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1 / 16 2021 08 09 - - 2021.8.8 - - 2021.8.1 - - 2021.7.25 S0790520080001 S0790520090001 / 2020 2021 9 1 Gartner 2024 150 KPMG 100-200 -36% -24% -12% 0% 12% 24% 36% 2020-08 2020-12 2021-04 3002 / 16 1 . 3 2 . 6 3 . 8 4 . 10 5 . 12 6 . 14 7 . 14 1 “3+4+1” . 4 2 . 4 3 Gartner 2021 . 5 4 Gartner 2024 . 6 5 . 7 6 . 7 7 . 9 8 . 9 9 . 10 10 . 11 11 AiLand . 12 12 XDP . 12 13 3 . 13 1 . 3 2 . 83 / 16 1 2015 2020 1 2020 8 - - 7 24 2020 9 2020 10 2020 2025 2021 7 3+4+1 3 4 1 74 / 16 1 3+4+1 2 KPMG 2020 11 Gartner 20215 / 16 3 Gartner 2021 Gartner 2021 7 Gartner -2021 Gartner 2023 80% 2024 150 2025 606 / 16 4 Gartner 2024 Gartner 2 2016 20187 / 16 5 6 CPU TEE8 / 16 Enclave Enclave TEE CPU TCB 2 - - - IntelARM 3 2018 PSI9 / 16 7 DNA PSI DNA 810 / 16 4 1 70 3100 iDASH2019 10 9 2 CSPC FL MPC TEE PSI TEE11 / 16 10 3 2019 2 FATE FATE WeDPR 10 FISCO BCOS BSN 2017 2 4 FISCO BCOS 120 4 AiLand MPC12 / 16 11 AiLand 5 2016 2021 7 3 B+ XDP 30 500 12 XDP 5 313 / 16 KPMG 4 1 2 3 4 KPMG 100- 200 13 3 KPMG14 / 16 6 / 3 / 2021.8.6 PE PS 2021E 2022E 2023E 2021E 2022E 2023E 2021E 2022E 2023E 688023.SH 222 1.69 2.36 3.2 131.4 94.1 69.4 11.4 8.0 5.8 688561.SH 635 1.66 6.72 8.62 382.5 94.5 73.7 11.0 8.1 6.0 300454.SZ 1012 10.09 13.49 18.49 100.3 75.0 54.7 13.1 9.8 7.6 300369.SZ 182 4.19 5.58 7.47 43.4 32.6 24.4 6.8 5.3 4.2 002439.SZ 296 10.51 13.72 16.85 28.2 21.6 17.6 6.3 5.0 4.1 300188.SZ 154 4.87 6.18 7.93 31.6 24.9 19.4 5.2 4.2 3.5 002268.SZ 242 2.28 2.96 3.65 106.3 81.9 66.4 7.8 6.1 5.0 - Wind Wind 715 / 16 2017 7 1 R4 C4 C5 C4 C5 Buy 20% outperform 5% 20% Neutral 5% 5% underperform 5% overweight Neutral underperform 612 A 300 50016 / 16 1788 1 10 200120 2030 1 45 518000 18 C2 16 100044 1 B 5 710065
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