Chinese enterprise service industry market in 2022

（1） Chinese enterprise service industry market

These days are positive 7 late , Listed companies that serve the racetrack basically issue semi annual reports or semi annual report forecasts , At least they all sent Q1 Quarterly Report . From the financial report , Everyone still keeps 10% The above growth rate . This growth rate , Compared with last year , Neither increase , And there's no decline . Last year, too 10% Growth of the above . At least say so , For these already listed 、 Enterprise software companies with a certain volume , The growth rate has not been affected by the epidemic .

And what's more , Especially some vertical industry manufacturers , The growth is 20% above .

（2） those , on whom one 's livelihood depends ： Chinese enterprises

Chinese enterprise customers , in the light of SaaS, There are three types of customers ：

One is due to their own business requirements , Unwanted SaaS. Like the government 、 military 、 Finance 、 telecom 、 energy ....

One is dizzy Chinese enterprises , I don't know why I need SaaS, I don't know why I don't need SaaS. Anyway IT The salesperson of the manufacturer came to force the order , It's better to grind more times 、 It also sounds reasonable 、 If you have money, you can buy .IT Manufacturers can buy whatever they push .

One is that it must be a public cloud , Maybe the business of such manufacturers relies heavily on online marketing and online transactions , Or there are serious ups and downs in business ..., Do not use public cloud , Business will not turn .

（3） Product customization

Low code is a long-standing thing ,DOS Times have 、Windows Times have 、Web Times have , Now? App The times also have .

In the business of enterprise software , Low code has been playing a valuable role in checking defects and filling gaps , Every generation has been with EXCEL struggle .

（4） Pricing model

Functional , By number of users / Every year, , How much is the price . And the functions are stacked according to complexity , Name it ： Basic Edition 、 premium 、 Enterprise Edition . In this way, the annual unit price per user of each pile is different .

For the resource class , Server, such as /CPU、 Storage /CDN/ Cloud disk 、 network bandwidth / Cloud call center / Audio and video conference, etc , It can be priced and charged according to resource consumption .

（5） Sales channel

Now we all engage in the whole system of sales channels ：

Direct sales to key customers of the headquarters

Direct selling of branches in first tier key cities

Third and fourth tier non key city agency network

Consignment ecology

I suggest you , Strengthen the headquarters network and call center direct sales .

（6） Industry boost ： Xinchuang

Xinchuang , Now in the market , According to the interests of different people , Be grafted into two branches ：

One branch goes to ： Xinchuang - Information security - Private deployment

One branch goes to ： Independent and controllable localization instead （ chip / The server / Storage / operating system / database / middleware / Documentation software ）

therefore , Xinchuang is not equal to private deployment .

（7） Industry boost ： capital

I only aim at enterprises SaaS This track says , I won't talk about enterprises serving the whole big industry .

In Enterprises SaaS This circuit , The number of capital investment sales has decreased significantly this year .

And the capital will only give money to the head manufacturers of each sub circuit , Don't give money to other tier-2 and tier-3 manufacturers .

（8） Industrial ecological cooperation

We cooperate in product ecology 、 Sales ecological cooperation 、 Delivery of ecological cooperation in three categories .

Product ecological cooperation ,SaaS Manufacturers are increasingly struggling to maintain their own system software and hardware , So I will give up self research and self maintenance , Instead, they are forced to cooperate with cloud manufacturers , Buy cloud vendor system software .

Sales ecological cooperation , cloud IaaS The consignment of manufacturers is still tepid , nailing / Enterprise micro / The consignment of flying books will become a hot spot , Telecom operators and financial banks will become new hot distribution channels .

Deliver ecological cooperation , Whether it's implementing ecology , Or customize the development ecosystem , It's hard to say . The root still lies in , Too little meat , Not enough partners .

（9） Industrial competition

Foreign cloud computing manufacturers are still growing at a high speed . The growth of cloud computing manufacturers outside China's system has slowed （ Such as ali cloud 、 Tencent cloud 、 Huawei cloud and so on ）. But the growth of cloud computing manufacturers in China's system is accelerating .

a large number of SaaS Manufacturers are constantly shuffling , Be marginalized . After all, China's enterprise service industry has changed from 2014 Since its launch in , It's over 8 year , It's time to shuffle . in addition , Capital withdrawal 、 The prevention and control of the epidemic has led to the reduction or death of customers' revenue , These two reasons also accelerated SaaS The exit of the manufacturer . But don't count on China SaaS Manufacturers close down . The business of enterprise software is not fully competitive in the pure market 、 Non capital integration , So it leads to a lot of IT It's not easy for manufacturers to live 、 It's not easy to die 、 It's not easy to sell 、 It's not easy to go public . therefore , Withdraw from mainstream competition , Just be a customer quietly .

（10） Product market

Field operation and management accounts for the largest share , The application category of vertical industry is next . The field of business management is growing at a low speed , Vertical industry applications are growing at a high speed .

The office class is full of ice and fire ： Nails supported by Internet manufacturers / Enterprise micro / Flybook is growing at a high speed , But the financial performance is not yet obvious .OA Class and document class growth slowed .

Data class ice and fire double sky ： Visualization classes are growing rapidly , Other growth slows .

Information security , It has been developing at its own pace in its closed circuit . Not because of the network security law 、 Personal privacy law 、 Public cloud and private cloud .

（11） When will the Chinese enterprise service industry start to make money

The life cycle of enterprise software is often 30 Annual length . My personal point of view , China's enterprise service industry , from 2025 Year begins , I started making money .

So far , The polishing of product maturity by capital , It has a certain accelerating effect （ Indeed, the product maturity is higher than that in the past software era ）, But there is no obvious accelerating effect .

（12） What other problems do Chinese enterprises have in serving this industry

From the perspective of Party B , There are two questions ：

One is production , There is a capacity problem . In the past, enterprise software manufacturers only had the ability to develop application software , Now SaaS, Take full responsibility , But lack of full power . But this is a developing problem , It can be done with IaaS Manufacturer cooperation depends on IaaS The manufacturer solves the short board of the maintenance ability of the system software and hardware .

One is pin , There are mechanism problems .IT Successful service and renewal of manufacturer customers , The division of interests with channel distributors . The question is 2022 year , Capital requirements all SaaS Under the background of positive business cash flow , This problem is particularly acute .