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6期)
(报告加工时间:2017-02-13 -- 2017-02-19)

境内分析报告

  • 互联网物流行业:快递预告业绩靓丽,春节民航旅客增幅提升-周报(2017年1月23...
    上交易周市场回顾。节前一个交易周沪深 300 指数下跌 0.7%,交运板块下跌0.4%,跑赢沪深 300 指数,交运各子板块除铁路板块下跌外,其余均有不同程度上涨。春节前最后一个交易周及节后第一个交易日市场小幅震荡,交运子板块中仅铁路板块下跌 0.9%;快递子板块受主要快递公司业绩预告高增长带动,推动物流板块领涨,涨幅达 2.4%;机场板块上涨 1.2%,公路板块涨幅 0.9%,港口、航空和航运板块分别上涨 0.5%、0.4%和 0.2%。个股方面,节前最后一个交易快递板块表现较好,业绩预告增幅显著的圆通速递和鼎泰新材(顺丰)周涨幅分别为 10%和 5.8%。

境外分析报告

  • 全球智能安全市场报告(2016-2020年)
    Vendors in the market are promoting packaged and integrated smart security solutions in a cost-effective way for residential and commercial users. For instance,Honeywell’s smart security solution, Pro-Watch, is a security management solution that includes access control, alarm monitor, digital video, CCTV surveillance, video badging, and visitor management features into one powerful system.The evolution of Internet of things (IoT), intelligent transportation system (ITS), and edge-based video surveillance are some of the areas that offer market opportunities for the vendors.The global smart security market is witnessing many technological innovations,such as transition from 4K ultra HD (UHD) resolution surveillance cameras to near field communication (NFC).Sony launched SmartEyeglass SDK v1.4, equipped with a wide range of sensing technologies such as complementary metal–oxide–semiconductor (CMOS) image sensor, electronic compass, accelerometer, gyroscope, brightness sensor, and microphone. This surveillance camera provides control over visitors with clear colors and unique functions even in poor lighting.
  • 美国劳动防护用品市场报告(2016-2020年)
    The PPE market in the US is mature and is driven by increasing R&D innovation.With high market penetration in over 80% of the products categories, vendors in the market are focusing on product enhancements through R&D. The R&D expenditure of MSA Safety grew by 5.88% in 2015 compared to 2013. In June 2016, DuPont announced the development of the next generation Tensylon, which is a polyethylene material with ultra-high molecular weight and high performance.Tensylon is used in hard armor PPE for law enforcement and military applications.This expansion of R&D by DuPont is under contract with the US army. Smart PPE has become a preferred choice for end-user industries such as emergency medical services, mining, and oil and gas, due to improved safety management features and ease of use. New smart PPE products available in the market offer integrated features such as Bluetooth, radio frequency identification (RFID), and near field communication (NFC) to enhance communication. So, the revenue contribution of smart PPE is expected to increase to 25% by 2020.
  • EMIS见解-捷克共和国ICT行业报告(2016-2017年)
    The information and communication sector (ICT) in the Czech Republic accounted for 5.1% of the economy’s gross value added (GVA) in 2015 versus 5.2% in 2008. Employment in the ICT sector accounted for 2.6% of the total employment in the country in 2015. The subsector with the highest number of employees was computer programming, consultancy and related activities, having a share of 56.1% of the total employment in the ICT sector in 2015. It has the highest share in the ICT sector with respect to revenues and number of enterprises too.
  • 法国电信宽带数字媒体统计分析报告
    France has the third largest telecoms market in Europe after Germany and the UK. The incumbent telco Orange Group is one of the world’s major players with interests in markets across Europe, the Middle East and Africa. The company recently embarked on its five-year ‘Essentials 2020’ program which is focussed on emerging markets as well as on investments in super-fast broadband and LTE infrastructure within its European footprint. Despite market liberalisation, the company still dominates all sectors though increasing competition from a number of major players (notably SFR Group and Iliad) has gradually eroded this lead, prompting it to respond with a range of innovative offers and wide-ranging strategies to meet future customer needs. It is also investing in a national fibre network, largely in response to the activities of smaller players.In the broadband market subscriber growth has been bolstered by demand for high bandwidth applications, prompting considerable investment in fibre infrastructure among telcos and regional governments. The pro-competitive regulator has also promoted access to Orange’s DSL network and fibre networks for new entrants. In early 2017 the regulator considered a range of measures to improve access to Orange’s networks.
  • 拉丁美洲云计算报告(2016-2020)
    The cloud computing market in Latin America is growing at a significant growth rate in the wake of widespread use of cloud computing solutions in small and mediumsized businesses (SMBs) in Brazil, Mexico, and Argentina. Leading vendors have invested in setting up data centers across Latin America to expand their cloud business in the domestic market. Large enterprises are subscribing to advance cloud computing technologies such as OpenStack.Microsoft has transformed its cloud offerings through advanced technologies such as machine learning and artificial intelligence.The automation of operational processes in industries such as manufacturing, and the use of analytical tools to predict consumer preferences and market dynamics should boost the implementation of cloud computing solutions. Vendors are investing in industry-specific cloud solutions to support the requirements of Industry 4.0 in the manufacturing sector. The adoption of industrial cloud solutions is high inthe Americas and is projected to gain ground in the emerging markets as well. Telecom companies in Latin America are revamping their infrastructure to build intelligent information and communications technology (ICT) solutions to transform networking systems, especially in emerging markets. In 2016, Telefonica Peru partnered with Huawei, a leading Chinese telecom company, to construct ultrabroadband (UBB) network across Peru. The ICT reforms across Latin America will help enterprises to increase digitalization in operational process. Digitalizationacross industry verticals such as banking, financial services and insurance (BFSI) and telecom will boost the demand for cloud computing services in emerging markets.
  • 印度远程学习市场报告(2016-2020年)
    Players such as IGNOU and state open universities that offer courses primarily through traditional offline modes, such as printed study material and periodic contact programs, dominate the distance learning market in India. However, with the proliferation of smart devices and the increase in Internet penetration across the country, it is expected that more number of institutions will start providing onlineand blended distance learning programs.A major reason for the rise in demand for distance learning is the imbalance in the demand and supply of higher education in India. Vendors are emerging in the market to provide technological support through partnerships with institutions to aid higher education institutions with infrastructural drawbacks and meet the learning needs of students. These vendors not only cater to student population but also to working professionals.Another prominent trend that is expected to gain popularity in the distance learning market in India is the adoption of the small private online course (SPOC) model to deliver distance learning to assure better retention along with peer learning compared with massive open online courses (MOOCs).
  • 印度商用车信息技术报告(2016-2020年)
    The implementation of goods and service tax (GST) in 2017 will benefit a lot of industries due to the reduction in the number of indirect taxes and transparency in the system. The logistics sector will be one of the major beneficiaries owing to the reduction in taxation and less frequency of inter-state inspections. Reduced operational cost in the logistics sector will lead to increased spending on telematics systems in the logistics sector.The telematics market in India is evolving and is finding applications in many industries. The auto insurance sector has been the greatest beneficiary of increased telematics system adoption in India owing to the reduction in claim rates from telematics installed automobiles. Insurance companies have been engaging in many promotional measures to promote the use of telematics in the commercial vehicle segment.

投资分析报告

综合分析报告

  • 未来三年:手机转向“人工智能”软实力较量
    2016年12月,已成为中国手机主流品牌旗舰产品突破消费者心理价码关键一月,开始在手机设计、营销、价格的全方位攻占中国手机市场的最高殿堂。
  • 微软全球执行副总裁沈向洋:7点总结20多年的AI从业经验
    人工智能发展到今天已有60 年的历史,成果累累,当然也遗留了60 多年没有解决的问题。那么到底哪个问题60 年都没解决,而且会继续延续下去,其中被人提及最多的就是如何赋予 AI 情商。
  • 运营商大数据安全管理策略研究
    为确保运营商大数据安全风险的可管可控,分析了运营商大数据的发展趋势及面临的安全问题,提出了一种运营商大数据全生命周期安全管控策略。通过基于运营商大数据系统建设的五个层级,建立数据采集、传输、存储、共享、使用、审计、销毁等七个环节的端到端安全管理体系。针对运营商敏感数据建立统一客户敏感数据管理平台,并从检测、响应、恢复及加固四个环节建立大数据安全事件闭环管控流程,提升大数据安全事件快速分析能力,对增强安全事件发生后的应对处置能力起到有效作用。
  • 基于用户定向技术实现的互联网广告程序化购买
    在“互联网+”浪潮席卷之下,各行各业纷纷“触网”,探索自身与互联网的深度融合,创新发展生态,推动产业升级。身处漩涡中心的互联网公司占据“互联网+”近水楼台之便利,如何推动其核心业务—广告业务更有效地“触网”,从现有的“直销+渠道”模式走向“互联网+”广告模式?业界大咖各抒己见,观点纷呈。
  • 运营商如何用好大数据
    2016年6月20日,三大运营商同时公布了2016年5月的运营数据,数据显示,移动业务方面,截至5月31日,三大运营商移动用户合计13.05亿。这表明中国通信市场已全面进入过饱和的存量时代,三大运营商靠普及用户来实现粗放式增长的“人口红利”发展模式已是明日黄花,纷纷将运营重点从用户新增向个性化服务的精准式存量运营转变。而体量巨大的存量用户所沉淀的丰富数据,也使得大数据成为把存量经营做好、做深、做透的必由之路。
  • 运营商大数据运营策略初探
    目前,运营商大数据的发展处于一个过渡阶段,正在从数据运营逐步向运营数据发展。数据(化)运营指通过量化手段支撑通信业务营销、建设、管理的过程,而运营数据指整合通信及第三方数据进行变现的过程。前者是将数据作为手段,用于对内支撑;后者是将数据作为产品或能力输出,获得收入。数据(化)运营与运营数据将长期共存,本文的大数据运营主要指运营数据,即大数据变现。 
  • 全球网络安全立法及其核心法律制度的最新趋势和启示
    网络新技术和新业务给网络安全带来了新的威胁,亟需各国立法机构适时调整法律条文,或者通过其他路径对核心制度进行补充完善。本文围绕美国、欧洲、日本、新加坡、俄罗斯、澳大利亚等国网络安全法律以及关键信息基础设施安全保障、网络安全管理体制、网络安全审查、新技术新业务相关安全、数据安全、内容管理、监测预警和应急处置等核心制度进行研究,并展现最新立法趋势。文末,对我国立法提出启示。
  • 政企移动安全热点跟踪与趋势分析
    为解决在企业移动信息化进程中因员工携带移动设备或是企业下发移动设备参与工作而导致企业数据面临移动安全风险的问题,对当前最新的企业移动安全业界动态与技术发展进行了热点跟踪,并分析了企业移动安全的发展趋势,企业移动安全部署与企业移动信息化越来越关系紧密,移动安全提供商逐渐本土化,移动安全方案从单纯MDM 向整体EMM 演进,在保障安全性的同时需考虑保持优良用户体验,在安全性与用户体验之间取得平衡。
  • 网络信息系统安全研究现状及热点分析
    近些年,大家对网络信息系统的相关内容及安全问题有了深入的研究,由于网络系统本身存在一些缺陷、用户众多及网络管理者的管理意识不足等,当前的网络信息系统的现状不容乐观。为了能保障网络信息系统的稳定运行、风险预防等,还需进行科学化的管理工作,建立健全的网络信息系统的标准体系等,从而可以进一步推动我国网络信息系统未来的稳定、健康的运行。本文主要是通过借鉴相关文献和资料来具体介绍我国网络信息系统的安全研究现状、重要性、网络信息系统中的安全控制策略及相关热点问题等。
  • “低价时代”已过,一篇文读懂国产手机为什么涨价
    新年伊始,国产智能手机厂商们就在产品价格这件事儿上纷纷搞起了大新闻,前有魅族罕见的将已上市的魅蓝Note5 3GB+16GB 和3GB+32GB 版本售价自1 月3 日起分别上调一百元;后有华为在公布了2016 年消费者业务年度业绩后,任正非对其盈利能力稍有不满,华为余承东表示在2017 年智能手机业务重点是要规模更要利润。而后,锤子科技罗永浩近日在出席极客公园创新大会时表示 “为了品质今年要做高端,所有千元机以下产品线全部砍掉,因为低端会拖产品质量。”

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