20230130_东方证券_计算机行业证券研究报告：数据要素系列_50页.pdf
|1+N 1+N 2022 12 19 N(688066)(002230)(300226)(301299)(300229)(600602)A(000032)(300212)(002152)(688023)-U(688561)(688579)-U(688031)(688787)(300766)(300188)2.1.1.1.2.1.3.2.1.2.2.2.2.1 2.2.2 2.3.2.3.1 2.3.2 2.4 2.4.1 2.4.2 2.4.3 2.4.4 2.5.2.5.1 2.5.2 2.5.3 3.1.3.2.3.3.3.4.4.1.4.1.1 WUAZvMtOmPoPtNmPqNrOnM7NcM7NpNmMmOpMkPoOqRfQpMqRbRmNrNvPsPpMwMpOmN 3 4.1.2 4.1.3 AI 4.1.4 4.1.5 4.2.4.2.1 4.2.2 4.2.3 4.2.4 4.3.4.3.1 4.3.2 4.3.3 4.3.4-4.3.5 4.3.6 4.3.7 AI.4 1 2010-2025E Zettabytes.2.3.4 2021.5 IDC 2025.6.7 2020 4.8 2022 6.9.10.11.12.13.14 GDPR.15:.16.17.18.19.20.21.22.23.24.25.26.27.28.29.30.31.32 2020-2022.33 2022.5 34.35.36.37 BDEX.38.39.40 2022.41:.42.43.44.45.46.47.48.49.50.51.52 2022 12.53.54.55.56.57.58 2022 12 6.59.60.61.62.63-.64 TDH.65.66.67.6 1+N 1.1 Statista,2020 64.2 zettabytes 1 zettabyte=1021 bytes Statista 2025 181 zettabytes 1 2010-2025E Zettabytes*Statista 2 3 0%20%40%60%80%100%120%140%160%020406080100120140160180200 Zettabytes 7 1.2 2021 2000 960 48%500 25%250 13%4 2021 5%2021 250 13%960,48%500,25%250,13%85,4%165,8%40,2%8 1 2025 IDC 2025 5 IDC 2025*Datasphere:*EMEA:*APJxC:*ROW:IDC:Data Age 2025 Study Seagate Forbes 2 5G 80 520 3 4 2023 2023 1144 2025 1749 6 9 2021 1.3 2020 4 2021 2025 2022 6 7 2020 4 8 2022 6 70490411441426174902004006008001000120014001600180020002021E 2022E 2023E 2024E 2025E 10 1+N 2022 12 1+N 1+N 1 N 2022 12 9 N 1 N 9 1+N 2022 12 9 10 11 2022 12 19 11 2.1 12 12 Meta COVID-19 13 13 CAICT 2018 GDPR 14 GDPR Snel 2.2 2.2.1 14 15:15 2.2.2+璟 2.3 2.3.1 16 2021 12 2022 3 16 17 17 2.3.2 18 2022 6 22 2022 12 19 18 2.4 2.4.1 20 19 21 2.4.2 22 G B C 20 23 2.4.3 24 21 2.4.4 25 22 26 2.5 27 2.5.1 23 28 Data.gov data.gov.uk 10 15 24 29 2.5.2 25 30 2.5.3 31 32 2020-2022 26 2022 2022 8 44 Cloudward Data Privacy Statistics,Facts&Trends of 2022 33 2022 13.55%26.81%37.65%14.19%7.80%0.00%10.00%20.00%30.00%40.00%50.00%2020 2021 2022 27 Cloudwards 3.1 34 0%10%20%30%40%50%60%70%80%90%100%28 35 3.2 2009 Data.gov 2010 1 data.gov.uk BDEX Quandl IT Data Plaza 2.1 GDPR 36 29 Data.gov 37 BDEX BDEX 2017 2017 2019 2020()2021 38 39 30 2035 2022 2022 12 40 2022 3.3 31 2.2 41:,.J.,2022,37(10):9.3.4 32 4.1 33 4.1.1 B2B IOSCO 42 3000 300 400 43 34 4.1.2 2021 SAR InSAR-2022 11 10.09 7.09 3.19 44 45 4.1.3 AI G/B/C G B C 35 AI GBC 46 4.1.4 300 500 150 47 48 36 4.1.5 NLP 1993 A+NLP TRS 49 1200 50 37 51 4.2 4.2.1 1986 1987 2015 2022 12 5%28.03%6.5%38 52 2022 12 ToG ToG 110KV 2021 2021-2022 2022 9 53 54 4.2.2 2001 2011 2022 11 39 20 33 2022 55 30 1500 16 4.2.3 2020 40 140 2.5 248 10 56 57 4.2.4 1999 2007 90%10%+3000 2800 30 58 2022 12 6 41 wind ATM 2021 1.3 4.3 4.3.1 CAPE AiLPHA AiTrust AiLAND AiLAND 59 42 数据来源：公司 官网，东方证 券研究 所 4.3.2 60 数据来源：公司 官网，东方证 券研究 所 4.3.3 AI+AI+Smart 43 61+4.3.4-“-”2010 2019 62-Data-Machine-People Know-How SDK 44 IoT 2021 SDK 830 4 IoT 2,500 2021 40TB 3000 Know-How 63-2021 4.3.5 2013 Hadoop Spark 64 TDH 45 TDS Sophon 65 4.3.6 66 46 4.3.7 AI AI 2005 AI AI 67 2022 47 1%1%48 12/15%5%15%-5%+5%-5%5%-5%+5%-5%前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
