1. Enterprise Information Industry Market Scale Continues to Grow

In 2022, the national software and information technology services enterprises above designated size will exceed3.5Wanjia, accumulated software business revenue108126Billion yuan, year-on-year growth11.2%The growth rate fell from the same period last year.6.5percentage point. Among them, software product revenue26583Billion yuan, year-on-year growth9.9%, as a percentage of industry-wide revenue.24.6%; revenue from information technology services70128Billion yuan, year-on-year growth11.7%, as a percentage of industry-wide revenue.64.9%; embedded system software revenue9376Billion yuan, year-on-year growth11.3%, as a percentage of industry-wide revenue.8.7%; revenue from information security products and services2038Billion yuan, year-on-year growth10.4%, as a percentage of industry-wide revenue.1.9%。

according to champ consulting,2022Although the market size of the enterprise information industry declined, it still maintained a relatively fast growth rate, mainly benefiting from the following factors:

（1) Sustained national policy support. The report of the 20th National Congress of the Communist Party of China pointed out that it is necessary to accelerate the construction of a network power and a digital China. The Central Committee of the Communist Party of China and the State Council issued the "Overall Layout Plan for the Construction of Digital China", which clarified the construction of Digital China.“2522”The overall framework of the party and the country has made a comprehensive deployment from the strategic height of the overall development of the party and the country. A series of policy documents, such as "opinions on building a data infrastructure system to better play the role of data elements", have provided a favorable institutional environment and development space for the enterprise information industry.

（2) Continuous breakthroughs in digital technology innovation.2022In, China's integrated circuits, artificial intelligence, high-performance computing,EDAImportant progress has been made in databases, operating systems, etc.5GIt has achieved comprehensive leadership in technology, industry, network and application,6GAccelerate research and development layout. Cloud computing, big data, Internet of things and other new generation of information technology is widely used in various fields, promoting the product innovation and service upgrading of enterprise information industry.

（3) User needs are increasingly diverse. With the deepening of economic and social transformation and upgrading, the demand for digitalization, intelligence and networking in all walks of life is increasing. In particular, under the influence of the new coronary pneumonia epidemic, the rapid development of new applications such as telecommuting, online education and e-commerce has put forward higher requirements and greater opportunities for the enterprise information industry.

Expected2023The scale of China's digital economy will reach55About trillion yuan, accounting for more than the proportion of GDP43%. according to this calculation,2023China's enterprise information industry market size is expected to break through12trillion yuan.

2. Enterprise Informatization Industry Structure Optimization and Upgrading

According to data from the Champ Consulting Group,2022China's enterprise information industry in the market structure showed the following characteristics:

（1) by product type, IT services remain the dominant force.2022China's information technology service revenue in70128Billion yuan, year-on-year growth11.7%Higher than the overall industry level0.5Percentage points, accounting for the proportion of industry-wide income.64.9%. Among them, cloud services and big data services jointly realized revenue10427Billion yuan, year-on-year growth8.7%, as a percentage of revenue from information technology services14.9%, accounting for an increase over the same period last year2percentage points; integrated circuit design revenue2797Billion yuan, year-on-year growth12.0%; e-commerce platform technology services revenue11044Billion yuan, year-on-year growth18.5%. These data show that in the era of digital economy, the demand of enterprises for infrastructure construction, data processing and analysis, e-commerce operation and so on is increasing, which is a huge market space for enterprise information manufacturers providing these services.

（2) By application area, the industrial Internet has become a new growth point.2022The scale of China's industrial Internet core industry exceeded1.2Trillion yuan, year-on-year growth15.5%Higher than the overall industry level4.3percentage point. The industrial Internet has covered the industrial category.85%Above, the identification analysis system has been fully completed, and the key platform connection equipment has exceeded.800010,000 units (sets). These data show that under the promotion of the Ministry of Industry and Information Technology, China's industrial Internet construction has achieved remarkable results, providing strong support for the transformation and upgrading of traditional industries. With“New Infrastructure”The in-depth implementation of the industrial Internet will play a greater role in intelligent manufacturing, intelligent logistics, intelligent energy and other fields, driving the rapid development of enterprise information industry.

（3) Divided by geographical distribution, the eastern region still leads, and the central and western regions catch up.2022Revenue from completed software business in Eastern Region88663Billion yuan, year-on-year growth10.6%, accounting for the proportion of the national software industry.82.0%; Central region completed software business revenue5390Billion yuan, year-on-year growth16.9%, accounting for the proportion of the national software industry.5.0%; revenue from completion of software business in the western region11574Billion yuan, year-on-year growth14.3%, accounting for the proportion of the national software industry.10.7%; Northeast region completed software business revenue2499Billion yuan, year-on-year growth8.7%, accounting for the proportion of the national software industry.2.3%. Among them, the central and western regions are higher than the national average.5.7、3.1percentage point. From the provincial and municipal point of view, the software business revenue is the top.5Beijing, Guangdong, Jiangsu, Shandong and Zhejiang completed a total of income.74537Billion yuan, accounting for the proportion of the national software industry68.9%, accounting for an increase over the same period last year2.9percentage point. Guizhou, Guangxi, Hubei and other central and western provinces grew faster20%。

3. enterprise information industry competition pattern is becoming increasingly fierce

According to data from the Shangpu Consulting Group, China's enterprise information industry presents the following characteristics in terms of competitive landscape:

（1) The international competition landscape has changed. With the intensification of the U.S. blockade and suppression of China's technology, my country's enterprise information industry is facing greater challenges and pressures. On the one hand, American companies still have an advantage in integrated circuits, operating systems, databases and other fields, forming technological dependence and constraints on Chinese companies; on the other hand, American companies are also accelerating their layout and expansion in cloud computing, artificial intelligence and other fields. Chinese companies compete fiercely. At the same time, other developed countries such as Europe and Japan are also increasing their investment and support in the enterprise information industry, trying to seize the commanding heights of the digital economy.

（2) The domestic competitive landscape is diversified. With the rapid development of digital economy, a number of excellent local enterprises have emerged in China's enterprise information industry, such as UFIDA, Inspur, Kingdee and so on. With their deep understanding of the local market and innovation ability, these enterprises have formed a strong competitive advantage and brand influence in their respective fields. At the same time, Internet giants such as Alibaba, Tencent, and Huawei are also actively deploying the enterprise information industry, using their technological advantages and platform resources in cloud computing, big data, and artificial intelligence to provide digital solutions and services for all walks of life. In addition, some emerging innovative companies are also emerging, such as Ping An Technology, Megvii Technology, Shangtang Technology, etc., showing strong innovation vitality and market potential in the fields of artificial intelligence, blockchain, and Internet of Things.

（3) Cross-border competition is becoming increasingly evident. With the deep integration of digital technology and the real economy, all walks of life are accelerating the digital transformation, which puts forward higher requirements and more opportunities for the enterprise information industry. On the one hand, traditional industries such as manufacturing, financial industry, medical and health care are actively introducing and applying digital technology to improve their own efficiency and competitiveness, and enter the enterprise information industry through independent research and development or acquisition; on the other hand, emerging industries such as e-commerce, online education, network culture and so on are constantly expanding and deepening the demand and application of digital technology, and through the platform or ecological and other ways to form a cooperative or competitive relationship with the enterprise information industry.

4. the Main Factors Affecting the Development of Enterprise Information Industry

Shangpu Consulting believes that the main factors affecting the development of the enterprise information industry are as follows:

（1) policy environment. The policy environment is an important external factor affecting the development of the enterprise information industry. From a macro perspective, the Chinese government attaches great importance to the digital economy and the construction of Digital China, and has issued a series of policy measures and planning guidance, which provides a favorable development direction and space for the enterprise information industry. From the micro level, the Chinese government is also constantly improving the laws, regulations and standard system of the enterprise information industry, strengthening the supervision and guidance of the enterprise information industry, and promoting the standardization and healthy development of the enterprise information industry.

（2) technological innovation. Technological innovation is an important internal factor affecting the development of enterprise information industry. With the rapid development and iteration of digital technology, the enterprise information industry is facing the pressure and opportunity of continuous upgrading. On the one hand, the enterprise information industry needs to continue to invest in research and development, master core technologies, improve product quality and service levels, and meet user needs; on the other hand, the enterprise information industry also needs to continue to innovate and explore new application scenarios and business models. Expand market space.

（3) user needs. User demand is an important market factor affecting the development of enterprise information industry. With the deepening of economic and social transformation and upgrading, the demand for digitalization, intelligence and networking in all walks of life is increasing. In particular, under the influence of the new coronary pneumonia epidemic, the rapid development of new applications such as telecommuting, online education and e-commerce has put forward higher requirements and greater opportunities for the enterprise information industry. At the same time, user needs are constantly diversified, personalized, and differentiated, which poses more challenges and opportunities for the enterprise information industry.

（4) industry convergence. Industry convergence is an important trend factor affecting the development of enterprise information industry. With the deep integration of digital technology and the real economy, all walks of life are accelerating the digital transformation, which puts forward higher requirements and more opportunities for the enterprise information industry. On the one hand, traditional industries such as manufacturing, financial industry, medical and health care are actively introducing and applying digital technology to improve their own efficiency and competitiveness, and enter the enterprise information industry through independent research and development or acquisition; on the other hand, emerging industries such as e-commerce, online education, network culture and so on are constantly expanding and deepening the demand and application of digital technology, and through the platform or ecological and other ways to form a cooperative or competitive relationship with the enterprise information industry.

5. recommendations

Based on the above analysis, Champ Consulting makes the following recommendations:

（1) Strengthen policy support and guidance. Government departments should continue to increase policy support for the enterprise information industry to provide a stable development environment and space for the enterprise information industry. At the same time, government departments should also strengthen the supervision and guidance of the enterprise information industry, and promote the standardized and healthy development of the enterprise information industry.

（2) Accelerate technological innovation and breakthroughs. Enterprise information manufacturers should increase investment in research and development, master the core technology, improve product quality and service level, to meet the needs of users. At the same time, enterprise information manufacturers should also speed up innovation, explore new application scenarios and business models, and expand market space.

（3) Deepen user needs and market insights. Enterprise information manufacturers should deepen the insight and analysis of user needs and market changes, and timely adjust product strategies and service plans to meet user needs. At the same time, enterprise information manufacturers should also strengthen communication and exchanges with users and establish long-term and stable cooperative relations.

（4) Strengthen cross-border cooperation and competition. Enterprise information manufacturers should strengthen cross-border cooperation and competition with other industries, make use of their own advantages and resources in digital technology, provide digital solutions and services for other industries, and obtain more value from them. At the same time, enterprise informatization manufacturers should also strengthen their competitive awareness and ability with other industries to enhance their core competitiveness.

（5) Increase the training and introduction of talents. Enterprise informatization manufacturers should increase the training and introduction of talents, establish a sound talent incentive and guarantee mechanism, and attract and retain more talents. At the same time, enterprise informatization manufacturers should also strengthen cooperation with universities and scientific research institutions to cultivate more innovative talents.