Sensor Tower announced that the world's top mobile app revenue in September 2020 top 10, in September 2020 and the overseas version of TikTok in the global App Store and Google Play more than $130 million, 7.9 times last September, once again linked to the global mobile app (non-gaming) revenue list. YouTube came in second with nearly $85.5 million.

By region, about 89 per cent of revenue comes from china's version of Jiyin; the US market is second, contributing 6 per cent; and Turkey is third, at 1 per cent.

Speaking at the 2nd Jiyin Creators Conference, Zhang Nan, CEO of Beijing Byte Beats, revealed that as of August 2020, Jiyin had more than 600 million daily active users.

Over the past year, more than 22 million creators have earned more than $41.7 billion. Zhang Nan said that in the coming year, Jiyin hopes to double that figure to 80 billion yuan in revenue for creators.

E-commerce cashing: it is expected to be the first to start after advertising cashing

As jitter harvests more and more flow dividends, its ability to cash in is also being looked at.

Anxin Securities had previously researched and combed,Jiyin has four major cashing channels: advertising, e-commerce, games, members (film, education, live entertainment, etc.)。 Among them, the logic of advertising realization has been fully recognized by the market, accounting for the highest proportion.

According to in-industry research, the advertising direction of Jiyin is expected to have revenue of 90-100 billion yuan in 2020 (estimated at 60 billion yuan in 2019), E-commerce is expected to draw at least $6 billionThe game is expected to have revenues of about 10 billion yuan.

In the future, e-commerce cashing will take advantage of the rise of live belt goods, take the lead in rapid release, game cashing, has been in-depth layout but still need time to cultivate, film and television realization (member) logic is relatively weak, still need mainstream film and television content production company support.

Anxin Securities expects 50%-60% of the future brand's online sales to come from Jingtao, with the rest coming from emerging e-commerce platforms such as Fast Shake.

The rapid development of content e-commerce will create a large number of new demand for generational operations, of which intermediary service providers may benefit more, and is expected to re-engrave the logic of Taobao's excellent operating companies in 2010.

Anxin Securities recommendsJiyin four major realization direction related to the beneficiary targets:

1, e-commerce realization direction:(1) Marketing:Huayang United, Yuanlong Yatu;(2) Cross-border e-commerce:Jihong shares;(3) Quick Shake Buy Sales:Yao Zhi Technology;(4) E-commerce:It's worth buying, net creation。

2, other cashing direction:(1) Advertising realization: recommendedHuayang United, Yuanlong Yatu, the world show;FocusProvincial Guang Group, Blue Cursor, Kodak shares;(2) Game Realization: RecommendedYao Zhi TechnologyConcern.Caesars Culture, Fuchun shares, 37 mutual entertainment, giant network;(3) Film and television content distribution: recommendedJebs shares。

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