计算机行业深度报告：云计算持续高增，网安与信创加速向好.pdf
1 / 13 2020 11 02 - -2020.11.1 - -2020.10.25 - -2020.10.18 chenbaojiankysec S0790520080001 liuxiaoyaokysec S0790520090001 2020 3 255 4985.39 5.94% 205.7 29.74% 3 2 2.3% 3 2019 3 1 SaaS 3 64.62% 3 102.6% 3 11.07 58.42% 15.71 63.88% 2 3 89.14% 3 64.95% 3 21.68% 3 3 57.63% 3 163% 1290% 3 1.45 2020 3 4.32% 2 1 2 3 4 IT 5 IT 6 IT -27% -14% 0% 14% 27% 41% 55% 2019-11 2020-03 2020-07 300 2 / 13 1 . 3 1.1 . 3 1.2 3 . 3 2 . 5 2.1 SaaS . 5 2.2 . 6 2.3 Q4 . 7 2.4 IT . 8 2.5 IT . 8 3 . 9 4 . 10 5 . 11 1 . 3 2 2020 3 . 3 3 2020 3 . 3 4 2020Q3 8.9% . 4 5 2020Q3 1.1% . 4 6 2020 . 4 7 2020 . 5 8 2020 . 5 9 . 9 1 SaaS . 6 2 . 7 3 . 7 4 IT . 8 5 IT . 9 6 2020Q3 . 9 7 2020Q2 . 10 8 2020.10.30 . 10 3 / 13 1 1.1 1-8 49984 10.0% 2019 4.9 1-7 1.4 6020 5.9% 1-7 0.5 2019 3.5 1 1.2 3 3 5.94% 29.74% 2020 3 255 4985.39 5.94% 205.7 29.74% 2019 2 2020 3 3 2020 3 Wind Wind 3 8.9% 1.1% 2020 3 1867.2 8.9% -20.00 -10.00 0.00 10.00 20.00 30.00 2013-02 2014-02 2015-02 2016-02 2017-02 2018-02 2019-02 2020-02 软件业务收入: 累计同比（% ） 软件业务利润: 累计同比(%) 12.28% 29.66% 12.80% 5.94% 0.00% 5.00% 10.00% 15.00% 20.00% 25.00% 30.00% 35.00% 0.00 1,000.00 2,000.00 3,000.00 4,000.00 5,000.00 6,000.00 -29.46% 16.74% 33.92% -29.74% -40.00% -30.00% -20.00% -10.00% 0.00% 10.00% 20.00% 30.00% 40.00% 0.00 50.00 100.00 150.00 200.00 250.00 300.00 350.00 4 / 13 95.7 1.1% Q3 Q2 2.3% Q4 4 2020Q3 8.9% 5 2020Q3 1.1% Wind Wind 3 2020 3 27.54% 2019 4.13% 2019 2.09 6 2020 Wind 3 2020 3 8.09% 0.33 5.94% 0.09% 8.61% 0.86 -20% -10% 0% 10% 20% 30% 40% 50% 0.00 500.00 1,000.00 1,500.00 2,000.00 2,500.00 3,000.00 -150% -100% -50% 0% 50% 100% 150% 200% (150.00) (100.00) (50.00) 0.00 50.00 100.00 150.00 27.52% 26.09% 26.26% 27.46% 27.54% 9.26% 5.82% 5.24% 6.22% 4.13% 0.00% 5.00% 10.00% 15.00% 20.00% 25.00% 30.00% 5 / 13 7 2020 Wind 3 8 2020 Wind 2 2.1 SaaS 3 15.03 44.25% 5.95 191.22% Q3 5.87 64.62% 2.38 313.61% Q3 8.1 226.80% 6.10 92.2% Q3 100% 3 13.81 76.4% 17 3 6.30 102.6% 122.15% 133.11% 7.15% 7.76% 8.09% 6.15% 6.03% 5.94% 6.65% 7.75% 8.61% 4.00% 4.50% 5.00% 5.50% 6.00% 6.50% 7.00% 7.50% 8.00% 8.50% 9.00% -215.90 -316.73 -355.76 -264.85 -169.07 (400.00) (350.00) (300.00) (250.00) (200.00) (150.00) (100.00) (50.00) 0.00 6 / 13 3 18.95 23.23% 11.07 58.42% 15.71 63.88% 3 13.57 51.90% 1 SaaS 3 3 44.25% 64.62% 15.69% 14.19% -1.60% -7.78% -8.20% -5.33% 26.22% 34.46% 52.87% 94.79% 19.02% -8.82% -12.15% -9.46% Wind 2.2 3 18.7 30.41% Q3 8.63 89.14% 124% 313% 42.67% NGSOC
