At present, my country's big data companies are distributed in all aspects of the industrial chain, including big data-based hardware, software support and big data services. Leading companies in the industry focus on their key areas of deployment and have obvious unique advantages in all directions. In terms of regional distribution, China's big data companies are relatively concentrated, mainly distributed in the Beijing-Tianjin-Hebei and eastern coastal areas.
Main listed companies in the industry: Yihualu (300212), Meiya Pico (300188), Massive Data (603138), Tongyou Technology (300302), Hikvision (002415), Yimikang (300249), Changshan Beiming (000158), Stech (300608), Kechuang Information (300730), Shenzhou Taiyue (300002), Blue Cursor (300058), etc.
The core data of this article: Big data, competition level, industrial structure, application field distribution, regional concentration, business competitiveness, five forces model analysis, etc.
1. Competition situation in each link of the industrial chain of China's big data industry
At present, my country's big data industry is still in the initial stage of construction. From the perspective of its subdivisions, the big data industry can be divided into three major sub-industries: big data basic support facilities, application software and big data services. Representative companies of big data in China are distributed in various sub-sectors. The main representative manufacturers of the basic support layer include Tongyou Technology and Obit. Representative companies that specialize in the development of big data-related software include Changshan Beiming, Stech, and NavInfo. ; Enterprises such as Kechuang Information and Shenzhou Taiyue focus on big data services. In addition, leading companies in the industry, such as Meiya Pico and Yihualu, have business layouts covering the entire big data industry chain.
2. China’s big data segmented industry structure
According to the “IDC Global Big Data Spending Guide”, the largest component of China’s big data market in 2020 comes from the traditional hardware part—— Servers and storage account for more than 40%, followed by IT services and business services, which account for 34%, and the remaining 25% is made up of big data software.
3. Distribution of application fields in China’s big data industry
From the perspective of specific industry applications, the Internet, government, finance and telecommunications lead the development of the big data integration industry, with a total scale of 77.6. The Internet, finance and telecommunications industries are in a leading position in business digital transformation due to their high level of informatization and strong R&D capabilities; government big data has become a key link in government informatization construction in recent years, and is closely related to government data integration and openness*** The demand for applications related to social security, people's livelihood services, social governance, and market supervision continues to be strong. In addition, industrial big data and health and medical big data are emerging fields with large amounts of data, high scalability of the industrial chain, and great potential for future market growth.
4. Regional concentration of China’s big data industry
According to Qichamao data, as of September 22, 2021, the “existing” and “in-service” big data industries in the country There are 61,799 enterprises***, most of which are concentrated in the eastern coastal areas. Among them, Guangdong Province has the most big data companies, with 9,246; followed by Jiangsu Province, with 5,106 big data companies; Shaanxi in the central region also has a larger number of big data companies, with 4,419.
From the prospective statistics of 53 listed companies in the big data industry, listed companies in the big data industry are mainly concentrated in the Beijing-Tianjin-Hebei and eastern coastal areas such as Beijing, Guangdong, Shanghai and Zhejiang. Among them, Beijing and Guangdong The total number of representative listed companies is close to 30, accounting for more than 50%. Therefore, from the perspective of regional distribution, the regional concentration of big data companies is relatively high.
Note: The data in the figure only includes 53 listed companies based on forward-looking statistics.
5. Business layout and competitiveness evaluation of enterprises in China’s big data industry
From the perspective of big data business layout, the key layout areas of representative enterprises focus on the eastern coastal areas or Beijing and Tianjin In the Hebei region, for example, Yihualu mainly distributes in the eastern coastal areas, and Meiya Pico mainly distributes in East China and South China. From the perspective of product layout, each company has its own focus. For example, Obit has the absolute right to speak in the field of satellite big data. Leading companies have obvious competitive advantages.
6. Summary of the competitive status of China’s big data industry
From the perspective of the five forces model, there are many participants in my country’s big data industry chain, facing application markets in various industries, respectively. Competition at different levels. At each level, a large number of companies have gathered, with a high degree of marketization and fierce competition. At the same time, the big data industry, as an indispensable technology and means in the process of digital development, comes from all aspects of life. There are many big data collection channels and analysis tools, and the threat of substitutes is greater.
The upstream of the big data industry is basic support facility production companies, including hardware and software equipment. Since there are currently many hardware and software companies in my country, and localization is getting higher and higher, competition among companies is fierce, so the upstream Bargaining power is weak; the downstream consumer market is mainly end customers in various application fields. Due to the large number of existing competitors in the industry, the diversity of big data products and services, and the greater selectivity of customers, the bargaining power of downstream customers is relatively high.
In addition, the middle and upper reaches of the big data industry, that is, the core technical requirements for basic support such as hardware and software are relatively high. However, the products, services and application markets of the big data industry are extremely broad, and the updates of various technologies Iteration is fast, so the threat of new entrants to the industry is relatively high.
Overall, competition in China's big data industry is relatively fierce.