行业研究报告题录
信息传输、软件和信息技术服务业(2021年第32期)
(报告加工时间:2021-08-30 -- 2021-09-05)

境内分析报告

  • 网络安全企业发展路径及政府角色研究
    网络安全企业是国家网络空间安全能力的重要支点。以美国为首的西方发达国家,凭借强有力的网络安全企业实力、紧密联动的政企关系,占据全球网络空间优势地位。本研究拟通过对国外典型企业发展的研究,借鉴国际经验,提出促进我国网络安全企业发展的政策建议。
  • 2021年中国物联网云平台发展研究报告
    物联网云平台是联动感知层和应用层的中枢系统,以感知数据为养分,通过各类IoT平台加工,向下游应用赋能,呈现出从上游终端到下游用户数据价值逐步升迁的逻辑,是功能与价值凝聚的PaaS软件。物联网云平台现处于全面渗透的阶段,大多数场景下更偏好公有云部署模式。
  • 长江经济带数字经济发展报告(2018~2019)
    2018年,长江经济带的数字经济有显著发展,规模超过12万亿元,几乎占全国规模总量的1/2,数字经济也已成为长江经济带转型发展的重要驱动力。在长江经济带11个省市中,数字经济发展最靠前的是江苏和浙江,最落后的是云南和贵州。从基础设施看,长江经济带的互联网接入和用户规模都占到全国的40%以上,其中浙江、江苏和上海的设施水平最完善。从电子信息制造业来看,江苏省的产业规模最大,贵州和云南的产业规模较小。同时上海、浙江等信息业大省的收入增速下降幅度较大,而江西、云南、四川、贵州等后发省份的增速较快。从软件业与信息技术服务业来看,长江经济带的软件业规模占全国的比重超过40%,其中江苏省的发展规模最突出,而江西、贵州和云南的规模较小。从数字经济的产业融合来看,长江经济带在全国的发展处于较高水平,其中江苏的数字融合发展最好;其次是上海;较差的是贵州,在长江经济带排最后一名,在全国排第22位。展望2019年,预计长江经济带的数字经济规模将继续保持增长态势,数字技术与产业融合将进一步深化,产业集聚化发展态势进一步明显,数字产业生态体系将进一步完善。

境外分析报告

  • 全球军事情报分析增长机会
    Supervised learning is the most common kind of ML algorithm today. It involves a model attempting to learn to transform one kind of data into another kind of data using labeled examples. This method is used when the developer explicitly feeds the expected output to the program, and lets it learn the rules to achieve the desired output from the given inputs. In this method, input data is labeled and the program learns to predict the output.
  • 全球数字健康市场报告(2021-2030年)
    Digital health is an emerging technology, which uses connectivity, software, computing platforms, and sensors to enhance the quality of healthcare and its outcome. It increases the physical and emotional well-being of the population. This study comprises products only and not services. The study estimates the revenue generated from the sales of digital devices used for health care. The valuations comprise revenue generated from adoption of health, health information technology, wearable patch, telehealth and telemedicine by patients. The study scope focuses on digital health products for quality health care.
  • 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. With an increased export & import of goods & services worldwide, the expansion of trades across the globe has accelerated the demand for B2B payments among firms. Moreover, businesses look forward to deal with different countries for their expansion, which boosts the cross-border business transactions. In addition, increase in usage of technology in B2B payments and rapid development of the domestic SMEs & mediumsized companies engaging into massive trades act as the key driving forces for the global B2B payments market.
  • 全球无人机服务市场报告(2021-2030年)
    Drone service, also known as unmanned aerial vehicle (UAV) service, is a rapidly growing market for services centered on flying robots that can be commanded remotely or flown independently utilizing softwarecontrolled flight plans in their embedded devices. Commercial drone services or Drones as a Service, are being developed to assist industries such as agriculture, construction, search & rescue, package delivery, industrial inspection, insurance, and videography with tasks such as collecting imagery and measurements and managing or broadcasting events. In the military, UAV applications were created as espionage or reconnaissance vehicles to be utilized during combat. However, the development of this type of aircraft has progressed to include professional videography, surveying, construction, inspection, traffic management, and last-mile deliveries in commercial, civil, and consumer environments. Drone services are also used for firefighting and police work, as well as various types of home monitoring.
  • 全球私有 5G 网络增长机会
    The fifth generation of wireless technology (5G) has arrived and is being rolled out globally. When one thinks of mobile and wireless, the tendency is to focus on the consumer market; however, many 5G use cases serve the enterprise market and various industry verticals. 5G will impact the consumer market, but the biggest growth opportunities for communications service providers (CSPs) and their suppliers will be in helping a wide variety of industries utilize 5G to accomplish connectivity-based operations and processes never before possible. To understand these opportunities, including where private 5G networks fit in, it is necessary to first understand where the mobile and wireless industry has been, where it is now, and where it is going.
  • 全球电子战市场(2021-2028年)
    Electronic warfare is a technology implemented by defense forces for directing energy to control or attack an enemy or impede enemy use of electromagnetic (EM) spectrum. Electronic warfare can be applied by manned and unmanned systems to target enemy military and civilian assets including humans, communications, and radars. Electronic warfare offers a flexible range of installation support and can be installed in air, on sea, land, and/or space-based platforms. Growth in need for surveillance, intelligence, and self-protection capabilities and rise in adoption of electronic warfare systems, owing to increase in territorial and intercountry conflicts are expected to drive the global electronic warfare market growth during the forecast period. However, high deployment cost and vulnerability of electronic warfare systems to cyber-attacks are anticipated to hamper growth of the market during the forecast period. Moreover, implementation of electronic protection systems in civil aviation and rise in defense expenditure globally are expected to offer lucrative opportunities for the market in the future.
  • 全球数字化制造市场报告(2021-2030年)
    Digital manufacturing can be defined as process of developing products virtually in the form of digital prototypes using a computer aided design (CAD) software. This software is often integrated with 3D visualization, analytics, simulation, and collaboration tools to simulate the manufacturing process. They also connect with smart machines, tools, and sensors to gather production data, monitor inventory in real time and accurate testing. Inclusion of digital manufacturing technology in the manufacturing industry also known as digital manufacturing has benefitted the industry by reducing operational costs, enhanced productivities, and efficient project management. Smart technologies such as sensors, RFID tags, building information modelling, and augmented reality assist in recognizing potential risks on a production site; thereby, optimizing resource requirement, avoiding accidents and fatalities, and wastage of time and money.
  • 全球计算机断层扫描增长机会
    The study provides insights into market metrics (unit sales and earned revenues), latest trends, market projections until 2025, and a roadmap to cutting-edge technologies that will drive the future growth of the CT market. The study offers a detailed landscape of industry drivers, restraints, and segments conducive for market growth. The study analyzes the CT market on a global scale, including North America, Europe, Asia-Pacific (APAC), Middle East, Latin America (LATAM), and Africa.

中文技术报告

  • “互联网+政务”背景下金融市场监管的探索研究
    金融监管中的大数据应用在“互联网+”时代面临机遇与挑战。本文提出应用共享与公开数据辅助政府决策的模型框架,以上海自贸区保税区域P2P企业风险监测的实践为例,分析数据采集、数据治理和人工智能在推进金融监管工作中的作用,提出“五位一体”监管理念、使数据来源多样化、用数据治理引导数据资产化等发展建议。
  • 车联网网络安全关键技术研究
    近年来,伴随“中国制造2025”、“互联网+”、深化制造业与互联网融合发展等国家战略的推动部署,以及汽车、电子、信息通信等技术的发展,我国车联网技术和产业发展迅速。与此同时,我国车联网发展也面临着巨大的安全挑战。安全作为车联网健康发展的基础和保障,已成为当前研究的热点和难点。在此背景下,本文首先梳理了当前车联网网络安全态势,分析了车联网面临的安全风险和挑战,对车联网安全防护的关键技术及解决方案进行了梳理和总结,并提出我国车联网安全发展的对策建议。

外文技术报告

  • 美欧网络数据产权化发展及其启示
    当前,各种大数据开发利用的技术和政策激励措施缔造了对数据产业规模的巨大想象空间,同时各方都在积极主张自身对数据的权益。美欧围绕当前网络数据交易市场构建和共享交易模式、数据权益分配和控制的规则展开了广泛的讨论,这些讨论有助于我们廓清问题,寻找适当的制度路径以规范和推动大数据产业的发展。

投资分析报告

  • 通信行业:短期产业博弈,不改头部长期格局-TV面板行业点评
    8 月份TV 面板报价出现短期大幅下滑,但是整体面板行业长期盈利能力不会受到特别大的冲击,主要公司股价已经充分反映价格调整预期,我们持续推荐面板行业产能增速最快的TCL 科技(华西通信&电子联合覆盖),相关产业受益标的京东方。
  • 通信行业:北美云巨头CAPEX整体保持增长趋势,国内阿里迎边际改善
    展望2021 年下半年,我们认为在云计算渗透率不断提升,云业务收入整体稳健的大背景下,国内云计算巨头的资本支出有望迎来进一步复苏,我们对长期空间看好,且对云产业链整体的景气度持相对乐观的态度。
  • 传媒行业:监管强化“饭圈“治理,苹果公司拟部分放开第三方支付
    上周沪深300指数上涨1.21%,申万传媒指数上涨1.76%,跑赢沪深300指数0.55个百分点。个股方面,上周涨幅较大得有游族网络(+9.80%)、世纪华通(+8.10%)、国联股份(+7.61%);跌幅较大的有芒果超媒(-10.25%)。
  • 通信行业:国资云加快建设,国企数字化转型提速
    国资云的目标用户是各地国有企业,形式上类似私有云。目前来 看,各地国资云一般是各地国资委牵头新建的地方国企专属云, 但各地在建设目标、建设节奏、上云方式、运营模式等方面存在差 异。国资云涉及的公司可能众多,我们认为可以关注以下四类公司: 一是具有较强云计算软硬件一体化供应能力的公司,如华为、新华 三、浪潮信息等;二是各地国资或与国资合建IDC 的厂商,以及国 资背景的信息软件服务商,如宝信软件、易华录、数据港、特发信 息、星网锐捷等;三是网络安全提供商;四是电信运营商。
  • 传媒互联网行业:字节收购国内VR巨头Pico,内容方价值有望重估(2021年第33周)
    悲观情绪释放,上周反弹较为明显。上周传媒(中信)指数上涨1.74%, 位列30 个一级子行业第17 位,强于沪深300(上涨1.21%)、弱于 创业板(上涨2.01%);恒生科技指数上涨7.25%,今年以来累计下 跌24.97%。受“饭圈”整治及个别艺人影响,A 股芒果超媒等公司领 跌,港股金山软件跌幅靠前。悲观情绪释放,恒生科技出现较大幅度 反弹,其中京东集团、哔哩哔哩、网易等公司涨幅靠前。
  • 互联网行业:APP中的零工经济研究
    平台经济、共享经济、第三产业发展及观念转变将持续催化灵活用工的发展。我国参与灵活就业人数达2亿,其中8400万参与互联网平台相关工作,在美国渗透率更高,占美国劳动力的34%。

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