1、2022?30?&CEO?2022?30?2022?GDP?0.6%?75?20?15?2022?9.5?2.79?14.2%?18?80.26?2022?C919?G20?出?危?25.6%14.2%202009200720052003?65?缺?楼?107.52022.102022.072022.042022.012021.102021.072021.042021.012020.10?(?=100)?(?=100)?缺?楼?2022?2022?-30%-10%?缺?缺?楼?2022.102022.072022.042022.012021.1020

2、21.072021.042021.01?PMI?PMI?PMI?50.649.52022?分?分?95.3%16.4%14.9%2022.082020201820162014?缺?缺?楼?2022?IPO?2022?A?IPO?-92%15%?缺?Wind?缺?劣?2010?/?2022?/?-54%54%-55%55%-90%90%?性?续(LCOE)0.00%0.20%0.40%0.60%0.80%1.00%1.20%1.40%1.60%?缺?缺?IDC?11.0%202320222020012?IT?10%22%43%20

3、16?2017?2018?2019?2020?2021?分?分?分?缺?27.0%30.3%32.7%34.0%36.3%38.6%39.8%200021?GDP?缺?缺?2022?1 1?50005000?200200?5050?1010?缺?2022?缺?2022?1 1?2 2?3 3?4 4?5 5?分?分?分?分?+?PC/PC/?类?缺?2022?PaaS?IaaS?VR/AR/MR?3D?NLP?5G?C?B?/G?XR?/?VR?C?B2C?B2B?B2G?G?分?分?缺?2022?缺?2022?分?全?缺?2022?分?缺?2022

4、?续?分?分?类?缺?2022?分?61.1%50.3%36.2%22.9%19.8%8.9%2.5%?缺?N=633?2022?44%44%27%23%22%19%19%17%13%12%12%12%10%7%?分?HR?87.3 79.8 83.9 78.3 85.9 87.5 83.7?20?,99.5%?,0.5%?缺?2022?1988?缺?2022?30%33%36%38%41%43%2016?2017?2018?2019?2020?2021?分?缺?94.4 94.4 89.7 88.9 88.9 86.5 86.4 83.8 82.5 82.4 82.2

5、81.5 80.6 80.6 80.2 77.0 93984 98899510511467.0%70.4%71.6%73.0%74.4%2020.62020.122021.62021.122022.6?!#$%?缺?2022?18.522.527.231.335.839.245.527.0%30.3%32.7%34.0%36.3%38.6%39.8%200021?GDP?缺?性?缺?2022?2015?9?2016?3?类?2017?1?分?2016-2020?2017?12?2019?7?2020?2?2020?4?2021?

6、3?2020?5?分?2022?9?2022?5?2022?6?分?缺?2022?-2030?2030-2045?2045-2060?2060?2045?2030?2020?93.7%93.7%92.8%?94%?93%?缺?2022?PC?ERP?CRM?5G?PC?ERP?CRM?5G?缺?2022?1-3?缺?2022?-?-?/?/?/?2022?2021?缺?2022?缺?2022?楼?46楼?/?2014?3?2015?8?2016?3?2016?12?2017?10?2017?12?2019?3?2020?4?2019?10?2020?5?点?分?2016-2020?6?分?分?

7、2?3?2?1?1?1?3?2?1?1?1?1?1?4?1?3?6?1?2?2?1?3?1?1?1?缺?2022?/?/?/?/?/?2021?2022?缺?2022?&?分?COSMOPlat?H-IIP?/?ROOTCLOUD?supOS?Fii Cloud?SaaSPaaSIaaS?(?)?SaaSPaaSIaaS?(?)?点?BaaS(Business&Best Practice)?缺?2022?分?3.0?4.0?分?+?24%22%5%13%31%4%57%19%22%1%0%0%33%-3%17%-12%-31%-4%?GAP?/?缺?受?2019-2025?分?7.3%15%1

8、.?2.?9.8%15%3.?38.4%70%?分?分?分?缺?2019-2025?2022?2019?2025?缺?2022?82 60 51 20 13 8 7 5 3 3 1 1 110.20%15.50%22.30%13.40%10.50%26.90%-35.70%-4.00%-9.60%11.10%35.00%-42.20%?分?123?2021?2015?5?2022?SaaS?ERP?分?全?续?缺?2022?3V?3U?Volume?Variety?Velocity?Usable?Useful?Used?缺?2022?5060?Algol?Fortune?70?Pascal?C

9、obol?分?80?C+?Smalltalk?90?CORBA?00?.com?EJB?Webservice?意?NOWLCDP?楼?AI?DIY?缺?2022?AI?AI?AI?全?AI?全?AutoML?AI?AI?全?0?AI?分?AutoML?分?分?AI?1.?2.?3.?4.?5.?6.?7.?8.?9.?10.?11.?12.?13.?1:?2?4:分?+?楼?5?8:?9?12:?+法?13:?AI?AutoML?AI?RPA+?缺?2022?分?TMCERP?OA?闼?1?2.?n?iSaaS?缺?2022?分?31.60%29.00%10.30%7.10%7.10%6.50

10、%6.50%1.90%?25.60%24.50%13.30%8.40%8.50%7.90%5.20%2.10%0?1-5?6-10?11-15?16-20?21-25?26-30?31-40?41-50?51-60?61-70?71-80?81?性?0.30%0.30%0.80%1.40%1.70%?API?缺?2022?2020?1?-2021?6?API?92%?3D?2D3D?危?缺?2022?分?分3D CV?分?全?分?缺?2022?*?2002?Michael Grieves?Real SpaceVirtual Space?VS1VS2VS3?1%2%3%3%4%3%2%5%6%2

11、%15%16%9%7%3%14%5%?AR/VR?Web 3.0?缺?2022?Web 3.0?DAS?性?Web1.0?Web2.0?Web3.0?1?N?1?N?N?N?Web1.0Web2.0Web3.0200420201994?2030?Web3.0?/EB?缺?2022?C?B?/G?AI?AI?ADT Meta?闼?预?预?模?分?C?B?/G?分?AI+X?缺?2022?2020-2022?分?AI?2020072020092022207202208?2035?2021-2023?全?点?AInnovation,2121.HK?AI+?AI+?AI?3C/?

12、AI?分?MMOC?AI?AI?7.7%?14.3%?37.3%AI?AI+?10.6%AI+?12.3%AI+?14.2%AI+?15.7%AI+?16.9%AI+?6.6%AI+?6.9%AI+?4.5%AI+?3.7%AI+?6.5%40.7%AI?分?缺?2022?分?12?1?0?分?分?缺?缺?2022?20%?40%?60%?+?楼危?10W?意?续=(?)?AI+?+?+?=?AI?AI?5G?Orion Star?2016?9?缺?50?2022?全?/?+?+?+?+?糊?61.9%62.3%68.1%2020.032020.122022.065.60?6.16?7.16?

13、6.2%?2010?40?+?3000?分?缺?2022?NOW?受?AI?C?续?VR?VR?VR?+?9?2?2022?预?AFTER?点?30?缺?2022?点?IT?gPaaS?aPaaS?&?688369.SH?2002?闼?20?闼闼?分?分?闼?分?全?分?分?分?2,1941,7051,3753572457485343215145SAPABB?AVEVA?35739SAP?2020?2020?缺?2022?缺?楼?2022?分?分?意?IC?CPU?GPU?FPGA?意?3-5?EDA/IP?热?EDA?分?28nm?7nm/5nm?分?1016 1087 1318 1565

14、1853 2018 2614 3594 2857 3140 3426 3770 4176 4451 5434 6355 2000202021分?CAGR?17.1%?CAGR?10.5%?CAGR?16.8%?分?CMP?意?危?缺?楼?2022?2016-2021?分?14.9%14.7%14.5%14.7%14.7%14.6%2001920202021?分?-80%?分?-10%?-60%?-3%?-60%?分?分?SCM?缺?3.4%?50%?+42%99.7%97.5%+20%?缺?2022?*?分?硬?缺?缺?2022

15、?5A?闼?BA?CA?OA?受?SA?FA?0200040006000800040000202021?2016-2021?缺?IRENA?International Renewable Energy Agency?2022?分?P1Generation?P2Demand?Inertia?FrequencyP1?P2f?50HZ?f=50HZP1?P2f?50HZ321?2020?41923?kWh?P1?Generation?P2?Demand?Inertia?FrequencyP1?P2f?50HZ?f=50HZP1?P2f

16、?50HZ321?2020?75110?kWh?分?分?缺?2022?分?分?分?分?/?/?/?/?分?分?-?德?德?德?德?德?德?德?德?德?德?德?德?德?德?德?德?德?德?/?分?分?/?分?分/?分?分?/?分?分?/?/?/?/?/?/?/?/?0896?/?缺?2022?005006007008009001000?14000?13000?12000?11000?10000?9000?8000?7000?6000?5000?4000?3500?3000?2500?2250?2000?1750?1500?1400?1300?1200?1100?1000?900?800?700?600?500?400?300?200?100?/?1?100?200?300?400?500?600?700?800?900?1000?1100?1200?1300?1400?1500?1600?1700?1800?1900?2000?14000?2000?THANKS