2021 年，国家网络安全相关法律条例频繁出台，《数据安全法》《关键信息基础设施安全保护条例》《网络产品安全漏洞管理规定》《个人信息保护法》等多项政策法律法规及实施细则都在这一年里密集发布，推动国家网络安全战略的进一步落地，网络安全行业进入规模和质量双增长的时代。随着人工智能、5G、大数据、云计算、量子通信、区块链等前沿科技的不断成熟和应用，网络安全技术也加快了融合创新的步伐。

2021 年，5G 产业在全球范围内快速发展。国际方面，在产业规模上，2021 年全球5G 产业规模持续扩大，达到11956 亿美元，实现跨越式发展；在产业结构上，得益于全球5G 基站的快速普及和5G 终端出货量的大幅提升，基础器件层和终端层在全球5G 产业规模中的占比较高，分别占比27.3%和36.9%；在区域分布上，亚太（除日本外）和美国处于5G 产业规模的第一梯队，分别占全球产业规模的29.8%和33.2%。国内方面，在产业规模上，2021 年中国5G 产业规模达到15975.9 亿元，同比增长101.9%，实现大幅提升；在产业结构上，5G 终端层规模实现4824.7 亿元，占比达到30.2%，仅次于基础器件层，较2020 年提升0.7 个百分点；场景应用层规模达到1294.1 亿元，规模占比提升1.2 个百分点，成为2021 年占比提升最为显著的领域。目前，中国正在加快对5G终端、行业平台、应用系统等领域的研发和产业化，补齐关键环节和薄弱环节，加速应用落地，发展壮大5G 产业集群，预计到2024 年中国5G 产业规模有望突破3 万亿元。

2021 年，全球智能制造相关产业稳步发展，新技术、新概念持续赋能制造业专项升级。通过观念普及、创新驱动、标准建设、试点示范等举措，中国智能制造发展已经进入“由点及面、以链成圈”系统推进和深化应用的新阶段。2021 年，在新一代信息技术与制造业持续深度融合的背景下，中国智能制造相关产业持续增长，并将继续稳步增长。截至2021 年底，中国工业企业关键工序数控化率达55.3%，数字化研发设计工具普及率达74.7%，工业企业经营管理数字化普及率达到70.9%。

2021 年中国大数据市场规模稳步增长，从具体行业来看，互联网、金融和电信三个行业由于信息化水平高，研发力量雄厚，在业务数字化转型方面处于领先地位；政府大数据成为近年来政府信息化建设的关键环节，与政府数据整合与开放共享、民生服务、社会治理、市场监管相关的应用需求持续增强，互联网、政府、金融和电信大数据合计规模占比为79.5%。此外，工业大数据和健康医疗大数据作为新兴领域，数据量大、产业链延展性高，未来市场增长潜力大。

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for ai-powered storage by geography and historical trend. The scope of the report extends to sizing of the ai-powered storage market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for 3d animation by geography and historical trend. The scope of the report extends to sizing of the 3d animation market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

Product shipments values are also broken down by geographic areas in the countries in the report for regions, districts, provinces, states and cities. Regional summaries include North America, Europe, Asia-Pacific, Latin America, Africa, and Middle East. Percent shares are presented for each region as a share of the global market. Published annually, this report provides a unique and accurate estimate on market sizing for this equipment/material using a proprietary economic model that integrates historical trends (horizontal analysis) and longitudinal analysis of incorporated industries (vertical analysis). The report focuses a detailed calculation of original equipment manufacturers and the related system providers. The study forecasts the market value of the 3d and 4d technology market. This report is primarily aimed at business professionals in fields related to the market. These may include manufacturers and their suppliers, financiers and investors, researchers with backgrounds in the market, marketing and sales professionals, and others. This report does not list key players/companies in the market but focuses on a top-down and outlook view of the market despite the existing and entering of market companies.

今年的CES 上，我们看到整车及零部件几大趋势。（1）整车方面，我们看到宝马等传统车企加速智能化转型，索尼等消费电子企业进军汽车领域初见成效，汽车和科技行业加速融合。（2）零部件及应用层面：芯片方面，智能驾驶和智能座舱芯片出现融合趋势。补盲激光雷达是零部件上主要新品。应用方面，各家积极推出ARVR/云游戏等新应用，座舱成为娱乐中心趋势日益明显。

上周传媒（申万）指数整体上涨1.20%，同期沪深300 指数整体上涨2.35%，板块跑输沪深300 指数1.14%，位列所有板块第13 位。截至周五，传媒（申万）指数市盈率为32.93，低于历史均值42.21（2015 年至今）；当前传媒（申万）板块相比沪深300 估值溢价率为177.23%，低于历史估值溢价率均值219.97%。