20240402_海通证券_信息服务行业深度报告：做好科技金融赋能科技创新_32页.pdf
Table_MainInfo/2024 04 02 Table_InvestInfo Table_QuoteInfo 2995.455325.557655.669985.7712315.8814645.982023/4 2023/7 2023/10 2024/1 Table_AuthorInfo:Tel:(021)23183969 Email:S0850517080008:Tel:(021)23185700 Email:S0850523090001:Tel:(021)23187261 Email:Table_Summary 2023 10 30 31 2024 2 20 2024 1 5 2023 11 20+2 1.5 1.1.5 1.2.5 1.2.1.5 1.2.2.7 1.3.8 1.3.1.8 1.3.2.12 1.3.3.14 1.4.18 2.19 2.1.19 2.2.19 2.2.1.20 2.2.2.22 2.3.23 2.3.1.23 2.3.2.24 2.4.25 2.4.1/PE.25 2.4.2.26 2.4.3.26 2.5.27 3.29 3.1.29 3.2.29 3.3.29 3.4.30 3.5.30 4.31 ZXFUvMtOtQnMpRsRqNrOmN7NaObRmOnNoMrNfQoOtPjMmMmO6MrRzRNZmQoOuOmQpR 3 1.6 2.7 3 2023.13 4 GDP%.13 5 2012-2022.13 6 2023.14 7.16 8 OpenAI.17 9.18 10.21 11.23 12.25 13 2023.27 4 1-.7 2.8 3.12 4.19 5.20 6 2024 3 23.22 7 2024 3.27 xmu96yv8xsEGTee1A3DA9MiCYydMK33bsDsO0TSEcfbe2ugCS7xjun3X/nwsrT8M 5 1.1.1 2023 10 30 31 1.2 1.2.1 1992 1994 2004 6/2009“”“”2010 1 2 3 4 2012 1 2017 2017 Sci-tech Finance Fin-tech 2009+7 1.2.2 1912 2 20 80-1-1771 1829/1875/1908/1971 8 Park Lee 2006 Benfratello et.al.2008 Legrand Pommet 2010 Guariglia Liu 2014 Sasidharan et.al.2015 1.3 1.3.1 1978 1992 1998 2006 2006-2020 2012 2 1978-1992 1978 1992-1998 1992 1998-2006 1999 2006-2012 2006 2006-2020 15 2012 2012 11 1 1978-1992 1978 3 12 1981 4 1982 12 1986-2000 9 863 1985 3 1991 12 1992 1991-2000 40 27 2 1992-1998 1992 1992 1994 2 10 1995 1 2 3 4 5 1995 3 1998-2006 1999 10 242 11 134 2001 3 2 863 11 4 2006-2012 2006 2006-2020 15 2007 5 2012 2012 11 2015 9 10 143 2020 2016 5 2020 2030 2050 1 2 3 4 5 6 2017 2020 10 12 3 1956 1956 1967 1963 1963 1972 3 1978 1978 1985 1982 38 1982 1986 2000 863 1992 1991 2000 2010 1994 1998 2001 2006 2006-2020 15 2016 2020 2030 2050 1.3.2“”WIPO 2023 2023 12 2012 34 22 2023 20 2023 WIPO 2022 2022 8 13 3 2023 WIPO GDP GDP 2023 9 2022 1 2022 R&D 3 30782.9 2826.6 10.1%2012 1 2019 2 2022 3 7 2 2022 2.54%0.11 10 13 3 2022 2023.5 11.4%2000 1.3 3482.5 10.7%25276.9 9.9%4 GDP%Wind 5 2012-2022 WIPO 2022 2022 23878.6 11.0%3814.4 2.6%2412.4 10.6%677.5 22.3%77.6%78.6%79.1%14 77.6%WIPO PCT WIPO 2023 2022 12 7 2021 30 24 WIPO 2023 24 21 2 6 2023 WIPO WIPO 1.3.3 2018 3 8 3 23 25%10%2018 4 4 25%500 1300 2025 15 2025 2018 4 16 BIS 7 3 2018 8 13 2019 2018 GPU 2023 9 7 2024 2024 16 2035 7 PE/VC 2024 OpenAI OpenAI 17 8 OpenAI 1 OpenAI OpenAI OpenAI Inc.OpenAI Nonprofit OpenAI OpenAI GP LLC Holding Company OpenAI Global,LLC OpenAI LP Holding Company LP OpenAI 2 OpenAI OpenAI OpenAI OpenAl 75%130 OpenAI 920 75%49%OpenAI 1500 LP OpenAI OpenAI 18 1.4 3 9 19 2.2.1 2.2 4 1996 1999 2005 2006 2006-2020 2014 2014 2021 2021 2023 20+20 2023 10 20 5“”“+”“”“”“”2023 11 1 5 2.2.1 2011 9 65%75%80%21 10 2013 2018 11 21 600 2021 6 1 2025 2022 6 1 Wind 2024 3 188 13 1.8 577 22 6 2024 3 23 1881324 873094 133981 18119 2559 577 Wind 2021 1 2021-2025 100 1000 25%15%40%2.2.2 2008 2015 2017 50%75%2018 50%75%2021 75%100%2022 75%100%75%100%2023 7 75%100%2023 23 100%2023 100 100 100 2023 200 200%2022 9 1500 10 2023 200%300 11 2.3 2.3.1 2013 2015 2016 10 5 2021 2035 24 2023 75.4%2009 2023 11 15 2024+5 30%20%2023 2023 21.2 46.8%2.1 2.45 21.9%11.8 21.75 54.2%0.8 13.64 15.3%5.2 2.3.2 2014 8 2021 11 2024 1+2018 1 9+25 2023 9 0.4 300 0.3 0.4 REITs 0.5 90%2.4 2024 2.4.1/PE 20 80 1985-2001 2021 2019 12 IMI 2014 6 2014 9 1400 5 2019 10 22 2041.5 London&Partners Dealroom 2023 2023 3200 26 1500 484 213 837 65 129 2023 AI AI 207 165 92 2023 GenAI 2.32 2020 20 2023 Synthesia Quantxa Reward Gateway Zyber 365 10 2.4.2 2022 11 2023 4 2023 4 319 2457 2.4.3 2019 2023 2 27 13 2023 IMI Wind 2023 566 6.16 1333 11.37 239 4496 7 2024 3 341 169 117 86 33 28 14 5 1 Wind Wind 2.5 Small Business Administration SBA SBA 1953 28 SBA FinTech 1984 IIA IIA 1991 3000 85%1993 Yozma Yozma Yozma Yozma Yozma 24 IPO 39 M&A 51 IPO 29 29 3.3.1+IPO+3.2 PE 3.3 2022 2.1 ETF 30 3.4 3.5 TMT 31 4.32 Table_Analysts Table_Reports,-W,-U,1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%
