202093_艾瑞咨询_2020年中国钢铁产业互联网行业研究报告（80页）.pdf
20202 iResearch I 1 2019(CR10)36.8%2 3 72.4%1 2 3 4 2019 6149 418 3000 3 iResearch Inc B2B 4 1 2 3 4 5 iResearch I B2B 6 iResearch I IT IC MRO 7 iResearch I 8 iResearch I/SaaS/9 iResearch I VS PC Mobile+AIoT+10 iResearch I+/B2B/11 1 2 3 4 12 iResearch I1,259.9 1,858.0 1,890.1 1,899.9 2,250.8 2,086.2 1,597.6 1,267.9 1,654.6 1,965.2 1,867.0 1,038.2 1,502.8 1,433.6 1,540.3 1,534.3 1,339.6 1,131.9 919.1 1,008.5 1,008.5 1,144.6 601.0 1,263.6 1,277.1 1,172.5 1,331.9 954.7 878.0 844.2 773.5 770.8 742.2 0.01,000.02,000.03,000.02009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2009-2019 132020.9 iResearch I 2020.9 iResearch I1737.1 1229.4 1695.0 1647.2 525.5 1659.1 3419.4 4029.3 2677.1-29.2%37.9%-2.8%-68.1%215.7%106.1%17.8%-33.6%2011 2012 2013 2014 2015 2016 2017 2018 2019%2016 2019 2019 2016-2018 72.373.073.775.776.777.076.978.578.777.779.280.979.480.22016 6-2019 12 2011-2019 14 iResearch I 2019 2017 2019 40.7%2017-2019 39.9%41.0%41.7%43.7%42.2%40.7%4.6%4.7%6.2%11.8%12.1%11.4%2017 2018 20192017-2019%15 iResearch I 55.5%16.6%5.9%4.6%1.8%1.6%0.6%0.6%12.8%2019 72.1%2019 2019 16 iResearch I 172020.9 iResearch I 2020.9 iResearch I 2019 CR10 36.8%60.0%CR3 CR3 2020(2016-2020)2020 2019 36.8%60.0%2019 2020 CR10%2019 95.6%86.5%51.9%18.4%CR3 CR3 CR3 CR3 CR3(%)18 iResearch I5.3%13.3%14.3%16.3%2.7%37.0%11.1%4.0%6.2%9.6%8.4%8.0%28.8%35.0%4.0%6.3%8.3%9.3%9.6%27.2%35.2%2019 19 iResearch I 1 2 3 20 iResearch I 21 iResearch I.-/.22 iResearch I 3-4 23 1 2 3 4 24 iResearch I 1/3 1 2016 2 2016 5 1 1.5 2 8 2016 2 3 2016 2020 2016 10 2020 1 1.5 4 2018 1 1.25 1 5 2020 1 11.3 2015 12 2016 2 2016 5 1 1.5 25 iResearch I 2/3 2017.7 2018.5 2017.9 2017-2018 2+26 PM2.5 15%15%50%2019.4 2018 SO2 PM2.5 2020.1 2018 2019 2020 26 iResearch I 3/3 2015+2017 2019 12+2015 ITFIN+2017 2017 2019 2020-27 iResearch I RFID AI 5G RFID 5G VR28 iResearch I 1 2+29 iResearch I 30 iResearch I 31 iResearch I 32 iResearch I&CRM SaaS 3PL/4PL/33 1 2 3 4 34 iResearch I 2015+2000-20122012-2015 2015-2019 2019-2000 2005 35 iResearch I 3-4 36 iResearch I 37 iResearch I 38 iResearch I SaaS 39 iResearch I 2020 40 iResearch I 41 iResearch I 42 iResearch I 43 iResearch I 1/3 0 1 0 20 3 0 4 44 iResearch I 2/3 2.1 45 iResearch I 2/3/1 2.2/46 iResearch I 3/3 47 iResearch I 200/A B A B 3PL 48 iResearch I 2-49 iResearch I-AI SKU SaaS/SKU 50 iResearch I 51 iResearch I+AI+5G+RFID GIS GPS EDI 52 iResearch I/53 iResearch I B2B 54 iResearch I RFID 5G 55 iResearch I ABS 56 1 2 3 4 Blockchain TechnologyTCP/IP Information Technology vs.IT IT IT IT IT 57 1 2 3 4 58 1&2 3 4 5 59 iResearch I5.72 6.37 6.85 7.24 8.13 8.22 8.04 8.08 8.71 9.29 9.96 6.94 8.03 8.86 9.56 10.82 11.25 10.35 10.48 10.46 11.33 12.05 13.74%11.37%7.54%5.63%12.33%1.13%-2.25%0.47%7.82%6.70%7.24%14.80%15.66%10.39%7.85%13.21%3.99%-8.04%1.30%-0.16%8.26%6.35%2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019%2009-2015 2016-2017 2019 12.05 6.35%2009-2019 60 iResearch I5,150 7,276 10,012 11,899 16,182 18,295 21,447 24,161 26,642 29,233 41.3%37.6%18.8%36.0%13.1%17.2%12.7%10.3%9.7%2.4%3.4%4.6%5.2%7.0%8.0%9.5%11.1%12.8%14.6%2015 2016 2017 2018 2019 2020e 2021e 2022e 2023e 2024e%2019 1.6 36%2015-2019 33.1%2016-2017 2018 12.4%2024 2.9 14.6%2015-2024=*61 iResearch I 2015-2024 SaaS GIS GPS 3 SaaS=+200234280349418494620771991124516.9%19.9%24.5%19.8%18.1%25.5%24.5%28.5%25.6%-200.0%-150.0%-100.0%-50.0%0.0%50.0%0200400600800100012001400160018002015 2016 2017 2018 2019 2020e 2021e 2022e 2023e 2024e%62 iResearch I 3-4 3000 2019 555.2516.1450.1720.0806.5703.8693.42013 2014 2015 2016 2017 2018 20192013-2019 700 3-4 3000 63 iResearch I181826143882452261496952815091811012411109200234 280349 41849462077199112452015 2016 2017 2018 2019 2020e 2021e 2022e 2023e 2024e 2019 6149 418 3000 2015-2024 64 1 2 3 465 66 iResearch I PV SKU 67 iResearch I 68 iResearch I 2019 2020 7 WMS;2000 11.65 12.44 11+69 iResearch I+5G 70 iResearch I 1 B2M 2 3 1 2 71 iResearch I-5G APP APPSaaS 2020 6 28 72 iResearch I 2000 2008 2011 2013 2015 2019 394.73 2018 35.25%32.20%+73 1 2 3 474 iResearch I 2015+2015201720192020 75 iResearch I 3PL/4PL IOT-76 iResearch I 77 iResearch I 5G/78 Keep Learning 400-026-2099 79
