资源描述
2021 22021.1 iResearch I 2023 546.5 1 2 2019 21.4 IT 5 IT 3、4、1 2 1 2 3 4 3 1 2 3 442021.1 iResearch I 2019 4 2019 42645 12.2%2030 2024 8 24283 30959 36581 38017 42645 45980 52410 60750 69960 79960 20.0%27.5%18.2%3.9%12.2%7.8%14.0%15.9%15.2%14.3%2015 2016 2017 2018 2019 2020e 2021e 2022e 2023e 2024e2015-2024%52021.1 iResearch I 2022 80%(2020 2022)/2020 5 2018 6 2019 10 2020 8 2020 6 62021.1 iResearch I 2019 319.5 0.75%2020 15%31950 35620 41320 47730 54650 11.5%16.0%15.5%14.5%2019 2020e 2021e 2022e 2023e2019-2023%72021.1 iResearch I 82021.1 iResearch I 1/2 92021.1 iResearch I 2/2 30%2019 5000 10%-15%200/10 1 2 3 4112021.1 iResearch I 1/2 IT Stage3 Stage1/2015/IOE 2018 1996Stage 1Stage 2Stage 3 IT 122021.1 iResearch I 2/2 IT IOE A 1 2 3 A A/KYC 132021.1 iResearch I Online Offline 1.2.3.4.+AI NLP Cloud Computing and Big Data 142021.1 iResearch I+2019-2021 6 9%(A)IoT NLP 4.2%9.2%7.4%5.1%5.0%6.3%2014 2015 2016 2017 2018 20192014-2019%152021.1 iResearch I IT 2019 IT 78.5 2019 IT 78.5 IT 2024 IT 207.9 2019-2024 20%4830 5640 6610 7850 9350 11400 14000 17070 20790 16.8%17.2%18.8%19.1%21.9%22.8%21.9%21.8%2016 2017 2018 2019 2020e 2021e 2022e 2023e 2024e2016-2024 IT IT%162021.1 iResearch I 2019 21.4 5 IT 2019 21.4 IT 27.2%2024 90 IT 43.3%2140 2800 3780 5140 6840 9010 30.8%35.0%36.0%33.1%31.7%2019 2020e 2021e 2022e 2023e 2024e2019-2024%IT 172021.1 iResearch I API/IaaS API KYC 182021.1 iResearch I AI 1 2 1 IoT 01 02 03 192021.1 iResearch I/AI/To A To B To C App/API/BI/202021.1 iResearch I/01/02 03/212021.1 iResearch I 2019 4.6 50%10-15%APP OCR+/LTV 222021.1 iResearch I IT=2017-13%2018 1/2 Enterprise digital upgrade35.1 60.9 102.1 152.5 210.5 2.3 6.2 17.4 39.4 66.6 1.3 11.2 25.0 49.1 78.7 2018 2019 2020e 2021e 2022e2018-2022 232021.1 iResearch I 2/2 24 1 2 3 4252021.1 iResearch I 2004 FairySoft FairyIns SenTest FairySoft/FairySoft AI 5G 262021.1 iResearch I FairyIns 272021.1 iResearch I C mPass Spring Cloud Alibaba 7*24 80%;1253 4 282021.1 iResearch IIBMIBM IBM IBM Insurance Platform Watson Expert Assist IBM Watson 97%IBM Watson;IBM Watson Expert Assist Watson Expert Assist 32 IBM AI Watson Expert Assist 1 2IBM Insurance Platform IBM Insurance Platform MajescoMajesco IBM 292021.1 iResearch IIBMIBM IBM IBM IBM IBM Insurance Platform Watson Expert Assist AI 1-2 80%SuccessFactors IBM 20-30%IT 5 20%IBM RPA 7x24 5 IBM GeneraliIBM IFFCO Tokio 30 1253 4IBM 30 1 2 3 4312021.1 iResearch I API PaaS DaaS SaaS IT PaaS DaaS SaaS/322021.1 iResearch I IoT AI 2018 2020 2022 2024 2026 2028 2030 2032 2034 2036/1 2 Step1 Step1 33 Keep Learning 400-026-2099 34
展开阅读全文