全市場(chǎng)科技產(chǎn)業(yè)策略報(bào)告第二十五期《云計(jì)算發(fā)展白皮書（2019年）》發(fā)布，云計(jì)算產(chǎn)業(yè)投資再梳理

1、內(nèi)容目錄內(nèi)容目錄1本周專題本周專題：《云計(jì)算發(fā)展白皮書（《云計(jì)算發(fā)展白皮書（2019年）》發(fā)布，云計(jì)算產(chǎn)業(yè)投資再梳理》發(fā)布，云計(jì)算產(chǎn)業(yè)投資再梳理..................................................................41.1.思考1：《云計(jì)算發(fā)展白皮書（2019年）》發(fā)布，挖掘到什么重要信息？......................51.1.1.市場(chǎng)規(guī)模：預(yù)計(jì)2022年全球

2、市場(chǎng)規(guī)模將超過(guò)2700億美元........................................51.1.2.我國(guó)云計(jì)算發(fā)展熱點(diǎn)：云管理興起，云端開發(fā)成為新模式...........................................81.1.2.1.云管理服務(wù)：助力企業(yè)管云，預(yù)計(jì)2023年市場(chǎng)規(guī)模將接近300億元.................81.1.2.2.智能云：“云智能”開啟新時(shí)代，智能云加速數(shù)字化轉(zhuǎn)

3、型...........................................81.1.2.3.云端開發(fā)：研發(fā)云逐步商用，改革企業(yè)研發(fā)過(guò)程.........................................................91.1.2.4.云邊協(xié)同：打造分布式云，催化物聯(lián)應(yīng)用落地...........................................................1

4、01.2.思考2：SaaS獨(dú)角獸公司高估值&云計(jì)算公司股價(jià)持續(xù)高增，原因何在？....................101.2.1.Slack、Zoom等公司紛紛登陸美股，為何可以享受200億左右美元估值？........101.2.2.美股優(yōu)質(zhì)云計(jì)算公司股價(jià)持續(xù)創(chuàng)新高，到底奧妙何在............................................131.3.思考3：科創(chuàng)板擬登陸的云計(jì)算產(chǎn)業(yè)鏈公司的相關(guān)特點(diǎn)如何？

5、............................................171.3.1.IaaS產(chǎn)業(yè)鏈：優(yōu)刻得重點(diǎn)在公有云、白山科技在云分發(fā)、卓易科技核心固件....171.3.2.PaaS產(chǎn)業(yè)鏈：普元信息在云應(yīng)用平臺(tái)、開普云在政務(wù)服務(wù)、寶蘭德在中間件.171.3.3.SaaS產(chǎn)業(yè)鏈：致遠(yuǎn)互聯(lián)在企業(yè)級(jí)協(xié)同管理軟件，光云科技核心在電商Saas...182二級(jí)市場(chǎng)：全市場(chǎng)行情回顧及行業(yè)估值分析二級(jí)市場(chǎng)：全市場(chǎng)行情回顧及行業(yè)估

6、值分析......................................................................................................................................................................................193一級(jí)市場(chǎng)：國(guó)內(nèi)外科技產(chǎn)業(yè)投融資回顧一級(jí)市場(chǎng)：國(guó)內(nèi)外科技產(chǎn)業(yè)投融資

7、回顧........................................................................................................................................................................................................224三板情況：新三板增發(fā)三板情況：

8、新三板增發(fā)、IPO、收并購(gòu)等情況、收并購(gòu)等情況................................................................................................................................................................................234.1.增發(fā)情況：新三板最新增發(fā)情況統(tǒng)

9、計(jì).............................................................................................234.2.IPO情況：最新IPO排隊(duì)、輔導(dǎo)情況..............................................................................................234.3.并購(gòu)

10、情況：上周上市公司并購(gòu)掛牌公司情況................................................................................235重點(diǎn)公告：全市場(chǎng)科技產(chǎn)業(yè)上市公司重要公告重點(diǎn)公告：全市場(chǎng)科技產(chǎn)業(yè)上市公司重要公告................................................................................

11、..............................................................................................24圖表目錄圖表目錄本報(bào)告版權(quán)屬于安信證券股份有限公司。本報(bào)告版權(quán)屬于安信證券股份有限公司。各項(xiàng)聲明請(qǐng)參見(jiàn)報(bào)告尾頁(yè)。各項(xiàng)聲明請(qǐng)參見(jiàn)報(bào)告尾頁(yè)。圖20：2018年?duì)I業(yè)收入3.31億美元....................................

12、..........................................................................13圖21：2018年實(shí)現(xiàn)盈利...................................................................................................................................

13、...13圖22：賽富時(shí)(SALESFCE)股價(jià)圖（美元）.........................................................................................13圖23：奧多比(ADOBE)股價(jià)圖（美元）...............................................................................

14、.......................13圖24：TWILIO股價(jià)圖（美元）........................................................................................................................14圖25：WKDAY股價(jià)圖（美元）........................................

15、.........................................................................14圖26：VEEVASYSTEMS股價(jià)圖（美元）...................................................................................................14圖27：ZSCALER股價(jià)圖（美元）...

16、................................................................................................................14圖28：Salesfce營(yíng)業(yè)總收入與同比增長(zhǎng)率...................................................................................

17、.............14圖29：ADOBE營(yíng)業(yè)總收入與同比增長(zhǎng)率.....................................................................................................14圖30：TWILIO營(yíng)業(yè)總收入與同比增長(zhǎng)率.............................................................

18、........................................15圖31：WKDAY營(yíng)業(yè)總收入與同比增長(zhǎng)率..............................................................................................15圖32：VEEVASYSTEMS營(yíng)業(yè)總收入與同比增長(zhǎng)率...................................

19、.............................................15圖33：ZSCALER營(yíng)業(yè)總收入與同比增長(zhǎng)率.................................................................................................15圖34：Salesfce經(jīng)營(yíng)活動(dòng)現(xiàn)金流量與同比增長(zhǎng)率..........................

20、........................................................15圖35：ADOBE經(jīng)營(yíng)活動(dòng)現(xiàn)金流量與同比增長(zhǎng)率........................................................................................15圖36：TWILIO經(jīng)營(yíng)活動(dòng)現(xiàn)金流量與同比增長(zhǎng)率.........................

21、...............................................................16圖37：WKDAY經(jīng)營(yíng)活動(dòng)現(xiàn)金流量與同比增長(zhǎng)率.................................................................................16圖38：VEEVASYSTEMS經(jīng)營(yíng)活動(dòng)現(xiàn)金流量與同比增長(zhǎng)率...................

22、...............................................16圖39：ZSCALER經(jīng)營(yíng)活動(dòng)現(xiàn)金流量與同比增長(zhǎng)率...................................................................................16圖40：Adobe云化轉(zhuǎn)型（百萬(wàn)元）...........................................

23、......................................................................16圖41：亞馬遜云化轉(zhuǎn)型（百萬(wàn)元）..................................................................................................................16圖42：主要指數(shù)周漲跌幅主要指數(shù)

24、周漲跌幅........................................................................................................................................................................................................................

25、................................................19圖43：周漲跌幅與成交額環(huán)比情況周漲跌幅與成交額環(huán)比情況..............................................................................................................................................

26、......................................................................................19圖44：安信新三板科技產(chǎn)業(yè)本周個(gè)股漲幅前安信新三板科技產(chǎn)業(yè)本周個(gè)股漲幅前十名（%）...........................................................................................

27、.20圖45：安信安信A股科技產(chǎn)業(yè)本周個(gè)股科技產(chǎn)業(yè)本周個(gè)股漲幅前十名漲幅前十名（%）................................................................................................20圖46：安信安信H股科技產(chǎn)業(yè)本周個(gè)股科技產(chǎn)業(yè)本周個(gè)股漲幅前十名漲幅前十名（%）.........................................

28、.......................................................20圖47：安信美股科技產(chǎn)業(yè)本周個(gè)股漲幅前十安信美股科技產(chǎn)業(yè)本周個(gè)股漲幅前十名（%）..................................................................................................20圖48：大盤指數(shù)歷史市盈率情況（動(dòng)態(tài)市盈率，整

29、體法）..........................................................................................................................21圖49：A股科技板塊歷史PE估值（TTM，整體法）....................................................................

30、...........21表1：廠商智能云產(chǎn)品戰(zhàn)略布局............................................................................................................................8表2：Slack產(chǎn)品的核心功能.....................................................

31、..........................................................................11表3：全市場(chǎng)主要指數(shù)情況..................................................................................................................................19

32、表4：上周科技產(chǎn)業(yè)一級(jí)市場(chǎng)投融資追蹤.......................................................................................................22表5：2019年7月1日2019年7月5日增發(fā)情況........................................................................

33、..........23表6：新三板科技公新三板科技公司公告公告............................................................................................................................................................................................

34、........................................................................24表7：A股科技公司公告.......................................................................................................................................

35、24表8：港股科技公司公告.......................................................................................................................................25表9：美股科技公司公告...........................................................