Every time a major incident affects the whole society, the impact does not only affect the moment. A large amount of information and new demands issued in the short term, while changing people's perceptions and behavior habits, has also profoundly affected various industries related to it.

The Internet is one of them.

In 2003, "SARS" broke out, and people who were afraid to go out began to try online games and online shopping, which largely contributed to people's unlimited imagination of the Internet.

In the 2008 Wenchuan earthquake, the internet platform showed strength in terms of information disclosure and social mobilization, and then gradually moved to the mainstream.

In 2020, a new type of coronavirus rages, and Chinese people who can't hide behind closed doors have more and more intimate contact with the mobile Internet.

According to Quest Mobile data, during the Spring Festival of 2020, there were 10 million more active users immersed in the mobile Internet every day than the same period last year, and the average immersion time was one hour longer than before the Spring Festival-reaching 7.3 hours.

In this article, DTcaijing answers these questions: What changes has mobile internet brought to our lifestyle? Which big companies are more favored in this outbreak? How does this affect the development of China's Internet?

Who ushered in the highlight moment?

From the Spring Festival to after the Spring Festival, people's preferences for App categories are different.

During the Spring Festival, the apps with the largest increase in active users were mainly concentrated in the video, comprehensive information, and games industries. After the Spring Festival, efficiency office, education tools, integrated e-commerce and community dating have ushered in a sharp rise.

This change is mainly related to everyone's life demands at different times.

The beginning of the Spring Festival is the period when the outbreak of the new coronavirus is most serious. Out of the unknown and panic of the virus, everyone fell into unprecedented knowledge and social anxiety.

Comprehensive information, Weibo social, instant messaging, browser and other apps have become important ways for everyone to understand the development of the epidemic.

Zhou Xiaoqi told DT Jun: "When the virus just broke out, I was holding my mobile phone every day. I searched the news every day to see what's the latest news. I also read all the articles related to the epidemic that were forwarded by my friends. . "

In addition to satisfying information anxiety, everyone who can't go out still has a lot of time to spend. Short videos, online videos, flight shooting, MOBA, puzzle leisure games, etc. fill up your long home time together.

After the Chinese New Year holiday, the white-collar workers welcome online work, the students start online courses, and the efficient office and educational tools apps have ushered in unprecedented highlights.

Zhou Xiaoqi's company is one of the members of the online office army. Colleagues have held regular meetings online to discuss the new quarter's planning plan. She exclaimed, "I realized after using it that most of the work can be done online."

Behind the popularity of the aforementioned industry apps, everyone's lifestyle has changed.

During the epidemic, what habits did the mobile Internet change?

Under the dome of the epidemic, everyone was forced to live a "cloud life" in advance. These soaring apps are a true reflection of everyone's "cloud life" this time.

During this time, people's thirst for information, knowledge and dry goods has swelled unprecedentedly. In addition to flashing news on Tencent News, Jinri Toutiao and other information platforms, searching wildly on Baidu and QQ browsers, and going to social platforms such as Sina Weibo and WeChat to follow the latest interpretations from KOL and friends and family.

The tide of self-entertainment and self-entertainment among the people has also inspired a wider enthusiasm for life creation.

People living at home have intensified their traditional online entertainment projects, working harder on the drama, boosting the popularity of platforms such as Tencent Video and iQiyi; incidentally, they will meet with friends to battle hard, eat chicken, and expand The influence of Peace Elite.

But the biggest increase in activity is the short video platform such as Quick Hands and Douyin. It is probably that the home life is too long and boring. It just made more people have a strong creative enthusiasm and inspiration.

And when everyone is in the same life situation, it is easier to have emotional resonance, and the short video platform has become the main platform to stimulate and express this resonance.

In this month of living in the cloud, in addition to the social, information and entertainment that already has a large number of users, the epidemic has also restructured the way to meet the basic needs of daily eating, drinking, studying and working.

This way of life originally existed in the future Imagine PPT of various Internet products, but now it has arrived earlier.

Office work is the most typical one.

The epidemic was isolated, allowing young friends to thoroughly experience a legendary, "free" remote office life. The number of DingTalk users has skyrocketed. If it were not for Ali Cloud forged by "Double 11", it would be impossible to cope with this. Sudden enthusiasm.

And this forced experience card made many companies start to consider updating their working methods. Zhou Xiaoqi said that many functions on DingTalk, such as directed responses, online file editing, and SMS reminders for ding are very useful, and the company is likely to continue to use them in the future.

Elementary and middle school students also feel a wave of life in the future society. In addition to DingTalk online classes, they are also actively signing up for a million model exams of the ape question bank and consciously participating in "cloud self-study". Because it was too hot, Ape Question Bank also caused the server to crash for a time, and netizens shouted, "Don't stop me from learning."

Of course, there is also a compulsory daily course: eating. After restaurants and markets disappeared from life, everyone was forced to live as a Chinese little boy, and Hema suddenly became a life-saving straw.

Once the market overlords, they lived a "fashionable" home life overnight, and they were forced to practice a new skill of regularly grabbing vegetables.

Xiaoting told DT Jun that in the past, the older generation's traditional consciousness was to go to the vegetable market to pick fresher, but this year because of the epidemic, I tried it. Later, I found that the dishes were very fresh, and I could even buy medical daily necessities such as masks and hand sanitizers, which was really convenient.

There are also opportunities that have been overlooked by us.

Wang Xu, the founder of Xia Kitchen, mentioned in an interview that cooking has always been considered to be a more marginalized matter, but this time the epidemic came, he suddenly noticed that this matter was very concerned.

What will happen to the Internet ecosystem?

For Internet companies, the sudden change in user habits also brings more "crisis" and "opportunity."

Because all changes came too suddenly, companies didn't have time to make new moves at all, and this wave of testing is all the existing layouts of enterprises.

Among the apps mentioned above that perform well during the Spring Festival, we can easily find that, except for a few platforms such as People's Daily and Mango TV, the fastest-growing apps in all daily live bands are from Alibaba, Tencent, Baidu , Byte beat, Sina, Kuaishou and other Internet Big tech firms.

It can be said that our cloud life needs have been contracted by Big tech firms.

Against this background, the fight between Big tech firms has become more intense. While consolidating their own advantages and establishing siege, they are gradually eroding each other's territory.

Tencent has contracted the most places in the App list that has benefited the most, occupying the head positions from social, search, information, games to videos. It can be said that in the 2C market, Tencent is still the king.

But we also noticed that although Tencent's "Peace Elite" and "Glory of the King" are still the biggest winners in the game industry, they are the two games with the highest daily increase after the Spring Festival.

But for nearly a year before that, the daily lives of both games have been declining. Even though this epidemic has brought new vitality to the gaming industry, making their daily lives usher in a short-term peak, there is still a big gap compared with last year's Spring Festival.

On the other hand, in terms of the 2B business that Tencent wants to focus on breakthroughs, its accumulation is not mature enough, and it has not completely caught up with this piece of cake that suddenly fell off. From the results, the performance during the epidemic period is far less outstanding than the opponent.

In the competition of Big tech firms, it has always been a failure to advance.

The opponent that has performed well in the 2B field is Alibaba, which owns DingTalk and Alibaba Cloud. The large-scale popularity of DingTalk during the epidemic gave Alibaba a more obvious 2B advantage.

The accidental trip caused by elementary school students also allowed DingTalk to successfully break the social dimension wall of B and C.

Of course, we also noticed that due to very strict prevention and control measures, Alibaba's original advantage of online consumption did not have much room to play, and online consumption could not be found in the above popular App list.

However, in the fresh food e-commerce industry that was attacked in this outbreak, Hema has achieved the highest increase.

Although some insiders have revealed that although the current fresh e-commerce business has reduced the cost of customer acquisition, the operating cost has increased significantly, and it is almost a single loss and a single sale.

After the epidemic, the retention rate of this wave of customers is not necessarily high, and it is not clear whether fresh products can counterattack in the future-but if there is a giant backing, the ability to continue to make blood may hold the advantage.

In the remaining two "B" s, the performance of byte beating was expected, and Baidu's performance was better than we thought (it may also be negative news in the past, which lowered everyone's expectations).

With the still strong Jinri Toutiao and Douyin, the byte beating position is still very high.

But in the field of short video, its fast competitors are also very strong. Thanks to holding hands with the Spring Festival Gala this year, Kuaishou's daily life after the Spring Festival increased by 15%, and the overall increase was the top in App with daily life greater than 100 million.

According to the calculation of Qianguan Qianfan, the daily activity of the fast hand rose by nearly 10% on the first day of the New Year. Although it has fallen slightly since then, it has returned to a high level in recent days. The overall increase in Douyin is only 4%.

Turning our attention to Baidu, in the high-growth App with a daily increase of more than 100 million, it not only contributed to Baidu's increase slightly lower than Jinri Toutiao but higher than the QQ browser, but also contributed to iQiyi. Obtained outstanding growth-In short, Baidu can still afford the title of Big tech firms.

In the end, we can roughly conclude that the ecology of information, short videos, and online education and office has really started to rise. However, after the epidemic, spare time returns to fragmentation. Whether long videos, games, fresh produce and other industries can continue to create wind is still to be seen. verification.

In the future Internet battle, these companies that stood up during the epidemic will usher in a new round of blood and rain.

Special Report: Fighting The New Coronavirus