行业研究报告题录
信息传输、软件和信息技术服务业(2020年第46期)
(报告加工时间:2020-12-23 -- 2020-12-27)

行业资讯

境外分析报告

  • 全球电影产业市场报告(2021-2027年)
    The global motion picture industry is analyzed on the basis of its prospects and future growth rate. The report highlights numerous factors that influence the growth of the global motion picture industry. These include market forecast, drivers, restraints, opportunities, and role of key players operating in the market. The report is analyzed by genre, which includes Action, Comedy, Drama, Fantasy, Horror and others. The report also segments the market on the basis of demographics mainly Children and Adult. By dimension, the market is studied across franchised and standalone. Furthermore, it includes revenue generated from the sales of tickets at multiplexes and movie theatres by individuals across North America, Europe, Asia-Pacific, and LAMEA.
  • 全球设施管理服务市场报告(2020-2027年)
    Facility management services offer maintenance support and escalate the value of a building or infrastructure. In addition, these services have revolutionized commercial and industrial buildings, by maximizing returns on real estate investments for owners through value-added programs and superior management expertise. These services directly support owner’s financial and operational goals. This report covers the study of the global facility management services market based on service type, type, end user, and region.
  • 全球超本地服务市场报告(2021-2027年)
    Hyperlocal businesses are the one where one wants to build a local ecosystem that enables customers to buy anything from their neighborhood stores. Hyperlocal ecommerce businesses will deliver food, medicine, consumer goods, and services to you. A special characteristic of this is that their entire supply chain is located pretty close to the buyer as well as the seller. As this service solve the problem of matching immediate demand with the nearest available supply in the most optimized manner.
  • 全球个人理财软件市场报告(2020-2027年)
    Personal finance software is a tool designed to integrate the financial data of a user and segregate this information to deliver a desired analytical output for improved financial planning. This tool utilizes variety of financial data as input and can be implemented for various tasks such as financial transactions, bank records management, investment tracking, budget management, portfolio management, and others. Rise in need to track & manage income of consumers and surge in mobile applications across the globe are the major factors that drive the growth of the market. In addition, increase in focus of organizations on digitalizing their financial services and upsurge in internet users across the globe fuel the growth of the market. Moreover, security and compliance issues in personal finance software and availability of open source finance software hamper the growth of the market. Furthermore, increased adoption of personal finance software among developing economies is expected to provide lucrative opportunities for the market growth.
  • 全球基于位置的服务市场报告(2020-2027年)
    A location-based service (LBS) is a suite of services that includes features such as mapping and navigation, local search & information, social networking & entertainment, proximity marketing, asset tracking, and others offered via software, which help end-users to access location-specific data, and other online services. Locationbased services provide real-time geo-data from a various smart device such as smartphone to provide information, entertainment, or security. Some of the major factors driving the growth of the location-based services market include high penetration of smart devices such as sensors, IoT, and others.
  • 全球即时医疗影像设备市场分析与预测(2020-2030年)
    The scope of this report has been carefully derived based on interactions with experts in different companies across the world. This report provides a market study for point-of-care imaging solutions, which includes cart/trolley-based systems, handheld devices and wearables, portable laptop-style devices, and accessories. Market contribution of the products anticipated to be launched in the future has been calculated based on the historical analysis of the products. This analysis has been supported by factors such as the company’s innovation scale, status of funding, collaborations, customer base, and patent scenario. In addition, market estimation for the countries is based on factors such as the number of modalities per million in each country, the prevalence of key diseases, and the sales data of companies.

投资分析报告

  • 软件业:手游出海保持强劲增长势头
    上周沪深300 指数下跌3.48%,传媒板块下跌6.01%,跑输沪深300指数2.53 个百分点。游戏板块下跌7.28%,跑输沪深300 指数3.8 个百分点,跑输传媒板块1.27 个百分点。个股方面,上周游戏板块普跌,跌幅较小的有吉比特(-1.39%)、恺英网络(-1.51%);跌幅较大的有掌趣科技(-14.06%)、艾格拉斯(-12.73%)。
  • 通信行业:行业估值或迎来修复,关注高景气赛道-月报
    行业市场回顾:11 月份大盘震荡上行,通信板块前期表现强势,但后期偏弱。通信(中信)板块指数11 月上涨2.31%,跑输同期沪深300指数(5.64%),跑赢同期中小板指数(0.84%)、创业板指数(-0.9%)。通信板块在30 个中信一级行业中排第21,较10 月上升2 名。子板块方面, 11 月份系统设备、网络规划设计和工程施工、电信运营板块涨幅较大,涨幅分别为5.75%、5.36%和3.98%;而网络覆盖优化与运维、网络接配及塔设、线缆板块跌幅较大,跌幅分别为1.29%、1.37%和2.39%。
  • 通信行业:5G切片商用或迎来大规模渗透起点-11月动态报告
    流量增长是驱动行业成长根本因素。技术进步与应用创新持续推动流量需求增高,通信行业成长的根本性驱动力持续增强,流量增长趋势前景较为乐观。
  • 中国 - 节能环保行业 - 数据中心发展现状、问题及对策研究
    近年来,我国数字经济发展迅猛。作为数字经济的基石,数据中心成为服务我国数字经济发展和支撑新一代信息技术战略布局的重要载体。加上新基建的加持,数据中心产业迎来新的建设热潮。与此同时数据中心的能耗问题也逐渐暴露出来,引发各方关注。我国数据中心能耗平均为2.2,与发达国家还有一定差距。目前我国绿色数据中心存在的主要问题包括可再生能源使用不足、标准及评估方法不统一、上架率不高、老旧服务器效率低等。面对进入急速建设发展阶段的能源消耗大户,如何打造可持续的数据中心已成为行业的当务之急和必然趋势。
  • 我国5G 区域发展指数研究-信息通信
    5G 是当今世界科技和产业竞争的焦点之一,对促进经济社会数字化转型具有重要的支撑和引领作用。2020 年以来,中央在确保疫情防控到位的前提下,密集部署加快“新基建”,特别是2 月21 日的中央政治局会议、3 月4 日的中央政治局常务委员会会议、4 月28 日的国务院常务会议以及5 月的全国两会等,均明确要求加快5G 等新型基础设施建设进度。5G 作为“数字建”的领头羊,其涉及领域多、涵盖范围广、经济带动作用强,短期内不仅对助力疫情防控和复工复产作用突出,更能在稳投资、促消费、助升级、培植经济发展新动能等方面发挥长期作用。
  • 科技行业:苹果发布Airpods_Max头戴式耳机,蔚来、小鹏汽车、特斯拉进行新一轮股权融资
    中信证券研究部前瞻研究团队持续跟踪全球科技前沿。“全球科技产业”周报重点关注中美科技互联网巨头变化,以及全球科技产业前沿动态。我们重点关注的科网巨头公司包括:苹果、亚马逊、微软、谷歌、特斯拉、奈飞、英伟达、华为、腾讯、阿里、字节跳动、小米、三星等。
  • 通信行业:新基建乘势上,5G周期景气长-2021年度行业策略报告
    行业新机遇:通信乘新基建东风,5G 周期景气拉长。“新基建”多次受重点强调,通信行业受益于超半数领域,正值风口。移动通信兼具周期与成长属性, 5G 开启加大景气上升斜率。截至11 月底,我国5G基站已超70 万站,2021 年预计建设90 万以上宏基站。5G 特性要求小基站覆盖密度提高,有望拉长5G 建设景气周期。
  • 通信行业:Q3营收保持较快增长,数据库资源持续丰富-Snowflake_Q3FY21 季报点评
    Q3FY21 公司总营收1.6 亿美元(同比+119%),其中产品收入1.48 亿美元(同比+115%),专业服务及其它业务收入0.11 亿美元(同比+194%),合约负债余额9.28 亿美元(同比+240%),按照收入确认准则,预计本季度新增合约负债将在Q1FY22 及以后财报中确认。2021 财年前三季度,公司总收入4.02 亿美元,(同比+127%),公司收入增速高于市场预期,具有较高长期增长潜力。

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