行业研究报告题录
信息传输、软件和信息技术服务业(2022年第18期)
(报告加工时间:2022-05-23 -- 2022-05-29)

境外分析报告

  • 全球银行加密软件市场报告(2021-2030年)
    Banking encryption software is data protection platform that allows banks to confidentially exchange the transaction details document with their customers. Furthermore, numerous benefits provided by banking encryption software service include high security, hassle free data transaction service, and others which enhance the growth of the market. In addition, various banks and financial institutions are using banking encryption software service to provide secure payment processing service to its customer. This increases the adoption of encryption software among banks, thereby driving the growth of the market.
  • 全球卫星支持的物联网增长机会报告
    Increased smart technology adoption, such as automated vehicles, vessels, and unmanned aerial vehicles, is expected to increase the demand for satellite-enabled IoT services.The need to optimize operational efficiency and reduce downtime drive the demand for constant remote monitoring and analytics.
  • 全球航空公司数字化增长机会
    Real-time data analytics and interactive display/graphical user interfaces are essential to airlines and expected to have higher penetration in the next 4–7 years. There is also increased research and development (R&D) investment in blockchain, which can be used potentially in distribution, loyalty programs, and supply chain management.
  • 全球B2B支付市场报告(2021-2028年)
    Business-to-business (B2B) payment involves the transaction of value denominated in currency from buyer to supplier for good or services supplied in the market. Its benefits firms with easier payment process and accelerates transfers of funds. Furthermore, B2B payments between two entities are influenced by a number of variables, such as frequency, volume, sector, and interest charges, which does not impact customer payments.
  • 全球人工智能机器学习平台成长机会
    Artificial intelligence (Al) defines machines that perform cognitive processes similar to humans, including learning, understanding, reasoning, and interacting. It can take many forms, such as technical infrastructure (algorithms), part of a (production) process, or an end-user product.
  • 全球 L2+ 高级驾驶辅助系统 (ADAS) 增长机会
    Though not officially recognised by SAE under SAE levels of autonomous driving, L2+ is a new level of autonomy, adopted by the automotive industry, which bridges the capability and requirements gap between Level 2 and Level 3 automated driving. Over the next few years, L2+ is expected to enjoy a larger market share than L2 and L3 have. The higher adoption of L2+ will provide a larger number of consumers, with access to and acceptance of automated driving systems.
  • 全球国防训练和模拟增长机会中的商业游戏2021年
    Military customers are increasingly adopting commercial games; for example, locked-down crews are using War Thunder for remote practice sessions. Owing to their ease of use and low-cost/high-value benefits, game engines will be readily adopted by the defence industry.
  • 全球5G企业市场预测报告(2020-2027年)
    5G enterprise is based on the fifth generation wireless communication technology, which is upgraded from 4G wireless network. It is obtained by using high frequency and short range band of radio spectrum. 5G Enterprise provides low latency and high internet. It delivers speed of network performance more than 1Gbps, which is 10 times faster than 4G network. 5G enterprise is a technology that allows businesses to enable various mmWaves, which will enable enterprise to setup their own private wireless platform to cover a large area and wide range of operation. It also enables the high-tech platform for internet of things, which is important in the implementation of industry 4.0 and industrial automation.
  • 全球风险报告2022年
    A divergent economic recovery from the crisis created by the pandemic risks deepening global divisions at a time when societies and the international community urgently need to collaborate to check COVID-19, heal its scars and address compounding global risks. In some societies, rapid progress on vaccination, leaps forward on digitalization and a return to pre-pandemic growth rates herald better prospects for 2022 and beyond. Others could be weighed down for years by struggles to apply even initial vaccine doses, combat digital divides and find new sources of economic growth. Widening disparities within and between countries will not only make it more difficult to control COVID-19 and its variants, but will also risk stalling, if not reversing, joint action against shared threats that the world cannot afford to overlook.
  • 全球有源光缆市场(2021-2028年)
    The global active optical cable market has witnessed an increase in revenue due to its increased adoption across various regions, on account of its advantages over other communication cables. In optical cables, the information is transmitted through light, which has been reflected due to the total, internal reflection phenomena. The global active optical cable market is swiftly expanding and replacing the copper wires; the technological development in the optical fiber is further expected to enhance the use of active optical cables. The factors that drive the global market growth are rise in investments by governments to improve connectivity within the region drives the demand for higher bandwidth, greater adoption of optical cables in data centers, and advancement in the telecom industry.
  • 全球网络防火墙市场向混合数据中心安全
    Network firewalls are one of the oldest solution categories in the cybersecurity market. Much like firewalls that isolate parts of a building to prevent the spread of fire, network firewalls emerged to separate organizations' private networks from the public internet. Early firewalls enabled organizations to inspect incoming and outgoing traffic. Over time, firewalls evolved to include additional functionalities that allow organizations to examine traffic more deeply and provided organizations with more active security controls.
  • 全球机场数字化增长机会
    Multimodal solutions catering to ground and air transport will attract airports’ interest in the future. Information technology (IT) solutions that provide end-to-end travel ownership of the passenger experience will drive digitalization.
  • 全球航空卫星通信增长机会报告
    The research study covers voice and data services provided by satcom that allow the aircraft to communicate with the air traffic control and with its airline flight operations center when it is outside the coverage of conventional ground radar and Very High Frequency (VHF ) stations. The study also covers the satcom service used by the passengers and cabin crew. The aviation satcom market is classified into three segments—cockpit, cabin, and In-flight Entertainment and Connectivity (IFEC). Here IFEC refers to live video streaming.
  • 全球选定城市及其数据和数字战略的基准测试2021年
    A city that is connected to the internet and is driven by a underlying technological platform for information and communications management. These platforms are capable of processing and analyzing huge volumes of data to offer new services to the citizens and for the overall management of the urban environment.

投资分析报告

  • 传媒行业:技术催化元宇宙场景落地,赛道多元板块发展可期
    元宇宙概念备受关注,板块表现跑赢大盘。2021 年被称为“元宇宙元年”,中国移动通信联合会元宇宙 产业委员会成立,国内A 股互联网及科技公司逐渐开始元宇宙相关业务的探索。2022 年初,“元宇宙” 被纳入多地政府发展规划,春节及冬奥期间,多款元宇宙数字产品亮相。元宇宙主题板块每日平均成 交额较高,反映资本市场的关注度与活跃度。我们认为,元宇宙有望成为贯穿2022 年的投资主线,企 业和资本的涌入将引发共振,加速元宇宙的行业发展。
  • 传媒互联网行业:互联网政策风险基本筑底,平台经济迎来转机-数字经济系列报告之“平台经济篇“
    支持数字企业国内外上市,互联网企业面临重要机遇 5 月17 日, 全国政协召开“推动数字经济持续健康发展”专题协商会,会议提出: 支持数字企业在国内外资本市场上市,以开放促竞争,以竞争促创 新。随着对数字企业,尤其是互联网企业的监管进入常态化阶段,我 们认为本次会议对数字企业的“松绑”体现出未来各种经济形式健 康、协调、可持续的共同发展趋势,中央对于数字企业、平台经济健 康、创新发展的支持有利于转变市场的一些消极态度,对一些中概 股和港股上市的互联网公司形成直接利好,基本扫除中概股海外上 市的制度障碍,打开了互联网企业的海外融资渠道,对互联网企业 来说是非常重要的机遇。
  • 中国通信设备行业:整体经营稳健提速,多赛道亮眼增长,重视行业机会
    整体经营稳健提速。2021 年通信行业整体实现营收22473.78 亿元 (同比+12.68%),归母净利润为1848.90 亿元(同比+12.24%), 扣非后归母净利润1650.02 亿元(同比+8.59%),业绩增速较2020 年稳步提升。2022Q1 通信行业整体营收同比+15.73%,归母净利润 同比+7.64%,扣非后归母净利润同比+8.48%,千亿市值以下企业营 收表现更为突出,同比+31.11%。
  • 元宇宙行业:热潮之后,元宇宙在哪儿落地?-跟踪报告
    我们认为,元宇宙是下一代互联网和更广义数字化的总和,以3D 化、UGC、更长在线时间为突出特点,包含XR、AI、5G 等技术在C 端和B 端的全面应用,最终指向人类未来数字化生存。元宇宙内涵极为丰富,包含互联网、产业数字化、智能化、物联网、高算力设备、高速无线通信等领域和技术。
  • 科技与互联网行业:国内手游略有回暖,海外大盘出现下滑-海外TMT游戏月报(2022年4月)
    据显示,2022 年4 月,国内IOS 端手游流水同比增长13.9%,环比增长 5.3%,IOS 端下载量同比提升19.4%,环比增长5.1%,流水及下载量均呈 现回暖趋势。虽需求回暖,但供给端仍保持低位。截至2022 年4 月30 日, 国内手游今年共开测324 款游戏(包含公测),游戏供给自2021 年以来, 仍维持低位。同时,至4 月11 日下发最新一批版号后,游戏开测数量维持 每周平均20.3 款,与版号发布前的每周平均19.8 款对比,并无明显增长。

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