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-2024 3 2024.4 iResearch Inc.1 SaaS 2024 3 IaaS PaaS SaaS AI AI SaaS AI AI AI 3 SaaS 4 1 2 2024 2025 2023 70 11.6%45 21.3%12.81 SaaS 24.6%8 28%6.97 30%3.2%22.28 21.1%13.39 SaaS 2023 15%2038 38%806 2023 972.3 67.9%2023 833.49 65.6%2023 Q4 17.22 15.2%2 3.1.4.4.5.6.7().7()IAAS.11()PAAS.12()SAAS.15().22.23().23().24().26().27().27().28().29().30().30().31.32.32.33.34.34.34.34 4 1 2024 1-3-IT 2024.3 iResearch.I 3 SaaS 16 4 1 1 000000000012316 CMPCDNSDS SDN RPA SaaS 5 2 2024 1-3-IT 2024.3 iResearch.I 2024 3 SaaS 3 SaaS A 2 1 IPO 1 1 1 50%6%100%50%100%50%44%SaaS/A B C C 6 2024.3.22 2024 2025 2024.3.27 6G IPv6 50%2024 2024.3.27 2024 2023 2024.2 iResearch.I 7()3/3.3 3 7 2022 A 3.53-3 5 3 3.00 PO 2000 3 12 23.6 3 16000P 3 12 3 14 5.6 1-5-20 2024 2023 PFLOPS 8 3 16 3 18 569 52 100 10 30 3 18 20 5 15,000 A 40,000P 3 20 59,182 3 21 41658(62.49)4 4800 x8kW(1200 x8kW)PUE1.2 A 10 3 22 500 8000P 3 22 9 AI 3 23 2030 200PFLOPS 300 2000 3 24 2024 GPU 25000P 3 25 16 400P 50P 3 25 10 1000P 50000 500P 10000 5.87 3 26 5.87 A GDSI 56.1%Rava Partners Princeville Capital Tekne Capital 43.9%2023 99.565 42.854 3 26 2023 12 31 2023 25.565 6.3%31.646 EBITDA11.326 2023 99.565 6.8%42.854 EBITDA 8.8%46.241 2023 40,259 670,975 6.4%10 3 27 5G 5 5000 500 2023 74.1 4.9%3 28 2023 2023 19.0 4.9%74.1 7.417 29.8 2023 12 31 93,597 2022 55%59%3 28 GPU 100P 3 28()()2024 1 5288 T3+2024 6 2 4000 T3+2024 3 2024 10 2025 6 3 3980 3 5 2025 4 2024 2024 OpenAI 11()IaaS 3 IaaS IaaS 5.0 3 1 5.0 5.0 5.0 AIGC 3 15 3 18 CypressTel 3 20 CypressTel(IMDA)SBO CypressTel CypressTel 2015 3 25 12 10 3 28 10 10%CypressTel SD-WAN 4 3 28 2023 38 SD-WAN CypressTel YD/T 4460 SD-WAN 2024 4 1 CypressTel 3 29()PaaS 3 PaaS AI AI AI 3 13 3 19 1 2 3 4 SSO 50 All in One 3 28 All in One ITBP+AIGC Copilot/AI Agent 50 RPA MoE 3 13 2 1 70B 2 MoE MoE MoE SFT INT8 INT4 INT3 INT2 Prompt MoE Mixtral MoE Mixtral 8x7B RPA 3 19 RPA 20%UI RPA 3 29 1 Kopilot 14 2 3 4 5()PPT 3 4 3 12+3 19 15 3 21+IM RTC SDK HarmonyOS NEXT 3 7 IM RTC SDK IM RTC SDK 1 1()SaaS 3 e AI 2024 2023 SaaS SaaS SaaS SaaS ERP SaaS 2024 3 2 2024 2024-2026 2027-2030 10 2024 ISV 4000 3305 ISV 708 115 1 4818 BIP 70 ISV 16 2024 3 2 2024 5000 200 ISV 2024 1 AI HR 2 3 4 SaaS 3 4 2023 45 21.3%3 18 2023 56.79 16.7%45.08 21.3%79.3%9.81 40.9%ARR 48.7%NDR 105.3%3 26 CEO 20%AI 3 28 AI RPA AI 17 AI IM AI 2023 70 11.6%3 30 2023 2023 AI 97.96 70.91 11.6%73.2%SaaS SaaS 3 18 2022 11 21 2023 5 30 Marketingforce SaaS 2021 2022 2023 8.77 11.43 12.32 SaaS 50.0%46.4%57.0%SaaS 3 25 2024 4 SaaS AI-SaaS 3 30 AI-SaaS AI AI-SaaS 18 AI AI AI AI AI-SaaS CRM SaaS 2023 12.81 SaaS 24.6%3 27 CRM 2023 12 31 2023 12.81 22.8%SaaS 5.91 24.6%SaaS 2120 28.9%SaaS ARPU 240 12.3%2024 AI+SaaS WPS Office 3 15 HarmonyOS NEXT WPS Office HarmonyOS NEXT WPS PC HarmonyOS NEXT 3 28 1.7.3 1 3A4000 3A5000 PC 2 3 4 TLS 5 6 VDI+vAPP SaaS 19 2023 8 28%3 28 2023 8.01 18%4.88 28%5.39 30%61%67%74%1588 2023 12 31 13 23%63.3 SaaS+SaaS 3 28 2598.HK 2009 2020 2021 2022 5.89 6.44 7.43 SaaS e AI+3 7 e e e e AI+AI SaaS 2024 3 1 2024 2024 20 SuperApp 3 11 LEAP SuperApp 10 SaaS App B C 2023 6.97 30%3 21 SaaS ERP ERP SaaS ERP SaaS 2021 2023 4.33 5.23 6.97 26.8%50.5%52.3%62.3%SaaS AI WAI 3 21 SaaS AI WAI SaaS WAI AI+BI WAI 50 WAI 2023 3.2%3 21 HK08083 2023 2023 14.48 3.2%8.39 5.8%6.06 1.4%4228.9 2024 OKR 1 AGI 2 21 2023 22.28 21.1%93.1%3 28 2023 22.28 21.1%14.84 36.0%66.6%13.49 4.5 96339 14007 8%8.78 60.5%66905 13127 SaaS AI 3 7 AI AI 7 AI SaaS 2023 13.39 3 19 2023 16.396 9.7%13.39 6.2%2022 78.5%81.6%2023 2023 32.7%42.0%AI 3 22 AI AI+AI AI AI 22 AI SaaS SaaS 3 19 2023 6 6 SaaS SaaS SaaS 2021 2022 2023 3.27 4.14 5.61 SaaS 46.2%58.3%59.7%()5G 3 25 5G 5G 5G 5G 5G APT DDoS 23()3 7 AI G7 2024 3 9 SaaS 3 14 1000 100 APP 3 19 6 AI AI 500 ModelScope-Sora 3 23 ModelScope-Sora Sora Sora Sora 24 Data-Juicer 100 AI 3 28 MediaTek 18 40 9300 AI 3W AI Model-on-Chip 3 29-AI()+3 1 3 12 25 3 14&1.0 3 23 5 3&3 25-&x AI 3 15 1 AI 2 AI 3 2024 3 15 Stack 2024 3 27 AI KBQuest 2023 26 15%()3 20 2023 2023 6090 10%15%2038 38%806 3 1 3 22 AIGC 3 25 3 26 Pocketpair 27()3 26 2023 2023 972.3 67.9%3 23 TeleCloudOS4.0 3 28()Claude 3 Sonnet Amazon Bedrock Claude 3 Haiku Amazon Bedrock 3 6 Anthropic Claude Claude 3 Haiku AI Claude 3 Sonnet Sonnet Claude 2 Claude 2.1 2 Claude 3 Opus Claude 3 Sonnet Amazon Bedrock 28 Amazon Network Firewall 3 13 Amazon Network Firewall Amazon Network Firewall NVIDIA Blackwell GPU 3 19 NVIDIA NVIDIA NVIDIA Blackwell GPU NVIDIA Blackwell GPU Amazon EC2 NVIDIA GPU LLMs Timestream for InfluxDB 3 21 Amazon Timestream for InfluxDB DevOps InfluxDB InfluxDB Timestream for InfluxDB()3 21 ModelBuilder ERNIE Speed ERNIE Lite ERNIE Tiny 3 2 ERNIE Character ERNIE Functions AI AppBuilder AI AI 29 3 22 3 28 AI ETC 3 27 7 1 2 3 4 5 6 GBI BI 7 Baidu Comate()3 20 2023 2023 Q4 17.22 10.52 6.7 15.2%30 3 21 3 28()3 27()-3 30-31()3 21 2023 833.49 65.6%708 66.7%3 29 5.5 2024 825PFLOPS RDMA 1.36 DoNews wind IDC 2.32 2023/2023 2023 AutoPaaS 2.0 2023 2023 RPA 2023 IM PaaS 2023 2022 2022 2024 SaaS 2024Q2 2024 2024Q2 2024 2024Q2 2024+(2024Q2)2024 SDN/SD-WAN 2024Q2 33 34 400 026 2099 35 2024.1 iResearch Inc.
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