BAT
2016 89 , 141.98( 16 5,000)
2. BAT (3)
21 11
1
1
2
1 1
1
1
3
1 12
1
1
2
12
1 1
1
3
6
1
1
1
12
1
21
1
4
1
21
1 1
2 2
1
12
3
1
1 1
1
1
1
1
2
1
1
1
5
1
O2O SNS 0
2
4
6
8
10
12
14
A B C D
( : )
: 2016 1160.5 / : ITJUZI.com ,
-
11
2016 BAT
2016 BAT
2. BAT
2
4
2
3
2
1 1 1 1
3
2
4
2
4
3
1
3
1 1 1 1 1 1
11
3
7
12
7
3
13
3
1
3 3
7
8
7
5
7
O2O SNS 0
2
4
6
8
10
12
14
: ITJUZI.com ,
( : )
-
12
: 2016 1160.5 / : ITJUZI.com
2016 BAT
2. BAT
BAT
- IT , 2016 10 71
- 65% (46) BAT , 2 9,170( 3,387 5,000) 83%
- 10 ( 100 ) 9 , 20 16 BAT BAT
< BAT >
-
13
2016 BAT
3. BAT
( : )
: 2016 174.5 / : ITJUZI.com ,
16
4
0
20
40
60
80
23
13
0
20
40
60
8068
21
0
20
40
60
80
< > < > < >( : ) ( : )
2016 BAT
- 2016, ,
- , 2016 BAT IT VC 658.7( 11 5,000)
- BAT
-
14
: 2016 174.5, 1160.5 / : ITJUZI.com
2016 BAT
4 , 17 8,000( 3,100)
(Ford)
() (Velodyne) 1 5,000( 1,689)
12 , 32.3( 3 7,500)
, , , , ,
, , O2O
,
,
BAT
22 96( 11 1,400)
86( 9 9,800) ,
,
,
2016 BAT
3. BAT
-
Chapter 2
2016 BAT
1 BAT
2 BAT
-
16
2016 BAT
1. BAT
cv
cv
BAT
-
17
2016 BAT
1. BAT
cv
2012
2015.10
2015 2013.07 2014.04
2015.11 100%
2013.04
2013.01
2012.11
2013.05 PPS ,
2011
2014.04
2014.04 11%
2014.12 6
2016.0412.5
2011.05
2013.8 59%
2014.05 2016.02
cv2015
()
2014.02
2016. 08
BAT
-
18
2016 BAT
2. 2016 BAT
< (1 ) >
- : - : - : 2016- : 86
- : - : - : 2011- : 100%
- : - : PC, , ,
- : 2013- : 12%
---2014-5( 33%)
-- , -2012-3 3
-- ,
-2015-1 7,200
---2014-1
:
2016 BAT : (Supercell)
- (Supercell) 86( 9 9,800) , 84.3%
- 2015 2 8,000, , , , ,
- 2011 PC (LOL) 2015
- BAT
-
19
2016 BAT
2. 2016 BAT
+ X 35
X 10
=
< >< >
93.1%
< BAT 3 >
2016 BAT :
- () () 2016 8 90% , 350( 38 9,900)
- BAT 3
:
-
20
2016 BAT
2. 2016 BAT
3,957
15,200 16,081
0
5000
10000
15000
20000
< 2016 BAT > < 2016 BAT >
:
( : )
2016 : BAT B()
- 2016 4 * , , , 3 * , 2016 4, 21
- BAT 3 ,
- 2016 8 9,000 , SNS
-
21
2016 BAT
2. 2016 BAT -
BAT
- BAT O2O, AI, VR
- BAT IT ,
- , 2016 83% BAT BAT , , BAT
BAT 3
- 2016 3
- , 2017 ,, BAT
- BAT BAT , BAT , , IT ,
-
.
. .
. .
, YunOS
*
IT ,
YunOS(OS,OS)
BAT
ICT , , ,
3 (2014, 2015 )
VR (1), (2)
, IT
VR
-
,
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