行业研究报告题录
信息传输、软件和信息技术服务业(2017年第14期)
(报告加工时间:2017-04-10 -- 2017-04-16)

境外分析报告

  • 全球互联物流市场报告(2016-2020年)
    The global connected logistics market is experiencing significant growth. The use of advanced IT solutions such as internet of things (IoT), Big Data analytics, cloud computing, and remote temperature monitoring systems have revamped logistics services. Third-party logistics (3PL) service providers such as DHL have implemented advanced IT solutions for their connected logistics solutions.Cloud-based software solutions have been widely adopted by the logistics service providers. In 2015, the cloud-based software solutions grew by an approximate 34% in the logistics market. Software solutions that reduce the cost of the supply chain systems gathered traction in the market. Smart connected devices, smart sensors, the radio frequency identification (RFID) technology, and other advanced wireless technologies registered high demand in 2015.
  • 全球消费者端点安全市场报告(2016-2020年)
    Endpoint security refers to the protection of the corporate network when accessed remotely from devices such as laptops, PCs, tablets, and smartphones. Endpoint security mainly consists of two components; security software and client software. While security software is centrally located and is installed on the server, within the network, client software is installed on every external device, and connected to the home network. These servers or gateways verify the log-ins from the endpoints and regularly updates the security software of the device. Consumers use devices like smartphones, tablets, laptops for both personal and professional purposes, making endpoint security solutions an essential tool for securing data.
  • 全球企业培训市场报告(2016-2020年)
    In the past two decades, globalization (and technological advances) has changed the dynamics of the education market and the corporate training market. The emergence of new types of personal computing devices - coupled with the introduction of technologies (such as gamification, apps, and social networks) - has upgraded learning and development opportunities for employees significantly.
  • 全球企业M-学习市场报告(2016-2020年)
    In the past two decades, globalization combined with technological advances has changed the dynamics of the education and corporate training markets worldwide. The emergence of new types of personal computing devices coupled with technologies such as gamification, apps, and social networks has enhanced the learning and development opportunities for employees significantly.
  • 全球贸易管理软件市场报告(2016-2020年)
    The integration of analytics with global trade management (GTM) software will increase its adoption among the trading companies as it will help the trading companies to improve their supply chain visibility, operational efficiency, and compliance management. GTM software with analytical capabilities identify the pattern of international trade and predict future trading potentials. Amber Road and SAP are some of the vendors that provide GTM software with analytics capabilities.According to the World Trade Organization (WTO), in April 2016, the global trade volume increased by 2.8% and will reach 3.6% by 2017. The GTM market is expected to grow significantly after 2017 due to the increase in the world trade volume. The growth of the market is attributed to the increase in demand for imported goods in the Asian economies. This year-on-year (YoY) growth in the international trade will be an oppurtunity for increasing the adoption of GTM software in the coming years.According to the WTO, 635 regional trade agreements are operational in the market as of 2016, and the number will increase in the coming years. Most of the regional trade agreements are signed in APAC, and some are still under negotiations. This will open up opportunities for boosting the adoption of GTM software in APAC region.
  • 全球深度学习系统市场报告(2016-2020年)
    Deep learning is the subset of machine learning and a method of training a system by itself. Machine learning is a software or technique that improves the performance of the system over time when determined against a specified task. It stems from artificial neural networks (ANNs). A neural network is a massively parallel distributed mainframe made up of simple processing units and has a natural tendency for storing observed knowledge and making it available to the user. The following diagram shows the subsets AI to provide a clear picture of the relationship between deep learning and machine learning.
  • 全球视觉分析市场报告(2016-2020年)
    Visual analytics is a method for deriving insights from collected data. However, the exponential growth of big data is a huge challenge for the market. The visual analytics market will have significant growth during the forecast period because enterprises realize the importance of deriving useful information from data,especially from sensors and devices, social media, VOIP, and enterprise data. The process of interpreting data and gaining valuable insights is a challenge.In Asia-Pacific (APAC), the Digital India initiative in India and the High Performance Computing and Networking Initiative in China are likely to improve the digital infrastructure in these countries. This will increase the adoption of data visualization and data discovery tools in the region during the forecast period,which will help the end-users gain valuable insights for better business decisionmaking.The Digital India initiative was launched to make the public aware of the digital ecosystem that will open opportunities for digital technologies, such as analytics, cloud computing, mobile applications, and data management. The High Performance Computing and Networking Initiative aims at attaining far-reaching influence on different aspects of the Chinese economy and society like industrial attractiveness and environmental management.
  • 全球可穿戴应用市场报告(2016-2020年)
    Before July 2014, the average price of fitness bands was $140-$150, which declined to $105 by 2015. The decline in price was because of the launch of Mi bands by Xiaomi in July 2014, which were priced at $19.99. The decline in price led to the high adoption of wearables, which in turn resulted in an increase in wearable app downloads.Crowdfunding is one of the major funding methods adopted by companies to raise funds for smart glasses projects. It attracts new entrants in the market, which results in intense competition among vendors. It also allows vendors to anticipate customer demands, directly communicate with potential buyers, and involve customers in the product development stage. This will help vendors manufacture products according to customer demands.
  • 交通运输与物流中实时定位系统(RTLS)市场报告(2016-2020年)
    Real-time locating systems (RTLS) and radio-frequency identification (RFID) tags help in increasing the efficiency and reducing the operational cost of enterprises,including small and medium-sized enterprises (SMEs).The opportunity in the RTLS market has led to increased number of RTLS vendors.This, in turn, leads to a reduction in the price of RFID tags, which enable increased adoption of RTLS solutions among SMEs.Transportation and logistics is one of the major sectors that contribute to the highest proportion of revenue to the global RTLS market.Increased use of RTLS for asset tracking in the transportation and logistics sector is a major factor that has a significant impact on the growth of the market.This report covers the present scenario and growth prospects of global RTLS market inthe transportation and logistics sector for the period 2016-2020.
  • 全球数据中心网络基础设施市场报告(2016-2020年)
    Data centers are used to house an enterprise IT infrastructure. In data centers, networking is the process involved for interconnecting physical and network-based devices. It enables communication between the server and storage infrastructure for the transfer of data between each other, in an external network, or across the internet.
  • 全球旅游及费用管理软件市场报告(2016-2020年)
    DATABASICS launched Receipt EXPRESS for its corporate users in March 2016.This allows the corporate travelers to integrate their digital receipts of Uber or Lyft rides with Receipt EXPRESS by using optical character recognition(OCR) technology. The integration allows a smooth travel and expense submission process for the employee, eliminating manual submission. Post this integration,several major vendors in the market are planning to integrate their travel and expense management solutions with Uber. The integration will allow business users to select expense management solution within the Uber app. In addition, it will help the user automatically create the expense reports and save the transaction information.The market will witness an increase in the adoption of travel and expense management software among small and medium-sized enterprises (SMEs) and large enterprises. This growth is attributed to travel and expense management software vendors that are expanding their services and improving their functions.The implementation of travel and expense management software benefits enterprises as it facilitates improved travel policy enforcement, low processing costs, reduced reimbursement time, and improved employee satisfaction.
  • 全球域名系统工具市场报告(2016-2020年)
    DNS is a decentralized naming system for computers, services, or any resource connected to the Internet or a private network. It consists of various information with domain names assigned to each of the participating entities. It translates the domain names into the numerical Internet protocol (IP) addresses required for identifying computer services and devices with the underlying network protocols. The DNS is an essential component of the functionality of the Internet, as it provides a worldwide, distributed directory service.

投资分析报告

  • 计算机行业:网络小贷步入加速扩张期-周报
    上周计算机&互联网板块整体表现有所回暖,其中计算机板块的涨幅较互联网板块更为强势。从目前市场对计算机&互联网看淡的预期仍未改善,但一方面,随着去年四季度和 2017 年一季度的持续调整,在整体估值下行的过程中,已逐步进入合理区域,我们认为计算机&互联网指数经过连续调整后有企稳的要求;但另一方面,内生增长乏力、新股发行加快及整体估值偏高仍然制约计算机&互联网反弹的高度。因此,我们认为计算机&互联网指数仍然以震荡为主。
  • 计算机行业:雄安主题三剑客持续跑赢-周报
    雄安主题开始有所分化。我们并不赞成撒胡椒面式的主题投资,在研究清楚收益通道及未来趋势之后,我们继续坚持推荐在上周周报中推出的计算机板块的雄安三剑客,即数字政通、常山股份、中科曙光。这个组合截止上周已经获得了23%的收益,我们认为短期内将仍然持续跑赢指数。 
  • 计算机行业:从估值与风险角度筛选可持续性强的消费金融标的-跟踪报告
    我们在2016 年12月发布《以支付为纽带,消费金融与多种互联网金融应用逐步落地》、2017年3月发布《从人群与入口看消费金融公司发展》,从行业发展逻辑、消费金融人群特点分析行业、细分领域发展前景等交代分析相关公司发展前景。 
  • 计算机行业:移动互联继续快速增长,苹果或拟自行研发GPU-周报
    受益于雄安新区概念的带动,上周 3 个交易日大盘持续上涨,沪深 300 指数最终彔得 1.78%的周涨幅。行业表现斱面,建筑装饰、建筑材料、钢铁、公用亊业和房地产涨幅居前。申万计算机行业指数整周上涨 2.74%,跑赢沪深 300 指数 0.96 个百分点。在 28 个申万一级行业中,计算机行业指数涨幅处于中上游,排名第 9。
  • 互联网及传媒行业:7家企业发布IPO辅导公告,年报密集发布84%企业营收增长-双周报
    双周 TMT 行业总成交额为 42.34 亿元,日均环比上升5.33%;总交易量为 4.93 亿股,日均环比上升 6.53%。涨幅居前的子版块为媒体Ⅲ、多元电信服务及信息技术服务,分别上涨 4.55%、 3.03%及 1.79%,跌幅靠前的子版块为办公电子设备Ⅲ、无线电信服务Ⅲ及电子设备、仪器和元件,分别下跌 4.55%、3.03%及 1.79%。
  • 计算机行业:人类的“饭碗在人工智能面前到底还能端多久?-深度报告
    人工智能的发展受到越来越多关注,尤其是 AI 对人类工作的替代更是引起热议与担忧。那么人工智能到底已经开始在哪些岗位替代人类?是否有哪些岗位非人不可而 AI 无能为力?形成替代背后的本质原因是什么?AI 在实际应用中还存在哪些待解决的问题?未来人与机器之间的发展与相处前景如何?本篇报告会尽力尝试去回答和探讨以上问题。 
  • 计算机行业:闪存和超融合时代的存储机遇
    根据IDC,2016年中国存储市场172亿人民币,预计到2017年将达到203亿元,2016至2020的年复合增长率将为20.1%。目前我国国产存储设备已经超过半壁江山,国内巨大的互联网和大数据产业,使得国内厂商不仅享有国产替代的存量空间,同时有机会研发面向大市场的融合存储技术。

综合分析报告

  • 工业互联网安全发展策略研究
    以互联网与工业融合发展为重要切入点,新一代信息技术正在全球范围内驱动新一轮产业变革。与此同时,两化深度融合带来的网络安全问题日趋凸显,如何提升工业互联网安全保障能力,已成为推动互联网与工业融合创新发展的关键契机。本文基于传统工业向工业互联网的演进过程分析相应的安全风险与威胁,充分借鉴国外工业安全管理的先进经验,提出我国工业互联网安全发展的策略建议。

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