From January to October, the business income of Internet enterprises was 1,310.2 billion yuan, a year-on-year increase of 23.4%.

Cctv news: According to the news of WeChat WeChat official account, the Internet and related service industries developed steadily from January to October. Business income and operating profit of enterprises maintained rapid growth; Internet platform services and data services have grown significantly; Many provinces maintained a growth trend; The number of mobile applications continues to decline.

I. Overall operation

Internet business revenue maintained a rapid growth trend. From January to October, China’s Internet and related service enterprises above designated size (referred to as Internet enterprises) completed business income of 1,310.2 billion yuan, up 23.4% year-on-year, and the growth rate dropped by 2 percentage points compared with the previous three quarters, with an average growth rate of 18.1% in two years.

Figure 1 Growth of Internet business income from January to October in 2020-2021 (%)

Operating profit and operating cost increase simultaneously. From January to October, Internet companies achieved an operating profit of 117.4 billion yuan, a year-on-year increase of 21.3%, an increase of 4.5 percentage points over the previous three quarters, with an average growth rate of 14.9% in two years. Operating costs increased by 20.9% year-on-year, and the growth rate decreased by 3.7 percentage points compared with the previous three quarters.

The growth rate of research and development expenses has dropped. From January to October, Internet companies spent 58.79 billion yuan on R&D, up 2.6% year-on-year on the basis of a high base in the same period last year, and the growth rate dropped by 9.3 percentage points compared with the previous three quarters.

Second, the sub-business operation

(1) The revenue from information services continued to grow, and the field of audio and video services showed an outstanding growth. From January to October, Internet companies completed information services (including online music and video, online games, news information, online reading, etc.) with a total revenue of 706.1 billion yuan, up 17.5% year-on-year, and the growth rate dropped by 2.3 percentage points compared with the previous three quarters. It accounts for 53.9% of Internet business income. Among them, the field of audio and video services has maintained rapid growth; Enterprises in the field of online games grew steadily; The business income of news and content service enterprises increased rapidly; The growth rate of business income of enterprises mainly providing search services rebounded.

(2) Internet platform revenue grew rapidly, and the growth rate of online sales and production logistics services declined slightly. From January to October, the income of Internet companies from platform services (mainly production service platform, life service platform, scientific and technological innovation platform and public service platform) was 484.1 billion yuan, up 38% year-on-year, and the growth rate dropped by 3 percentage points compared with the previous three quarters. It accounted for 37% of Internet business income, up 3.9 percentage points year-on-year. Among them, the business income of online sales platform and life service platform enterprises declined slightly compared with the previous three quarters; Enterprises providing manufacturing platform services grew steadily; The income of production and logistics platform enterprises has declined compared with the previous three quarters.

(3) The income from Internet access services increased slightly, and the development of Internet data services accelerated. From January to October, the income of Internet enterprises from Internet access and related services was 35.03 billion yuan, up 3.4% year-on-year, and the growth rate was 2.4 percentage points higher than that in the previous three quarters. The revenue from completing Internet data services (including cloud services and big data services) was 22.21 billion yuan, a year-on-year increase of 28.2%, and the growth rate was 0.9 percentage points higher than that in the first three quarters.

Third, the operation by region

The income of Internet business in the eastern region has grown steadily, while that in the western region has increased rapidly. From January to October, the income from Internet business in the eastern region was 1,115.4 billion yuan, up 23.6% year-on-year, and the growth rate dropped by 1.6 percentage points compared with the previous three quarters, which was 0.2 percentage points higher than the national average, accounting for 89.6% of the national (excluding cross-regional enterprises) Internet business income. The income from Internet business in the western region was 78.29 billion yuan, up 41% year-on-year, and the growth rate was 17.6 percentage points higher than the national average. The income from Internet services in central and northeast China was 47.64 billion yuan and 3.93 billion yuan respectively, up by 2.3% and 6.9% year-on-year, and the growth rate dropped by 0.9 and 3.6 percentage points respectively compared with the previous three quarters.

Internet services in many provinces maintained a rapid growth trend. From January to October, Beijing (up by 29.6%), Guangdong (up by 11.8%), Shanghai (up by 36.5%), Zhejiang (up by 17.7%) and Jiangsu (up by 3.7%), the top five Internet businesses, achieved a total revenue of 1,041.9 billion yuan, up by 23.7% year-on-year, accounting for the whole country (. There are 25 provinces and cities that have achieved positive growth in the growth rate of Internet services nationwide, an increase of one from last month. Among them, Hainan, Yunnan, Tibet and other three provinces increased by more than 50%, while Anhui and Jilin provinces decreased by more than 15%.

Fourth, the development of China’s mobile application (APP)

The total number of mobile applications (apps) continues to decline. By the end of October, the number of apps monitored in China’s domestic market was 2.72 million, a net decrease of 20,000 compared with the end of September. Among them, there are 1.36 million APPs in local third-party app stores and 1.36 million apps in Apple Store (China). In October, there were 110,000 new apps on the shelves and 130,000 apps off the shelves.

The number of game applications still ranks first. By the end of October, the number of apps ranked in the top four in mobile application scale accounted for 59.1%, and other 10 types of apps such as life services and education accounted for 40.9%. Among them, the number of game apps continued to lead, reaching 679,000, and the number was the same as at the end of September, accounting for 25% of all apps. The number of daily tools, e-commerce and social communication apps reached 406,000, 274,000 and 247,000 respectively, ranking second to fourth. The number of photo photography and theme wallpaper apps has increased more than that at the end of September.

The downloads of games, daily tools, social networking and audio-visual applications are in the top. By the end of October, the total distribution of on-shelf applications in China’s third-party application stores reached 2,039.4 billion times. Among them, the downloads of games, daily tools, social communication and music videos all exceeded 200 billion times, reaching 292.4 billion times, 279.2 billion times, 254.5 billion times and 231 billion times respectively, ranking first to fourth; Life service, news reading, system tools and e-commerce ranked fifth to eighth with 187 billion times, 156.6 billion times, 150.8 billion times and 138.9 billion times respectively. Among other applications, the applications that have been downloaded more than 50 billion times include finance (99.7 billion times), photography (77.5 billion times) and sports health (50 billion times).