Information Technology: Prospects look forward recommended 2 shares

Updated: October 19, 2015  Views: 42

Report Summary:

Internet Marketing: advertising market growth of new momentum in 2014 China's Internet advertising market as a whole was 154 billion yuan, in 2013 and 2014, the growth rate was 42.3% and 40.0%, far higher than the national advertising market in 2013 and 2014. the growth rate of 11 percent and 2 percent. It is estimated that three years after China's Internet advertising market will be close to 400 billion yuan.

Client: traditional to digital, Internet marketing with a bright future users of digital media to increase the use of time, driven digital marketing industry .2011 to 2015, China's per capita daily use of digital media time increased from 1.78 hours to 3.08 hours, mainstream media. time share rose from 50.4% to 35.8%. Digital media with its unique convenience, speed and optional reading of access to information will become the first choice, which will bring the majority of digital marketing audience base thus promising industry rapid development of online shopping market will drive continued growth in network marketing needs. The first quarter of 2013 to the first quarter of 2015, China's online shopping market, long-term maintenance-year growth rate of around 40% -60%, the mobile shopping market year growth rate is above 200% long-term, network marketing demand will be accompanied by the rapid development of online shopping market and continues to grow.

Advertisers: popular digital marketing, increase investment, industrial chain demand-side active Internet business traffic acquisition costs increased year by year, traffic import platform to benefit Internet companies also need to get traffic flow by having digital marketers to import platform Baidu [... Microblogging] traffic acquisition costs rose from 600,000 in the first quarter of 2013 to nearly 2 million in the second quarter of 2015, Sohu's online advertising costs doubled in the past two years, the proportion of total operating income increased by 12% about Internet businesses to invest in the network marketing there is an increasing trend, which provide traffic imported digital marketing services provider is extremely beneficial. advertisers digital marketing budget to add new media, networks, and other preferences, driven by industry demand growth. According to the survey, Nearly 80 percent of advertisers in 2014 the figure increased marketing budget, which has 20% of the advertisers budget of more than 25% in 2015, mobile Internet terminals become advertisers consider increasing the delivery of preferred medium. Advertisers network marketing all ages will drive the rapid growth of the entire digital marketing industry needs.

Network Marketing there is a higher technical barriers, huge growth of new industries, including technical barriers, barriers of data resources, industry experience barriers, barriers to quality customers, personnel and other barriers and financial barriers.

Investment advice. Focus on precision marketing techniques have traffic import platform and large data resources industry leading enterprises. Due to the current industry structure dispersion, may be concerned about having the advantage in the integration of upstream and downstream industry chain, the implementation of marketing integration business. We Recommend Leo shares, proposes a focus Teng letter shares.

Risk Warning policy risk, risk of market competition, M & A risks.


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