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）国家政策持续支持。党的二十大报告指出，要加快建设网络强国、数字中国。中共中央、国务院印发《数字中国建设整体布局规划》，明确了数字中国建设“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 reach55万亿元左右，占国内生产总值比重将超过43%. according to this calculation,2023年我国企业信息化行业市场规模有望突破12trillion yuan.

二、企业信息化行业结构优化升级

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%；东北地区完成软件业务收入2499Billion yuan, year-on-year growth8.7%, accounting for the proportion of the national software industry.2.3%。其中，中部、西部地区高出全国平均水平5.7、3.1个百分点。从省市来看，软件业务收入居前5名的北京、广东、江苏、山东、浙江共完成收入74537亿元，占全国软件业比重的68.9%, accounting for an increase over the same period last year2.9个百分点。贵州、广西、湖北等中西部省份增速高于20%。

三、企业信息化行业竞争格局日趋激烈

据尚普咨询集团数据显示，我国企业信息化行业在竞争格局方面呈现出以下特点：

（1）国际竞争格局发生变化。随着美国对华科技封锁和打压的加剧，我国企业信息化行业面临着更大的挑战和压力。一方面，美国企业在集成电路、操作系统、数据库等领域仍然占据优势，对我国企业形成技术依赖和制约；另一方面，美国企业在云计算、人工智能等领域也在加快布局和扩张，与我国企业展开激烈竞争。同时，欧洲、日本等其他发达国家也在加大对企业信息化行业的投入和支持，力图抢占数字经济的制高点。

（2）国内竞争格局呈现多元化。随着数字经济的快速发展，我国企业信息化行业涌现出了一批优秀的本土企业，如用友、浪潮、金蝶等。这些企业凭借对本土市场的深刻理解和创新能力，在各自领域形成了较强的竞争优势和品牌影响力。同时，阿里巴巴、腾讯、华为等互联网巨头也在积极布局企业信息化行业，利用自身在云计算、大数据、人工智能等方面的技术优势和平台资源，为各行各业提供数字化解决方案和服务。此外，一些新兴的创新型企业也在不断涌现，如平安科技、旷视科技、商汤科技等，在人工智能、区块链、物联网等领域展现出强大的创新活力和市场潜力。

（3）跨界竞争格局日益明显。随着数字技术与实体经济的深度融合，各行各业都在加快数字化转型，对企业信息化行业提出了更高的要求和更多的机会。一方面，传统行业如制造业、金融业、医疗健康等都在积极引进和应用数字技术，提升自身效率和竞争力，并通过自主研发或收购等方式进入企业信息化行业；另一方面，新兴行业如电子商务、在线教育、网络文化等都在不断扩大和深化对数字技术的需求和应用，并通过平台化或生态化等方式与企业信息化行业形成合作或竞争关系。

四、影响企业信息化行业发展的主要因素

尚普咨询认为，影响企业信息化行业发展的主要因素有以下几个方面：

（1）政策环境。政策环境是影响企业信息化行业发展的重要外部因素。从宏观层面来看，我国政府高度重视数字经济和数字中国建设，出台了一系列政策措施和规划指导，为企业信息化行业提供了有利的发展方向和空间。从微观层面来看，我国政府也在不断完善企业信息化行业的法律法规和标准体系，加强对企业信息化行业的监管和引导，促进企业信息化行业的规范化和健康化发展。

（2）技术创新。技术创新是影响企业信息化行业发展的重要内部因素。随着数字技术的快速发展和迭代，企业信息化行业面临着不断更新换代的压力和机遇。一方面，企业信息化行业需要不断投入研发，掌握核心技术，提升产品质量和服务水平，满足用户需求；另一方面，企业信息化行业也需要不断开拓创新，探索新的应用场景和商业模式，拓展市场空间。

（3）用户需求。用户需求是影响企业信息化行业发展的重要市场因素。随着经济社会转型升级的深入推进，各行各业对数字化、智能化、网络化的需求日益增强。特别是新冠肺炎疫情的影响下，远程办公、在线教育、电子商务等新兴应用迅速发展，对企业信息化行业提出了更高的要求和更大的机遇。同时，用户需求也在不断多元化、个性化、差异化，对企业信息化行业提出了更多的挑战和机会。

（4）行业融合。行业融合是影响企业信息化行业发展的重要趋势因素。随着数字技术与实体经济的深度融合，各行各业都在加快数字化转型，对企业信息化行业提出了更高的要求和更多的机会。一方面，传统行业如制造业、金融业、医疗健康等都在积极引进和应用数字技术，提升自身效率和竞争力，并通过自主研发或收购等方式进入企业信息化行业；另一方面，新兴行业如电子商务、在线教育、网络文化等都在不断扩大和深化对数字技术的需求和应用，并通过平台化或生态化等方式与企业信息化行业形成合作或竞争关系。

五、建议

根据以上分析，尚普咨询提出以下建议：

（1）加强政策支持和引导。政府部门应继续加大对企业信息化行业的政策支持力度，为企业信息化行业提供稳定的发展环境和空间。同时，政府部门也应加强对企业信息化行业的监管和引导，促进企业信息化行业的规范化和健康化发展。

（2）加快技术创新和突破。企业信息化厂商应加大研发投入，掌握核心技术，提升产品质量和服务水平，满足用户需求。同时，企业信息化厂商也应加快开拓创新，探索新的应用场景和商业模式，拓展市场空间。

（3）加深用户需求和市场洞察。企业信息化厂商应加深对用户需求和市场变化的洞察和分析，及时调整产品策略和服务方案，满足用户需求。同时，企业信息化厂商也应加强与用户的沟通和交流，建立长期稳定的合作关系。

（4）加强跨界合作与竞争。企业信息化厂商应加强与其他行业的跨界合作与竞争，利用自身在数字技术方面的优势和资源，为其他行业提供数字化解决方案和服务，并从中获取更多的价值。同时，企业信息化厂商也应加强与其他行业的竞争意识和能力，提升自身的核心竞争力。

（5）加大人才培养和引进。企业信息化厂商应加大对人才的培养和引进，建立健全的人才激励和保障机制，吸引和留住更多的优秀人才。同时，企业信息化厂商也应加强与高校、科研机构等的合作，培养更多的创新型人才。