Space calculation of information and innovation industry in 2022

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The content of this article is from “2022“ Building the cornerstone of China's science and technology ” Series report ： Xinchuang market , Space measurement ”.

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2022 Xinchuang market , Space measurement

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The development of the information innovation industry continues to deepen , With “ Eight key industries ” The industry represented by Xinchuang is expected to continue to make efforts .2020 Since, China's information and innovation industry has entered a period of development , As the segment with the highest requirements for independence and data security , The party and government Xinchuang started the earliest ; It is expected that the credit innovation industry will continue to develop in terms of category expansion and industry expansion , With “ Eight key industries ”（ Finance 、 telecom 、 oil 、 Electric power 、 traffic 、 Aerospace 、 education 、 Medical treatment, etc. ） The industry represented by Xinchuang is expected to continue to make efforts .

The market space of industry credit creation ： We calculate the current eight industries PC/ The total space of the server market exceeds 1000 Billion /2500 Billion , Conservative estimation shows that the annualized scale exceeds 200/400 Billion and is expected to gradually speed up , Continue to pull the iterative penetration of relevant core categories .

party and government + The market space of industry credit creation ： We estimate that the current target customer base exceeds 7000 ten thousand ,PC And the total space of the server market exceeds 5000 Billion （ Including software and hardware ）, Conservative estimation shows that the annualized scale exceeds 900 One hundred million yuan .

Sort out the number of people related to industry information innovation

1、 The overall number of people is sorted out ： At present, the target customer base of the industry is about 4547 ten thousand people .

The development of the information innovation industry continues to deepen , The future is expected to continue " The transverse "、" The longitudinal " expand .2020 Since then . China's information technology and innovation industry has entered a period of development , As the segment with the highest requirements for independence and data security , The party and government Xinchuang started the earliest ; With the double promotion of the firm support of the industrial policy of credit innovation and the uncertainty of the external environment , And the core categories of Xinchuang are constantly polished and matured , The follow-up of Xinchuang industry is expected to start from " Lateral widening " and " Longitudinal subsidence " Both sides continue to develop .

among " Lateral widening " Including the expansion of the promotion scope of Xinchuang （ From the party and government organs to the cause | Units and key industries l Accelerating infiltration ） And the expansion of core categories of Xinchuang （ From electronic official documents to e-government 、 The core system ）.

Xinchuang industry is mainly composed of central state-owned enterprises and public institutions , among ," Eight key industries " Including finance 、 telecom 、 oil 、 Electric power 、 traffic 、 Aerospace 、 education 、 Medical treatment, etc. , Here, we will integrate central state-owned enterprises and education / All the institutions in the medical industry are included in the measurement caliber of industry information innovation , Not limited to " Eight industries ".

The number of employees in state-owned enterprises nationwide is about 3531 ten thousand people （ Including a small number of retirees ）, Press 25% Calculation of retirement rate assumption , Get on-the-job employee appointment 2648 ten thousand people . according to 《 China Financial Yearbook 2020》,2019 In, the number of employees of state-owned enterprises was about 1673 ten thousand people , The number of employees of local state-owned enterprises is about 1858 ten thousand people , Total number of employees of state-owned enterprises 3531 ten thousand people （ The above data include some retirees ）. Please refer to the full text of the Research Report for the specific calculation method of the retirement rate .

2020 Annual education 、 The employment of state-owned units in the medical industry is about 2531 ten thousand people , We estimate that the on-the-job employees are about 1900 ten thousand people . consider " Eight key industries " Education in 、 Health and other industries , To school 、 Hospitals and other public institutions . Refer to the data of the National Bureau of statistics ,2020 In, the employees of state-owned units in China's education industry 1637 ten thousand people , health 、 Employees of state-owned units in the social security and social welfare industries 894 ten thousand people , Total about 2531 ten thousand people . In the above 25% Calculation of retirement rate assumption , education 、 The on-the-job employees of state-owned units in health and other industries are about 1900 ten thousand people .

The target customer group of the industry's Xinchuang — Central state owned enterprises 、 The on-the-job employees of public institutions are about 4546 ten thousand people . We select the National Central and state-owned enterprise employees and education 、 The employees of state-owned units in the medical and other industries are regarded as the target customers of the industry . The total number of relevant persons is about 6062 ten thousand （ Central state owned enterprises 3531 ten thousand 、 education / Medical care 2531 ten thousand ）; Refer to the above retirement rate assumption , The industry's target customer base is about 4546 ten thousand people .

2、 Industry structure calculation ∶" Eight industries " Target audience 3354 ten thousand people , education 、 Medical care 、 Finance ranks first

" Eight key industries " The number of on-the-job employees in state-owned units is about 3354 ten thousand people . More broadly , We calculate the national industry credit creation （ Central state owned enterprises + education / Medical and other state-owned units ） The total number of employed persons is about 4547 ten thousand people . We refer to 《 China Financial Yearbook 2020》、 National bureau of statistics 、 Ministry of housing and construction 、 Company websites / Announcement, etc , It is estimated by industry " Eight industries " The number of on-the-job employees is respectively financial （625 ten thousand ）、 Electric power （152 ten thousand ）、 Posts and telecommunications （136 ten thousand ）、 Petroleum and petrochemicals （128 ten thousand ）、 The transportation （383 ten thousand ）、 Aerospace （31 ten thousand ）、 education （1228 ten thousand ）、 Medical care （671 ten thousand ）.

education 、 health 1228 ten thousand 、671 ten thousand people ∶ According to the education disclosed by the National Bureau of statistics 、 The number of employed persons in state-owned units in the health sector is 1637 ten thousand 、894 ten thousand people , Press 25% Retirement rate assumption , Measured education 、 Health shall correspond to on-the-job employees respectively 1228 ten thousand 、671 ten thousand people .

Electric power 、 Posts and telecommunications 、 Petroleum and petrochemicals 、 The transportation 152 ten thousand 、136 ten thousand 、128 ten thousand 、383 ten thousand people ∶ according to 《 China Financial Yearbook 2020》, China's electric power industry 、 Posts and telecommunications 、 Petroleum and petrochemicals 、 The number of employees of state-owned enterprises in transportation and other industries is 203 ten thousand 、182 ten thousand 、171 ten thousand 、511 ten thousand people ; Press 25% Retirement rate assumption , Electric power 、 Posts and telecommunications 、 Petroleum and petrochemicals 、 Traffic and transportation respectively correspond to the number of on-the-job employees 152 ten thousand 、136 ten thousand 、128 ten thousand 、383 ten thousand people .

Aerospace Industry 31 ten thousand people ∶ According to Aerospace Science and technology 、 The official website of Aerospace Science and industry group , The total number of on-the-job employees of the two companies is about 31 ten thousand people .

The financial sector ∶625 ten thousand people . The number of on-the-job employees of state-owned units in the financial industry is calculated by two methods , Method 1 （ Holistic approach ）644 ten thousand people , Method 2 （ Bottom up aggregation ）606 ten thousand people , We take the average 625 ten thousand people .

Method 1 （ Holistic approach ）∶644 ten thousand people . According to the National Bureau of Statistics , Urban units in the national financial industry （ Non private ） Employed people 859 ten thousand people , Press 25% The hypothetical calculation of retirement rate corresponds to on-the-job employees 644 ten thousand people .

Method 2 （ Bottom up sub industry aggregation ）∶606 ten thousand people . We measure the banks separately 424 ten thousand people 、 insurance 116 ten thousand people 、 negotiable securities 34 ten thousand people 、 futures 3.3 ten thousand people 、 trust 2.3 The number of employees in major sub industries of finance such as 10000 people , And add up from the bottom up . See the Research Report for details of the calculation process .

Based on the above data , We have calculated that the total number of on-the-job employees in state-owned units in the eight industries is about 3354 ten thousand people . More broadly , National industry credit creation （ Central state owned enterprises + education / Medical and other state-owned units ） The total number of employed persons is about 4547 ten thousand people .

Measurement and calculation of the market space of industry credit innovation

1、 Industry Xinchuang PC Space ： Eight industries 2348 Ten thousand units , Including the total space of software and hardware market 1057 One hundred million yuan

hypothesis ∶ The ratio of on-the-job employees to the number of computers is 1∶0.7.

We calculate the total computer space of eight industries 2348 Ten thousand units ,PC The whole machine （ Including software and hardware ） Total market space 1057 One hundred million yuan , And finance 、 education 、 The medical industry ranks first in space . Based on the above , We measure " Eight industries " China Finance 、 Electric power 、 telecom 、 oil 、 traffic 、 Aerospace 、 education 、 The number of on-the-job health workers is 625、152、136、128、383、31、1228、671 ten thousand people , According to the number of on-the-job employees and computers, the ratio is 1∶0.7 Assumptions , Corresponding PC The number of sets is 438、106、95、90、268、22、860、470 Ten thousand units ; Corresponding PC The whole machine （ Including software and hardware ） The total market space is 197、48、43、40、121、10、387、211 One hundred million yuan .

2、 Industry letter Create server space ∶ Eight industry servers 567 Ten thousand units , Including the total space of software and hardware market 2552 One hundred million yuan

Two methods are used to calculate the server space of industry information innovation ∶

1） Calculation of proportion by industry ∶ Eight industry server spaces 508 Ten thousand units , Total market space 2286 One hundred million yuan .

Consider the business attributes of different industries , We have different assumptions about it PC∶ Server allocation （ See table 4）. We measure telecom 、 The financial industry has the largest space , Respectively 190 ten thousand 、146 10000 servers , Corresponding to the total space of the server market 857、656 One hundred million yuan ; Electric power 、 oil 、 traffic 、 Aerospace 、 education 、 The health industry is 21、6、54、2、57、31 10000 servers , Corresponding to the total space of the server market 96、27、241、10、258、141 One hundred million yuan .

2） By industry shipment and replacement cycle ∶ Server space 626 Ten thousand units , Total market space 2816 One hundred million yuan .

according to IDC data ,,2019-2021 Three years, China X86 Total server shipments 1053 Ten thousand units , The telecom 、 Finance 、 education 、 Transportation 、 Medical care 、 The energy industries are 121、96、40、26、16、14 Ten thousand units . We press 6 Annual replacement period assumption , It is estimated that telecom 、 Finance 、 education 、 Transportation 、 Medical care 、 The server space of the energy industry is 242、191、80、52、33、27 Ten thousand units , total 626 Ten thousand units ; Corresponding 1088、862、361、236、147、122 One hundred million yuan , total 2816 One hundred million yuan .（ notes ∶IDC Server shipment data does not show the aerospace industry , Considering that the number of employees in the aerospace industry is relatively small compared with other industries , We don't care about it for the time being ）

Take the average value by combining the two calculation methods , We think Industry Xinchuang " Eight industries "" Server overall space 567 Ten thousand units 、 Including the total space of software and hardware market 2552 One hundred million yuan .

3、 summary ∶ The party zheng + The target customer group of the industry's Xinchuang 7579 ten thousand people ,PC、 The total space of the server market exceeds 5000 Billion , The annual scale exceeds 900 Billion

We judge that the replacement cycle of relevant categories of Xinchuang at the current stage is shorter than the previous normalized replacement cycle , With the continuous improvement of the penetration rate of Xinchuang products , Superimposed normalization natural replacement , Infiltration is expected to accelerate gradually ; Looking forward to the future , The information innovation industry continued to deepen , It also provides key support for the long-term healthy development of the industry .

Summary of industry information innovation space ∶ Eight industries PC/ The total space of the server market exceeds... Respectively 1000 Billion /2500 One hundred million yuan . Conservative estimation shows that the annualized scale exceeds 200 Billion /400 Billion and is expected to gradually speed up , Continue to pull the iterative penetration of relevant core categories .

1） The number of ∶ We calculate the overall target customer group of the industry's credit innovation, the on-the-job employees 4547 ten thousand people （ Central state owned enterprises + education / Medical treatment, etc. ）, among " Eight industries " On the job workers 3354 ten thousand people .

2）PC： Eight industries PC Total space of the whole machine 2348 Ten thousand units 、 Including the total space of software and hardware market 1057 One hundred million yuan , Press 5 The annual replacement cycle is conservatively estimated, and the annualized market scale exceeds 200 One hundred million yuan ;

3） The server ： Total server space in eight industries 567 Ten thousand units 、 Including the total space of software and hardware market 2552 One hundred million yuan , Press 6 The annual replacement cycle is conservatively estimated, and the annualized market scale exceeds 400 One hundred million yuan .

4） Key categories Office Take office software for example , The total market space related to industry information innovation 141 One hundred million yuan , Reference resources PC The whole machine 5 Annual replacement period , According to the conservative estimation of the authorization model, the annualized market scale exceeds 28 One hundred million yuan .

party and government + Calculation of the overall market space of the industry's Xinchuang ： At present, the target customer base exceeds 7000 ten thousand ,PC And the total space of the server market exceeds 5000 Billion （ Including software and hardware ）, Conservative estimation shows that the annualized scale exceeds 900 One hundred million yuan . In combination with our previous calculation of the market space for party and government information innovation , Medium caliber party and government credit creation 3032 ten thousand people ,PC The whole machine 2122 Ten thousand units 、 Including the total space of software and hardware market 955 One hundred million yuan , The server is complete 106 Ten thousand units 、 Including the total space of software and hardware market 478 One hundred million yuan . It is estimated that ∶

1） The number of ： The whole Party and government + The target customer group of the industry's Xinchuang market 7579 ten thousand people ; party and government +“ Eight industries ” Target audience 6386 ten thousand people ;

2）PC： party and government +“ Eight industries ”PC Total space of the whole machine 4470 Ten thousand units 、 Including the total space of software and hardware market 2012 One hundred million yuan , Press 5 Annual replacement cycle assumption conservative estimation annual scale exceeds 400 One hundred million yuan ;

3） The server ： party and government +“ Eight industries ” Total server space 673 Ten thousand units 、 Including the total space of software and hardware market 3029 One hundred million yuan , Press 6 Annual replacement cycle assumption conservative estimation annual scale exceeds 500 One hundred million yuan .

4） Look at the information innovation industry as a whole PC、 The total market space of servers including software and hardware exceeds 5000 One hundred million yuan , It is estimated that the annual scale exceeds 900 One hundred million yuan . Key categories Office Take office software for example , party and government + The total market space related to industry information innovation 268 One hundred million yuan , Reference resources PC The whole machine 5 Annual replacement period , According to the conservative estimation of the authorization model, the annualized market scale exceeds 54 One hundred million yuan .

The content of this article is from “2022“ Building the cornerstone of China's science and technology ” Series report ： Xinchuang market , Space measurement ”.

Download link ：

2022 Xinchuang market , Space measurement

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