报道:东南亚的互联网经济今年将达到1000亿美元
Southeast Asia's Internet economy to cross US$100 billion this year: Report

Southeast Asia's Internet economy to cross US$100 billion this year: Report

报道:东南亚的互联网经济今年将达到1000亿美元

一个男人在越南河内的一家咖啡馆里使用移动设备。(路透社/ Kham)

新加坡:周二(11月10日),一份行业报告称,东南亚的互联网经济今年将达到1050亿美元,原因是冠状病毒危机促使本地消费者上网购物、在家中送餐和娱乐。

这份覆盖印度尼西亚、马来西亚、越南、新加坡和菲律宾的报告称,该地区今年新增了4000万互联网用户,使用户总数达到4亿。报告还说,这意味着该区域70%的人口现在已经上网。

谷歌(Google)、新加坡国有投资者淡马锡控股(Temasek Holdings)和商业顾问贝恩(Bain & Co)的报告称, “这种冠状病毒带来了永久性的大规模数字收养热潮。 ”

东南亚的互联网经济比2019年增长了5% 。

由于人们担心感染病例死灰复燃,他们宁愿从家中购物,而不是去商店购物,因此,在线零售商已经成为了冠状病毒封锁的赢家。电子商务增长了63% ,到2020年达到620亿美元,成为今年最大的纵向贸易,而旅游部门收缩了58% ,达到140亿美元。

新加坡的互联网经济收缩了24% ,达到90亿美元,因为这一流行病使旅游部门窒息,而越南和印度尼西亚继续以两位数的速度增长。

到2025年,该区域的在线产业的商品总值将增加两倍,达到3 090亿美元,接近去年预测的3 000亿美元。

随着在线用户增加11% ,东南亚是世界上增长最快的互联网市场之一。根据数字监测服务weathresocial . com的数据,相比之下,全球互联网用户约为47亿,同比增长7.4% 。

互联网使用量的持续增长帮助创建了Grab和Gojek等独角兽企业,该区域的初创企业吸引了全球技术公司和投资公司数十亿美元的资本。

谷歌- Temeasek - Bain的报告称,交易价值自2018年以来一直在下降,主要原因是大型独角兽投资放缓。尽管如此, 2020年上半年达成了价值63亿美元的交易,而一年前则为77亿美元。

投资者仍有足够的资本可供部署,但更多地侧重于公司的盈利途径。

资料来源:路透社/ lk

SINGAPORE: Southeast Asia's Internet economy will hit US$105 billion this year, as the coronavirus crisis prompted stuck-at-home consumers to go online to shop, get food delivered at home and for entertainment purposes, an industry report said on Tuesday (Nov 10).

The report, which covers Indonesia, Malaysia, Vietnam, Singapore and the Philippines, said the region added 40 million new Internet users this year, taking the total to 400 million. That implies 70 per cent of the region's population is now online, the report added.

"The coronavirus has brought about a permanent and massive digital adoption spurt," stated the report by Google, Singapore state investor Temasek Holdings and business consultants Bain & Co.

Southeast Asia's internet economy expanded 5 per cent from 2019.

Online retailers have emerged as winners from coronavirus lockdowns as people prefer to shop from their homes instead of making a trip to stores amid worries over a resurgence in infections. E-commerce grew 63 per cent to reach US$62 billion in 2020, to become the largest vertical this year, while the travel sector contracted 58 per cent to US$14 billion.

Singapore's Internet economy contracted 24 per cent to US$9 billion as the pandemic choked the travel sector, while Vietnam and Indonesia continued to grow at double-digit rates.

The region's online industry is poised to triple to US$309 billion in gross merchandise value by 2025, nearly in line with the US$300 billion forecast made last year.

With an 11 per cent increase in online users, Southeast Asia is one of the world's fastest growing internet markets. That compares with around 4.7 billion internet users worldwide, up 7.4 per cent from a year ago, according to wearesocial.com, a digital monitoring service.

Continued growth in internet usage has helped create unicorns such as Grab and Gojek, with the region's startups attracting billions in capital from global technology companies and investment firms.

Deal value has declined since 2018, primarily driven by a slowdown in big-ticket unicorn investments, the Google-Temeasek-Bain report said. Still, US$6.3 billion worth of deals were struck in the first half of 2020 versus US$7.7 billion a year ago.

Investors still have sufficient capital to deploy but are focusing more on companies' path to profitability.

FILE PHOTO: A man uses a mobile device in a coffee shop in Hanoi, Vietnam. (Reuters/Kham)

一个男人在越南河内的一家咖啡馆里使用移动设备。(路透社/ Kham)

SINGAPORE: Southeast Asia's Internet economy will hit US$105 billion this year, as the coronavirus crisis prompted stuck-at-home consumers to go online to shop, get food delivered at home and for entertainment purposes, an industry report said on Tuesday (Nov 10).

新加坡:周二(11月10日),一份行业报告称,东南亚的互联网经济今年将达到1050亿美元,原因是冠状病毒危机促使本地消费者上网购物、在家中送餐和娱乐。

The report, which covers Indonesia, Malaysia, Vietnam, Singapore and the Philippines, said the region added 40 million new Internet users this year, taking the total to 400 million. That implies 70 per cent of the region's population is now online, the report added.

这份覆盖印度尼西亚、马来西亚、越南、新加坡和菲律宾的报告称,该地区今年新增了4000万互联网用户,使用户总数达到4亿。报告还说,这意味着该区域70%的人口现在已经上网。

"The coronavirus has brought about a permanent and massive digital adoption spurt," stated the report by Google, Singapore state investor Temasek Holdings and business consultants Bain & Co.

谷歌(Google)、新加坡国有投资者淡马锡控股(Temasek Holdings)和商业顾问贝恩(Bain & Co)的报告称, “这种冠状病毒带来了永久性的大规模数字收养热潮。 ”

Southeast Asia's internet economy expanded 5 per cent from 2019.

东南亚的互联网经济比2019年增长了5% 。

Online retailers have emerged as winners from coronavirus lockdowns as people prefer to shop from their homes instead of making a trip to stores amid worries over a resurgence in infections. E-commerce grew 63 per cent to reach US$62 billion in 2020, to become the largest vertical this year, while the travel sector contracted 58 per cent to US$14 billion.

由于人们担心感染病例死灰复燃,他们宁愿从家中购物,而不是去商店购物,因此,在线零售商已经成为了冠状病毒封锁的赢家。电子商务增长了63% ,到2020年达到620亿美元,成为今年最大的纵向贸易,而旅游部门收缩了58% ,达到140亿美元。

Singapore's Internet economy contracted 24 per cent to US$9 billion as the pandemic choked the travel sector, while Vietnam and Indonesia continued to grow at double-digit rates.

新加坡的互联网经济收缩了24% ,达到90亿美元,因为这一流行病使旅游部门窒息,而越南和印度尼西亚继续以两位数的速度增长。

The region's online industry is poised to triple to US$309 billion in gross merchandise value by 2025, nearly in line with the US$300 billion forecast made last year.

到2025年,该区域的在线产业的商品总值将增加两倍,达到3 090亿美元,接近去年预测的3 000亿美元。

With an 11 per cent increase in online users, Southeast Asia is one of the world's fastest growing internet markets. That compares with around 4.7 billion internet users worldwide, up 7.4 per cent from a year ago, according to wearesocial.com, a digital monitoring service.

随着在线用户增加11% ,东南亚是世界上增长最快的互联网市场之一。根据数字监测服务weathresocial . com的数据,相比之下,全球互联网用户约为47亿,同比增长7.4% 。

Continued growth in internet usage has helped create unicorns such as Grab and Gojek, with the region's startups attracting billions in capital from global technology companies and investment firms.

互联网使用量的持续增长帮助创建了Grab和Gojek等独角兽企业,该区域的初创企业吸引了全球技术公司和投资公司数十亿美元的资本。

Deal value has declined since 2018, primarily driven by a slowdown in big-ticket unicorn investments, the Google-Temeasek-Bain report said. Still, US$6.3 billion worth of deals were struck in the first half of 2020 versus US$7.7 billion a year ago.

谷歌- Temeasek - Bain的报告称,交易价值自2018年以来一直在下降,主要原因是大型独角兽投资放缓。尽管如此, 2020年上半年达成了价值63亿美元的交易,而一年前则为77亿美元。

Investors still have sufficient capital to deploy but are focusing more on companies' path to profitability.

投资者仍有足够的资本可供部署,但更多地侧重于公司的盈利途径。

Source: Reuters/lk

资料来源:路透社/ lk