銆?/span>CPS涓畨緗?cps.com.cn銆?6鏈?/span>22鏃ワ紝鈥滃叏鐞?/span>IoT浜戝鉤鍙扮涓�鑲♀�濇秱楦︽櫤鑳介�氳繃娓氦鎵�鑱嗚錛屽茍浜?/span>6鏈?/span>22鏃ヨ嚦6鏈?/span>27鏃ユ湡闂存嫑鑲°�傚叕鍙告嫙鍏ㄧ悆鍙戝敭730涓囪偂鑲′喚錛屽寘鎷娓彂鍞?/span>73涓囪偂鑲′喚鍙婂浗闄呭彂鍞?/span>657涓囪偂鑲′喚錛屾渶楂樺彂鍞環22.8娓厓姣忚偂銆?/span>
娑傞甫鏅鴻兘鏈鍦ㄦ腐鑲℃嫙闆嗚祫鐨勮妯′負5.6浜?/span>-6.03浜挎腐鍏冿紝鏍規嵁鎷涜偂涔︼紝鍏徃鎷熷皢鑲′喚鍙戝敭鎵�寰楁欏瑰噣棰濈敤浜庡叕鍙告湭鏉ヤ簲騫村唴鐨勪互涓嬬敤閫旓細
綰?/span>30%鐢ㄤ簬澧炲己鐗╄仈緗戞妧鏈強鍩虹璁炬柦錛涚害30%鐢ㄤ簬鎵╁ぇ鍜屽寮轟駭鍝佷緵搴旓紱綰?/span>15%鐢ㄤ簬鏀瑰杽閿�鍞強钀ラ攢錛涚害15%鐢ㄤ簬瀵繪眰鎴樼暐浼欎即鍏崇郴銆佹姇璧勫強鏀惰喘錛涚害10%鐢ㄤ簬榪愯惀璧勯噾鍙婂叾浠栥�?/span>
鎹簡瑙ｏ紝娑傞甫鏅鴻兘鐨勭編鍥藉瓨鎵樿偂浠藉凡緇忓湪2021騫?/span>3鏈?/span>18鏃ュ湪綰戒氦鎵�涓婂競錛屽湪緹庤偂鐨?/span>IPO鍙戣浠蜂負21緹庡厓錛屾垚涓哄叏鐞?/span>IoT浜戝鉤鍙扮涓�鑲°�?/span>
娑傞甫鏅鴻兘寮�鐩樺ぇ娑?/span>30.98%錛岃偂浠瘋揪27.5緹庡厓錛屽競鍊艱秴150浜跨編鍏冦�傞殢鍚庝竴騫撮棿錛岃偂浠烽�愭笎涓嬫粦錛屾埅鑷崇編涓滄椂闂村懆浜屾敹鐩橈紝娑傞甫鏅鴻兘鎶?/span>2.46緹庡厓錛屾�誨競鍊?/span>14.05浜跨編鍏冦�?/span>
甯傚�間粠寮�鐩樺埌鐜板湪錛岀緝姘翠簡涓�鐧懼浜跨編鍏冿紱鍐嶇湅榪欎袱騫寸殑涓氱嘩錛屼篃涓嶇敋鐞嗘兂銆?/span>
涓氱晫鎺ㄦ祴錛岀編鍥借祫鏈競鍦哄涓浗浼佷笟鐨勪笉鍙嬪ソ錛屽姞涓婁笟緇╅潰涓嶄匠錛屾秱楦︽櫤鑳借揩鍒囬渶瑕佹壄杞眬闈紝涓�涓槸鍑忓皯鍥藉甯傚満鐨勪笉紜畾褰卞搷錛屼竴涓槸鍥炴腐鑲′笂甯傦紝鍦ㄥ嫙闆嗘洿澶氳祫閲戠殑鍚屾椂錛岃鑷繁涓嶄細榪欎箞琚姩銆?/span>
浣嗘牴鎹悇鍦板競鍦鴻鍒欙紝鍙絎﹀悎褰撳湴涓婂競瑙勫垯錛岄兘鍙笂甯傦紝榪欎篃鏄甯哥殑甯傚満琛屼負銆?/span>
涓嶈繃錛屾秱楦︽櫤鑳藉湪涓ゅ湴涓婂競錛岃兘鍚︾湡鐨勬憜鑴辯溂涓嬬殑鍥板錛岃劚鍥拌�屽嚭鍚楋紵
01.鏁翠綋涓氱嘩鎯呭喌
娑傞甫鏅鴻兘鎴愮珛浜?/span>2014騫達紝涓昏惀鐗╄仈緗?/span>PaaS銆佹櫤鑳借澶囧垎閿�鍜?/span>SaaS鍙婂叾浠栦笟鍔°�?/span>
鐩墠錛屾秱楦︽櫤鑳戒富瑕佷緷鎵樻秱楦?/span>IoT浜戝鉤鍙頒負瀹㈡埛鎻愪緵IoT杈圭紭鍔熻兘銆佷簯閾炬帴涓庡熀紜�IoT銆?/span>APP寮�鍙戠瓑鏈嶅姟錛屽叾緇堟瀬鎰挎櫙鏄墦閫犲叏鐞冨寲鏅鴻兘騫沖彴錛屽府鍔╀紒涓氬鎴蜂互杈冧綆鐨勬垚鏈疄鐜頒駭鍝佺殑鏅鴻兘鍖栧崌綰с�佽Е杈劇敤鎴楓�?/span>
鍏紑璧勬枡鏄劇ず錛屾秱楦︽櫤鑳借嚜鎴愮珛鍚庯紝灝卞鍙楁姇璧勮�呭叧娉紝鏈熼棿瀹屾垚浜嗗杞瀺璧勩�?/span>
鍏徃鐨勪袱浣嶅垱濮嬩漢鑳屾櫙錛屼篃鏄姇璧勬満鏋勫叧娉ㄧ殑鐒︾偣銆?/span>
鐩稿叧璧勬枡鏄劇ず錛屾秱楦︽櫤鑳界殑涓や綅鍒涘浜虹帇瀛﹂泦銆侀檲鐕庣綍閮芥槸闃塊噷鍓嶉珮綆★紝鍓嶈�呰繕鏄樋閲屼簯鐨勫垵鍒涘洟闃熸垚鍛樺拰涓昏綆＄悊鑰咃紝瀵逛簯鎶�鏈湁杈冧負娣卞埢鐨勪簡瑙ｃ�?/span>
浣嗕袱浜哄湪鍒涚珛娑傞甫鏅鴻兘涔嬪悗錛屾繁搴﹀弬涓庡叾铻嶈祫銆佷笂甯傝繃紼嬬殑鍗翠笉鏄樋閲岋紝鑰屾槸鍏舵渶澶х珵浜夊鎵嬶細鑵捐銆?/span>
鑷?/span>2019騫翠互鏉ワ紝鑵捐鏇句袱搴﹀弬涓庢秱楦︽櫤鑳借瀺璧勮鍒掞紝鎸佹湁鍚庤�?/span>10.8%鐨勮偂鏉冿紝鏄叾涓婂競鍚庣殑絎簩澶ц偂涓?/span>
灝界鏈夊ぇ鑲′笢鏀寔錛屼絾鏄秱楦︽櫤鑳界殑涓氱嘩鍗存寔緇綆榪楓�?/span>
2019騫?/span>-2021騫達紝娑傞甫鏅鴻兘鐨勬敹鍏ュ垎鍒負1.06浜跨編鍏冦�?/span>1.8浜跨編鍏冨拰3.02浜跨編鍏冿紝鍑�浜忔崯鍒嗗埆涓?/span>7050涓囩編鍏冦�?/span>6690涓囩編鍏冨強1.75浜跨編鍏冿紝榪?/span>3騫寸殑鍑�浜忔崯鍚堣榪?/span>3浜跨編鍏冿紱緇忚皟鏁翠簭鎹?/span>(闈炲叕璁や細璁″噯鍒欒儲鍔℃寚鏍?/span>)鍒嗗埆涓?/span>6530涓囩編鍏冦�?/span>5750涓囩編鍏冨強1.09浜跨編鍏冦�?/span>
榪欎笁騫撮棿錛屾秱楦︽櫤鑳界殑鐮斿彂璐圭敤鍒嗗埆涓?/span>5200涓囩編鍏冦�?/span>7740涓囩編鍏冨強1.74浜跨編鍏冿紝鍒嗗埆鍗犲悓鏈熸�繪敹鍏ョ殑49.2%銆?/span>43.0%鍙?/span>57.7%銆?/span>
2022騫寸涓�瀛ｅ害錛屾秱楦︽櫤鑳借惀鏀?/span>5532.4涓囩編鍏冿紝2021騫村悓鏈熶負5686.8涓囩編鍏冿紝鍚屾瘮涓嬮檷綰?/span>2.7%錛岃繖鏄叾涓婂競鍚庨嬈″嚭鐜拌惀鏀惰礋澧為暱銆?/span>
鍑�浜忔崯涓?/span>5495.3涓囩編鍏冿紝2021騫村悓鏈熶負4053.3涓囩編鍏冦�傚悓姣旀斁澶?/span>36%錛岃�岃繖宸茬粡鏄繛緇洓涓搴﹀嚭鐜板噣浜忔崯闈㈡墿澶т簡銆?/span>
涓庢鍚屾椂錛屽叾涓�瀛ｅ害姣涘埄娑﹀拰姣涘埄鐜囧垎鍒負2282涓囩編鍏冨拰41%錛屽墠鑰呰緝鍘誨勾鍚屾湡寰箙涓嬮檷錛屽悗鑰呭垯鍩烘湰鎸佸鉤錛屼絾鍧囦綆浜庝笂涓�瀛ｅ害銆?/span>
鍦ㄦ垚鏈柟闈紝涓�瀛ｅ害鐮斿彂銆佺鐞嗚垂鐢ㄥ悓姣斿垎鍒闀?/span>37.1%鍜?/span>12.3%錛屾�昏垂鐢ㄥ垯鍚屾瘮澧為暱21.1%鑷?/span>7830涓囩編鍏冦�?/span>
浠庤惀鏀剁粨鏋勭湅錛?/span>2022騫翠竴瀛ｅ害鐗╄仈緗?/span>PaaS涓氬姟鏀跺叆涓?/span>4180涓囩編鍏冿紝鍚屾瘮璺?/span>16.1%錛?/span>SaaS鍜屽叾浠栦笟鍔℃敹鍏ヤ負580涓囩編鍏冿紝鍚屾瘮澧為暱146.7%錛涙櫤鑳借澶囧垎閿�涓氬姟鏀跺叆鍒欏綍寰?/span>780涓囩編鍏冿紝鍚屾瘮澧為暱63.9%銆?/span>
铏界劧SaaS銆佹櫤鑳借澶囧垎閿�涓ら」涓氬姟鐨勮惀鏀朵粛淇濇寔杈冮珮澧為�燂紝浣嗗叾浣撻噺澶皬錛屽娑傞甫鏅鴻兘鐨勮礎鐚浉褰撴湁闄愩�?/span>
鏈夋満鏋勫垎鏋愭寚鍑猴紝娑傞甫鏅鴻兘鐨勭墿鑱旂綉PaaS涓氬姟钀ユ敹涓嬫粦騫墮潪鍥犱負瀹㈡埛嫻佸け錛岃�屾槸鍥犱負緇堢鐢ㄦ埛娑堣垂鑳藉姏鐨勪笅婊戙�?/span>
鏁版嵁鏄劇ず錛屾埅姝竴瀛ｅ害鏈紝娑傞甫鏅鴻兘IoT PaaS瀹㈡埛鏁拌揪鍒?/span>3900涓囧錛屽紑鍙戣�呮暟閲忚秴58涓囷紝鍚屾瘮鍒嗗埆澧為暱29%鍜?/span>14.1%銆?/span>
浣嗙敱浜庡叏鐞冭錘鏄撳姩鑽°�佹櫤鑳藉灞呴浂鍞秷璐瑰競鍦哄闀跨柌杞紝浠ュ強瀵瑰ご閮ㄥ鎴風殑榪囧害渚濊禆錛屽悓鏃舵柊瀹㈡埛鍜屽皬瀹㈡埛鐨勫競鍦哄皻鏈紑鍙戯紝瀵艱嚧鏁翠綋涓氱嘩鐨勪笅婊戙�?/span>
娑傞甫鏅鴻兘鍦ㄦ嫑鑲′功涓〃紺猴紝棰勮2022騫寸殑鍑�浜忔崯浠嶄細澧炲姞錛屽洜涓哄叕鍙擱璁″皢澶ч噺璧勬簮緇х畫鐢ㄤ簬鐮斿彂媧誨姩銆佺戶緇湪鑾峰彇鍙婄暀瀛樺鎴蜂互鍙婃彁楂樺搧鐗岀煡鍚嶅害鏂歸潰浜х敓澶ч噺閿�鍞強钀ラ攢璐圭敤錛屽茍緇х畫浜х敓澶ч噺涓�鑸強綆＄悊璐圭敤錛屽寘鎷笌浣滀負涓婂競鍏徃榪愯惀鍙婂緩璁浉鍏崇殑涓�鑸強綆＄悊璐圭敤銆?/span>
鍏徃鍙兘鏃犳硶澧炲姞瓚沖鐨勬敹鍏ヤ互鎶甸攢璇ョ瓑鎶曡祫瀵艱嚧鐨勮惀涓氳垂鐢ㄧ殑澧炲姞銆傛湭鏉ヤ笁鑷充簲騫村唴錛屽叕鍙稿彲鑳芥棤娉曞疄鐜扮泩鍒┿�?/span>
娑傞甫鏅鴻兘涔熻〃紺猴紝璁″垝閫氳繃鎵╁ぇ瀹㈡埛緹ゅ強鎻愬崌鍙備笌搴︺�佹彁鍗囨瘺鍒╃巼銆佹彁楂樼粡钀ユ晥鐜囧拰鏀瑰杽緇忚惀鐜伴噾嫻侀噺鐘跺喌瀹炵幇鐩堝埄銆?/span>
02.濡備綍鍦ㄥ競鍦虹珵浜変腑紿佸洿錛?/span>
娑傞甫鏅鴻兘鍦ㄦ垚绔嬩互鍚庯紝鍦?/span>2015騫達紝寤虹珛浜嗕笘鐣岄涓墿鑱旂綉浜戝紑鍙戝鉤鍙幫紝榪欎嬌娑傞甫鏅鴻兘鍦ㄥ叏鐞冪墿鑱旂綉PaaS棰嗗煙鎷ユ湁璁稿鍏堝彂浼樺娍銆傛垨璁歌繖涔熸槸瀹冧負浣曚細鍦ㄦ姇璧勫競鍦哄鍙楀叧娉ㄧ殑鍘熷洜銆?/span>
娑傞甫鏅鴻兘鐨勭墿鑱旂綉騫沖彴涓昏鎻愪緵鏈嶅姟(PaaS)甯姪鍝佺墝鏂廣�?OEM鍜屽紑鍙戣�呭紑鍙戙�佹帹鍑恒�佺鐞嗗強鍙樼幇鏅鴻兘璁懼鍙婃湇鍔°�?/span>
娑傞甫鏅鴻兘鐨勮涓氳蔣浠舵彁渚涙湇鍔?/span>(SaaS)浜у搧甯姪浼佷笟閮ㄧ講銆佽繛鎺ュ強綆＄悊澶ч噺涓嶅悓綾誨瀷鐨勬櫤鑳借澶囥�?/span>
娑傞甫鏅鴻兘涔熷悜浼佷笟銆佸紑鍙戣�呭拰緇堢鐢ㄦ埛鎻愪緵澶氱鍩轟簬浜戠殑澧炲�兼湇鍔★紝浠ユ彁楂樺叾寮�鍙戝強綆＄悊鐗╄仈緗戜綋楠岀殑鑳藉姏銆?/span>
閫氳繃娑傞甫鏅鴻兘鐨勭墿鑱旂綉浜戝紑鍙戝鉤鍙幫紝寮�鍙戣�呰兘澶熸縺媧葷敱鍝佺墝鏂廣�?/span> OEM銆佸悎浣滀紮浼村強緇堢鐢ㄦ埛鏋勬垚鐨勭墿鑱旂綉鐢熸�佺郴緇燂紝閫氳繃騫挎硾鐨勬櫤鑳借澶囧疄鐜頒簰鍔ㄥ強浜ゆ祦銆?/span>
娑傞甫鏅鴻兘浠庣墿鑱旂綉PaaS銆佹櫤鑳借澶囧垎閿�鍜?/span>SaaS鍙婂叾浠栦笟鍔′駭鐢熸敹鐩娿�?/span>2019騫?/span>-2021騫達紝鐗╄仈緗?/span>Pass鐨勬敹鍏ュ崰姣斿垎鍒負72.2%銆?/span>84.3%鍙?/span>86.5%銆?/span>
姝ゅ墠錛屾秱楦︽櫤鑳戒笓娉ㄤ簬鍥介檯甯傚満鐨勫紑鎷擄紝榪欐垨璁鎬篃鏄叾閫夋嫨鍦ㄧ編鍥戒笂甯傜殑鍘熷洜涔嬩竴銆?/span>
涓嶈繃錛岃嚜2021騫村勾涓互鏉ワ紝鍙椾簹椹�婂叧搴椼�佹搗榪愭垚鏈笂鍗囧強榪愬姏鍑忓急銆佽姱鐗囩煭緙恒�佹緹庨�氳儉銆佷縿涔屽啿紿佺瓑澶氬洜绱犲獎鍝嶏紝娑傞甫鏅鴻兘鐨勫闀夸箣鍔夸究鏈夋墍鏀劇紦銆?/span>
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