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9期)
(报告加工时间:2022-03-21 -- 2022-03-27)

境内分析报告

  • 2019年中国药品流通行业信息化应用情况调查分析
    随着药品流通行业集中度的进一步提高,医药供应链与互联网深度融合,智慧化信息技术赋能药品流通势在必行。分会课题组通过企业访谈和调查问卷等形式收集企业信息化应用情况和未来需求,了解企业在信息化系统规划与应用、数字化转型、数字化技术应用、药品追溯系统等信息化建设方面的发展规划并加以分析,希望能为企业决策者、信息化建设参与者提供有效参考,参照对标企业的应用情况对本企业的信息化建设策略做出修正和优化;同时,也可为行政主管部门的政策优化、技术和专项资金支持提供参考。

境外分析报告

  • 全球人员分析市场报告(2021-2026年)
    Human Resources (HR) encompasses the entire scope of labor, including establishing, cultivating, and managing the employer-employee relationship. Businesses can be small, medium-sized, or large, and depending on the size, the right workforce is needed to keep things running properly. As a result, the necessity for labor optimization is becoming apparent, as it aids in the efficiency of operations. Workforce optimization accomplishes this by matching skills and resources to a specific job, allowing the HR manager to analyze an employee’s contribution and performance, recording performance data in a structured format to aid decisionmaking, tracking work progress, and identifying missed goals. This aids in the identification of an employee’s strengths and limitations.
  • 全球医疗网络安全市场报告(2021-2026年)
    Cybersecurity is a continuously developing industry, and it impacts all the sectors across the globe. Organizations are moving from integrated security teams to communicating the responsibilities with the application teams, and the industry has put added focus on partnership and the communication of information in the community to make certain the highest level of possible efficacy. Today, ransomware, fileless malware, and nation-state attacks dominate the cybersecurity conversation. Companies are shifting from previously reactive stances to more proactive ones. Real-time threat analysis, breach detection, and predictive modeling signal a significant shift away from information security toward intelligent security.
  • 全球云通信平台市场的 Intrado 2028 年
    The cloud communication platform includes varied types of solutions which are used to boost the efficiency of business activities. Unified Communication and Collaboration (UCC/UCaaS), Web Real-Time Communication (WebRTC), Interactive Voice Response (IVR), Voice Over Internet Protocol (VoIP), Application Programming Interface (API) are some of the prominent solutions used by industries to increase the effectiveness of operations. Ion addition, with an increase in remote working and work from policy, the penetration of cloud based platforms are boosting at an exponential rate.
  • 全球云通信平台种vonage使用市场报告2028年
    The cloud communication platform includes varied types of solutions which are used to boost the efficiency of business activities. Unified Communication and Collaboration (UCC/UCaaS), Web Real-Time Communication (WebRTC), Interactive Voice Response (IVR), Voice Over Internet Protocol (VoIP), Application Programming Interface (API) are some of the prominent solutions used by industries to increase the effectiveness of operations. Ion addition, with an increase in remote working and work from policy, the penetration of cloud based platforms are boosting at an exponential rate.
  • 全球医疗保健人工智能AI市场报告(2021-2026年)
    AI in healthcare has enormous and far-reaching potential, from mobile training solutions to drug discovery, which fall within the realm of machine learning. Artificial intelligence (AI) in healthcare refers to the use of complex algorithms that are supposed to perform certain tasks automatically. When researchers, doctors, and scientists input data into computers, newly developed algorithms can review, interpret, and even suggest solutions to complex medical problems.
  • 全球先进火箭导弹推进系统市场分析2021年
    Garden hand tools have supported people in their gardening activities over the last few generations. The garden hand tool category of gardening tools consists of power tools and water equipment. The global demand for garden hand tools was estimated at about $17.28 billion in 2020 and is expected to hit a value of $21.53 billion at a CAGR of 3.73% by 2026.
  • 全球传真服务市场报告(2022-2027年)
    Fax services involve the transfer of documents among clients, customers, enterprise offices, and other related parties through the internet. Based on service type, the fax services market is segmented into three types: FOIP services, cloud-based fax services, and hybrid fax solutions. Customers can also automate their faxing process by integrating their existing back-office applications. End-users have the option to use their existing fax numbers or buy a new fax number (local and toll-free) from service providers. For on-premises fax infrastructure, end-users can install fax software on their desktop systems or the centralized server. Also, end-users can operate through the service provider’s secured online portal for cloud and hybrid fax solutions. They can send or receive faxes through the internet through their personal computers (PCs) or mobile devices. Vendors offer a variety of subscription plans. For the on-premises deployment model, vendors offer software packages on the yearly licensing model. Customers can opt for monthly or annual subscription plans for cloud-based faxing, depending on their faxing requirements. Plans are also offered based on the end-user segment, which ranges from individual end-users to large enterprise customers.
  • 全球医疗保健索赔管理市场报告(2022-2027年)
    Some of the latest medical technologies are fostering the development of new healthcare models that will benefit insured patients and the healthcare insurance sector. New technologies can improve disease prevention, diagnosis, and treatment and enhance patient safety and health system coordination. Also, advanced medical technologies optimize the use of resources, ensure sustainability, and reduce waiting times and errors. Rapid and reliable Information and Communication Technologies (ICTs) have emerged as vital components in improving the quality of human health. The use of several healthcare technologies has contributed to the development of different applications in various health coverage programs, such as electronic health records, telemedicine, e-prescription, and revenue cycle management.

中文技术报告

  • 运营商IMS网间互联互通组网关键技术研究
    随着近年来4G和5G网络技术的快速发展,传统的互联互通方式已经不能满足未来的业务发展,因此通过IMS网间实现IP方式的互联互通成为了运营商网络演进的必由之路。对IMS网间互联互通中涉及的关键组网技术和现有网络的调整改造做了深入的分析和研究,为后续运营商IMS网间互联互通的商用部署和工程建设提供了重要的思路和方法。
  • 全光网络技术发展与演进
    基于网络业务发展趋势和全光网发展现状,分析了全光网的架构和关键特征,提出了未来全光网的发展方向,包括自动化、智能化、高可靠和城域延伸趋势;同时,研究了支撑全光网演进的基础关键技术,包括光层调度技术、光层数字化技术和电层调度技术,其中光电协同运作可以充分满足低时延、大带宽和安全可靠的网络需求。随着WSS成本的快速显著降低,ROADM将从骨干网络逐渐走向城域边缘网络,实现全光网的广泛部署。
  • 基于区块链的真实世界数据共享系统研究
    针对真实世界大数据应用,以区块链为基础设施,构建支持数据溯源、隐私保护、以患者为中心的数据共享平台,开发了原型系统,进行了关键算法验证,基于最小哈希的局部敏感哈希的非标注数据溯源技术,结合区块链,实现数据来源可追溯可信可验证;设计专门的隐私保护隔离区,采用容器和虚拟机双层隔离保护机制,程序将加密发布的真实世界数据下载到隔离区内,解密后分析处理,用后解密明文立刻销毁,实现数据隐私保护;同时使用区块链、控制流图、最小哈希、局部敏感哈希等技术登记分析程序指纹,进行计算程序身份安全验证.
  • 关键信息基础设施保护体系建设与漏洞管理标准化研究
    为解决关键信息基础设施运营者在漏洞管理工作中的困惑,深化推进《中华人民共和国网络安全法》和《关键信息基础设施安全保护条例》的落实工作,构建我国关键信息基础设施保护体系.通过系统分析国内外关键信息基础设施保护的发展历程、漏洞管理相关标准、关键信息基础设施漏洞管理前沿理论,论述了关键信息基础设施运营者漏洞管理工作标准化的必要性.将关键信息基础设施漏洞消控管理工作归纳为漏洞管理、资产管理、补丁管理、人员管理、组织管理5要素和准备、规划、执行、监控、变更5阶段的管理模型,漏洞消控管理5要素与5阶段交叉细分为32个工作过程,建议根据该模型编写具有我国特色的关键信息基础设施漏洞运营者漏洞管理指南类标准.

外文技术报告

  • 骨干全光网技术发展趋势探讨
    面向新基建,中国电信提出“云网融合”转型战略,率先提出和践行“全光网”理念。其中,骨干全光网先行一步,目标是形成一张覆盖全国的一二干线融合骨干全光网络,夯实新型信息基础设施的带宽基石。基于需求分析,对中国电信骨干全光网当前采用的技术以及未来发展趋势进行深入分析,包括高速大容量全光传输、扩展波段、新型光纤、全光交换等技术。对相关技术研究和产业发展工作提供参考,共同推动全光网技术的发展。
  • 计量科学大数据分级分类
    基于我国数据共享开放的发展趋势以及科研数据安全管理的相关政策,对我国计量行业数据分级分类的现存方案进行研究。对国内20个国家级数据共享平台以及美国的相关数据分级分类方法展开调研,讨论了我国计量科研数据分级分类方法的不足,并从数据安全以及数据管理的角度提出了计量数据安全等级划分模型以及计量数据分级分类编码方法。

投资分析报告

  • 互联网行业:宏观承压疫情加重,线上零售普遍低迷-月报
    电商平台流量均明显下跌,外卖跑腿受冲击明显:电商头部平台用户规模遭遇天花板,同时受宏观压力与需求回落影响,各项指标均存在不同程度下降,头部平台手机淘宝MAU、DAU、日均使用时长和人均单日使用时长环比分别下降2%、4%、6%、2%。本地生活应用同样受到宏观与疫情的影响,尤其是与地区疫情情况联系紧密的外卖跑腿类应用受冲击较大,美团外卖与饿了么MAU、DAU、日均使用时长、人均单日使用时长环比下降分别为:4%、7%、12%、5%和9%、9%、10%、0%。
  • 2019~2020年中国医药电商的“新基建”能力探索及趋势分析
    京东健康依托京东集团资源优势,在医药零售、互联网医疗、智慧解决方案和健康服务四个业务板块基础上,逐步完善“互联网+医疗健康”产业布局。充分发挥其数字化、智慧化、完备的实物供应链能力,进一步推进医药零售线上运行。同时,京东大药房基于互联网技术和优质医疗资源打造的医药服务供应链,加速了线上线下融合,成为“互联网+医疗健康”的新型基础设施,发挥了重要作用。
  • 海外互联网行业:中国公司全球化系列报告,字节跳动专题之TikTok
    2016 年以来,TikTok 下载量和月度App 内收入持续快速提升。2021Q4 全球MAU 6.51 亿人,在全球/北美/亚太均维持对Snapchat 超20%的优势。用户粘性持续增强,日均单位用户使用时长稳步提升,2021Q4 达78.83 分钟。
  • 元宇宙行业:NFT在中国向何处去?政策、路径探讨-元宇宙专题之三
    投资建议:1)NFT交易平台的价值,相当于淘宝之于电商,NFT市场放开二次交易是行业市场空间真正打开的标志。我们认为NFT市场二次交易的放开需要在国家金融监管之下展开,依托文交所平台的合作值得关注,尤其是地方国资传媒上市公司和头部互联网公司在NFT市场的探索。一方面,地方国资背景的传媒公司参股地方文交所平台,另一方面,头部互联网大厂腾讯阿里正进行全产业链的深入探索,目前互联网平台仍然停留在NFT发行端一级市场的布局。2)NFT尚未在国内真正定性,收藏价值大于金融属性,无币化的版权确权探索是当前正在进行的清晰方向。建议关注版权类的相关公司在NFT底层技术领域的布局。3)NFT(数字藏品)市场的放开,有望盘活沉睡的文化资产、数字版权等内容,从而带动整个板块表现。建议从两个维度把握投资机会:1)在NFT/文交所等相关领域已经有所布局的相关标的视觉中国、三人行、浙文互联等标的;2)当前传媒内容板块整体处于估值历史低位,NFT有望激活头部IP资源变现价值,提升商业化能力,推荐处于估值底部的芒果超媒、三七互娱、光线传媒、华策影视、姚记科技等细分领域内容龙头。

政策环境报告

  • 河南农村“网红”经济发展的实践、问题与对策
    纵览古今变迁,海商文化构成了宁波历史文化之主流。宁波依凭四明山,毗邻东海,其海商精神除备受浙东学术“尚气节、忧民生,重信义、轻名利”浸润,还与山、海密不可分。尤其是四明山,对宁波海商文化影响深刻,使宁波海商精神融入“仁”“信”“义”等中国传统思想精髓。因此,将宁波海商精神归纳为“四明精神”,不仅能概括提炼宁波的城市精神,而且能比较贴切地展示宁波海商精神的独特面貌,即“明智求新、明利重商、明勇至信、明义兼济”。为更好地挖掘、传承海商文化,宁波应进一步弘扬“四明精神”,助推“一带一路”,善待历史遗产,塑造城市特色,挖掘文化财富,潜心创新转化,从而成就宁波更加美好的未来。

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