资源描述
2020 2 2020.2 iResearch I+2019 319 2022 534 2019 39.8 2019 42.9 2022 350 2019 3 1 2 5 2025 6.6-8.9%3 1 2 3 44 2020.2 iResearch I2019 2019 42645 12.2%2030 2022 6 sigma 17222 20235 24283 30959 36581 38017 42645 47762 53733 60718 11.2%17.5%20.0%27.5%18.2%3.9%12.2%12.0%12.5%13.0%2013 2014 2015 2016 2017 2018 2019 2020e 2021e 2022e2013-2022%5 2020.2 iResearch I 2020.2 iResearch I 541.0 403.4 317.2 439.0 368.3 331.0 81.1%91.3%104.3%2016 2017 20182016-2018 Top3 Top3 Top3%2018 36%41.9%6 2020.2 iResearch I 2020.2 iResearch I17%20%NPS()=%-%beBit 2020 NPS 76.8%23.5%8.0%42.7%15.2%33.8%2019 2020 NPS NPS 4%8%30%37%7 2020.2 iResearch I 2022 500+2019 319 2022 534 268.2 319.5 382.1 451.4 534.3 19.1%19.6%18.1%18.4%2018 2019 2020e 2021e 2022e2018-2022%2019 2017+2019+2017 2018 AI 8 2020.2 iResearch I2.18 2.42 22.42 32.76 42.65 37.37 39.76 41244776046332013 2014 2015 2016 2017 2018 20192013-2019 2015 2019 39.8/IT 2015 57.75 9 2020.2 iResearch I To A)/To B To C)IT SaaS TPA UBI 2020 10 1 2 3 411 2020.2 iResearch I AI KYC/12 2020.2 iResearch I 2016 2017 2018 2019 2019 400 IT 61.7 124.9 232.6 406.2 102.6%86.2%74.7%2016 2017 2018 20192016-2019%IT 13 2020.2 iResearch I IaaS PaaS SaaS IaaS IT IaaS IDC 2018 IT 161.4 IaaS IT PaaS SaaS PaaS PaaS PaaS SaaS SaaS 86.5 88.5 102.0 119.9 140.9 157.0 161.4 70.8%68.7%69.1%69.6%70.2%69.8%66.1%2012 2013 2014 2015 2016 2017 20182012-2018 IT IT IT%IT IDC IT 0.6%IT 5%IT 14 2020.2 iResearch I IT 15 2020.2 iResearch I IDC 2018 7.6ZB 30%2025 48.6ZB IDC Volume Velocity Variety Value 4V 7.648.62018 20252018-2025 CAGR=30%ZB16 2020.2 iResearch I 17 2020.2 iResearch I2019 AI 42.9 2022 94.8 AI AI SaaS AI 34.642.954.370.794.824%27%30%34%2018 2019 2020e 2021e 2022e2018-2022%18 2020.2 iResearch IAI NLP 7*24 AI TO B AI 13 AI AI AI AI 19 2020.2 iResearch I AI IT=2017-13%2018 14.1 23.9 40.3 60.4 84.0 2.2 5.0 14.1 31.9 54.0 0.8 1.8 4.1 8.1 13.1 2018 2019 2020e 2021e 2022e 21.0 37.0 61.8 92.0 126.5 0.1 1.2 3.3 7.5 12.6 0.5 9.3 20.9 41.0 65.5 2018 2019 2020e 2021e 2022e 80%30%-40%AI 2018-2022 AI AI AI 30%2019 5000 2017 8.8 x 9.5 x151.1204.621.617.120 2020.2 iResearch I 2019 5-10 3.04.35.26.42019 2020e 2021e 2022e2019-2022 CAGR=28%21 2020.2 iResearch I 22 2020.2 iResearch I AI 2025 6.6%-8.9%100%2019 2025e2025 0.5%-1%3 100%91.1%93.4%6.6%-8.9%IT-0.7%AI/-1%-2%2%0.8%-1.2%10-15%20%20%-30%-1.8%-2.7%RPA/IPA-0.9%-1%-1.4%23 2020.2 iResearch I APP 24 1 2 3 425 2020.2 iResearch Ii i 2016 5 A+i 40 i+26 2020.2 iResearch Ii i+i NLP 27 2020.2 iResearch I 2014 10 2018 10 1 B B2B2C+5 48 SaaS HR 28 2020.2 iResearch I 2014 10 2017 BASIC 2018 6 16 BASIC 2017 6 1.0 2018 5 2.0 BaaS 2.0 29 1 2 3 430 2020.2 iResearch I 31 2020.2 iResearch I PC 2019 5G L4+2016+2025KYC/UBI AI 5G+L4-L5 2000PC 32 Keep Learning 400-026-2099 33
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