Major listed companies in the cloud computing industry: halo Xinwang (300383. SZ), Donghua software (002065. SZ), Alibaba SW (9988. HK), China Mobile (0941. HK), Tencent Holdings (0700. HK), China Telecom (0728. HK), ZTE (000063. SZ), Inspur information (000977. SZ), Xingwang Ruijie (002396. SZ), Zhongke Shuguang (603019. SH), youkede-w (688158. SH), Guangyun Technology (688365. SH), etc
Core data of this paper: the score of urban cloud computing development level in China, the relationship between cloud computing development level of each city and GDP, the proportion of cloud computing regional market scale, the regional distribution of cloud computing enterprises, etc
The development level of urban cloud computing is obviously layered, with a "pyramid" layout in quantity
To objectively reflect the development of the cloud computing market in various regions and to measure the guiding role of local governments in the development of cloud computing, the Chinese Academy of Social Sciences Strategic Research Institute jointly set up a set of cloud computing development evaluation index system for the cities and provincial administrative regions of the Chinese mainland city China. In the index system, the quality and potential of cloud computing development in various regions are emphatically considered, and the development level of cloud computing in various regions is evaluated from multiple dimensions such as consumption, use, access, coverage, industry, product, enterprise and growth rate.
First tier cities City Chinese mainland's 337 city level and above can be divided into 5 echelons, including 4 cloud computing cities in Shenzhen, Hangzhou, Beijing and Guangzhou, 80 cloud computing cities in Chengdu, 14 cities in Yunnan Province, three cities in Shijiazhuang City, etc. There are 101 cloud computing fourth tier cities such as Dezhou and 138 cloud computing fifth tier cities such as Changzhi.
The development level of cloud computing in the urban dimension is obviously layered and differentiated, and presents a "pyramid" layout in terms of quantity: the number of first tier cities of cloud computing is small and the development level is far ahead; There is a significant gap between cloud computing second tier cities and first tier cities, but it is accelerating to catch up; A large number of Chinese cities have not yet fully enjoyed the dividends of cloud computing, and together form low - and middle tier cities of cloud computing.
The regional pattern is high in the East and low in the west, strong in the South and weak in the north
The 31 provincial administrative divisions in mainland China can also be divided into 5 echelons according to the comprehensive scoring system of cloud computing evaluation index system. Among them, the first echelon includes Guangdong, Zhejiang, Beijing and Jiangsu, and the four provinces and cities have significant advantages over the follow-up echelon provincial administrative regions; The second echelon includes Shandong, Fujian, Sichuan, Hunan, Hebei, Shanghai and Hubei; The third echelon is Henan, Liaoning, Anhui and Shaanxi; The fourth echelon includes Guizhou, Jiangxi, Inner Mongolia, Guangxi, Shanxi, Chongqing, Yunnan, Tianjin, Gansu and Heilongjiang; The fifth echelon includes Jilin, Qinghai, Hainan, Xinjiang, Ningxia and Tibet.
From the perspective of spatial pattern, the first tier and second tier provinces and cities are mainly distributed in the eastern and central regions, and most provinces and cities in the northwest and northeast regions are located in the fourth and fifth tier. It can be seen that the development level of cloud computing in China is high in the East and low in the west, strong in the South and weak in the north, and the development between regions is unbalanced.
The development level of local cloud computing is positively correlated with GDP
The level of economic development is the cornerstone and internal driving force for the development of urban cloud computing. The difference of factor endowments between cities makes the economic development of each city unbalanced; The difference of economic development level between cities leads to different stages of cloud computing development. Combined with the above cloud computing regional development level and urban development level, the urban cloud computing development level is positively correlated with the economic development level, indicating that the imbalance of cloud computing development between cities is inevitable and relative.
Compared with their own economic scale, the development level of cloud computing in some cities (such as Hangzhou, Xiamen, Zhuhai, Guiyang, etc.) shows an advanced development trend, while the development of cloud computing in other cities is not commensurate with their economic development level. This is mainly because the development level of cloud computing in cities is directly related to their industrial structure: cities with relatively high development level of cloud computing have a large number of science and technology enterprises; In cities with relatively low development level of cloud computing, the industrial structure is still dominated by traditional industries, and the digital transformation of enterprises is mostly in the primary stage.
Cloud computing has significant regional agglomeration characteristics, mainly distributed in economically developed areas
From the perspective of regional pattern, the phenomenon of cloud computing development agglomeration is obvious, forming three strategic highlands: the Yangtze River Delta, Dawan district and Beijing Tianjin Hebei. The first tier cities of cloud computing development are the central cities of these three urban agglomerations. Half of the 18 first tier and second tier cities of cloud computing are located in the Yangtze River Delta, Dawan district and Beijing Tianjin Hebei. According to the market thermal index of wind cloud computing industry, the regional thermal map of China's cloud computing industry is drawn as follows:
Combined with the development level of cloud computing in various cities, the first tier cities of cloud computing, Hangzhou, Shenzhen, Beijing and Guangzhou, are distributed in Dawan District, Yangtze River Delta and Beijing Tianjin Hebei Urban Agglomeration. The cloud computing scale of the three urban agglomerations accounts for 68% of the total scale of the country.
In the process of ecological construction, cloud manufacturers not only pay attention to online business, but also actively use the influence of manufacturers for offline layout. In the context of industrial Internet, through cooperation with local governments, we can better combine the resource aggregation effect of cloud computing with local characteristics, so as to realize the connection between local real economy and digital economy. At present, from the perspective of the distribution of cloud computing parks, they are still around the Yangtze River Delta and Pearl River Delta with relatively developed economic level in China, and gradually spread to the central and western regions with the migration of economic development strategy. From the perspective of Park types and functions, the park types provided by comprehensive cloud manufacturers are comprehensive and diverse, aiming to attract multiple types of enterprises to improve ecological construction and expand industry influence.
Cloud computing enterprises are concentrated in Beijing, Shanghai and Guangzhou
From the regional distribution of cloud computing enterprises, the registration places of cloud computing enterprises in China are relatively concentrated, mainly in Beijing, Guangdong, Shanghai, Zhejiang, Jiangsu and other places, which are relatively developed areas in economy and Internet industry. Among them, Beijing ranks first, with the number of enterprises accounting for 29%; Followed by Guangdong Province, the number of enterprises accounts for 21%; Shanghai ranks third, accounting for 15%.
Note: 1) the above enterprises are the number of enterprises whose business scope includes "cloud computing" and whose registration status is active / existing. 2) Data as of August 3, 2021.
From the perspective of Chinese cloud computing enterprises, there are many cloud computing enterprises in Beijing, Shanghai, Hangzhou and Shenzhen. Among them, the representative enterprises in Beijing include three major operators, Baidu, Jinshan cloud, halo new network, UFIDA, Qingyun, capital online, etc; Shanghai includes nethome technology, youkede, Baoxin software, etc., and Hangzhou includes Alibaba cloud and Xinhua; Shenzhen includes Tencent, Huawei, Shenxin, Kingdee, etc.
The government has played a significant leading and driving role in the development of cloud computing
From the perspective of the external driving force for the development of urban cloud computing, the government has played a significant leading and driving role in the development of cloud computing. Policy differences are an important factor leading to the unbalanced development of cloud computing among cities. In practice, some local governments have created a better external environment for the development of local cloud computing by taking the lead in using, formulating application guidance, encouraging technological innovation and cultivating the cloud computing market from the aspects of application drive, policy drive, technology drive and market drive, Improved the driving effect of cloud computing on economic growth.
The above data refer to the analysis report on the development prospect prediction and investment strategic planning of China's cloud computing industry issued by the forward looking Industry Research Institute. At the same time, the forward looking Industry Research Institute also provides solutions such as industrial big data, industrial research, industrial chain consultation, industrial map, industrial planning, park planning, industrial investment attraction, IPO raising feasibility study, prospectus writing, etc.
TOP